Following 1
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
@julie-streenz-6377
Client Success Director at Probitas Financial. Ops/CRM specialist esp with Salesforce FSC & Wealthbox. Looking forward to learning and sharing.
Active 21h ago
Joined Mar 26, 2026
Newport Beach, CA
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