Greg Romero

Greg Romero Email and Phone Number

Founder and Principal @ Romero Solutions Group
Boston, MA, US
Greg Romero's Location
Greater Boston, United States
Greg Romero's Contact Details

Greg Romero work email

Greg Romero personal email

n/a
About Greg Romero

Greg is an accomplished problem solver with a lifelong understanding of family businesses. At Romero Solutions Group, he helps founder-led and multi-generational family businesses with planning, profitability, organizational sustainability, professionalism, day-to-day efficiencies and certain family-in-business dynamics. RSG's solutions span diagnosis through execution, based on our clients' unique needs and wants. Our goal is to create tangible value for our family business clients and to help them compete better in an ever-evolving business landscape.Greg grew up in a family-owned and operated commodities business. More recently, Greg spent 5 years successfully running a consumer goods focused family business. As President & VP of Operations, he transformed many facets of the organization while simultaneously designing and executing a value-maximizing exit strategy for shareholders just prior to the pandemic. Greg built his foundation of problem solving, strategy, planning and execution at Morgan Stanley in high-impact internal consulting and operator roles. He is a proven leader across professional, philanthropic and academic settings. He holds his MBA from New York University Leonard N. Stern School of Business with a specialization in Strategy and Finance. Greg lives in the Greater Boston area with his wife, Barbara, and two young children.Website: www.romerosolutionsgroup.comCompany Overview Deck: https://www.beautiful.ai/player/-MbqTBLKaKx3vgumw-4NPhone: (978) 883-3660Office Location: Harvard, MA

