Gregory Amadi Email & Phone Number
@massmutual.com
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Who is Gregory Amadi? Overview
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Gregory Amadi is listed as Financial Professional at Cetera Financial Group, a company with 501 employees, based in Marietta, Georgia, United States. AeroLeads shows a work email signal at massmutual.com and a matched LinkedIn profile for Gregory Amadi.
Gregory Amadi previously worked as Client Service Associate at Cetera Financial Group and Treasury Associate at Trident Trust. Gregory Amadi holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of West Georgia.
Email format at Cetera Financial Group
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AeroLeads found 1 current-domain work email signal for Gregory Amadi. Compare company email patterns before reaching out.
About Gregory Amadi
Gregory Amadi is a Financial Professional at Cetera Financial Group.
Gregory Amadi's current company
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Gregory Amadi work experience
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Treasury Associate
Assisted Treasury team with approval and initiation of payment requestConfirmed all ACH and account transfer accountsOperated daily with a variety of software systems including: Microsoft Teams and Kyriba
Investment Services Specialist
Operated as a back office associate with Financial Planning teamReviewed documentation for completion and accuracy. Communicated all NIGOs to advisors through Advisor 360 systemConfirmed Credit Card, ACH and account transfer payments via Invoiced systemOperated daily with a variety of software systems including: Microsoft Teams, Financial Planning.
Remote Client Support Associate
- Operated as a advisors back office agent in multiple capacities
- Operated as a phone agent to assist advisors and client’s assisting with resolving conflicts that may occur
- Completed client request including account unlocking and resets, new account openings, e-document processes, ACH request, and other documents related to the opening and maintenance of brokerage accounts
- Assisted with the development and testing the software system which streamlined the account creation process for advisors.
- Operated daily with a variety of software systems including: Wealth Management Platform, NetX 360, Slack, Unio, Microsoft Teams
Investment Operations
- Operated as a advisors back office agent in multiple capacities
- Managed the transition of a client’s book of business to the Wealth Management Platform in conjunction with the DOL rule
- Managed client’s financial accounts including account transfers, ACH request, and other documents related to the opening and maintenance of brokerage accounts
- Verified and processed documents in relation to retirement and retail account opening and maintenance
- Operated as a phone agent to assist advisors and assist with resolving conflicts that may occur
- Assisted with the development and testing of the eQuipt software system which streamlined the account creation process for advisors.
Colleagues at Cetera Financial Group
Other employees you can reach at cetera.com. View company contacts for 501 employees →
Rey Pajarillo
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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Taylor Springborg
Colleague at Cetera Financial Group
Omaha, Nebraska, United States, United States
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CS
Ciara Snorton
Colleague at Cetera Financial Group
United States, United States
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SS
Steve Siepak
Colleague at Cetera Financial Group
Whittier, California, United States, United States
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AV
Abram Valdez
Colleague at Cetera Financial Group
Dallas-Fort Worth Metroplex, United States, United States
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RS
Ryan Scherer
Colleague at Cetera Financial Group
San Diego County, California, United States, United States
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JL
Julie Landry Moeller
Colleague at Cetera Financial Group
Greater Orlando, United States
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JF
James Farley
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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MH
Macie Hammer
Colleague at Cetera Financial Group
Des Moines Metropolitan Area, United States
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NW
Nicole Wojcik
Colleague at Cetera Financial Group
Greater Chicago Area, United States, United States
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Gregory Amadi education
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University Of West Georgia
Frequently asked questions about Gregory Amadi
Quick answers generated from the profile data available on this page.
What company does Gregory Amadi work for?
Gregory Amadi works for Cetera Financial Group.
What is Gregory Amadi's role at Cetera Financial Group?
Gregory Amadi is listed as Financial Professional at Cetera Financial Group.
What is Gregory Amadi's email address?
AeroLeads has found 1 work email signal at @massmutual.com for Gregory Amadi at Cetera Financial Group.
Where is Gregory Amadi based?
Gregory Amadi is based in Marietta, Georgia, United States while working with Cetera Financial Group.
What companies has Gregory Amadi worked for?
Gregory Amadi has worked for Cetera Financial Group, Trident Trust, Massmutual, Atria Wealth Solutions, and Advisor Group.
Who are Gregory Amadi's colleagues at Cetera Financial Group?
Gregory Amadi's colleagues at Cetera Financial Group include Rey Pajarillo, Taylor Springborg, Ciara Snorton, Steve Siepak, and Abram Valdez.
How can I contact Gregory Amadi?
You can use AeroLeads to view verified contact signals for Gregory Amadi at Cetera Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Gregory Amadi attend?
Gregory Amadi holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of West Georgia.
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