Following 9
🔥
Illlinois • INTJ
Active 7h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Active 491d ago
Bio: COO of a small RIA in Southern New Jersey
Active 163d ago
Bio: Director of Business & Operations
Michigan
Active 547d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
Active 816d ago
Bio: 15+ years in Wealth Management Operations
Active 523d ago
Bio: Ops Mgr, RIA. Equine Specialist. Love hockey!
Active 680d ago
Bio: I manage operations, client service and compliance for a hybrid RIA firm. Wearing many hats - and trying to wear them well!
Active 38d ago
Bio: Planning and Project Manager
Lexington, KY • ISTJ
Active 347d ago
Bio: Operations Advisor at January Capital Advisors
1-9 of 9
