Greg Cavallo Email & Phone Number

Pottstown, PA

Oaks, PA

• Work with Regional Director to oversee $350 Million in Assets Under Management to over 150 independent financial advisors through tailored sales agendas, marketing initiatives, networking events and practice management
• Strengthen relationships with current advisors while developing new advisors to work with SEI as investment partner through investment analysis, diversified portfolio construction, and business planning
• Consult with clients on the development and implementation of business growth plans, including implementation of marketing plans, systematized client relationship management plans and strategic realignment of business.
• Train and advise on the sale and implementation of complex solutions, including mutual fund, ETF, income producing solutions and separate account-based portfolios

Temple University

• Prepared stock pitches including initiating coverage reports by conducting market research, financial analysis, and relative valuation on companies in assigned sector to capitalize on undervalued opportunities
• Wrote reports and created presentations by using Bloomberg, Capital IQ, Thomson One, and other industry research tools to perform equity research and search for undervalued companies
• Created forecasts, linear regression simulations, relative valuation tables, and discounted cash flows models using Excel to support research in initiating coverage reports and to generate 52 week price targets

• Provided data support to PRxO Generics nation-wide sales force through continuous investigation of team needs, analysis of data, and evaluation of solutions.
• Worked with multiple databases and outside data sources to create competitive price analyses to win new business.
• Created a competitive landscape of over 25 competitors in the pharmaceutical distribution industry to assist the PRxO Generics sales force in capturing new business.

King Of Prussia, PA

• Elected to run the policy reprint department trouble-solving customer concerns through continuous communication with customers and management.
• Selected to assist department management in revolution of CARE2 project.
• Provided data entry support of over 300 daily non-bound insurance quotes of prospective customers for future potential sales.

• Developed positive customer relationships through identifying, addressing, and solving diverse customer needs.
• Promoted to train new associates through on-the-floor sales experience, dissecting current product specifications, and promoting company latent values.
• Managed and maintained efficient back-of-house organization of dynamic inventory consisting of over 200 apparel and footwear styles.

Bachelor Of Business Administration (Bba), Finance & Accounting

Activities and Societies: William C. Dunkelberg Owl Fund, Fox Fund, Financial Management Association, Temple University Investment.

Education record

Activities and Societies: Varsity Golf, Student Council, Pep Rally Host