Greg Knowles Email & Phone Number

Jacksonville, FL, US

Commercial And Residential Coating Sales Representative

Delaware, OH, US

Oversee 12 stores accounting for 55 million in gross sales annually which entails being in charge of; - Hire and maintain productive sales force, warehouse, and delivery team for all stores- Responsible for proper ordering of merchandise for all stores in a timely and accurate manner- Manage stores' budgets, sales goals, and profitability- Travel to all.

Delaware, OH, US

Delaware, OH, US

Delaware, OH, US

- contact clients that have recently transitioned into Merrill Edge Advisory Center from Branch Office- providing new clients pertinent information regarding the change in relationship- Handle inbound calls from clients and other internal representatives on the MEAC service line, providing them with information for MEAC services while exhibiting excellent.

- Support and manage the enrollments and maintenance for all Merrill Lynch Managed Products including US Trust- Responsible for all system access for new hires and contract employees- Monitor daily, weekly, and monthly audits for 8-12 processors- Conduct weekly meetings, monthly one-on-ones, monthly and mid-year reviews for all team members

- Support mandatory and voluntary corporate actions, pricing, and security maintenance for over 90K active securities on the NFS platform- Responsible for the posting of all voluntary elections made by the Investment Managers- Set up new securities as required by the external Money Managers in APL- Provide signoff for quarterly reporting

- Assist with the enrollment process of prospects and clients into various products- Handle all new recruits transitioning accounts into the Firm for the PIA product- Facilitate registration for Financial Advisors and their pools in the MLPA product- Responsible for all elevated issues for PIA, MLPA, and MFA enrollments

Associate'S Degree

Psychology