Oyster Stew - A Broth of Financial Services Commentary and Insights
What Can Happen When You Start Managing Your Clearing Relationship At an Executive Level
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Oyster Stew - A Broth of Financial Services Commentary and Insights
What Can Happen When You Start Managing Your Clearing Relationship At an Executive Level
Nov 10, 2022
Oyster Consulting, David Williams, Jim Roth, Jay Donlin, Pete McAteer

Your clearing and custodial partnerships touch every part of your business:  your clients, financial professionals, technology platform, operations, digital experience and compliance are just some of those dependencies.  And don’t forget about the impact on your P&L.

In today’s podcast Oyster’s clearing and custodian experts Dave Williams, Jay Donlin, Pete McAteer and Jim Roth share how you should manage your clearing and custodian relationships at the executive level.  


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