Kathleen G.
Chief Operating Officer at CreoValo
- Role
- Chief Operating Officer at Creovalo
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Kathleen G.
I help financial advisors deepen relationships with their business-owner clients by connecting them with investment banks and creative capital solutions. At Creovalo, our team specializes in helping advisors bring uncommon opportunities to the table whether that’s exploring a sale, or raising growth capital.My role blends strategy, relationship-building, and execution. I work closely with wealth advisors and family-owned businesses across the country, ensuring every introduction is thoughtful and built for long-term success.
Experience
Chief Operating Officer
Aug 2025 — Present
Education
Digital Marketing Institute
Digital Marketing Certificate
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