Navigating Wealth Management: Experience Meets Innovation

This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers.

Elemnta Website: https://elemnta.com/ Shaun Green LinkedIn: https://www.linkedin.com/in/shaungreen1/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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