Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!
Head of Strategic Development at Envestnet/ Advisory Board Member Onramp Invest & Cordelia Capital
In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus, Dani’s VERY SURPRISING BIG REVEAL...
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