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RIA Edge West

10/7 - 10/8 Los Angeles, CA

We'll be at RIA Edge West! Meredith Lambert, Head of Design and Customer Success, will be speaking at the event. Come drop by to learn more about Catchlight, or book a meeting with the team.

 

NAIFA

NAIFA Event

10/14 - Arlington, VA

Book time with the Catchlight team or drop by and say hi if you are also attending the sessions hosted by NLC.

 

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AdviseAI

10/28 - 10/29 - Las Vegas, NV

We're excited for this year's AdviseAI! Don't miss Dan Gilmartin, Head of Sales and Marketing, who will be participating on the panel. Book a meeting with us to learn more about Catchlight while you're there.

Home - Quotes - Orange

As a software engineer, I'm passionate about leveraging the power of data to help financial advisors grow their businesses. I especially love working with an incredible team to build innovative solutions to complex problems and utilize technology to drive growth and efficiency.

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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

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