Daleele Alison

• Active 254d ago

Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.

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@daleele-alison-1208

Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!

Active 16d ago

Joined Jul 27, 2023