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Members 1248
Admins 6
Online 1
1
Charizma Mendoza
(Admin)
@charizma-mendoza-7122
Admin Assistant SimplicityOps - Next Level Client Service
Active 13h ago
Joined Oct 3, 2026
1
Kitty Niduelan
(Admin)
@kitty-niduelan-6100
Implementation Specialist & Client Experience Team EA Simplicity Ops - Next Level Client Service
Active 22h ago
Joined Jan 21, 2025
5
Kate Guillen
(Owner)
@kate-guillen-1490
Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 23h ago
Joined Sep 30, 2022
Carlsbad, CA
3
Katherine Beltran
(Admin)
@katherine-beltran-1186
Director of Client Experience at Simplicity Ops
Active 6d ago
Joined Dec 5, 2022
1
Brynn Shockey
(Admin)
@brynn-shockey-2069
Client Experience Specialist at Simplicity Ops! Striving to be a life long learner!
Active 6d ago
Joined Apr 6, 2026
Boise, ID
4
Aly Barnes
(Admin)
@aly-barnes-5153
Hi, I'm Aly! I'm the Operations Manager here at Simplicity Ops!
Active 131d ago
Joined Apr 22, 2024
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skool.com/ria-os
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