[SECTION]Ondemand Webinars for Wealth Management Firms

September 2, 2021 Primary Admin
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Primary Admin

Jeannie is the Director of Marketing at Bill.com. Jeannie has over 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She has taken companies perceived as local businesses to attention-grabbing national and global brands. She's a tech geek at heart and loves finding ways to help customers solve problems. Jeannie is also an author and award-winning graphic designer.

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The 2022 WealthStack Study
The 2022 WealthStack Study

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Trust the Process: Strengthening client loyalty with the right mix of tech, security and automation
Trust the Process: Strengthening client loyalty with the right mix of tech, security and automation

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