Gregory Whiteman Email & Phone Number

Dallas, Texas, United States

As a President, I cultivate relationships and strategies for intermediate growth and startup businesses. By motivating, inspiring, and fostering a sense of inclusion through team building, it can lead to an improvement in individual and team company performance. Beyond advising key individuals on the specifics of insurance and financial contracts, I also assist in succession and transition planning by conducting risk assessments.My career highlights include:- Ensuring companies were properly prepared for transitioning through sales, mergers, and acquisitions. - Identifying issues stemming from cashflow, profitability, leadership, and management breakdown.

Dallas, Texas, United States

In this role, I built an organizational consensus through aggressive sales techniques and a strong desire to succeed. Using my exceptional oral and written communication skills, I was able to develop and present information to key individuals in both the public and private sector. My career highlights included:- Identifying lucrative business opportunities and developing strategies to generate record-setting revenues.- Increasing customer loyalty and retention by recruiting, developing, and mentoring internal business teams.

Dallas, Texas, United States

During my time as an Investment Broker, I developed a private client group and built relationships with high net worth clients in an established financial services company comprised of 700 employees. By corroborating with key individuals, I was able to research and resolve client concerns and implement complex financial scenarios. I created engaging marketing materials supporting business development programs. My career highlights included:- Achieving company-wide growth and branding of the practice by mentoring and training new representatives. - Ranking in the Top 2% of gross producers for the organization.