Followers 1
Mark Wellman
โ€ข Active 262d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
1-1 of 1
Marisa Smith
@marisa-smith-2029
VP of Client Services, and a member of our firm's operations team. In charge of managing our firm's Redtail database.

Active 596d ago
Joined Apr 6, 2023
powered by