“Our process is founded on collaboration. We exchange ideas between our Business, Operations, Sales, Product, and Development teams. No one dictates and everyone can have a voice. As ideas morph and change and tweak along the way – they improve. Our work, our company, and our people are better for it.”
– Christopher Daly, SVP, Chief Digital Officer
“I get to be on the front lines every day, hearing directly from advisors about their operations and the changing needs of their end clients. Through these relationships, I get to have my finger on the pulse of the most pressing trends in the wealth management space.”
– Jenna Peterson, SVP, Strategic Consultant
"Since joining GeoWealth, I’ve witnessed collaboration across the company as whole. No one’s position is too small or too big to present an idea or share feedback. I believe this exemplifies our work culture. The open mindedness allows for the continued growth not just for the firm, but employees as well, by allowing them to feel comfortable to share ideas and enjoy their careers daily."
– Alexis Rivera, Client Service Associate
Ready To Work Smarter?
Get Powered By GeoWealth