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Day in a Canoe Podcast

Nathan Mersereau

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Day in a Canoe Podcast
Day in a Canoe Podcast

Day in a Canoe Podcast

Nathan Mersereau

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About Us

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.

Latest Episodes

Rob Follows: Founder and CEO of STS Capital Partners

Rob Follows: Founder and CEO of STS Capital Partners In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition. Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind. Key Takeaways: It’s not what you think you’re worth as a seller, it’s what the buyer sees doing with your firm that matters most. Doing your homework in advance of a sale can lead to a significant increase in selling price. You don’t need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution. Find a way to accomplish your goals. You don’t have to rush them, you just have to do them. "You’ve got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave."—Rob Follows Connect with Rob Follows: Rob Follows, Founding Chairman & CEO 4 Robert Speck Pkwy Mississauga, ON L4Z 1S1 Phone 905.804.1934 E...

18 MINMAY 28
Comments
Rob Follows: Founder and CEO of STS Capital Partners

Jennifer Crute Steiner: CEO of Alsana

In this episode, Nathan and Jennifer Crute Steiner discuss: Alsana,an eating disorder recovery provider in California, Alabama, and Missouri. Jennifer’s career path and personal motivation to destigmatize mental health. How Jennifer uses Enneagram in her organization. Leading people through change, conflict and self-discovery. Key Takeaways: Many people struggle with mental health issues but options for care and support are available. Enneagram is a tool to help you understand what you are innately good at and how you see the world. Awareness of personality types can improve empathy and communication. Shadow personality types show up during stress. Empathy and understanding is critical during change management and conflict. “Once we really understand how differently folks see the world, it shifts the way we show up for them.”—Jennifer Crute Steiner Connect with Jennifer Crute Steiner: Alsana - From the Latin roots meaning “all” or “total health” Email –Jennifer.Steiner@alsana.com Company Website –www.alsana.com Company Facebook -www.facebook.com/alsanallc/ Company Twitter – @alsanallc Company LinkedIn -www.linkedin.com/company/alsana/ Connect with Nathan Mersereau: Phone:248-645-1520 Website:www.dayinacanoe.com Email:nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address:36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production byTurnkey Podcast Productions.You're the expert. Your podcast will prove it.

19 MINMAY 14
Comments
Jennifer Crute Steiner: CEO of Alsana

Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings

In this episode, Nathan and Bill Emerson discuss: Bill’s upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill’s journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today. Key Takeaways: You don’t have to be the most talented, you just have to work harder than everyone else. Effort, energy, and sacrifice is required if you want to be great. Everything starts with the people on your team and your relationships with them. Focus on removing obstacles for the people you are leading. Give in any capacity you can because it is the right thing to do. "When you take team members and empower them to be part of the solution, you can do anything."—Bill Emerson Connect with Bill Emerson: Bill Emerson, Vice Chairman Quicken Loans & Rock Holdings, Inc. 1050 Woodward Ave. Detroit, MI 48226 800 863-4332 Twitter – @BillEmerson Quicken Loans website -www.quickenloans.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

20 MINAPR 30
Comments
Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings

Kim Laughton: President of Schwab Charitable

In this episode, Nathan and Kim Laughton discuss: Kim’s role at Schwab Charitable How donor-advised funds work Charitable giving trends Kim’s career track and what fuels her mission to increase giving at Schwab Charitable Advice Kim would give to her 20-year-old self. Key Takeaways: Every dollar matters and everyone can make an impact by giving to charity. Start giving early in life, even if it is volunteer time rather than money. You can have it all, but not necessarily all at the same time. Figure out what you want in life, be patient and don’t compromise. Embrace optimistic realism – look forward to the future, but be grounded in your present. "It’s the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton Connect with Kim Laughton: Kim Laughton, President Schwab Charitable 211 Main Street San Francisco, CA 94105 Email – Kim.Laughton@schwabcharitable.org Company Website – www.schwabcharitable.org Connect with Na...

