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Greg Sloan, Cfp®, Cepa® is listed as Fractional CFO | CEO Coach | Purpose Leader | I help business leaders change the world for the better. Together at Telos C-Suite, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at trygobeyond.com and a matched LinkedIn profile for Greg Sloan, Cfp®, Cepa®.
Greg Sloan, Cfp®, Cepa® previously worked as Managing Partner at Telos C-Suite and Fractional CFO at Readyforsocial By Thought Horizon. Greg Sloan, Cfp®, Cepa® holds Masters Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
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AeroLeads found 1 current-domain work email signal for Greg Sloan, Cfp®, Cepa®. Compare company email patterns before reaching out.
“Purpose is the intention to contribute to the well-being of others.” – Dr. Angela Duckworth. Often, people think money is the key to success. Although money can indicate success, it does not guarantee happiness or fulfillment, and what is financial success without fulfillment? At 37 years old, I found myself at a crossroads; I was successful financially but deeply unsatisfied internally. Growing up poor with very little as a child, I seemed to have it all as an adult - my business card said I was a vice president at a Fortune 500 company. Yet, I was unfulfilled at Goldman Sachs after 12 years in the industry. I didn’t leave my work each day feeling a sense of fulfillment; something was missing. My career didn’t have a higher purpose beyond getting wealthy. Knowing that I needed a change, I started on my personal purpose journey. I spent several months reading a stack of books and taking numerous personality tests. After pulling together a handful of questions and exercises, my personal purpose started to come together. The end result was a weekend retreat to create a personal profile that includes my purpose to make an impact and my mission to make a living. My purpose: help creative leaders figure out how to leave a mark. My mission: help entrepreneurs make better decisions for meaningful financial outcomes. I finally had my true north that aligned my desire to live a wealthy and fulfilled life. When my manager couldn’t help me integrate my personal purpose and mission into my role at Goldman, I resigned to launch my own wealth management firm. Running my own firm allowed me to integrate purpose, mission, and entrepreneurship. This also allowed me to incubate a process to help others do the same.Everyone deserves to prosper on purpose and with purpose, but a culture of intent cannot be achieved without purpose-centered leadership. If you are a CEO that is struggling to align your personal purpose with your company's mission, I can help.
Listed skills include Leadership, Estate Planning, Financial Advisory, Team Building, and 42 others.
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Atlanta, Georgia, US
Helping you get there. Telos C-Suite is a group of seasoned consultants and coaches serving entrepreneurs seeking to launch, scale, or exit their business. https://www.telos-csuite.com/
Atlanta, GA, US
We help companies attract, engage, and retain their ideal workforce by activating purpose in the workplace. Go Beyond is a worker experience SaaS platform that combines behavioral science and technology to improve well-being in the workplace. www.gobeyond.work
Atlanta, GA, US
Behavioral coaching tools to help advisors improve EQ and align their advice with each client’s Purpose of Wealth™.www.livewealthfully.com
Product studio helping newly-minted service businesses with ideation, product strategy, and product launch.https://www.kairosgarage.com/
Chicago, Illinois, US
I was blessed to exit from the firm that I founded, Daniel Advisors, to visionary Stewart Mather and an amazing team at The Mather Group. TMG is one of the fastest growing RIA firms in the country. https://www.businesswire.com/news/home/20190611005728/en/The-Mather-Group-Ranked-Fastest-Growing-RIA-in-the-CountryI served as a Managing Director during a.
Norcross, GA, US
We serve a select number of corporate executives and entrepreneurs as their Personal CFO by aligning our advice with their financial goals, dreams, and purpose. Daniel Advisors was acquired by The Mather Group in January 2020.https://citywire.com/ria/news/mather-group-buys-atlanta-based-ria-in-its-third-deal-of-2019/a1306328
Cohoes, New York, US
I served 75+ senior level executives, mostly of publicly traded companies, as their Personal CFO.
Newark, New Jersey, US
I served 200+ mass affluent families, providing insurance and investment products to improve their financial security.
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Greg Sloan, Cfp®, Cepa® works for Telos C-Suite.
Greg Sloan, Cfp®, Cepa® is listed as Fractional CFO | CEO Coach | Purpose Leader | I help business leaders change the world for the better. Together at Telos C-Suite.
AeroLeads has found 1 work email signal at @trygobeyond.com for Greg Sloan, Cfp®, Cepa® at Telos C-Suite.
Greg Sloan, Cfp®, Cepa® is based in Atlanta Metropolitan Area, United States, United States while working with Telos C-Suite.
Greg Sloan, Cfp®, Cepa® has worked for Telos C-Suite, Readyforsocial By Thought Horizon, Nook Experiences, Seek One Productions, and Kicky.
You can use AeroLeads to view verified contact signals for Greg Sloan, Cfp®, Cepa® at Telos C-Suite, including work email, phone, and LinkedIn data when available.
Greg Sloan, Cfp®, Cepa® holds Masters Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
Greg Sloan, Cfp®, Cepa® is listed with skills including Leadership, Estate Planning, Financial Advisory, Team Building, Information Technology, Consulting, Financial Planners, and Personal Development.
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