Chief Financial Officer
CurrentWealthQuotient is the worlds only strategy and training platform specifically focused on helping sales and fundraising teams efficiently and effectively engage the high (HNW) and ultra high net worth (UHNW) markets. We believe referrals are the number one driver of new growth and therefore the WealthQuotient platform and methodology scales and standardizes a referral based process across an entire organization. This process provides a unified strategy that makes growth more efficient and eliminates the number one question most sales and fundraising professionals face, "How do we get in front of our prospects?". Having worked with the worlds most recognized brands across financial services, luxury, non-profit and higher education WealthQuotient has an unriveled experience and track record for success.