21 MINAPR 16
Comments
Kim Laughton: President of Schwab Charitable

Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs

In this episode, Nathan and Liz Hwang discuss: How Liz learned entrepreneurship from a young age while watching her parents. Liz’s passion for helping entrepreneurial women. The power of conversation and mentorship. Advice Liz would give her 20-year-old self. Key Takeaways: You have to be quick to adapt to the changing environments in the business world. Put your family first, but don’t forget about the importance of your business. The quality of connection, not the quantity, is what is important in all of your relationships. Have an understanding of your consumer to better develop your brand. "Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang Connect with Liz Hwang: Facebook: www.facebook.com/Modern-Essentials-512755192549097/ Website: www.jacksonbags.com&www.modernessentialsdesign.com Email: liz.hwang@jacksonbags.com LinkedIn: www.linkedin.com/in/lizzehwang/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: na...

17 MINAPR 2
Comments
Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs

Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected. "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning."—Greg Friedman Book:The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Raf...

22 MINMAR 12
Comments
Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

Kathy Laurinaitis: Managing Partner at JBN Associates

In this episode, Nathan and Kathy Laurinaitis discuss: Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. Kathy's career path and milestones. What it’s like for Kathy to have her life showcased on a reality TV show. Advice Kathy would give to a 20-year-old self. Key Takeaways: We learn through the challenges that are thrown at us. Let go and don’t worry about being judged. Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel. Take care of yourself – health is first – and enjoy the ride. "Surround yourself with the right people."—Kathy Laurinaitis Connect with Kathy Laurinaitis: Kathy Colace Laurinaitis, Managing Partner & Founder JBN & Associates, LLC 11111 North Scottsdale Rd., Scottsdale, AZ 85254 Twitter –@KathyColace Personal LinkedIn -www.linkedin.com/in/kathycolace/ Company Website -www.jbnassociates.com Company Facebook –www.facebook.com/TeamJBN/ Company LinkedIn -www.linkedin.com/company/jbn-&-associates-llc/ Email –kathy@jbnassociates.com Connect with Nathan Mersereau: Phone:248-645-1520 Website:www.dayinacanoe.com Email:nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address:36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production byTurnkey Podcast Productions.You're the expert. Your podcast will prove it.

20 MINFEB 26
Comments
Kathy Laurinaitis: Managing Partner at JBN Associates

De Lacy Davis: Executive Director, The Family Support Organization of Union County

In this episode, Nathan and De Lacy Davis discuss: The importance of teaching young people financial literacy. How becoming a police officer inspired De Lacy to give back to his community. The importance of mentorship and building the next generation. The signs of a great leader. Key Takeaways: There is a hunger and need for children in poverty to access financial literacy tools and resources. The goal of servant leadership is to serve. Judge yourself by the leaders you helped create. Ask yourself, “What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?” "It gets me excited to see the impact of the lives I’ve touched." — De Lacy Davis Connect with De Lacy Davis: Twitter: @delacydavis Website: familyorgdirectory.fmhi.usf.edu Blog: delacydavis.blogspot.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, ...

20 MINFEB 12
Comments
De Lacy Davis: Executive Director, The Family Support Organization of Union County

Leslie Sims: Chief Creative Officer, Ogilvy

In this episode, Nathan and Leslie discuss: The process of creating effective brand strategies. The Easy Button story. The challenges of balancing work and family. Advice for a 20 year-old Leslie. Key Takeaways: A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer. When you’re in a project and you don’t feel success, power through. If you don’t take yourself too seriously, magic can happen. Don’t compare, play your own game, enjoy the process. "Tackle big problems with great people." — Leslie Sims Connect with Leslie Sims: LinkedIn: @LeslieSims Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Pro...

35 MINJAN 22
Comments
Leslie Sims: Chief Creative Officer, Ogilvy

Bernie Clark: EVP and Head of Schwab Advisor Services

In this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie’s career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing great teams filled with diversity builds a strong business. Mentors are available at all stages of life. Deal with problems head on. Bad news is best early and in great detail. Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined. "It’s the people around us that make us great." — Bernie Clark Connect with Bernie Clark: Website: https://www.aboutschwab.com/leadership/bernard-clark LinkedIn: @bernie-clark Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 ...

