Karen Garcia
SVP - Head of Operations @GeoWealth
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WORK HISTORY
SVP - Head of Operations @GeoWealth
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of wealth management technology; combining a comprehensive and fully-integrated advisor tech suite with best-in-class investment solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Go to GeoWealth.com to get in touch to learn more or schedule a live demo of our technology suite.
EDUCATION
Regis University
B.S., Business
SKILLS
ABOUT KAREN GARCIA
Professional with broad experience in the financial services industry with proven leadership and ability to develop and manage critical initiatives and implement complex strategies to enhance product and service offerings, market and increase growth, and improve operational efficiency. I am very excited to have joined First Ascent Asset Management as the Chief Operating Officer and Chief Compliance to build a cost-effective investment solution that is beneficial to clients and advisors.Contact Karen: k••••@firstascentam.com | 72••••••10 |
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