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.

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Katelyn
Dain

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Business Development Coordinator

303-376-8839

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. 

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Joseph
Giulitto

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Business Development Manager, CE Program Manager

303-376-8848

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.

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Willie P.
Hayes

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Mass Marketing Relationship Manager

303-376-8844

A Colorado native, Willie has a passion for helping all who need it. At CollegeInvest that means working with financial professionals to help them with their client’s goals and providing unbiased education about planning for higher education.

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Jon
Pagnozzi

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Sales Director

303-376-8845

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.

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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.