by david | Jul 20, 2022 | Breakaway Advisors
Avoiding or beating the Temporary Restraining Order The wirehouses or larger firms have highly sophisticated tools capable of recreating a paper trail of an outgoing advisor’s misappropriation of confidential information on the way out the door. This includes...
by david | Jun 19, 2022 | Azella Story
With everyone recently learning that I founded my company after my mom (see Mother’s Day post), I didn’t want to lose sight of the fact that I grew up having a wonderful and loving father in my life who showed me how to work through challenges. My father taught...
by david | May 6, 2022 | Azella Story
I often get asked about what inspired me to start my own business and what prompted me to name my company AZELLA. So, today, on Mother’s Day, I wanted to share my story, because the answer to both of those questions is simple – my mom. My business...
by david | Jan 11, 2022 | Azella News, Financial Industry
FOR IMMEDIATE RELEASE Contact: Jill Meyer, Senior Director, Technology Venture Studio UMKC Innovation Center 816-235-6072 meyerjz@umkc.edu Kansas City, Mo. (Jan. 4, 2021) — Digital Sandbox KC completed its fourth-quarter application cycle by adding six new...
by david | Aug 20, 2021 | Azella News, Financial Industry
By Leslie Collins – Staff Writer, Kansas City Business Journal Aug 19, 2021 With a focus on scaling, Azella Advisor hired its first executive vice president of business strategy. Cary Lieberman, who will take on the role at the branding and marketing technology...
