Inside Public Finance: Marty Margolis on Building the First Local Government Investment Pool and a Career at PFM

Fintech That Delivers: Joe Rulison on three+one’s $4.3B Results

In this episode of Dollars and Degrees, I sit down with Joe Rulison, Co-Founder and CEO of three+one, the firm behind the CashVest® liquidity management platform. Joe shares the story of how three+one identified a major gap in public finance, built a data-driven cash management solution, and transformed how entities across the country manage and optimize their cash.

Inside Public Finance: Marty Margolis on Building the First Local Government Investment Pool and a Career at PFM

Public or municipal finance is an area of finance that often gets overlooked by college curriculum. On this week's episode, Chris sits down with Marty Margolis, former Chief Investment Officer at PFM Asset Management, to discuss his multi-decade career in the industry. Marty shares his story of creating the first grassroots Local Government Investment Pool in Pennsylvania, what core principles have driven him to find success, and much more.

What is it like to Intern at Google? - feat. Robby Hicks

On this week's episode of Dollars and Degrees, Chris sits down with Robby Hicks, a former SDR intern on Google's Public Sector team. The two talk about Robby's internship experience, his lessons/thoughts on college, division III hoops, and early career success.

Starting a Hedge Fund at 21 years old - Noah Kann's Story

On this week's episode, Chris sits down with Noah Kann, Co-CEO of Venari Asset Management. Noah has an impressive resume of startups and experiences many people don't get until a much later age. In 2024, his first hedge fund did over 35% return in just 1 quarter, and now he is in the process of launching his second fund. He has lots of stories and lessons to share with our audience of fellow Gen - Z students.

Breaking Into Sales: Early-Career Success Tips with Cooper Swartwout

Season 2 of Dollars and Degrees is finally here, and today we get to hear from Cooper Swartwout. Cooper started his career in the Big 4 of accounting, but couldn't see himself there his whole career so he pivoted to sales. He is glad he made the switch, and has stories and advice to share with our audience about how to find early career success with sales! Please follow the podcast on whatever streaming service you prefer, and share this episode with a friend. It means a lot!