Nancy Jacobson

Active 217d ago

Bio: Transitioning to financial services from over 30 years in the mortgage industry.

Active 3d ago

Bio: Marketing Manager for boutique RIA in Palm Beach Gardens, Florida

Boise, Idaho

Active 607d ago

Bio: Founder, Finology Software

Showing 3 of 3 users

@nancy-jacobson-2887

I work with systems, processes and accounting for RIA companies.

Active 68d ago

Joined Nov 29, 2023