Dave Nelson

Lexington, KY • ISTJ

Active 416d ago

Bio: Operations Advisor at January Capital Advisors

Carlsbad, CA

Active 8h ago

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Las Vegas

Active 356d ago

Bio: Implementation Specialist at Simplicity Ops

Showing 3 of 3 users

@dave-nelson-5845

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

Active 850d ago

Joined Feb 15, 2023

Edmonds, WA