Following 1
Kate Guillen
Carlsbad, CA
Active 1d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Michelle Conroy
@michelle-conroy-9633
I support 3 RIAs, all positions are remote. I’ve worked with all three firms for 15 years - prior to that, I worked at Merrill Lynch for 15 yrs.

Active 8h ago
Joined Jan 23, 2026
Powered by