Director Of Implementation And Financial Data
Current
Jan 2023 - Present
AeroLeads people directory · profile
Gregory Rogers Email & Phone Number
Financial Services Professional, Application Specialist for Addepar software
at
Ridgeway Lane
1 work email found
@scsfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Professional, Application Specialist for Addepar software
Location
Boston, Massachusetts, United States
Who is Gregory Rogers? Overview
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Quick answer
Gregory Rogers is listed as Financial Services Professional, Application Specialist for Addepar software at Ridgeway Lane, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at scsfinancial.com and a matched LinkedIn profile for Gregory Rogers.
Gregory Rogers previously worked as Director of Implementation and Financial Data at Ridgeway Lane and Director of Client Solutions at Amplify Advisory Partners. Gregory Rogers holds Bachelor Of Science, Political Science (Dual Major) from University Of Utah.
Company email context
Email format at Ridgeway Lane
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{first_initial}{last}@scsfinancial.com
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AeroLeads found 1 current-domain work email signal for Gregory Rogers. Compare company email patterns before reaching out.
Profile bio
About Gregory Rogers
Gregory Rogers is a Financial Services Professional, Application Specialist for Addepar software at Ridgeway Lane. He possess expertise in financial advisory, 401k rollovers, financial reporting, performance reporting, stocks and 4 more skills.
Listed skills include Financial Advisory, 401K Rollovers, Financial Reporting, Performance Reporting, and 5 others.
Current workplace
Gregory Rogers's current company
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7 roles
Gregory Rogers work experience
A career timeline built from the work history available for this profile.
Director Of Client Solutions
Mar 2022 - Dec 2022
Application Specialist
My extensive knowledge of the Financial Services Industry gives me unique insights for managing Wealth Management Software applications. Former Addepar employee, now specializing in Architecture, Implementation and Data Quality for the RIA/Family Office Space.
Oct 2021 - Mar 2022
Business Development Representative
Spiff automates and optimizes commissions plans (goodbye Excel spreadsheets) and motivates commissioned reps.Our goal is to solve the headache of running commissions for the finance team, reduce friction between finance and sales, and increase sales performance.
Aug 2020 - Mar 2021
Senior Support Analyst
- Advanced Knowledge of Financial Accounting, Securities data, Financial Reporting, Complex Performance Metrics (TWR, IRR, Standard Deviation, Alpha, Projected Cash Flows, Fixed Income Accruals)- Subject Matter Expert providing company-wide support for the modeling of Financial Derivatives and financial modeling of Addepar's Billing Engine- Certified Addepar Power User, Firm Administrator - Assisted Enterprise Level clients in managing complex performance reports and solutions using Addepar for Ultra High Net Worth clients- In-depth understanding of the Family Office and Registered Investment Advisory space- In-depth understanding of Transactional Data Feeds from the top global financial institutions and banks
Jun 2018 - Aug 2020
Account Manager
- Responsible for retention of SAAS clients in a very "price-conscious" industry - Constant communication with Registered Investment Advisor's and Family Office executive teams in order to meet any client needs during the software renewal period. - Interfaced with internal software teams to ensure smooth functionality and address ongoing issues during sensitive renewal periods. - Interfaced with internal legal and business teams to come to an agreement on SAAS licensing and Stock Market Data liceneses and contracts.
Dec 2017 - Jun 2018
Retirement Relationship Manager
- Managed a book of business with over 500 clients, providing financial and retirement advice and guidance- Responsible for meeting Retail Individual Retirement Account Sales numbers and an annual client retention metric- Retirement Account advisor, Retirement Account Advanced Tax knowledge- 401(k) Sales Outreach for clients above $250k in assets- Licensed Financial Advisor (Series 7, 63, 66)
Jun 2011 - Jun 2017
2 education records
Gregory Rogers education
Bachelor Of Science, Political Science (Dual Major)
University Of Utah
Bachelor Of Science, International Studies (Dual Major)
University Of Utah
FAQ
Frequently asked questions about Gregory Rogers
Quick answers generated from the profile data available on this page.
What company does Gregory Rogers work for?
Gregory Rogers works for Ridgeway Lane.
What is Gregory Rogers's role at Ridgeway Lane?
Gregory Rogers is listed as Financial Services Professional, Application Specialist for Addepar software at Ridgeway Lane.
What is Gregory Rogers's email address?
AeroLeads has found 1 work email signal at @scsfinancial.com for Gregory Rogers at Ridgeway Lane.
Where is Gregory Rogers based?
Gregory Rogers is based in Boston, Massachusetts, United States while working with Ridgeway Lane.
What companies has Gregory Rogers worked for?
Gregory Rogers has worked for Ridgeway Lane, Amplify Advisory Partners, Scs Financial, Spiff Inc, and Addepar.
How can I contact Gregory Rogers?
You can use AeroLeads to view verified contact signals for Gregory Rogers at Ridgeway Lane, including work email, phone, and LinkedIn data when available.
What schools did Gregory Rogers attend?
Gregory Rogers holds Bachelor Of Science, Political Science (Dual Major) from University Of Utah.
What skills is Gregory Rogers known for?
Gregory Rogers is listed with skills including Financial Advisory, 401K Rollovers, Financial Reporting, Performance Reporting, Stocks, Addepar Power User, 401 Retirement Savings Plans, and Retirement Benefits.
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