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Financial Expertise and Client-Centered Advising with Matt Andersen, CEO of Westlake Securities
Manage episode 436618534 series 3396971
Kandungan disediakan oleh Keystone Bank and Jeff Wilkinson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Keystone Bank and Jeff Wilkinson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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/
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https://www.keystone.bank/
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