Followers 2
New York Area
• Active 62d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Greensboro, NC
• Active 21d ago
Bio: Operations Manager at a RIA/BD hybrid office. Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!
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@mark-wellman-6751
Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
Active 262d ago
Joined Apr 6, 2023
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