Following 4
Joe Moss
Joe Moss
Lexington, KY • ISTJ
Active 540d ago
Bio: Operations Advisor at January Capital Advisors
Joe Moss
Joe Moss
🚀
Illlinois • INTJ
Active 1h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Kate Guillen
Kate Guillen
Carlsbad, CA
Active 2h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Katherine Beltran
Katherine Beltran
INTJ
Active 27m ago
Bio: Director of Client Experience at Simplicity Ops
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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 251d ago
Joined Apr 20, 2023
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