Following 4
Joe Moss
Lexington, KY • ISTJ
Active 598d ago
Bio: Operations Advisor at January Capital Advisors
Joe Moss
Illlinois • INTJ
Active 14h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Kate Guillen
Carlsbad, CA
Active 18h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Katherine Beltran
INTJ
Active 6h ago
Bio: Director of Client Experience at Simplicity Ops
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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 309d ago
Joined Apr 20, 2023
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