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@xcelenergy.com
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Greg Imhoff is listed as Experienced Utility and Financial Professional | Strategic and Trusted Advisor | Results-Driven | Collaborative Team Player based in Littleton, Colorado, United States. AeroLeads shows a work email signal at xcelenergy.com and a matched LinkedIn profile for Greg Imhoff.
Greg Imhoff previously worked as Managing Member at Kids Love Lacrosse, Llc and Regulatory Policy Specialist - Integrated System Planning at Xcel Energy. Greg Imhoff holds Bachelor Of Science (B.S.), Finance from University Of Colorado At Boulder.
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Experienced and highly detail-oriented financial executive providing organized processes, exceptional analytical and problem-solving skills for local, regional, international companies. Proven expertise in budgeting, financial reporting as well as regulatory filings with research and analysis of financial data, development and compilation of concise regulatory documents, and strategy and messaging consistent with the regulatory environment. Experienced in active listening, critical thinking, and communication and presentation skills. Committed team player with proven ability to meet and exceed goals and deadlines, and to build collaborative relationships with all employee levels.Specialties: Extensive investment and regulatory knowledge, strategic analysis and planning, adaptability, account management, risk management, organizational awareness, and MS office suite.
Listed skills include Investments, Portfolio Management, Wealth Management, Financial Analysis, and 27 others.
A career timeline built from the work history available for this profile.
Greater Denver Area
Lacrosse for the littlest athletes! Kids Love Lacrosse is a fun and unique way to introduce your son or daughter to the exciting sport of lacrosse. Our mission is to teach your 4 to 7 year old proper technique and pass on the fundamentals of lacrosse in a fun and energetic environment. Our innovative curriculum will help your young athlete build.
Denver, CO
Regulatory Policy Specialist (March 2023 - May 2024)Responsible for coordinating and gaining collaboration of various subject matter experts to meet filing requirements and timelines on multiple regulatory filings. Continued leadership role in directing and providing expert consultation to financial analysts.Consultant (October 2018 - February.
Greenwood Village, CO (DTC)
Responsible for collecting and analyzing financial data, providing extensive market and investment analysis, strategic and personalized asset allocation/portfolio management, periodic comparison and analysis of client plans and forecasts with actual results, and comprehensive financial planning knowledge to existing and new clients. Developed and managed.
Denver, CO (DTC)
Instrumental in developing and executing the business plan to introduce a fee based account management approach to an established two advisor $200 million client base. Responsible for providing extensive market and investment analysis, strategic and personalized asset allocation/portfolio management, periodic comparison and analysis of client plans and.
Scottsdale, AZ
Responsible for servicing and growing existing client base, developing relationships with referral sources within the bank, and marketing and growing wealth management business in Phoenix and Sun City.Key Achievements:* Doubled fee-based revenues in each year.* Significantly contributed annually to the addition of asset under management.* Recognized for.
Phoenix And Scottsdale, AZ
Managed and drove the revenues for the investment services operation in Arizona, created reporting system to track referrals, revenue, client accounts, and asset growth for senior management. Developed strategic alliances with commercial relationship managers and other referral sources within the bank.Key Achievements:* Increased revenues by over 20% in.
Phoenix, Arizona Area
Actively marketed and grew my financial advisory practice to individuals and institutions. Specialized in municipal and government securities. Provided customized portfolio valuations and reviews.
Greater Metropolitan Phoenix, AZ Area
Responsible for sales of fixed income and mutual fund investments, client management, analysis and portfolio management, marketing and acquiring new business, and branch training. Key Achievements:* Recognized by senior management for exceeding sales goals in '91.* Developed an investment training manual that was utilized by the personnel in the entire.
Denver, CO
Successfully completed the company's broker training program. Responsible for marketing and growing my financial advisory practice.
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Greg Imhoff is listed as Experienced Utility and Financial Professional | Strategic and Trusted Advisor | Results-Driven | Collaborative Team Player.
AeroLeads has found 2 work email signals at @xcelenergy.com for Greg Imhoff.
Greg Imhoff is based in Littleton, Colorado, United States.
Greg Imhoff has worked for Kids Love Lacrosse, Llc, Xcel Energy, Stifel Nicolaus, Ubs Financial Services, and 1St National Bank Of Arizona.
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Greg Imhoff holds Bachelor Of Science (B.S.), Finance from University Of Colorado At Boulder.
Greg Imhoff is listed with skills including Investments, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Finance, Risk Management, and Investment Advisory.
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