Brody Boston

Account Manager at Guidewheel

Brody Boston has a diverse work experience. Brody began their career in 2012 as the Owner/Manager of Tropical Snow®, where they were responsible for tracking financials, placing orders, getting health inspections, and creating a work schedule. In 2018, they interned with Principal Financial Group, where they processed, filtered, and prepared portfolio investment information to existing clients. That same year, they also interned with Holmes Enterprises Inc., where they learned about rental properties, business, and building a passive income. In 2019, they served as a Sales Development Representative at Colburn Financial, where they worked at their own pace and on their own schedule. In 2020, they joined Spicer Capital as a Lead Planner, where they nurtured inbound leads through the virtual sales cycle and worked 1-on-1 with high-net-worth clients. Currently, Brody is an Account Executive at Guidewheel, where they are on a mission to empower factories to reach sustainable peak performance.

Brody Boston holds a Bachelor's degree in Business Administration and Management, General from Presbyterian College. Brody has also obtained three additional certifications: Business Development Training Certification from Aspireship in December 2021, Salesforce Essential Training from LinkedIn in December 2021, and a Series 65 License from FINRA in April 2021.

Links

Previous companies

Colburn Financial logo

Timeline

  • Account Manager

    December 1, 2023 - present

  • Account Executive

    July, 2022

  • Senior Business Development Representative

    January, 2022