Greg Stapleton Email and Phone Number
Greg Stapleton work email
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Greg Stapleton personal email
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Experienced Investment Advisor Representative with a demonstrated history of client management, investment analysis, and creating professional Excel models. Strong knowledge of data and risk analysis and professionally skilled in creating diversified investment portfolios, directing client meetings, overseeing client accounts, building financial forecasting models in Excel, and analyzing tax and other financial documents.
Epic Private Wealth
View- Website:
- epicprivatewealth.com
- Employees:
- 16
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Investment Advisor RepresentativeEpic Private Wealth May 2024 - PresentRichland, Washington, United States -
Financial AnalystGesa Credit Union Dec 2023 - May 2024Richland, Washington, United States -
Financial AnalystHanford Mission Integration Solutions Dec 2021 - Dec 2023Richland, Washington, United States -
Staff AccountantIsoray Oct 2019 - Dec 2021Richland/Kennewick/Pasco, Washington AreaI am responsible for all accounts payable and accounts receivable, as well as the annual 1099 reporting and processing, all reporting for Physician Payment Sunshine Act, and bank, credit card, and other account reconciliations. I am also a member of the leadership group of the first ever Diversity & Inclusion committee at Isoray. - Reducing accounts receivable balance by analyzing past payment data and contacting specific customers- Using VBA skills to build an automated spreadsheets to sort data and cut down on process time- Interfacing with all company departments to ensure the company’s books are reported with precision according to General Accepted Accounting Principles (GAAP) -
Investment Advisor RepresentativeMonson Wealth Management Aug 2018 - Jun 2019Richland/Kennewick/Pasco, Washington AreaAs an associate, and later as an investment advisor representative, at Monson Wealth Management, I performed retirement analyses, directed client meetings, oversaw the account management of hundreds of clients, analyzed tax and other personal finance documents daily. I worked directly with our clients to develop and implement dynamic strategies that would give them the maximum probability of success in fulfilling financial goals. I was assigned to maintain professional relationships and perform account management duties for over 200 clients. I also worked as a team with Eldon Monson, owner of Monson Wealth Management, to perform client onboarding meetings with high net worth clients. I managed clients' risk through the implementation of diverse portfolios that included securities, insurance, and trust products. In order to better serve high net worth clients, I assisted in the development and implementation of a new program that brought in more than $8,000,000 of new assets under management. -
InternEpic Trust Investment Advisors Llc Feb 2018 - Aug 2018Kennewick, WaAs an intern at Epic Trust, I was entrusted with creating the online platform for Epic Trust's training website, Velocity Advisor Training, that will be used to train new Epic Trust employees and will be sold to other financial advisers as a professional training course. I worked directly with the company president to create all content for the training program.
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Manager Of Shuttle SystemThe Ivy Apartments Apr 2015 - Dec 2017Rexburg, IdahoI started at the Ivy apartments as a garbage collector, but was promoted various times, and within the first year that I was hired, the position of Shuttle Manager was created and I was asked to fill it. I am in charge of the day-to-day routines of a two-bus shuttle system for a private apartment complex with about 1,000 tenants. The buses ran for 10-13 hours per day. I manage a of team of 5-10 drivers which includes overseeing maintenance, cleaning, scheduling, hiring, firing, and training. While in this position as manager, I have created and implemented new standard procedures with accountability processes that have saved the complex over $500 per year in labor costs alone and have improved the image of the complex leading to higher retention rates with current tenants.One of my favorite parts of working for the Ivy Apartments is the opportunity to step into projects and tasks that someone in a similar job wouldn't get a chance to do. While I've been here I've had the opportunity to create various spreadsheets for weekly reporting, uniform completion of tasks, tracking of mileage and gas use, and dynamic maintenance schedules that 'flag' needed maintenance items.
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CeoSimply Soft Ibc Jan 2017 - Apr 2017Rexburg, IdahoSimply Soft IBC Co. was a student-run startup company that sold various skin-care products. I started as a member of the Operations team where we refined the recipes for our products and refined production processes to cut labor time by 200%. I took a turn in the marketing department where our marketing campaign improved brand awareness by 12% on BYU-Idaho's campus. I was then voted to become the CEO where I was able to work with my team of 13 to increase weekly revenues by 400% and eliminate extra expenses leading to increased profit margin. As CEO, I also created and followed up on various key performance indicators to assure we met our goals as a company.
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Drive Test Examiner/Driving InstructorParkside Driving School Jun 2013 - Mar 2015Richland/Kennewick/Pasco, Washington AreaI joined Parkside Driving School because of the excellent reputation in the community and because it provided the opportunity to see the inner workings of a small, profitable business while improving my customer service and professional skills such as presenting in front of groups and instructing hundreds of young men and women to drive. During my time at Parkside, I was in charge of 13-15 different classes. In total, I taught over 500 students individually and in a classroom setting. I met most of the parents of these students and worked closely with them trying to improve driving habits and skills.I was also a Certified Testing Examiner in the State of Washington. I was certified in English and in Spanish and proctored almost 100% of the Spanish tests during the 22 months that I worked at Parkside. In total, I met, connected, and tested over 1,000 individuals for the Washington Drivers License.
Greg Stapleton Skills
Greg Stapleton Education Details
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Accounting And Finance
Frequently Asked Questions about Greg Stapleton
What company does Greg Stapleton work for?
Greg Stapleton works for Epic Private Wealth
What is Greg Stapleton's role at the current company?
Greg Stapleton's current role is Investment Advisor Representative at Epic Private Wealth.
What is Greg Stapleton's email address?
Greg Stapleton's email address is gs****@****ray.com
What schools did Greg Stapleton attend?
Greg Stapleton attended Brigham Young University - Idaho.
What are some of Greg Stapleton's interests?
Greg Stapleton has interest in Social Services, Children, Economic Empowerment, Education, Science And Technology, Arts And Culture.
What skills is Greg Stapleton known for?
Greg Stapleton has skills like Public Speaking, Bilingual Communications, Customer Service, Presentation Skills, Persuasive Presentations, Professional Driving, Driving Instruction, Creative Writing, Sports Coaching, Typing, Microsoft Office, Microsoft Word.
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