I had the privilege of working with George for more than 10 years at a financial services firm. I recently reached out to him for guidance around my next career move and it was well worth the investment. George always brings enthusiasm and experience to his work, and his extensive knowledge and connections in the financial services industry provide a unique perspective. He also has the soft skills needed take discussions to a deep level and uses every engagement as a chance to teach and to bring out the best of those he collaborates with. I wouldn't hesitate to work with him again if given the chance!

George is a true professional and advocate for advisors and the end investor alike. George takes the time necessary to know the wealth tech industry at a very deep level. He doesn't just focus on what one software company can do to help advisors and their clients but rather he looks to see how all the systems can fit together to make a much more positive impact to improving the workflow for the advisors he serves. All who get a chance to work George should seize that opportunity!

George is one of those people who make life easier. He has a true passion for what he does and he brings great energy to every meeting and project. He's an expert in his field and does his best to project that knowledge onto others. He's a leader and one of those people you're always glad to see assigned on a project. I wouldn't hesitate to recommend George to any organization.

I had the privilege of working with George for more than 10 years at a financial services firm. I recently reached out to him for guidance around my next career move and it was well worth the investment. George always brings enthusiasm and experience to his work, and his extensive knowledge and connections in the financial services industry provide a unique perspective. He also has the soft skills needed take discussions to a deep level and uses every engagement as a chance to teach and to bring out the best of those he collaborates with. I wouldn't hesitate to work with him again if given the chance!

George is a true professional and advocate for advisors and the end investor alike. George takes the time necessary to know the wealth tech industry at a very deep level. He doesn't just focus on what one software company can do to help advisors and their clients but rather he looks to see how all the systems can fit together to make a much more positive impact to improving the workflow for the advisors he serves. All who get a chance to work George should seize that opportunity!

George is one of those people who make life easier. He has a true passion for what he does and he brings great energy to every meeting and project. He's an expert in his field and does his best to project that knowledge onto others. He's a leader and one of those people you're always glad to see assigned on a project. I wouldn't hesitate to recommend George to any organization.

I had the privilege of working with George for more than 10 years at a financial services firm. I recently reached out to him for guidance around my next career move and it was well worth the investment. George always brings enthusiasm and experience to his work, and his extensive knowledge and connections in the financial services industry provide a unique perspective. He also has the soft skills needed take discussions to a deep level and uses every engagement as a chance to teach and to bring out the best of those he collaborates with. I wouldn't hesitate to work with him again if given the chance!

George is a true professional and advocate for advisors and the end investor alike. George takes the time necessary to know the wealth tech industry at a very deep level. He doesn't just focus on what one software company can do to help advisors and their clients but rather he looks to see how all the systems can fit together to make a much more positive impact to improving the workflow for the advisors he serves. All who get a chance to work George should seize that opportunity!

George is one of those people who make life easier. He has a true passion for what he does and he brings great energy to every meeting and project. He's an expert in his field and does his best to project that knowledge onto others. He's a leader and one of those people you're always glad to see assigned on a project. I wouldn't hesitate to recommend George to any organization.