Following 8
• Active 2d ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
• Active 5d ago
Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
London & Globally
• Active 3d ago
Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.
• Active 117d ago
Bio: COO of a small RIA in Southern New Jersey
• Active 15d ago
Bio: Director of Financial Planning at LBW Wealth Management and CEO at Hyphaway. Working on bringing data driven planning to life.
New York Area
• Active 67d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Lexington, Kentucky
• Active 1d ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Lexington, KY • ISTJ
• Active 6d ago
Bio: Operations Advisor at January Capital Advisors
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