Following 2
Kate Guillen
Kate Guillen
Carlsbad, CA
Active 1m ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Ryan George
Ryan George
Active 88d ago
Bio: Chief Marketing Officer
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Julie Streenz
Julie Streenz
@julie-streenz-6377
Client Success Director at Probitas Financial. Ops/CRM specialist esp with Salesforce FSC & Wealthbox. Looking forward to learning and sharing.
Active 4d ago
Joined Mar 26, 2026
Newport Beach, CA
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