1. Type of firm you are at. Independent BD
2. Title. Chief Dream Maker
3. Years in role. Close to 25 years
4. AUM (if applicable). Around 340 million
5. Trailing 12 (if appliable). 2.6 million
6. What you hope to get our of this forum. I hope to get help in practice management.
7. Anything else you feel is relevant. I look forward most to learning and growing.
LuvIndy
-
Wet Blanket
- Site Admin
- Posts: 171
- Joined: Thu Aug 03, 2023 3:56 pm
- Location: Best state in the nation.
Re: LuvIndy
Welcome!