Followers 1
Mark Wellman
โ€ข Active 262d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
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Lynnette Okwuonu
@lynnette-okwuonu-4384
I love managing people, process, procedures, and systems while improving efficiencies and the overall client experience.

Active 584d ago
Joined Apr 10, 2023
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