All Blog Posts Tagged 'Financial' (2)

Geneos Wealth Management to Provide Technology Platform for Leading Broker/Dealer

Gentech LLC, a wholly-owned subsidiary of Denver-based Geneos Wealth Management, Inc. providing technology solutions to the financial and medical services fields, today announced an agreement to provide its industry-leading Nexus technology platform to Kaiser and Company, a broker/dealer headquartered in Cheyenne, Wyoming.

The current version of the Gentech Web-based application automates many of the tasks associated with an independent financial advisor’s business, including account… Continue

Added by Erik Keith on April 20, 2009 at 8:54am — No Comments

First Western Financial Expands Executive Team to Keep Pace with Rapid Growth

First Western Financial, Inc. the premier wealth management company in the West, announced today that John Shope and Melissa Montgomery-Fitzsimmons have joined the firm, filling two new leadership positions.



Mr. Shope will assume the role of Executive Vice President, Sales and Marketing, for First Western Financial, Inc., where he will be responsible for overseeing the firm’s expanding sales and service infrastructure as well as managing the Bank’s marketing efforts. He was most… Continue

Added by Erik Keith on March 18, 2009 at 11:13am — No Comments

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