Greg Damron

Greg Damron Email and Phone Number

CFP - Financial. Planning
Greg Damron's Location
Denver, Colorado, United States, United States
Greg Damron's Contact Details
About Greg Damron

Greg Damron is a CFP - Financial. Planning.

Greg Damron's Current Company Details

CFP - Financial. Planning
Greg Damron Work Experience Details
  • Tiaa
    Retirement Finl. Planner
    Tiaa Feb 2017 - Mar 2023
    Denver
    Use Naviplan & Money Guide Pro software to build, create, and present finl. plans to ext. wealth mgmt. advisors for use w/ TIAA clients.
  • Tiaa
    Client Relationship Consultant
    Tiaa Aug 2014 - Feb 2017
    Denver
    Support 5 Wealth Mgmt Advisors in the Bellevue, WA office with total AUM of over $1 Billion.Proactively contact existing and prospective clients and respond to client sales & service needs via multiple methods of contact (i.e. phone, email, written correspondence). Help clients with advice implementation, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms. Identify sales and asset retention opportunities and coordinate sales cycle management activities (Pipeline), including follow-through on asset growth opportunities to ensure timely sales execution.
  • Tiaa-Cref
    Finl. Consultant
    Tiaa-Cref Sep 2012 - Aug 2014
    View
  • Crump Insurance
    Sales Support
    Crump Insurance Jun 2011 - Jun 2012
    View

Greg Damron Skills

Customer Relationship Management Insurance

Greg Damron Education Details

Frequently Asked Questions about Greg Damron

What is Greg Damron's role at the current company?

Greg Damron's current role is CFP - Financial. Planning.

What is Greg Damron's email address?

Greg Damron's email address is gd****@****iaa.org

What schools did Greg Damron attend?

Greg Damron attended The University Of Dallas, Texas A&m University.

What skills is Greg Damron known for?

Greg Damron has skills like Customer Relationship Management, Insurance.

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