The Ascent with Crestmont Private Wealth - Guest: Hannah Perry
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The Ascent with Crestmont Private Wealth - Guest: Hannah Perry
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This podcast episode features an engaging conversation between Sam McGee, CEO and owner of Crestmont Private Wealth, and Hannah Perry, the firm's Chief Operating Officer. The episode opens with a disclaimer clarifying that the opinions expressed are for informational purposes and not investment advice. Sam and Hannah discuss her journey with the company, starting with her days at LSU and her initial roles in Houston, through her move to Lakeway, working remotely during the pandemic, and ultimately relocating to Bernie.
Hannah shares how her responsibilities evolved over eight years, from basic administrative tasks to significant projects like implementing a new CRM system. The conversation emphasizes the importance of adaptability, teamwork, and continuous learning in career growth. The episode celebrates Hannah's new role as an equity partner at Crestmont Private Wealth, highlighting the firm's supportive environment and opportunities for professional development.
The podcast concludes with an invitation for listeners to connect with Crestmont Private Wealth through various channels and a warm sign-off from Sam McGee.
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