Kim Pugliese, COO, presented last week at the Focus Financial Partners annual Operations, Compliance, and Finance Summit in Las Vegas as part of the panel entitled, “A Year of Running Remote: Lessons that will Endure into the Future.”
On the panel, Kim spoke about how LVW Advisors broadened client communications over the past year-and-a-half, continued to prioritize a focus on firm culture, and invested in upgraded systems and technology to benefit both employees and clients.
