Following 4
Katherine Beltran
• Online now
Bio: Lead Coach at Simplicity Ops
Kate Guillen
Carlsbad, CA
• Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Joe Moss
Lexington, Kentucky
• Active 11h ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Joe Moss
Lexington, KY • ISTJ
• Active 2d ago
Bio: Operations Advisor at January Capital Advisors
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Jessica Jones
@jessica-jones-8755
Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.

Active 6d ago
Joined Apr 20, 2023
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