Followers 1
Mark Wellman
โ€ข Active 252d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
1-1 of 1
Lynnette Okwuonu
@lynnette-okwuonu-4384
I love managing people, process, procedures, and systems while improving efficiencies and the overall client experience.

Active 575d ago
Joined Apr 10, 2023
powered by