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Carlsbad, CA
Active 21h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 187d ago
Bio: Chief Marketing Officer
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@julie-streenz-6377
Ops/CRM specialist especially with Salesforce FSC & Wealthbox. Looking forward to learning and sharing.
Active 37d ago
Joined Mar 26, 2026
Newport Beach, CA
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