Blueleaf.com
A 30-year Fintech Executive helping Firms & Financial Advisors implement and adopt technology in the Investment Industry. Skilled in Team Building, Prospecting, Sales Management, Process Improvement, Client Management, Marketing, and more.
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Blueleaf.com
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Blueleaf, a leading provider of Financial Relationship Management Software, is reinventing software for the wealth management industry to deliver an unparalleled growth engine.