Choreo
Business Services · Indiana, United States · 1-10 Employees
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Overview
Headquarters
8421 Bearing Dr Ste 200, Indianapolis, I...Phone Number
(317) 216-1600Website
www.choreogroup.comRevenue
<$5 MillionIndustry
About Choreo
Choreo Org Chart
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Debt
$62K
Choreo Tech Stack
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Most Recent Scoops
Choreo News & Media
Karen Lee Joins Choreo As Chief Growth Officer
Wealth Management Leader Brings Proven Track Record of Helping Large Enterprises Grow Revenues and Achieve Growth Goals CHICAGO, Oct. 5, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Karen Lee as Chief Growth Officer. She will report to Larry...Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit
CHICAGO, Aug. 29, 2023 /PRNewswire/ -- Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The Sept. 18 to 20 event in Dallas is one of DeVoe & Co.'s signature events for RIA owners and principals who are...Retirement Industry People Moves | PLANADVISER
Newfront hires Sakata, Nelson to retirement services team; Bartlett joins Choreo as SVP of advisers; startup AdvisorCheck taps former RIA head Tam for CEO; and more.Choreo Completes Partnership With Cherry Bekaert By Closing Acquisition Of Cherry Bekaert Wealth Management
CHICAGO, Jan. 3, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire Cherry Bekaert Wealth Management LLC (CBWM), an entity affiliated with Cherry Bekaert Advisory LLC. The acquisition brings Choreo's...
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Frequently Asked Questions Regarding Choreo
With this opportunity, Mary Beth was able to further focus her passion for change management by advancing the way companies leverage their workplace as their most strategic business and people tool. And since 2008, Mary Beth and her team at Choreo have worked with dozens of companies in a vast array of industries to maximize employee and workplace... Read More