Fundz

Valley Wealth Group Promotes George Wootten IV to Chief Financial Officer

PRIVATEMar 12, 2024

Position

Chief Financial Officer

Company

Valley Wealth Group

George Wootten IV
george.wootten@valleywealthgroup.com
LocalFinancial ServicesFinanceLending

Description

Valley Wealth Group has promoted George Wootten IV to the position of Chief Financial Officer.

Quick answer

Valley Wealth Group Promotes George Wootten IV to Chief Financial Officer (March 12, 2024). Valley Wealth Group is based in Local, Missouri, United States.

Who is the new Chief Financial Officer at Valley Wealth Group?
Valley Wealth Group named George Wootten IV Chief Financial Officer, announced March 12, 2024.
What did Valley Wealth Group announce on March 12, 2024?
Valley Wealth Group has promoted George Wootten IV to the position of Chief Financial Officer.
What does Valley Wealth Group do?
Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be.
Where is Valley Wealth Group based?
Valley Wealth Group is based in Local, Missouri, United States.
Which similar companies made leadership changes around the same time?
Connexus Credit Union (March 12, 2024), PRA Group (March 12, 2024), OppenheimerFunds (March 12, 2024) and AS Birch Grove (March 12, 2024) also announced leadership changes within 45 days of Valley Wealth Group.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Valley Wealth Group, and when

A new leader at Valley Wealth Group brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Valley Wealth Group raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Valley Wealth Group, from your own LinkedIn network

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Company Information

Company

Valley Wealth Group

Location

Local, Missouri, United States

About

Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Valley Wealth Group changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

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Predictive Intelligence
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Valley Wealth Group changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.