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COO

Preferred Location:
South-East
Open to Relocation:
Yes

We are currently representing a COO/CCO of a 500M AUM Fee based RIA who is exploring opportunities. Details below:  

  • Proven track record of driving technological modernization, including CRM upgrades and proactively preparing teams for AI integration 
  • Expertise in SEC compliance, cybersecurity protocols, and implementing robust operational security measures  
  • Experience at building business presence in new markets, exceeding growth targets 

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