Log In
Following 2
Mark Wellman
• Active 270d ago
Bio:
Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
Joe Moss
Lexington, KY • ISTJ
• Active 9d ago
Bio:
Operations Advisor at January Capital Advisors
Previous
1
Next
1-2 of 2
Kam Bonn
@kam-bonn-5952
Operations Manager at a RIA/BD hybrid office. Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!
Active 29d ago
Joined Feb 1, 2023
Greensboro, NC
7
Contributions
1
Followers
2
Following
powered by