See how financial institutions use Hootsuite to drive income, decrease operational expenses, and handle threat. Yearly, we deploy more than 12,000 consultants to assist our monetary companies purchasers. He also frequently speaks to native honor students by the Alexandria Summer season Financial Institute. We assist our monetary companies shoppers determine how greatest to supply expertise and be sure that data technology is aligned with enterprise progress goals and delivers successfully on its promise.
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He leads FSI’s advocacy strategy, interacting incessantly with regulators and policymakers in Washington, D.C. Prior to joining FSI at its launch, Dale guided the government relations, corporate and dealer-dealer packages for the Monetary Planning Association (FPA) and the International Affiliation for Financial Planning (IAFP).
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