Followers 4
Alex Bottom
Alex Bottom
Boise, Idaho
Active 629d ago
Bio: Founder, Finology Software
Kathryn Waller
Kathryn Waller
INTJ
Active 396d ago
Bio: I help advisors and coaches build sustainable business automation systems so they can grow with confidence.
George Santamarina
George Santamarina
Overland Park, Kansas
Active 34m ago
Bio: I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.
Shannon McCabe
Shannon McCabe
Tampa, Florida
Active 5d ago
Bio: Private Wealth Associate - Series 7 and Series 66 licensed
Showing 4 of 4 users
Jessica Jones
Jessica Jones
@jessica-jones-8755
Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.
Active 192d ago
Joined Apr 20, 2023
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