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Wealth management for the Zillenial Generation with Sarah Levy, CEO of Betterment
Watch the video version on YouTube: https://youtu.be/go9S3Ta0xtY
In this episode of the London Fintech podcast, Tony Clark talks to Sarah Levy.
Sarah has over 25 years of experience launching and growing new brands, however Sarah’s journey to FS is an unconventional one, having crossed over only 4 years ago from a super successful career with Disney, Nickelodeon and Viacom, to leading one of the fastest growing and most progressive digital wealth management firms in the US.
There are approximately 60,000 wealth firms globally of all sizes offering propositions that span pure advisory…
The skinny
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