Steve Randolph

Strategic consultant to wealth management firms and their leaders, change agent, technology and business strategy coach

[Steve Randolph @SteveRConsult]

Congrats Chris on your new expanded role at our firm!

[Oakbrook Solutions @Oakbrook_Solns]

We are excited to announce the appointment of @cvmartinez as Product Management Director for our new LAVAwm ("wm" = #wealthmanagement) #workflow optimization & #automation practice. #bpm https://t.co/mcHcDp16Hk

[Steve Randolph @SteveRConsult]

Congratulations Kate and Dave for setting the standard for quality software, service, and integrity in our industry! I recall many years ago Dave @daveastone sitting down and teaching me how to calc time and dollar-weighted performance manually (glad I do…https://t.co/GvlA9mdjf7