WealthVest wholesaler is supported by an extensive marketing and creative services team.

Creative Agency

Marketing

WealthVest

WealthVest's headquarters in Bozeman, MT, United States

Wade Dokken

Anthony Lewis

Mara Karel

Quinn Catalano

Matt Hamann

Andrew Keizer

The Sales and Business Development team at WealthVest is responsible for driving revenue growth by cultivating relationships with financial advisors and institutions. They focus on identifying new business opportunities, supporting the sales process, and providing exceptional service throughout the client journey. Their collaboration with the marketing and creative services team enhances their outreach and engagement strategies to effectively promote WealthVest's offerings.

Sales and Business Development

The Leadership Team at WealthVest is responsible for setting the strategic direction of the company, driving sales initiatives, and ensuring operational efficiency. Comprising key executives from various functions, the team collaborates to enhance the wholesaler's presence in the market, align marketing efforts with business goals, and foster a culture of excellence across all departments.

Leadership Team

The Sales Operations team at WealthVest plays a critical role in optimizing the sales process by providing strategic support and resources to the regional vice presidents. They streamline operations, enhance sales enablement, and collaborate with marketing to ensure the sales team has the necessary tools and data to drive performance and achieve revenue targets. This team is essential for fostering effective communication and alignment between sales and operational goals.

Sales Operations

The Marketing Team at WealthVest focuses on developing and executing strategic marketing initiatives to promote the company's financial products and services. They collaborate to create compelling content, manage marketing automation systems, and enhance brand visibility, ensuring effective communication with institutional clients. Their collective expertise supports the wholesaler's growth and strengthens market presence.

Marketing Team

The Finance and Accounting team at WealthVest manages the company's financial health through accurate bookkeeping, strategic financial planning, and regulatory compliance. Led by the VP of Controller, the team ensures financial reports are precise and timely, while the Senior Accountant oversees daily accounting tasks and the Financial Planner develops strategies to optimize the company's financial growth and investment opportunities.

Finance and Accounting

The Information Technology team at WealthVest is responsible for managing and securing the company's technology infrastructure, ensuring that all systems operate efficiently and safely. They implement and maintain IT solutions that support the marketing and creative services teams while safeguarding sensitive data and maintaining compliance with industry standards. The team also provides technical support and guidance to enhance overall operational effectiveness.

WealthVest

Org chart

Teams

Sales and Business Development

Leadership Team

Sales Operations

Marketing Team

Finance and Accounting

Information Technology

Offices

WealthVest

Org chart

Teams

Sales and Business Development

Leadership Team

Sales Operations

Marketing Team

Finance and Accounting

Information Technology

Offices

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