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Mark Wellman
• Active 262d ago
Bio:
Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
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Daleele Alison
@daleele-alison-1208
Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!
Active 24d ago
Joined Jul 27, 2023
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