Gregory Petralia Email & Phone Number

North Gwinnett

Alpharetta, GA

• Trained workforce and spearheaded all registered investment advisor referral marketing efforts with creative sales approaches, including the successful onboarding of several $50M RIAs, while coaching team in sales.
• Facilitated efforts with regulator (FINRA/SEC) implementing regulatory changes including “Fiduciary Rules” and communication with legal counsel, compliance, and operation managers to test and onboard valid registered.
• Drafted and implemented flexible cost cutting procedures for tracking revenue generation and contract negotiation terms with all new and existing investment management sales opportunities
• Collaborated, tested, and tracked progress with product management on the acquisition and integration of “Trust Company of America” through the project life cycle as a subject matter expert

Alpharetta, GA

• Received accolades for managed and trained 60 recruits and over 100 highly skilled financial specialist to consistently exceed performance metrics and sales goals per fiscal year
• Collaborated with interpersonal on customer service hiring methods, monitor logistics, tracking development, and problem solving with an emphasis on conflict resolution within the organization while under tight deadlines
• Generated reports utilizing salesforce to track development, and direct coaching to improve individual performance of personnel to a 95%+ customer satisfaction rating per fiscal year
• Formulated and maintained several department wide trade reports (corporate action, simplifying daily/monthly/quarterly audit checklists, fraud issue/hard stop, and suspended equities lists) while performing daily.
• Spearheaded multiple projects for introduction of WYSE terminal program, outbound dialer program, and cross-trained backup teams.

Jersey City, NJ

• Monitored accounts of highly active trader and assisting with investment management, service requests, trading review, and providing brokerage and banking product knowledge while achieving the highest level of customer.
• Utilized creativity and professionalism while establish clear verbal communications with long term clients looking to escalate and expedite high level problem resolution
• Leverage financial advisors and customer service managers through the creation of referrals in order to expand client relationships through cross-selling of various products and services.
• Assisting senior management with various side projects including the creation of a “hard stop” list generated daily for the entire service department to increase proficiency and productivity

Freehold, NJ

• Trained 9 recruits and provided 18 additional staff members with cross-training on all equipment to support the daily staffing requirements for health services, laundry, maintenance, and facility security
• Implemented internal controls to cut the supply chain budget by 25% and provide higher quality service to the facility
• Monitored facilities during annual state surveys and received perfect scores for each survey while being attentive to the needs of the facility
• Acted as liaison between the facilities and the company while managing daily payroll, scheduling, and the labor/supply budget while facilitated meeting with outside long-term healthcare facilities in effort to engage.