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The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.
By Financial Planning3.9
1616 ratings
The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

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