Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
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Jack Hannah
As COO, Jack oversees the Operations, Compliance, and Sales & Marketing divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 10 years in the financial services industry, Jack draws from a wide range of experiences in his role as COO for GeoWealth. Prior to joining GeoWealth in 2013, Jack began his career in the back office of a Midwest-based Registered Investment Advisor, where he ultimately served as Director of Operations. In this role, he oversaw all trading, reconciliation, billing, and reporting. Jack graduated from the University of Kansas School of Business with a B.S.B. in Finance. Based in the Kansas City area, Jack stays busy trying to keep up with his wife and three daughters. Whenever he gets the chance, he loves spending time in the great outdoors.
The financial advice industry is a highly competitive and complex landscape. Achieving sustainable growth, while challenging, is crucial for long-term success and the growth of a practice.A Schwab study highlighted that 75% of advisors polled reported that growth made their operations more complex...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
We often hear from clients that one of the allures of becoming an independent investment advisor is the freedom to build your business the way you want to, without fighting through the bureaucracy one would encounter with a broker-dealer.