21 MINJAN 1
Comments
Bernie Clark: EVP and Head of Schwab Advisor Services

Latest Episodes

Rob Follows: Founder and CEO of STS Capital Partners

Rob Follows: Founder and CEO of STS Capital Partners In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition. Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind. Key Takeaways: It’s not what you think you’re worth as a seller, it’s what the buyer sees doing with your firm that matters most. Doing your homework in advance of a sale can lead to a significant increase in selling price. You don’t need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution. Find a way to accomplish your goals. You don’t have to rush them, you just have to do them. "You’ve got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave."—Rob Follows Connect with Rob Follows: Rob Follows, Founding Chairman & CEO 4 Robert Speck Pkwy Mississauga, ON L4Z 1S1 Phone 905.804.1934 E...

18 MINMAY 28
Comments
Rob Follows: Founder and CEO of STS Capital Partners

Jennifer Crute Steiner: CEO of Alsana

In this episode, Nathan and Jennifer Crute Steiner discuss: Alsana,an eating disorder recovery provider in California, Alabama, and Missouri. Jennifer’s career path and personal motivation to destigmatize mental health. How Jennifer uses Enneagram in her organization. Leading people through change, conflict and self-discovery. Key Takeaways: Many people struggle with mental health issues but options for care and support are available. Enneagram is a tool to help you understand what you are innately good at and how you see the world. Awareness of personality types can improve empathy and communication. Shadow personality types show up during stress. Empathy and understanding is critical during change management and conflict. “Once we really understand how differently folks see the world, it shifts the way we show up for them.”—Jennifer Crute Steiner Connect with Jennifer Crute Steiner: Alsana - From the Latin roots meaning “all” or “total health” Email –Jennifer.Steiner@alsana.com Company Website –www.alsana.com Company Facebook -www.facebook.com/alsanallc/ Company Twitter – @alsanallc Company LinkedIn -www.linkedin.com/company/alsana/ Connect with Nathan Mersereau: Phone:248-645-1520 Website:www.dayinacanoe.com Email:nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address:36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production byTurnkey Podcast Productions.You're the expert. Your podcast will prove it.

19 MINMAY 14
Comments
Jennifer Crute Steiner: CEO of Alsana

Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings

In this episode, Nathan and Bill Emerson discuss: Bill’s upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill’s journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today. Key Takeaways: You don’t have to be the most talented, you just have to work harder than everyone else. Effort, energy, and sacrifice is required if you want to be great. Everything starts with the people on your team and your relationships with them. Focus on removing obstacles for the people you are leading. Give in any capacity you can because it is the right thing to do. "When you take team members and empower them to be part of the solution, you can do anything."—Bill Emerson Connect with Bill Emerson: Bill Emerson, Vice Chairman Quicken Loans & Rock Holdings, Inc. 1050 Woodward Ave. Detroit, MI 48226 800 863-4332 Twitter – @BillEmerson Quicken Loans website -www.quickenloans.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

20 MINAPR 30
Comments
Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings

Kim Laughton: President of Schwab Charitable

In this episode, Nathan and Kim Laughton discuss: Kim’s role at Schwab Charitable How donor-advised funds work Charitable giving trends Kim’s career track and what fuels her mission to increase giving at Schwab Charitable Advice Kim would give to her 20-year-old self. Key Takeaways: Every dollar matters and everyone can make an impact by giving to charity. Start giving early in life, even if it is volunteer time rather than money. You can have it all, but not necessarily all at the same time. Figure out what you want in life, be patient and don’t compromise. Embrace optimistic realism – look forward to the future, but be grounded in your present. "It’s the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton Connect with Kim Laughton: Kim Laughton, President Schwab Charitable 211 Main Street San Francisco, CA 94105 Email – Kim.Laughton@schwabcharitable.org Company Website – www.schwabcharitable.org Connect with Na...

