Gregory Webster Email & Phone Number

Orlando, Fl, Us

Florida

Accelerate and expand Florida branches by:» Increasing performance and retention» Driving sustainability through partnership with home office and regional leadership teams» Developing strong relationships and collaborating with branch teams and key stakeholders to identify strengths, weaknesses, or other opportunities to support identified goals

Promote Arrow Funds/Arrow Shares. Develop sales strategies to Wirehouses, RIA's, Regional B-D's to deliver relevant and timely solutions for financial advisors and their clients. Represent both mutual funds and ETF's. Marketed various solutions driven by industry leaders such as Dorsey Wright & Associates relative strength, Ford Equity Research (quality, value, and momentum), as well as smart beta type portfolios.

Orlando, Fl

Responsible for wholesaling Highland Capital mutual funds, closed-end funds and alternative investments within all channels in Florida, Georgia, and South Carolina.-- Southeastern Sales Director/External Wholesaler—FL, GA, SC (Wire house, Bank, Independent & RIA)-- Focused on Alternative and Traditional Open and Closed End Mutual Funds-- Increased sales—Finished 2009 3rd out of 14/ 2010-- 1st out of 16 with 19% of total business

Orlando, Florida Area

-- Mid-Western Manager/External Wholesaler—FL and Mid-Western US (Bank, Independent & RIA)-- Increased sales from $92 Million in 2004 to over $207 Million for 2006-- Improved relationships with bank Investment Consultants & financial planners

-- Mid-Western Manager/External Wholesaler—FL and Mid-Western US (Bank, Independent & RIA)-- Increased sales from $92 Million in 2004 to over $207 Million for 2006-- Improved relationships with bank Investment Consultants & financial planners

Aiken, Sc

-- Retail Investment Representative responsible for the financial well being of over 700 clients-- Advised clients on investment options including Stocks, Bonds, Annuities, Mutual Funds, LP’s, etc. -- Developed customized investment solutions and presented to key clients and prospects-- Analyzed and evaluated investment plans to address clients’ specific financial goals

--Regional Manager/External Wholesaler--Mid-Atlantic (MD, DC, VA, WV, Eastern NC, SC) All channels-- Increased sales from $1.6 Million to over $10 Million per month within 3 years-- Improved relationships with financial planners and wire house brokers-- Recommended Mutual Funds, WRAP, 401(k), Annuities, and Managed Money Account solutions

Greater St. Louis Area

-- Mutual Funds Marketing/ National Accounts Manager—Responsible for key vendor relationships; Sales of $9 Billion/year; Offered Limited Partnership after only 20 months-- ACT Program (Accelerated Career Training): Multi dimensional rotational training program -- Researched and organized information using an on-line computer satellite system

Bachelor Of Science (Bs), Business Administration And Management, General

Activities and Societies: Chi Phi Fraternity | Admissions Office | Resident Assistant

Minor, Environmental Studies