Foundations Investment Advisors
Yemsrach B is a skilled and experienced Salesforce Administrator with a background in Finance. With a Bachelor's degree in Accounting and Information Technology, they have worked in various industries such as finance, technology, and education. They have successfully managed Salesforce requests for over 500 end users and undergone specialized Salesforce training programs. Yemsrach has consistently improved business processes, conducted user training, and implemented customized solutions to enhance workflows and reporting. Their expertise in Salesforce administration has been instrumental in driving user adoption and system enhancements.
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Foundations Investment Advisors
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.