Greg Stapleton Email & Phone Number
@isoray.com
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Who is Greg Stapleton? Overview
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Greg Stapleton is listed as Associate Wealth Advisor at Epic Private Wealth, a company with 16 employees, based in Richland, Washington, United States. AeroLeads shows a work email signal at isoray.com and a matched LinkedIn profile for Greg Stapleton.
Greg Stapleton previously worked as Investment Advisor Representative at Epic Private Wealth and Financial Analyst at Gesa Credit Union. Greg Stapleton holds Bachelor Of Science - Bs, Accounting And Finance from Brigham Young University - Idaho.
Email format at Epic Private Wealth
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AeroLeads found 1 current-domain work email signal for Greg Stapleton. Compare company email patterns before reaching out.
About Greg Stapleton
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.
Listed skills include Public Speaking, Bilingual Communications, Customer Service, Presentation Skills, and 15 others.
Greg Stapleton's current company
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Greg Stapleton work experience
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Investment Advisor Representative
Financial Analyst
Financial Analyst
Staff Accountant
I 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.
Investment Advisor Representative
As 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.
Intern
As 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.
Manager Of Shuttle System
I 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.
Ceo
Simply 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.
Drive Test Examiner/Driving Instructor
I 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.
Greg Stapleton education
Frequently asked questions about Greg Stapleton
Quick answers generated from the profile data available on this page.
What company does Greg Stapleton work for?
Greg Stapleton works for Epic Private Wealth.
What is Greg Stapleton's role at Epic Private Wealth?
Greg Stapleton is listed as Associate Wealth Advisor at Epic Private Wealth.
What is Greg Stapleton's email address?
AeroLeads has found 1 work email signal at @isoray.com for Greg Stapleton at Epic Private Wealth.
Where is Greg Stapleton based?
Greg Stapleton is based in Richland, Washington, United States while working with Epic Private Wealth.
What companies has Greg Stapleton worked for?
Greg Stapleton has worked for Epic Private Wealth, Gesa Credit Union, Hanford Mission Integration Solutions, Isoray, and Monson Wealth Management.
How can I contact Greg Stapleton?
You can use AeroLeads to view verified contact signals for Greg Stapleton at Epic Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Greg Stapleton attend?
Greg Stapleton holds Bachelor Of Science - Bs, Accounting And Finance from Brigham Young University - Idaho.
What skills is Greg Stapleton known for?
Greg Stapleton is listed with skills including Public Speaking, Bilingual Communications, Customer Service, Presentation Skills, Persuasive Presentations, Professional Driving, Driving Instruction, and Creative Writing.
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