Our Chief Operating Officer, Stacey McKinnon, sat down with Shaun Kapusinski, the Director of Tech and Ops at Sequoia Financial Group and Founder of HIFON (hifon.org).
In this interview, Stacey and Shaun discussed the founding of HIFON, how his role at Sequoia Financial Group incorporates technology strategy into the company vision, tips for enhancing the employee experience, the value of attending Bob Veres' Insider's Forum conference, and using this time to be innovative for the future.
Read Stacey's whitepaper on the "Untold Truths of Acting in Your Clients' Best Interest"
here: mortoncapital.com/5-untold-truths-of-acting-in-your-clients-best-interest/
Information presented is for educational purposes only and is not intended as an offer or solicitation with respect to the purchase of any security or asset class. This presentation should not be relied on for investment recommendations. Certain alternative investment opportunities discussed herein may only be available to eligible clients and can only be made after careful review and completion of applicable offering documents. Private investments are speculative and involve a high degree of risk. Any investment strategy involves the risk of loss of capital. Past performance is no guarantee of future results.
