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 through InSource, Inc. (not member FINRA/SIPC). None of the entities listed are affiliated and neither provide legal or tax advice. This site is published for residents of the United States only. Representatives of entities listed may only conduct business with residents of the states and jurisdictions they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at www.mshowells.com. Check the background of the investment professional on FINRA’S https://brokercheck.finra.org/

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 companies rely upon his deep industry expertise and exceptional insight in creating dynamic strategic solutions for high-end customers in complex business environments, including structured products, annuities and life insurance.Known as an influential leader with a fresh management style, Gregg is a highly-experienced senior financial services executive with an outstanding, proven track record of consistently driving revenue growth, cultivating new business channels, and broadening existing customer bases.Gregg received his bachelor’s degree from University of Cincinnati and has a graduate degree in banking from Louisiana State University (LSU).

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 and cross selling techniques increasing investments, loans, and deposit accounts.• Consistently monitored regulatory and legal updates and communicated critical changes to the field.

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 client services to retail and commercial clientele. Managed staff of 70 professionals.• 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 insurance in multi-state area. Managed 50 professionals in Operations, Compliance, and Sales & Service.• 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.• Member of Strategic Vision Council which reviewed compensation, income and balance sheet targets, product offerings and sales practices and made recommendations for improvements.• Recognized as Presidents Council winner 2001, 2002, 2003, and 2004.• Awarded Top Regional Manager Honor in 2002 and 2003 for exceeding core business offerings of overall revenue growth, insurance, 401-K, fee based and proprietary fund sales.

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