SALT LAKE CITY, March 16, 2021 /PRNewswire/ — Albion Financial Group introduced at the moment that Mason Woolf has been named Chief Working Officer of the agency. In a transparent signal of Albion’s development and progress, the COO function has been created to supervise all firm insurance policies, processes, day-to-day administration, coordination throughout groups, and organizational planning — with a specific give attention to maintaining the agency’s operations on observe. Moreover, the COO works intently with our CEO to implement tactical in addition to bigger strategic targets in effort to facilitate enhancements throughout all of Albion’s practical areas.
“For practically a decade and a half Mason has been a necessary member of the Albion Group, and during the last a number of years has served to combine and enhance a number of of our core practical teams. Naming Mason COO each acknowledges the esteem his friends have for him and formalizes the important work he already performs,” stated John Chook, President and CEO of Albion.
Since becoming a member of the agency in 2006 Woolf has served on Albion’s Funding Group, and for the final decade has been Director of Buying and selling. Mr. Woolf additionally serves as Chief Compliance Officer, safeguarding the agency’s fiduciary integrity. He has just lately joined Albion’s Board of Administrators and assists with setting the long-term imaginative and prescient of the group.
“4 a long time in the past practically everybody within the trade thought Albion was loopy for selecting a enterprise mannequin that positioned shopper pursuits above all else. Now, each cash supervisor on the earth is pursuing our mannequin. Having witnessed the facility of Albion’s fee-only fiduciary method throughout my previous 15 years as a member of this crew I’m thrilled to have the chance to function Chief Working Officer. This function has lengthy been a aim of mine, and I significantly recognize each the assist and belief positioned in me by our crew as we forge this path collectively. Albion has an extremely vivid future and we look ahead to the following 40 years of guiding our shoppers by a lifetime of fine monetary choices.”
A 25-year veteran of the trade, Woolf spent his early profession with Dean Witter, Arlington Worth Administration, and Constancy Investments. Woolf holds a Grasp of Enterprise Administration from the Gore Faculty of Enterprise and a Bachelor of Science in Finance from Westminster Faculty. He’s additionally an honored inductee of Utah Enterprise Journal’s prestigious Forty Below 40, a choose group of executives and enterprise leaders to observe (2020).
About Albion Monetary Group
Albion Monetary Group was based in 1982 in Alta, Utah by Toby Levitt and John Chook. The agency was an early pioneer of fee-only fiduciary funding and monetary advising – offering world-class monetary planning and funding administration companies whereas working to remove the battle of pursuits prevalent within the trade. The crew of 28 professionals present service to people, households and intently held companies with a geographic attain that extends from Utah’s Wasatch Entrance to states and locales throughout the nation.
SOURCE Albion Monetary Group