Greg Ledesma, Ms-Finance

Greg Ledesma, Ms-Finance Email and Phone Number

Senior Sales Consultant @ Dedicated Defined Benefit Services
United States
Greg Ledesma, Ms-Finance's Location
Englewood, Colorado, United States, United States
Greg Ledesma, Ms-Finance's Contact Details

Greg Ledesma, Ms-Finance personal email

About Greg Ledesma, Ms-Finance

Committed Business Consultant +20 years of demonstrated ability to identify, maximize and win business. Able to create competitive value and increase market share. Effective leader and strategic thinker who can create and implement innovative solutions to a wide range of Businesses, and a variety of Sales and marketing challenges. Adept at driving change, achieving objectives and enhancing client satisfaction.Licensed Fiduciary/Advisor.

Greg Ledesma, Ms-Finance's Current Company Details
Dedicated Defined Benefit Services

Dedicated Defined Benefit Services

View
Senior Sales Consultant
United States
Website:
fidelity.com
Employees:
52767
Greg Ledesma, Ms-Finance Work Experience Details
  • Dedicated Defined Benefit Services
    Senior Sales Consultant
    Dedicated Defined Benefit Services
    United States
  • Fidelity Investments
    Investment Management Consultant
    Fidelity Investments May 2021 - Present
    Greenwood Village, Colorado, United States
  • Gregory A. Ledesma Consulting, Llc
    President Executive Director
    Gregory A. Ledesma Consulting, Llc Jan 2020 - Present
    Colorado, United States
  • Invesco Us
    Regional Consultant (Via Acquisition Of Oppenheimerfunds)
    Invesco Us May 2019 - Oct 2020
    Northern California-Pac West & Texas-Mid South
    Distribution focused on RIAs
  • Oppenheimerfunds
    Regional Consultant
    Oppenheimerfunds 2007 - Oct 2020
    San Francisco Area & Hawaii
    Distribution focused on Wire-house/IBDs/RIA
  • Dreyfus
    Vp-Institutional Sales Western Region
    Dreyfus 2002 - 2004
    Colorado-West Coast
  • Conseco Equity Sales, Inc.
    Regional Vice President-Western Region
    Conseco Equity Sales, Inc. 1999 - 2000
    Colorado-West Coast
  • Deutsche Morgan Grenfell Group Public Limited Company
    Vp- Mutual Fund Wholesaler
    Deutsche Morgan Grenfell Group Public Limited Company 1998 - 1999
    Western Region
  • Invesco Us
    Vp Regional Sales Manager
    Invesco Us 1994 - 1998

Greg Ledesma, Ms-Finance Skills

Mutual Funds Separately Managed Accounts Retirement Planning 401k Investments Asset Allocation Alternative Investments Asset Management Investment Strategies Business Relationship Management Wealth Management Retirement Strategic Account Development Iras Wholesale Consulting Sales Presentations Sales Wholesaling Ira's

Greg Ledesma, Ms-Finance Education Details

Frequently Asked Questions about Greg Ledesma, Ms-Finance

What company does Greg Ledesma, Ms-Finance work for?

Greg Ledesma, Ms-Finance works for Dedicated Defined Benefit Services

What is Greg Ledesma, Ms-Finance's role at the current company?

Greg Ledesma, Ms-Finance's current role is Senior Sales Consultant.

What is Greg Ledesma, Ms-Finance's email address?

Greg Ledesma, Ms-Finance's email address is gl****@****ail.com

What is Greg Ledesma, Ms-Finance's direct phone number?

Greg Ledesma, Ms-Finance's direct phone number is +130388*****

What schools did Greg Ledesma, Ms-Finance attend?

Greg Ledesma, Ms-Finance attended University Of Colorado At Boulder - Leeds School Of Business, University Of Colorado Denver.

What are some of Greg Ledesma, Ms-Finance's interests?

Greg Ledesma, Ms-Finance has interest in Kids, Cooking, Exercise, Electronics, Traveling, Outdoors, Home Improvement, Shooting, Crafts, Gourmet Cooking.

What skills is Greg Ledesma, Ms-Finance known for?

Greg Ledesma, Ms-Finance has skills like Mutual Funds, Separately Managed Accounts, Retirement Planning, 401k, Investments, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Business Relationship Management, Wealth Management, Retirement.

Who are Greg Ledesma, Ms-Finance's colleagues?

Greg Ledesma, Ms-Finance's colleagues are Michael Pollock, Richard Hartnett, Leah Boley, Brad Ickenroth, Matthew Ceinski, Andrew Megia, Sujata Paramguru.

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