Richard Blair
Richard Blair
Member for 4 months
5 ratings & reviews completed
Average rating:
Reputation: 40
| Title | CIO (Chief Investments Officer) |
|---|---|
| Job Type | Administrator |
| Department | Finance and Accounting |
| Company | Wealth Solutions |
| Industry | Financial Services |
| Size | 1-10 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
Dropbox | 15 years | |
eMoney Advisor | 10 years | |
Morningstar Advisor Workstation | 15 years | |
Redtail CRM | 10 years | |
Salesforce CMS | 10 years |
Badges
Pundit- Investment Portfolio Management
Trailblazer- eMoney Advisor
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| eMoney Advisor | Jan 3, 2024 | Read Review | |
| Salesforce CMS | Dec 24, 2023 | ||
| Redtail CRM | Dec 24, 2023 | ||
| Morningstar Advisor Workstation | Dec 23, 2023 | ||
| Dropbox | Dec 18, 2023 |