WealthVest
Gretchen Boyd is an experienced professional in the financial services industry, currently serving as the Key Account Operations Manager at WealthVest since June 2017. In this role, Gretchen supports the Key Accounts team through all phases of new firm onboarding and ensures compliance with executed agreements. Previous positions at WealthVest include Team Lead focused on Long Term Care/Hybrid insurance products and Senior Internal Wholesaler. Prior to WealthVest, Gretchen worked as an Accounting Clerk at T.B. Penick and Sons, Inc., a Technical Support Specialist at Cast It Talent, and a Consultant for Montana Ballet Company Inc. Gretchen earned a Bachelor's Degree in Business Administration and Management from Montana State University-Bozeman in 2016.