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Innehåll tillhandahållet av Keystone Bank and Jeff Wilkinson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Keystone Bank and Jeff Wilkinson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Financial Expertise and Client-Centered Advising with Matt Andersen, CEO of Westlake Securities

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Manage episode 436618534 series 3396971
Innehåll tillhandahållet av Keystone Bank and Jeff Wilkinson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Keystone Bank and Jeff Wilkinson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Matt Andersen, CEO of Westlake Securities, shares his expertise in finance and mergers and acquisitions. He discusses the tailored approach his company takes when advising different-sized companies, overlaying past experiences with success, and treating clients the way they would want to be treated. He also talks about the challenges and opportunities in the financial world, including the tightening of the banking sector, the private credit markets, and the complexity of regulatory changes. Matt shares his aspirations for Westlake Securities to be the go-to firm for capital solutions for lower middle market companies.

Make One Day Happen Today. Connect with Westlake Securities today!
https://www.westlakesecurities.com/

Strategic solutions for real life from people like you. Visit us today!
https://www.keystone.bank/

  continue reading

25 episoder

Artwork
iconDela
 
Manage episode 436618534 series 3396971
Innehåll tillhandahållet av Keystone Bank and Jeff Wilkinson. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Keystone Bank and Jeff Wilkinson eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Matt Andersen, CEO of Westlake Securities, shares his expertise in finance and mergers and acquisitions. He discusses the tailored approach his company takes when advising different-sized companies, overlaying past experiences with success, and treating clients the way they would want to be treated. He also talks about the challenges and opportunities in the financial world, including the tightening of the banking sector, the private credit markets, and the complexity of regulatory changes. Matt shares his aspirations for Westlake Securities to be the go-to firm for capital solutions for lower middle market companies.

Make One Day Happen Today. Connect with Westlake Securities today!
https://www.westlakesecurities.com/

Strategic solutions for real life from people like you. Visit us today!
https://www.keystone.bank/

  continue reading

25 episoder

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