Intro - gregsanberg

Introduce yourself to get access to the forum.
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gregsanberg
Bronze Member
Posts: 10
Joined: Wed Mar 05, 2025 11:25 am

Intro - gregsanberg

Post by gregsanberg »

Introduce yourself to get access to the forum. Let us know (generally):

1. Type of firm you are at. RIA
2. Title. Owner/Advisor
3. Years in role. 18
4. AUM (if applicable). $400M
5. Trailing 12 (if applicable). $2.8M
6. What you hope to get our of this forum. Place to goof around and share an idea or two along the way
7. Anything else you feel is relevant. I'm having withdrawal with the other forum shutting down

Once submitted, a moderator will review and approve or, in the event you can't follow directions, deny you.
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Wet Blanket
Site Admin
Posts: 171
Joined: Thu Aug 03, 2023 3:56 pm
Location: Best state in the nation.

Re: Intro - gregsanberg

Post by Wet Blanket »

Welcome
luvindy
Bronze Member
Posts: 57
Joined: Sat Nov 16, 2024 11:42 pm

Re: Intro - gregsanberg

Post by luvindy »

In second.
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