Following 11
Carlsbad, CA
Active 3d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 19d ago
Bio: I am a Customer Relations and Administrative Assistant with Opus Financial Advisors. I joined the Opus team in August 2025.
Denver, CO
Active 66d ago
Bio: Hello! I am a Client Experience Manager at Simplicity Ops.
Active 33d ago
Bio: Hi
Active 3d ago
Bio: Client Experience Manager at Simplicity Ops
Active 4m ago
Bio: Client Experience Specialist at Simplicity Ops. Learning more every day; happy to be here!
Active 10d ago
Bio: Hi, I'm Maedy, the Executive Assistant to the Director of Client Experience and the Graphic Designer & Video Editor of Simplicity Ops.
Active 9m ago
Bio: Hi, I'm Aly! I'm the Implementation Associate here at Simplicity Ops!
Online now
Bio: Lead Coach at Simplicity Ops
Active 3d ago
Bio: Simplicity Ops
Active 13d ago
Bio: Hi, I'm Josh!
Showing 11 of 11 users
@michelle-daniel-7345
Ensemble Advisor at Opus Financial Advisors, wife and mother of 4. In other words - tired! Excited to help our team become super efficient and dynamic
Active 7d ago
Joined Dec 4, 2025
Chapel Hill, NC
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