GeoffreyFMoore @GeoffreyFMoore
Tech Leader in the Financial Services Industry. Interested in simplifying complexity and removing drudgery with technology. valmarkfg.com Akron, OH Joined October 2018-
Tweets55
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Following128
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Thank you Khruangbin for spending 7,128 minutes with me this year on @Spotify. You are my #1. @Khruangbin
Really cool predictive analytics from Whoop.
🏋🏻🏋🏽🏋🏿
Or what it feels like after the consultants blow through their budget and don’t finish the project. lnkd.in/gUH8r3w
“IT needs to cure cancer, taste like chocolate, and cost less than a buck” - Tim Campos (CIO Body of Knowledge)
Lots of fun talking with everyone. Thanks for the invite.
Industry insider secrets below. lnkd.in/geaFguC
Infographic on all of the data compromised this year. Wowzers. lnkd.in/ghpTmXR
Great work TD. Looking forward to integrating Docusign in Q1 of 19. Keep up the good work. Put us on the list to go first for digital account open.
Great work TD. Looking forward to integrating Docusign in Q1 of 19. Keep up the good work. Put us on the list to go first for digital account open.
My Secret Santa knows me!!!! Callous Remover for the win.
My Secret Santa knows me!!!! Callous Remover for the win.
Quick Read on gratitude. Good way to start the week. lnkd.in/g8f9XQG
Couldn’t agree more. That’s why @ValmarkFG has an extensive internal planning team to help advisors.
Couldn’t agree more. That’s why @ValmarkFG has an extensive internal planning team to help advisors.
Great consulting session with Steve Mazurkiewicz from @targetprocess. Great ideas for our upcoming implementation. Loved the new Portfolio Epic feature. This will make 2019 planning way easier. :)
One of our advisors was quoted $16k to move 12 users to O365. WTF, and people think finance guys are trying to steal your money. #WhoPaysThis
Is Your Tech Stack an 8 Track? linkedin.com/pulse/your-tec… @RedtailCRM
Phenomenal article on tech allowing advisors to serve more clients while reducing fees.
Phil Jackson showing off Ins Planning with MyCase #ValmarkMemberSummit
Just in: FINRA Fines LPL $2.75 Million for Complaint-Reporting and AML Program Failures. bit.ly/2PyPxNK
Talking #Fintech with Member Offices. Good session. 2019 will be good. #ValmarkMemberSummit

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