Raymond CPA's Colleagues at AgentSync
Raymond CPA's Contact Details
HQ
N/A
N/A
Location
Denver, CO, US
Denver, CO, US
Company
AgentSync
AgentSync
Raymond CPA's Company Details
AgentSync is where Producer Management & Compliance meet technology & automation.AgentSync is a powerful, easy-to-use Compliance as a Service solution, built 100% on Salesforce. We directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) w/ core business systems (i.e. Salesforce) so we can automate the critical business processes associated w/ these compliance requirements.We're a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Frequently Asked Questions about Raymond CPA
Raymond CPA currently works for AgentSync.
Raymond CPA's role at AgentSync is Financial Controller.
Raymond CPA's email address is ***@agentsync.io. To view Raymond CPA's full email address, please signup to ConnectPlex.
Raymond CPA works in the SaaS industry.
Raymond CPA's colleagues at AgentSync are Neeta Kamadolli, Amy Lau, Jake Jacobson, Cody Smith, Monica Sindwani, TJ Hall, Derek Reiger and others.
Raymond CPA's phone number is N/A