21 MINAPR 16
Comments
Kim Laughton: President of Schwab Charitable

Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs

In this episode, Nathan and Liz Hwang discuss: How Liz learned entrepreneurship from a young age while watching her parents. Liz’s passion for helping entrepreneurial women. The power of conversation and mentorship. Advice Liz would give her 20-year-old self. Key Takeaways: You have to be quick to adapt to the changing environments in the business world. Put your family first, but don’t forget about the importance of your business. The quality of connection, not the quantity, is what is important in all of your relationships. Have an understanding of your consumer to better develop your brand. "Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang Connect with Liz Hwang: Facebook: www.facebook.com/Modern-Essentials-512755192549097/ Website: www.jacksonbags.com&www.modernessentialsdesign.com Email: liz.hwang@jacksonbags.com LinkedIn: www.linkedin.com/in/lizzehwang/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: na...

17 MINAPR 2
Comments
Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs

Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected. "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning."—Greg Friedman Book:The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Raf...

22 MINMAR 12
Comments
Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

Kathy Laurinaitis: Managing Partner at JBN Associates

In this episode, Nathan and Kathy Laurinaitis discuss: Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. Kathy's career path and milestones. What it’s like for Kathy to have her life showcased on a reality TV show. Advice Kathy would give to a 20-year-old self. Key Takeaways: We learn through the challenges that are thrown at us. Let go and don’t worry about being judged. Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel. Take care of yourself – health is first – and enjoy the ride. "Surround yourself with the right people."—Kathy Laurinaitis Connect with Kathy Laurinaitis: Kathy Colace Laurinaitis, Managing Partner & Founder JBN & Associates, LLC 11111 North Scottsdale Rd., Scottsdale, AZ 85254 Twitter –@KathyColace Personal LinkedIn -www.linkedin.com/in/kathycolace/ Company Website -www.jbnassociates.com Company Facebook –www.facebook.com/TeamJBN/ Company LinkedIn -www.linkedin.com/company/jbn-&-associates-llc/ Email –kathy@jbnassociates.com Connect with Nathan Mersereau: Phone:248-645-1520 Website:www.dayinacanoe.com Email:nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address:36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production byTurnkey Podcast Productions.You're the expert. Your podcast will prove it.

20 MINFEB 26
Comments
Kathy Laurinaitis: Managing Partner at JBN Associates

De Lacy Davis: Executive Director, The Family Support Organization of Union County

In this episode, Nathan and De Lacy Davis discuss: The importance of teaching young people financial literacy. How becoming a police officer inspired De Lacy to give back to his community. The importance of mentorship and building the next generation. The signs of a great leader. Key Takeaways: There is a hunger and need for children in poverty to access financial literacy tools and resources. The goal of servant leadership is to serve. Judge yourself by the leaders you helped create. Ask yourself, “What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?” "It gets me excited to see the impact of the lives I’ve touched." — De Lacy Davis Connect with De Lacy Davis: Twitter: @delacydavis Website: familyorgdirectory.fmhi.usf.edu Blog: delacydavis.blogspot.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, ...

20 MINFEB 12
Comments
De Lacy Davis: Executive Director, The Family Support Organization of Union County

Leslie Sims: Chief Creative Officer, Ogilvy

In this episode, Nathan and Leslie discuss: The process of creating effective brand strategies. The Easy Button story. The challenges of balancing work and family. Advice for a 20 year-old Leslie. Key Takeaways: A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer. When you’re in a project and you don’t feel success, power through. If you don’t take yourself too seriously, magic can happen. Don’t compare, play your own game, enjoy the process. "Tackle big problems with great people." — Leslie Sims Connect with Leslie Sims: LinkedIn: @LeslieSims Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Pro...

35 MINJAN 22
Comments
Leslie Sims: Chief Creative Officer, Ogilvy

Bernie Clark: EVP and Head of Schwab Advisor Services

In this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie’s career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing great teams filled with diversity builds a strong business. Mentors are available at all stages of life. Deal with problems head on. Bad news is best early and in great detail. Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined. "It’s the people around us that make us great." — Bernie Clark Connect with Bernie Clark: Website: https://www.aboutschwab.com/leadership/bernard-clark LinkedIn: @bernie-clark Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 ...

21 MINJAN 1
Comments
Bernie Clark: EVP and Head of Schwab Advisor Services