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I’m beyond excited to share that Taylor Elliott has joined Asseta as our first Account Executive!
What made us instantly click with Taylor?
His ability and track-record to combine relationship-building with understanding and solving our clients problems.
At Asseta, we are all about helping families bring their wealth, accounting and people together through our intelligent family office suite. And Taylor gets it.
He understands wealth is not only about numbers, but about creating lasting impactful legacies, and the right approach makes all the difference.
Taylor has spent years navigating complex client relationships, solving problems, and driving growth while always keeping the client’s success front and center.
As our first Account Executive, Taylor will help us reach more families, build strong partnerships, and set the tone for what outstanding service looks like at Asseta.
This role is foundational to our growth and client success. Please join me in welcoming Taylor to the Asseta team. Big things are ahead!
PS. We are hiring... checkout our open roles here: https://www.asseta.ai/company/careers
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