Following 9
Lexington, KY • ISTJ
Active 677d ago
Bio: Operations Advisor at January Capital Advisors
Active 243d ago
Bio: Planning and Project Manager
Active 1010d ago
Bio: I manage operations, client service and compliance for a hybrid RIA firm. Wearing many hats - and trying to wear them well!
Active 853d ago
Bio: Ops Mgr, RIA. Equine Specialist. Love hockey!
Active 1146d ago
Bio: 15+ years in Wealth Management Operations
Michigan
Active 877d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
Active 493d ago
Bio: Director of Business & Operations
Active 821d ago
Bio: COO of a small RIA in Southern New Jersey
🚀
🔥
Illlinois • INTJ
Active 1m ago
Bio: 🔨 building Advicer.bio - the directory of financial advice
Showing 9 of 9 users
