Following 9
Lexington, Kentucky
• Active 13h ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
• Active 51d ago
Bio: COO of a small RIA in Southern New Jersey
• Active 209d ago
Bio: Director of Business & Operations
Michigan
• Active 107d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
• Active 376d ago
Bio: 15+ years in Wealth Management Operations
• Active 83d ago
Bio: Ops Mgr, RIA. Equine Specialist. Love hockey!
• Active 240d ago
Bio: I manage operations, client service and compliance for a hybrid RIA firm. Wearing many hats - and trying to wear them well!
• Active 32d ago
Bio: Planning and Project Manager
Lexington, KY • ISTJ
• Active 20h ago
Bio: Operations Advisor at January Capital Advisors
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