Shaun Kapusinski
5 Podcast Episodes
Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re ... Read more
16 Nov 2020
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28mins
The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski
The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski
In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This le... Read more
1 May 2019
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25mins
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020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial
020 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 Fin... Read more
12 Mar 2019
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22mins
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapus... Read more
6 Mar 2019
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53mins
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Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski
Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski
Today’s guest is the Director of Operations for Sequoia Financial Group, a hybrid RIA that manages more than $3.7 billio... Read more
21 Nov 2017
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1hr 52mins
