Gregg Digeronimo Email & Phone Number

Cleveland, OH, US

8500 Keystone Crossing, Indianapolis, IN 46037

InSource is privately held independent marketing firm specializing in the distribution of Annuity, Life Insurance and Structured product solutions for Financial Institutions, Independent Broker Dealers, RIA and FinTech channels. Securities are offered through M.S. Howells & Co., a registered broker/dealer, Member FINRA/SIPC. Insurance services are offered.

Executive Vice President Managing Director - Axio FinancialExecutive Vice President & National Sales Manager for InSource, Inc. Uniquely positioned, Gregg is the bridge connecting Axio and InSource. He implements their shared vision to build capacity with a comprehensive product offering while leveraging an impressive combined wholesaling force. Both.

Cincinnati, Ohio

In May of 2019 Navian Capital was acquired by Axio Financial

Cleveland, Ohio

• Managed Investment Services with 17 regional sales managers, 300+ dedicated financial advisors and 1,100 licensed bankers in 16 state area.
• Grew revenue 20% in three years.
• Influenced and transformed sales teams to become financial advisors increasing advisor participation 81% by leveraging W2K and Money Guide Pro tools.
• Member of 7-person Product Committee responsible for vetting and selecting product portfolio and monitoring risks.
• Grew qualified referrals 28% annually by driving sales initiatives with retail bank partners focused on client profiling and referrals back to retail. Segmented branches and established referral targets by branch.
• Created infrastructure for partnership between retail bank and financial advisors to execute the strategic vision of sound financial wellness (debt and savings). Coached bankers on improving customer profiling skills.

Akron, Ohio

• Held fully integrated P&L responsibility of the broker / dealer for First Merit Corporation, First Merit Insurance Agency, and First Merit Advisors offering complete compliment of investment, insurance and advisor.
• Achieved 8% growth year over year.
• Enhanced Licensed Banker Platform by improving compensation plan and adding additional products to portfolio providing more solutions to customers.
• Updated Broker Dealer Written Supervisor Procedures Manual (WSP) with Compliance and Audit teams.
• Led conversion of the Broker Dealer to Linsco Private Ledger (LPL) platform, a 9 month conversion which was completed on time and on budget while maintaining accuracy and data integrity.
• Led integration of Citizens Republic Bank acquisition, Flint, Michigan. Assimilated licensed bankers and dedicated sales force into FirstMerit culture, organization, and sales philosophy. Retained all key employees.

Woodland Hills, California

• Managed 23 bank channel accounts that generated in excess of $525 million in annual revenue.
• Worked closely with product development, distribution and wholesaling teams to deliver streamline income solution for clients. Reopened 14 accounts following AIG suspensions during financial crisis.
• Headed new business development, budgetary responsibility, field training, and problem resolution.

• Held fully integrated P&L responsibility including business development, risk management, and regulatory compliance. Turned around business to profitability by implementing a new strategic direction of investment and.
• Grew investment and insurance business's annual net income by 20% to 30% each year.
• Redesigned incentive model and drove behavior changes increasing sales. Integrated investment and insurance teams with new business opportunity model methodology.
• Established new licensed banker investment program increasing employee retention, developing bench strength, and promotion opportunities for employees.
• Reduced expenses 16% improving balance sheet integrity and taking business units to historic profitability levels.
• Reduced costs in Legal, Marketing, and Human Resources departments.

Cleveland, Ohio

• Managed sales and operations with 24 brokers and 146 licensed retail bankers.
• Grew revenue 8% to 13% each year.
• Coached two different sales teams: 24 dedicated financial advisors and 146 licensed retail bankers on sales strategy, client needs analysis, overcoming objections, and recommending solutions to meet client goals.
• Conducted licensing training for life and series 6 examinations for the licensed bankers.
• Partnered with retail bank leadership to expand sales practices providing customers with products and services from a single source resulting in longer customer retention.
• Directed compliance and continuing education of all licensed employees.

Cleveland, Ohio

Held various postions within my tenure with Bank One/Chase. Retail Management, Business Banking, Investment Sales, and Investment Sales Management.

Graduate School Of Banking, 3 Year Program, Banking

Activities and Societies: http://www.gsblsu.org/Year 1 Asset/Liability Management Financial Markets Credit Risk Management Monetary.

Bachelor Of Science (B.S.), Marketing And Management