Systems Optimization & CRM Cleanup for Private Wealth Firm
Sara Dmochowski
Streamlined CRM and backend systems to prepare a private wealth firm for scale and operational growth.
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Posted Jul 12, 2025
System optimization, CRM cleanup, workflow creation, and back-office systems support for a growing family office private wealth firm scaling into a merger.
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Timeline
Jun 1, 2021 - Jul 3, 2023
