Brooks Wade currently serves as an Account Executive at Altrata since September 2023. Prior to this role, Brooks was a Senior Sales Development Representative at OnBoard, where responsibilities included sourcing $411k in new revenue from the technology and healthcare sectors and leading the technology team in outbound meeting bookings and closed-won revenue. Additionally, Brooks gained experience as a Financial Planning Extern at the Financial Planning Association (FPA) in mid-2022. Brooks holds a Bachelor's degree in Financial Planning and Services from Purdue University, earned between January 2019 and August 2022.
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