Choices to Consider When Transitioning Your Business

Watch as James Schneider, CMT, Senior Vice President – Investments at Wells Fargo discusses choices to consider when transitioning your business.

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Speakers
Diana Britton
Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.

James Schneider
CMT, Senior Vice President – Investments, at Wells Fargo Advisors

James has more than 15 years of industry experience in financial analysis and portfolio risk management. His primary focus for the team is based on leveraging his analytical experience and knowledge, which encompasses his Chartered Market Technician (CMT) designation to provide advice around tailored portfolios and risk management.

Tom Harsanyi
CIMA® CRPC® Managing Director – Investments , at Wells Fargo Advisors, Senior PIM Portfolio Manager

With nearly 15 years’ experience in the financial industry, Tom’s primary areas of practice include all aspects of investment management, from monthly income strategies to employee stock options, as well as investment banking, stock analysis, portfolio development, cash management, and business services.

Choices to Consider When Transitioning Your Business
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