- Employees
- 175
About Choreo
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. Opening Summary: The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined business development.
Leadership at Choreo
The team at the top of the org chart.
Jason Van De Loo
Chief Executive Officer
52 reports
Marissa Fox-Foley
Chief Marketing Officer
4 reports
Lisa Tamburini
General Counsel And Chief Compliance Officer
2 reports
Scott Krowczyk
Managing Director
3 reports
Molly McMillin
Chief Financial Officer
3 reports
Shelley Grant Smith
Chief Human Resources Officer
4 reports
Keith Kotfica
Chief Growth Officer
5 reports
Jeffrey Ramsey
Managing Director
Jim Decota
Managing Director
Open Jobs at Choreo (9)
Similar companies hiring
Top employers in Advice