Director of Operations
Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor portal.
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Ops is back with another episode of Drinks Well with Operations to discuss our newly launched user interface for Union.
Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily basis.
For those who want to colossally change how to manage operations at your financial advisory company, pull up a chair.
Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sofia.
Kaitlyn Humphries is an operations guru who oversees the back office, billing, and trading for Potomac. She loves building lasting relationships with her team and the advisors they service. Also loves happy hour.
- SUSHI 88% 88%
- TACOS 93% 93%
- CHARCUTERIE 79% 79%
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