AeroLeads people directory · profile
Connie Gregory Email & Phone Number
Regional Director, Ameriprise Financial Institutions Group
at
Ameriprise Financial Services, LLC
1 work email found
@ceterainvestmentservices.com
3 phones found area 813 and 727
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Director, Ameriprise Financial Institutions Group
Location
Los Angeles Metropolitan Area, United States
Who is Connie Gregory? Overview
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Quick answer
Connie Gregory is listed as Regional Director, Ameriprise Financial Institutions Group at Ameriprise Financial Services, LLC, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at ceterainvestmentservices.com, phone signal with area code 813, 727, and a matched LinkedIn profile for Connie Gregory.
Connie Gregory previously worked as Founder at Connie L. Gregory, Aici Flc and SVP, Head of New Business Development at Cetera Financial Institutions. Connie Gregory holds Ba, Liberal Arts from University Of Nebraska-Lincoln.
Company email context
Email format at Ameriprise Financial Services, LLC
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{first}.{last}@ceterainvestmentservices.com
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AeroLeads found 1 current-domain work email signal for Connie Gregory. Compare company email patterns before reaching out.
Profile bio
About Connie Gregory
Business Development Executive with a sustained track record of success in new business development, client services, and marketing of insurance and security-related products in the financial services industry. Offering value in the following areas:▪ New Business Development – Excel at target marketing, prospecting, building alliances, and closing sales for markets nationwide including banks, credit unions, broker dealers, and individual securities representatives. Excellent presentation skills (including PowerPoint and WebEx). Skilled at evaluating and responding to RFPs and due diligence requests.▪ Contract Negotiation – Skilled at negotiating highly regulated contracts with banks and credit unions, working closely with in-house counsel and outside legal advisors.▪ Relationship Management – Passionate about customer service; excellent follow through, troubleshooting, and problem solving skills.▪ Reorganization / Process Improvement – Established a record of success at reorganizing client service departments to improve work-flow and achieve efficiencies in operation. Developed strategies and managed the insurance sales process end-to-end.
Listed skills include Life Insurance, Series 63, Investments, Mutual Funds, and 45 others.
Current workplace
Connie Gregory's current company
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11 roles · 32 years
Connie Gregory work experience
A career timeline built from the work history available for this profile.
Regional Director, Ameriprise Financial Institutions Group
Current
Sep 2023 - Present
Founder
Current
Connie L. Gregory, Aici Flc
Certified Image Consultant, helping women and men look their best to leverage their personal image as a competitive advantage. Also provide presentations to groups on the importance of image. Specialize in sales of CAbi designer clothing.Certified as an FLC through the Association of Image Consultants, International (AICI)
Aug 2004 - Present
Svp, Head Of New Business Development
Aug 2019 - Sep 2023
Svp, New Business Development
Mar 2016 - Jul 2019
Svp, New Business Development
Mar 2016 - Jul 2019
Svp, Business Development
I develop new bank and credit union relationships for INVEST. INVEST is a broker/dealer that specializes in supporting investment programs in financial institutions throughout the US.
Jan 2007 - Mar 2016
Svp, Business Development
Independent Financial Marketing Group (Ifmg)
Marketed to and closed relationships with banks and credit unions for broker/dealer and third-party marketing services, generating annual sales of over $160 million.
Feb 2003 - Dec 2006
Vp, Business Development
Essex Corporation
Structured and launched bank retail investment sales programs for annuities, securities, mutual funds and insurance through financial institution-based platform and dedicated reps. Identified, developed, and closed 21 new accounts in one year.
Jan 2000 - Dec 2002
Avp, Alternative Distribution Marketing
Cna Insurance Companies
Developed life insurance sales accounts with financial institutions including Bank of America and Fleet Bank and internet portals including iVillage.com.
Feb 1996 - Dec 1999
Director, Annuity Sales
Flynn Associates
Doubled the sales of annuities through a broker base of 6,000 in one year.
1995 - 1996
~1 yr
1 education record
Connie Gregory education
-
University Of Nebraska-Lincoln
FAQ
Frequently asked questions about Connie Gregory
Quick answers generated from the profile data available on this page.
What company does Connie Gregory work for?
Connie Gregory works for Ameriprise Financial Services, LLC.
What is Connie Gregory's role at Ameriprise Financial Services, LLC?
Connie Gregory is listed as Regional Director, Ameriprise Financial Institutions Group at Ameriprise Financial Services, LLC.
What is Connie Gregory's email address?
AeroLeads has found 1 work email signal at @ceterainvestmentservices.com for Connie Gregory at Ameriprise Financial Services, LLC.
What is Connie Gregory's phone number?
AeroLeads has found 3 phone signal(s) with area code 813, 727 for Connie Gregory at Ameriprise Financial Services, LLC.
Where is Connie Gregory based?
Connie Gregory is based in Los Angeles Metropolitan Area, United States while working with Ameriprise Financial Services, LLC.
What companies has Connie Gregory worked for?
Connie Gregory has worked for Ameriprise Financial Services, Llc, Connie L. Gregory, Aici Flc, Cetera Financial Institutions, Cuso Financial Services, Lp, and Sorrento Pacific Financial, Llc.
How can I contact Connie Gregory?
You can use AeroLeads to view verified contact signals for Connie Gregory at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Connie Gregory attend?
Connie Gregory holds Ba, Liberal Arts from University Of Nebraska-Lincoln.
What skills is Connie Gregory known for?
Connie Gregory is listed with skills including Life Insurance, Series 63, Investments, Mutual Funds, Securities, Fixed Annuities, Financial Services, and Insurance.
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