Posts Tagged ‘Technology’
Michelle Wong
Meet Michelle Wong A seasoned operations leader with a proven track record in guiding dispersed teams across multiple industries, Michelle empowers solo and small RIAs to enhance their human capital, streamline processes, and harness technology. Her diverse background over the past 15 years, and ability to adapt quickly as the Founder and CEO of Nifty…
Read MoreAnthony Williams
Meet Anthony Williams Anthony is a seasoned financial advisor with over two decades of experience catering to diverse, new, & experienced investors, prioritizing time-tested strategies for risk management and competitive returns. With a strong academic background, including an MBA in Finance and a DBA in Finance, he is committed to lifelong learning and sharing innovative…
Read MoreJamie Clark
Meet Jamie Clark, CFP Jamie is an inclusive financial planner, running their own virtual financial planning firm. They are a career changer from software engineering and incorporate technology to improve the processes and efficiency of their firm. Areas of Expertise: Financial Planning for queer, LGBTQ, nonbinary, trans, career changers Technology Process Virtual business operations Gender:…
Read MoreSonya Dreizler
Meet Sonya Dreizler Sonya developed Choir’s certification algorithm and heads up business development for Conference Certification. Sonya’s two decades of experience in finance includes as a speaker and author focused on fostering candid conversations about gender and race in financial services, and many years as a Broker Dealer and RIA executive. Areas of Expertise: Diversity,…
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