Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast

Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast Jake Jolly is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He […]
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Creating True Wealth with JD Frost | Palumbo Podcast

Creating True Wealth with JD Frost | Palumbo Podcast J.D. Frost is the founder and C.E.O of CROFT & FROST, a firm that transcends traditional accounting and wealth creation. With both a CPA and his MBA, J.D. advises businesses on more than just their financials; he utilizes four foundations of wealth creation to help his […]
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An Epiphany with the Metaverse with Philip Panaro | Palumbo Podcast

An Epiphany with the Metaverse with Philip Panaro | Palumbo Podcast Philip has more than 25 years of experience facilitating large-scale digital transformations in Fortune 500 firms. He has acquired expertise in a broad range of topics around IT (digital, metaverse, blockchain, AI, cypto, ar/vr, web3.0, cyber, BPO). As a result, he was the founder […]
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Understanding Estate Planning with Neil Katz | Palumbo Podcast

Understanding Estate Planning with Neil Katz | Palumbo Podcast Neil D. Katz is the managing partner of Katz Chwat, P.C., located in Melville, New York. Providing representation to business and individual clients throughout Nassau and Suffolk counties and other parts of the New York City metropolitan area. Mr. Katz provides assistance and guidance to clients […]
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Building a Business with Joe Camberato | Palumbo Podcast

Building a Business with Joe Camberato | Palumbo Podcast This week we are joined by Joe Camberato, CEO and founder of National Business Capital. It can be challenging for business owners to access the funding they need to grow. That’s why Joe and his team help entrepreneurs find competitive financing. He knows what it’s like […]
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Building Grit with Shannon Huffman | Palumbo Podcast

Building Grit with Shannon Huffman | Palumbo Podcast If these past two years have shown us anything, it’s that you have to have grit. Shannon Huffman Polson, author of The Grit Factor: Courage, Resilience, and Leadership in the Most Male-Dominated Organization in the World and founder of the Grit Institute, is an expert on pushing […]
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Running a Successful Business with Anne Gannon | Palumbo Podcast

Running a Successful Business with Anne Gannon | Palumbo Podcast From professional golfer to running her own accounting firm, Anne Gannon knows how to find success in any field. Anne’s firm, the Largo Group provides accounting and tax services for business owners. She is dedicated to serving her clients and guiding them in running successful […]
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