Greg Romero's Current Company Details
Romero Solutions Group

Romero Solutions Group

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Founder and Principal
Boston, MA, US
Greg Romero Work Experience Details
  • Romero Solutions Group
    Founder And Principal
    Romero Solutions Group
    Boston, Ma, Us
  • Romero Solutions Group
    Founder & Principal
    Romero Solutions Group Jun 2021 - Present
    Harvard, Massachusetts, United States
    Romero Solutions Group is a management consulting firm specialized in helping small to mid-sized family businesses plan effectively, improve their operating rhythms and solve for the unexpected. We tailor our solutions based on each client's unique needs, wants, internal capabilities, competitive positioning, evolving markets and potential family dynamics. The scope of our engagements may include diagnosis, planning, execution and/or general advisory.
  • Ke Tube, Inc.
    President | Vp Of Operations
    Ke Tube, Inc. Jul 2015 - Mar 2020
    Gardner, Ma
    As a mid-stream manufacturer, KE Tube, Inc. produced cold-rolled carbon steel tubing used in numerous consumer good categories.During my 5-year tenure at KE Tube, I effectively set and executed the company's strategic vision, acted as executive advisor to shareholders, oversaw all company functions and financials, managed the team leaders, drove the P&L, served as direct operator in select key areas (e.g., material procurement, customer pricing, performance monitoring), identified and executed upon extensive operational / administrative enhancements, and led key 3rd party relationships.Highlights:(a) Led year-long formal strategic assessment and determined appropriate strategic path forward that resulted in cash distribution to shareholders in 1Q 2020 equaling 95% of the formal 3rd party total company valuation. Planned and executed the corresponding highly successful 9-workstream strategic company exit plan. (b) Improved operations by rolling out ISO 9001 quality management system, by overhauling health and safety program that resulted in a 30% drop in worker's comp premium, and by designing new pay progression model for production employees to address rising minimum wages.
  • Morgan Stanley
    Vice President
    Morgan Stanley Mar 2014 - Jul 2015
    New York, Ny
    Firm Risk Management - COO/CAO Team: Operated and enhanced various activities of COO/CAO team within the 675-person global Credit Risk, Market Risk and Risk Analytics departments, preparing Board and senior management reporting of key operating metrics, monitoring and adjusting resources against budget, executing and enhancing the annual and intra-year COO/CAO planning process, and updating various inter-divisional agreements.Highlights:(a) Created operating metrics dashboard that allowed senior management to efficiently review the department's budget forecast vs. spend and key operating metrics. (b) Operated and streamlined the regional and functional global headcount management process during the risk department's largest historical growth period, with 27% net growth and over 270 new hires in 2014.
  • Morgan Stanley Wealth Management
    Vice President
    Morgan Stanley Wealth Management Jun 2009 - Feb 2014
    New York, Ny
    Morgan Stanley Wealth Management - New Products Group: Analyzed and approved new product and service proposals within the Americas on team responsible for managing the wealth division's overarching New Products Committee, collaborating closely with product management and their functional coverage areas across wealth management. Highlights:(a) Selected as Secretary to the wealth division's New Products Committee after successfully designing and implementing the highly complex and heavily regulated overarching formal new product approval framework for the combined Morgan Stanley and Smith Barney wealth divisions ($1.8 trillion in AUM). As part of merger, used this vetting process to integrate the legacy product offerings into each business unit’s new product “target operating models” (TOMs).(b) Scrutinized draft new product proposals, examining the intended target clients, forecasted financials, product characteristics, regulatory considerations and resource requirements. (c) Responsible for the final new product approval sign-off (i.e., check) releasing over 200 new products and services, including private equity funds and other alternative investments, investment products, structured investments, corporate & retirement solutions, banking & lending initiatives and technologies (e.g., remote deposit capture).
  • Morgan Stanley
    Manager
    Morgan Stanley Jul 2005 - May 2009
    Purchase, Ny
    Global Wealth Management - Product Development Group: As an internal consulting business group within legacy Morgan Stanley's wealth division, partnered with senior business representatives to identify and execute upon strategic / tactical initiatives, develop new products, manage change, assess competitive positioning and analyze product offerings.Highlights:(a) Managed development effort to introduce firm-discretionary model portfolio capabilities within firm's Unified Managed Account program to increase client penetration and ROA. Conducted feasibility analysis and competitive intelligence, modeled economic projections, created formal proposal and presented to senior management.(b) Completed in-depth formal analysis of the division’s due diligence programs that screened potential investments for clients, managing a cross-functional team. The initiative yielded valuable insight on process improvement opportunities and best practices.
  • Morgan Stanley
    Analyst
    Morgan Stanley Sep 2003 - Jun 2005
    New York, Ny
    Operations - Strategic Services Group, Global Wealth Management

Greg Romero Skills

Problem Solving Strategy To Execution Leadership Strategy Business Management Analytical Skills Data Analysis Research And Analysis Competitive Research Product Development Product Management Project Management Program Management Human Resources Resource Management Risk Management Information Technology Operations Management Business Process Design Business Process Improvement Business Process Management Manufacturing Financial Services Wealth Management Finance Financial Analysis Forecasting Budgeting Regulatory Affairs Administration Logistics Procurement Microsoft Office Microsoft Excel Decision Making Management People Management Negotiations Creative Problem Solving Written Communication Verbal Communication Training And Development Diplomacy Industry Research Strategic Initiatives Business Operations Competitive Strategies Third Party Relationships Business Administration Interpersonal Skills

Greg Romero Education Details

Frequently Asked Questions about Greg Romero

What company does Greg Romero work for?

Greg Romero works for Romero Solutions Group

What is Greg Romero's role at the current company?

Greg Romero's current role is Founder and Principal.

What is Greg Romero's email address?

Greg Romero's email address is gr****@****ley.com

What schools did Greg Romero attend?

Greg Romero attended New York University - Leonard N. Stern School Of Business, Franklin & Marshall College.

What skills is Greg Romero known for?

Greg Romero has skills like Problem Solving, Strategy To Execution, Leadership, Strategy, Business Management, Analytical Skills, Data Analysis, Research And Analysis, Competitive Research, Product Development, Product Management, Project Management.

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