Nancy Jacobson

Boise, Idaho

Active 513d ago

Bio: Founder, Finology Software

Active 153d ago

Bio: Marketing Manager for boutique RIA in Palm Beach Gardens, Florida

Active 123d ago

Bio: Transitioning to financial services from over 30 years in the mortgage industry.

1-3 of 3

@nancy-jacobson-2887

I work with systems, processes and accounting for RIA companies.

Active 76d ago

Joined Nov 29, 2023