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Kate Guillen
Carlsbad, CA
• Active 9h ago
Bio:
Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Larry Brodie
Scottsdale, Arizona
• Active 12d ago
Bio:
Helen Keller said, “A well-educated mind will always have more questions than answers”. Director of Operations, retired teacher/principal.
Joe Moss
Lexington, KY • ISTJ
• Active 6h ago
Bio:
Operations Advisor at January Capital Advisors
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Adam Carlat
@adam-carlat-4273
Adam's goal is to provide fully customized investment services and exceptional service to meet the needs of a wide range of individuals and businesses
Active 318d ago
Joined Jan 9, 2024
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