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AdvisorEngine | Digital Advice | Financial Advisors | Technology | Women in Wealth Management
I feel fortunate to work with Carly de Diego. She brings positivity and intensity to her role as Chief Client Officer. Her leadership directly benefits the wealth management firms that use our technology every day. So it’s well-deserved that Carly is getting some industry attention. Just this week alone, she was interviewed by leadership publication Authority Magazine and received special recognition from a group called NYC Fintech Women.
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Junxure CRM | Technology | Wealth Management
This operations and compliance coordinator started running during her lunch breaks. 11 marathons and 75 half-marathons later, Christy Rogers has hit her stride as a leader🏃
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