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Kate Guillen
Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Megan Kiel
Megan Kiel
@megan-kiel-1855
VP of Operations supporting a team of 6 advisors and 8 staff, managing $975MM in AUM and 800 households. Interested in tech and process improvements!
Active 24h ago
Joined Apr 14, 2026
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