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Marwan Khoury: Solving the Data Needs of Advisors

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Manage episode 432768918 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Marwan Khoury | Director of Business Intelligence | Barnum Financial Group

Bio: As the director of software development at Barnum Financial Group, I help implement software solutions that increase productivity, strengthen relationships and build engagement opportunities for our advisors and infrastructure. With over 10 years of technology driven experience, I manage Barnum’s Salesforce organization and in-house .Net applications developed using C# and TSQL. I collaborate daily with over 450 users, over 8 departments to ensure that innovative data is at the forefront of our client centric business model.

I use big data to uncover opportunity and unleash our Firm’s potential, a job that becomes more challenging, exciting and rewarding every day.

Podcast Episode Description: Solving the Data Needs of Advisors

Follow Paul on Instagram: @paul.f.blanco

CRN202709-6948498

  continue reading

49 episodes

Artwork
iconShare
 
Manage episode 432768918 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Marwan Khoury | Director of Business Intelligence | Barnum Financial Group

Bio: As the director of software development at Barnum Financial Group, I help implement software solutions that increase productivity, strengthen relationships and build engagement opportunities for our advisors and infrastructure. With over 10 years of technology driven experience, I manage Barnum’s Salesforce organization and in-house .Net applications developed using C# and TSQL. I collaborate daily with over 450 users, over 8 departments to ensure that innovative data is at the forefront of our client centric business model.

I use big data to uncover opportunity and unleash our Firm’s potential, a job that becomes more challenging, exciting and rewarding every day.

Podcast Episode Description: Solving the Data Needs of Advisors

Follow Paul on Instagram: @paul.f.blanco

CRN202709-6948498

  continue reading

49 episodes

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