Nancy Jacobson

Boise, Idaho

• Active 124d ago

Bio: Founder, Finology Software

• Active 122d ago

Bio: Marketing Manager for boutique RIA in Palm Beach Gardens, Florida

• Active 11d ago

Bio: Transitioning to financial services from over 30 years in the mortgage industry.

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@nancy-jacobson-2887

I work with systems, processes and accounting for RIA companies.

Active 80d ago

Joined Nov 29, 2023