Brook services GeoWealth’s existing clients and is actively involved in the onboarding and implementation of new clients to the platform. She also supports the education and training of advisors using the GeoWealth platform.
Brook spent much of her life in athletics until making the move to the corporate world in 2016. She spent part of 2016 on the institutional client service desk at Goldman Sachs before moving into a technology sales role within the staffing industry.
Brook earned her B.A. in Sociology from the University of Notre Dame, where she also played tennis and earned All-American honors. She now lives in the Kansas City area with her husband.LinkedIn