Gregory Boykin Email & Phone Number

Cape Coral, FL, US

Tampa, Florida, United States

• Spearheaded financial planning and analysis for 150+ prospective clients, leveraging Salesforce CRM to exceed sales targets and secure over $100M in new assets under management (AUM).
• Improved operational efficiency by 20% through collaboration with leadership, implementing enhanced sales processes and workflow automation.
• Delivered strategic policy recommendations based on in-depth data analysis, resulting in a 15% increase in client engagement and satisfaction.
• Proactively identified compliance risks, ensuring zero regulatory breaches by working closely with legal and compliance teams to uphold SEC and FINRA standards.
• Led cross-departmental training on new digital tools, driving a 10% increase in adoption and optimizing client onboarding experiences.

United States

• Developed a comprehensive referral program that generated $48M in new business and boosted total assets by $100M in 2021, earning top performer recognition.
• Oversaw a portfolio of 200+ high-net-worth clients, consistently exceeding quarterly targets by an average of 30%.
• Acted as a key liaison between Financial Advisors and Relationship Managers, streamlining communication and ensuring seamless client service, improving client retention by 15%.
• Conducted in-depth financial analysis for clients, delivering tailored investment solutions that increased portfolio returns by an average of 8%.
• Spearheaded cross-functional initiatives to integrate new product offerings, resulting in a 25% increase in product uptake among existing clients.

• Provided tailored financial planning and investment strategies to over 100 high-net-worth clients, driving consistent portfolio growth of 10% YoY.
• Identified and capitalized on emerging market trends, generating an additional $50M in new asset opportunities.
• Delivered in-depth financial recommendations that supported clients in achieving long-term wealth accumulation and retirement goals.
• Conducted quarterly portfolio reviews, adjusting strategies to align with evolving financial objectives and market conditions.
• Improved client satisfaction by 20% through proactive communication and by providing timely, data-driven insights.

Tampa/St. Petersburg, Florida Area

• Delivered comprehensive financial services to high-net-worth clients, increasing bank production and customer satisfaction.
• Consistently generated over $100K in monthly revenue through consultative sales of investment products.
• Facilitated cross-selling of CDs, IRAs, Money Markets, and other financial products, driving revenue growth.
• Collaborated with management to enhance sales strategies, contributing to an increase in bank production.

Tampa, Florida

• Managed a book of business, growing assets under management to $36M by providing personalized financial solutions.
• Engaged clients in retirement planning and investment discussions, consistently meeting monthly sales goals.
• Led the resolution of complex client issues, collaborating with internal teams to ensure high-quality service.
• Provided retirement strategies and portfolio diversification recommendations to high-net-worth clients.
• Delivered exceptional customer service, resulting in long-term client retention and increased asset growth.

Various Stores

• Increased department sales by 25% over six months through targeted promotional strategies and cost control initiatives.
• Conducted data-driven analysis to identify sales trends and optimize inventory, enhancing profitability and operational efficiency.
• Led a team in executing store promotions and inventory management practices, achieving consistently high customer satisfaction scores.