Activity
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Congrats, Paul Rand, on this great accomplishment!
Congrats, Paul Rand, on this great accomplishment!
Liked by James Han
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This partnership is a great outcome for Envestnet’s clients and employees, and one that maintains the entrepreneurial spirit of the company…
This partnership is a great outcome for Envestnet’s clients and employees, and one that maintains the entrepreneurial spirit of the company…
Liked by James Han
Experience & Education
More activity by James
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Today marks a significant milestone at Dynasty Financial Partners as we celebrate surpassing $100 billion in platform assets. Read the full article…
Today marks a significant milestone at Dynasty Financial Partners as we celebrate surpassing $100 billion in platform assets. Read the full article…
Liked by James Han
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Me: "My company is closed on June 19th" Friend: "Why?" Me: "Because we celebrate Juneteenth" Friend: "What is Juneteenth?" I've been asked these…
Me: "My company is closed on June 19th" Friend: "Why?" Me: "Because we celebrate Juneteenth" Friend: "What is Juneteenth?" I've been asked these…
Liked by James Han
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This is a real differentiator in the financial services world. Making a complex activity simple for our clients and always by their side to assist is…
This is a real differentiator in the financial services world. Making a complex activity simple for our clients and always by their side to assist is…
Liked by James Han
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Happy one-year anniversary to our Network Partner Stephen Santangelo, CFA, CAIA and the entire Matriarch Wealth Management team! It's been an…
Happy one-year anniversary to our Network Partner Stephen Santangelo, CFA, CAIA and the entire Matriarch Wealth Management team! It's been an…
Liked by James Han
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You are not ready Jeremy Schwartz Michael Batnick, CFA Professor Jeremy Siegel Joshua Brown Now up everywhere, let’s go…
You are not ready Jeremy Schwartz Michael Batnick, CFA Professor Jeremy Siegel Joshua Brown Now up everywhere, let’s go…
Liked by James Han
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I know I’m supposed to raise him to leave the nest, but that doesn’t mean it hurts any less. Time to take your first steps into a wider World…
I know I’m supposed to raise him to leave the nest, but that doesn’t mean it hurts any less. Time to take your first steps into a wider World…
Liked by James Han
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Director of NPI & Industrial Engineering at Evolve Manufacturing Technologies, Inc.
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