Wealth Management Today

The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on Wealth Management Today and was written by Craig Iskowitz. “We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began with Cerulli Associates in the consulting division, then went on to start her own firm, Dover Financial Research. Today, […] The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on Wealth Management Today and was written by Craig Iskowitz.