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Markย Wellman
โข Active 262d ago
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Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
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Marisaย 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
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