Joanne Day
Co-Founder and Director of Innovation at Trumpet Inc.- Claim this Profile
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Bio
Dr. David L. Lawrence
I recommended Joanne to one of my consulting clients a few years ago and was impressed with the high level of knowledge and support given to the client. She and her team are dedicated to providing the most comprehensive and value-added services in the profession. Since that time, I have recommended her and Trumpet, Inc. many, many times. As a monthly columnist at Financial Advisor Magazine, I have also written about her company and the services that are offered. In short, if what you are looking for is a software solution to accompany your CRM or to solve your document management problems, Joanne and Trumpet is a choice you will love. David L. Lawrence, RFC, AIF Founder and President EfficientPractice.com
T. Taylor Payne
Our firm hired Jo and her firm Trumpet to create and implement a document imaging and filing system three years ago. We have been very pleased with the system which has become central to all of the daily work by all in our firm. Jo and her firm are true experts who understand both the technology and the wealth management business.
Dr. David L. Lawrence
I recommended Joanne to one of my consulting clients a few years ago and was impressed with the high level of knowledge and support given to the client. She and her team are dedicated to providing the most comprehensive and value-added services in the profession. Since that time, I have recommended her and Trumpet, Inc. many, many times. As a monthly columnist at Financial Advisor Magazine, I have also written about her company and the services that are offered. In short, if what you are looking for is a software solution to accompany your CRM or to solve your document management problems, Joanne and Trumpet is a choice you will love. David L. Lawrence, RFC, AIF Founder and President EfficientPractice.com
T. Taylor Payne
Our firm hired Jo and her firm Trumpet to create and implement a document imaging and filing system three years ago. We have been very pleased with the system which has become central to all of the daily work by all in our firm. Jo and her firm are true experts who understand both the technology and the wealth management business.
Dr. David L. Lawrence
I recommended Joanne to one of my consulting clients a few years ago and was impressed with the high level of knowledge and support given to the client. She and her team are dedicated to providing the most comprehensive and value-added services in the profession. Since that time, I have recommended her and Trumpet, Inc. many, many times. As a monthly columnist at Financial Advisor Magazine, I have also written about her company and the services that are offered. In short, if what you are looking for is a software solution to accompany your CRM or to solve your document management problems, Joanne and Trumpet is a choice you will love. David L. Lawrence, RFC, AIF Founder and President EfficientPractice.com
T. Taylor Payne
Our firm hired Jo and her firm Trumpet to create and implement a document imaging and filing system three years ago. We have been very pleased with the system which has become central to all of the daily work by all in our firm. Jo and her firm are true experts who understand both the technology and the wealth management business.
Dr. David L. Lawrence
I recommended Joanne to one of my consulting clients a few years ago and was impressed with the high level of knowledge and support given to the client. She and her team are dedicated to providing the most comprehensive and value-added services in the profession. Since that time, I have recommended her and Trumpet, Inc. many, many times. As a monthly columnist at Financial Advisor Magazine, I have also written about her company and the services that are offered. In short, if what you are looking for is a software solution to accompany your CRM or to solve your document management problems, Joanne and Trumpet is a choice you will love. David L. Lawrence, RFC, AIF Founder and President EfficientPractice.com
T. Taylor Payne
Our firm hired Jo and her firm Trumpet to create and implement a document imaging and filing system three years ago. We have been very pleased with the system which has become central to all of the daily work by all in our firm. Jo and her firm are true experts who understand both the technology and the wealth management business.
Experience
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Trumpet Inc.
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United States
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Religious Institutions
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Co-Founder and Director of Innovation
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1999 - Present
Trumpet is the leading provider of comprehensive workflow solutions for the financial services and legal industries. Trumpet ensures the success of each individual firm we work with by tailoring workflow and training to address the needs of different roles within your practice. Trumpet is the leading provider of comprehensive workflow solutions for the financial services and legal industries. Trumpet ensures the success of each individual firm we work with by tailoring workflow and training to address the needs of different roles within your practice.
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Education
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University of Florida
Bachelor of Arts, High Honors in Communication followed by Masters, emphasis in health communication
Community
