Sarah Stallins, Business Development & Advisor Support

Sarah Stallins Business Development & Advisor Support Sarah begin her career in financial services over a decade ago. She has RIA, money manager, sales, service and marketing experience.   What is your role at Dynamic and how does it help support our clients? Currently I am working in Business Development and Advisor Support, but I…

Amy Eagan, Billing & Reporting

Amy Eagan Billing & Reporting Amy has worked with advisors and their clients for over 10 years. Most recently, she was responsible for running operations for a Phoenix-based RIA. She has experience in systems, billing, reporting and leads many special projects for Dynamic.   What is your role at Dynamic and how does it help…