Following 9
Illlinois • ISTJ
Active 20h ago
Bio: ✍️ Author ~ AdvisorTechBook.com
Active 422d ago
Bio: COO of a small RIA in Southern New Jersey
Active 94d ago
Bio: Director of Business & Operations
Michigan
Active 478d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
Active 747d ago
Bio: 15+ years in Wealth Management Operations
Active 454d ago
Bio: Ops Mgr, RIA. Equine Specialist. Love hockey!
Active 611d ago
Bio: I manage operations, client service and compliance for a hybrid RIA firm. Wearing many hats - and trying to wear them well!
Active 3d ago
Bio: Planning and Project Manager
Lexington, KY • ISTJ
Active 278d ago
Bio: Operations Advisor at January Capital Advisors
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