URL details: Dan.Scherlis.com/
URL title:
About Dan Scherlis | Dan Scherlis
URL description:
Dan Scherlis <dan.scherlis.com>, veteran consumer-software CEO, is Principal of Scherlis.com, supporting the technology & communications needs of Registered Investment Advisors. This new consulting practice started when Dan's fiancée, Kate Elliott Smith, RIA, brought him to local NAPFA meetings in his capacity as her CIO, InfoSecurity team, and tech hotline. In his work with Financial Planners, Dan…
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