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Joe Moss
Lexington, KY โ€ข ISTJ
โ€ข Active 6d ago
Bio: Operations Advisor at January Capital Advisors
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Toni Rabroker
@toni-rabroker-4690
Managing Partner for small planning firm. Interested in efficiencies using Redtail & other processes for our RIA.

Active 584d ago
Joined Apr 6, 2023
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