Following 4
Active 21h ago
Bio: Lead Coach at Simplicity Ops
Carlsbad, CA
Active 4h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Illlinois • ISTJ
Active 2h ago
Bio: ✍️ Author ~ AdvisorTechBook.com
Lexington, KY • ISTJ
Active 282d ago
Bio: Operations Advisor at January Capital Advisors
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@jessica-jones-8755
Operations Evangelist
20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.
Active 36d ago
Joined Apr 20, 2023
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