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Recorded at the BNY Mellon | Pershing INSITE 2023 Conference. Media Center Powered by:
Advisorpedia talked with Rick Dennen, Founder & CEO of Oak Street Funding, live at the 2023 INSITE conference in Orlando, Florida about deciding to transtion his leadershio in the firm to a new President.
Resources: BNY Mellon | Pershing | FP Transitions | Oak Street Funding