Followers 3
Boise, Idaho
• Active 52d ago
Bio: Founder, Finology Software
• Active 51d ago
Bio: Marketing Manager for boutique RIA in Palm Beach Gardens, Florida
• Active 28d ago
Bio: Transitioning to financial services from over 30 years in the mortgage industry.
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@nancy-jacobson-2887
I work with systems, processes and accounting for RIA companies.
Active 8d ago
Joined Nov 29, 2023
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