Following 3
Portland, OR
Active 48d ago
Bio: Provides advisory firms with the expertise and resources they need to deliver comprehensive outsourced financial plans for their clients.
Pasadena,Ca
Active 2h ago
Bio: VFO Liaison: Elite Resource Team
New Jersey
Active 4h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
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@pamela-jacobs-6403
I’m a 23 year veteran in the securities industry. I have a business partner and we have a small boutique firm in Northern CA in the East Bay.
Active 283d ago
Joined Jul 19, 2024
San Ramon, USA
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