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Mark Wellman
Mark Wellman
Active 739d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
Marisa Smith
Marisa Smith
@marisa-smith-2029
VP of Client Services, and a member of our firm's operations team. In charge of managing our firm's Redtail database.
Active 1073d ago
Joined Apr 6, 2023
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