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Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Illlinois • INTJ
Active 2h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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@patrick-jones-5851
COO at Sims Investment Management
Active 12d ago
Joined Aug 14, 2025
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