DC
Danielle Carey
Efficiencies Coach At 5 Elk at 5 Elk
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Work Experience
Efficiencies Coach At 5 Elk
2017 - Present · 7 years and 11 months
Ambleside Wealth Advisers
General Manager
2010 - 2017 · 7 years
Piersbridge Consultants
Office Manager
2007 - 2010 · 3 years
Company Details
201-500 Employees
5 ELK is the outsourcing solution for financial planning professionals looking for scale, growth and increased profitability. Imagine if you had a team who could save you time, money and your sanity. We strip back your workload so that you can concentrate on the important tasks that impact your bottom line. We save you valuable time and money – crucial resources that can be better spent developing your strategic advice partnerships, wooing clients and growing your business.
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services
HQ Location
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Keywords
OutsourcingFinancial PlanningConsultingand Operating Efficiencies
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