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Alexย Bottom
Boise, Idaho
Active 536d ago
Bio:
Founder, Finology Software
Kathrynย Waller
INTJ
Active 303d ago
Bio:
I help advisors and coaches build sustainable business automation systems so they can grow with confidence.
Georgeย Santamarina
Overland Park, Kansas
Active 2m ago
Bio:
I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.
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Jessicaย Jones
@jessica-jones-8755
Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.
Active 99d ago
Joined Apr 20, 2023
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