Episode 4: Better Servicing Our Clients with Innovative Technology
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Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience as a financial services company. Special Guests: Megan Howell and Trevor Chuna, CFP®, AEP®, CTFA, MSFS.
Sequoia Investments and Insights
Business
Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience as a financial services company. Special Guests: Megan Howell and Trevor Chuna, CFP®, AEP®, CTFA, MSFS.