Log In
Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
Memberships
Client Acquisition Academy
Public • 252 • Free
Contributions
Select a group to see contributions
David Leo
@david-leo-4723
Seasoned practice management coach to FAs. 35+ years financial industry. BS in Commerce & Engineering, Drexel University, MBA in Management, NYU.
Active 21d ago
Joined May 19, 2024
NYC
1
Contributions
0
Followers
1
Following
powered by
