The CollegeInvest Sales Team
Let us help you. With over 60 years of combined industry experience, the CollegeInvest team provides industry leading sales training on how 529s can help both your clients, and your business.
Katelyn
Dain
Business Development Coordinator
Katelyn is the energetic tour de force behind the sales team, ensuring that it operates smoothly. she is always available to answer any 529 related question.
Joseph
Giulitto
Business Development Manager, CE Program Manager
Joseph started his career in compliance before moving to the retail and client facing sides of finance. During his 20+ years in the industry he has been branded as a great educator and motivational spirit in helping clients and advisers achieve their goals, with the ethos of doing what’s right gets the best result.
Jon
Pagnozzi
Sales Director
Jon has over twenty years of experience in the financial services sector and is an expert in relationship building and consultative sales. He is also a passionate advocate for increasing access to higher education for Colorado residents.
Ongoing Education for Financial Professionals
CollegeInvest offers accredited continuing education for financial advisors and tax professionals who are looking to expand their knowledge of how 529s can help their clients.