Following 9
Lexington, KY • ISTJ
Active 397d ago
Bio: Operations Advisor at January Capital Advisors
Active 10d ago
Bio: Planning and Project Manager
Active 730d ago
Bio: I manage operations, client service and compliance for a hybrid RIA firm. Wearing many hats - and trying to wear them well!
Active 573d ago
Bio: Ops Mgr, RIA. Equine Specialist. Love hockey!
Active 866d ago
Bio: 15+ years in Wealth Management Operations
Michigan
Active 597d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
Active 213d ago
Bio: Director of Business & Operations
Active 541d ago
Bio: COO of a small RIA in Southern New Jersey
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Illlinois • INTJ
Active 2h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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