“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
“Joining the GeoWealth team has been the ideal entry into the financial services industry. Since I started, I’ve had the opportunity and encouragement to work alongside every department in the company in some capacity. It’s been so rewarding to get a full picture of what it means to be in FinTech.”
– Christian Magdaleno, Operations Analyst
“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, Relationship Manager
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