Courtney Pesche in

Courtney Pesche

Login to view DISC.
Operations Assistant at Maia Wealth
📍 Denver Metropolitan Area, United States

Courtney Pesche is an Operations Assistant at Maia Wealth, a registered investment advisor. Her responsibilities include account setup, maintenance, and updates. She holds a Bachelors in Marketing from the University of Colorado Boulder and is licensed as a Resident Producer for Life, Accident, and Health.

Having attended the University of Colorado Boulder, she likely maintains a strong connection to the local community and its activities. She is passionate about being part of a motivated and hardworking team, as shown in her public posts.

She recently earned certifications in both "Medicare + Fraud, Waste and Abuse" and as a "Resident Producer Life, Accident and Health. "

Read the full overview →
Experience
4 Years
Current Role
Operations Assistant
Job Level
Junior
Location
Denver Metropolitan Area, United States
Personality Overview

How Courtney shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Courtney cares about

Wealth Management
Works as an Operations Assistant at Maia Wealth and celebrates her firm's recognition as one of the fastest-growing RIAs.
Team Motivation
Publicly expresses gratitude for being part of a "motivating & hardworking team, " indicating a focus on positive work culture.
+4 more topics Login to view topics
Career

Work history

9-2024
Operations Assistant
Maia Wealth
4-2023 - 4-2024
Consumer Direct Lending
FirstBank
4-2021 - 3-2023
Loan Officer Assistant
FirstBank
In the press

Media appearances

Courtney Pesche – Profile on Maia Wealth. Featured in Maia Wealth (official website)
See now
Education
2016 - 2020
Bachelor's degree
University of Colorado Boulder
2019 - 2019
Certificate Program
University of Colorado Boulder
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Courtney. Free, 10 seconds.