Following 11
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 257d 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 344d ago
Bio: Hello! I am a Client Experience Manager at Simplicity Ops.
Active 3d ago
Bio: Implementation Specialist & Client Experience Team EA
Simplicity Ops - Next Level Client Service
Active 4d ago
Bio: Manager of Growth & Education | Simplicity Ops
Active 43d ago
Bio: Client Experience Specialist at Simplicity Ops. Learning more every day; happy to be here!
Active 288d 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 142d ago
Bio: Hi, I'm Aly! I'm the Operations Manager here at Simplicity Ops!
INTJ
Active 21h ago
Bio: Director of Client Experience at Simplicity Ops
Active 162d ago
Bio: Operations Associate at Simplicity Ops
Active 291d 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 274d ago
Joined Dec 4, 2025
Chapel Hill, NC
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