Bio: Director of Client Experience at Simplicity Ops

Bio: Ops Manager studying for CFP Certification. Interested in finding efficiencies and improving the client experience.

Bio: Operations Manager at Anchor Wealth Management - Rockford, IL. Series 7, 66, and 24. Outdoors/sports junkie. Dog dad x2.

Bio: CFA trained investment consultant, business mentor & management consultant to regulated FSPs & IFAs. https://www.linkedin.com/in/bekithembamafulela/

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

Bio: Founder, Finology Software

Bio: Good Life

Bio: Tet