WealthHub Solutions is pleased to announce that Caitlynn Bowers has joined the sales team. She will play a key role in nurturing relationships with long-term prospects, managing the sales of additional products to existing customers, and in coordinating marketing activities.
Caitlynn brings experience in business development and client-facing roles within wealth management technology, most recently at Docupace, a technology platform built for the wealth management industry. Her background gives her a strong foundation in the operational challenges that financial services firms face and the role that purpose-built technology plays in solving them.
Brittany von Czoernig, Vice President of Sales at WealthHub Solutions, who worked with Caitlynn previously, welcomed her to the team: “I have seen firsthand how Caitlynn builds relationships with clients and partners. She brings a rare combination of genuine warmth and professional rigor to every interaction, and she understands the world in which our clients operate. I could not be more pleased to be working with her again.”
Jim Marks, President and CEO, added: “Caitlynn brings exactly the combination of relationship focus and industry knowledge that our clients have come to know through WealthHub. As we continue to grow, having someone who genuinely understands both the client relationship and the technology ecosystem is a meaningful addition to our team.”