Matthew Espinosa
Senior operations manager and strategic operations leader at Ford Estates who led centralizing the firm's data model on Salesforce and automation of operational workflows.
Best podcasts with Matthew Espinosa
Ranked by the Snipd community
Jan 25, 2026 • 45min
Owning the Truth: How Family Offices Turn Data into Power
Vivecca Hartman, Principal and Controller at a multi-generational family office, CPA with deep accounting and tax control experience. Matthew Espinosa, Senior operations manager who centralized data on Salesforce and automated workflows. They discuss keeping the right systems while owning your data. They cover standardising private investment entries, using APIs, Power BI and data warehouses, and why centralising data beats buying more apps.
