Gregory Webster Email and Phone Number
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Senior Financial Services Sales Professional with over 26 years in retail and wholesale Investment Management.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 44495
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Strategic Planning And Business DevelopmentEdward JonesOrlando, Fl, Us
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Strategic Planning & Business DevelopmentEdward Jones Sep 2017 - PresentFloridaAccelerate 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
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Regional Director Sales--SouthArrow Funds Mar 2014 - 2017Promote 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. -
Regional Sales Director--SoutheastNexbank Securities Inc., An Affiliate Of Highland Capital/ Pyxis Funds Jan 2009 - Nov 2012Orlando, FlResponsible 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 -
Vp Regional Manager/ External Wholesaler--Se & West CoastTrusco Capital Management Feb 2004 - Jul 2008Orlando, 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 -
Series 7, 63, 65, RiaSuntrust Investment Services Feb 2004 - Jul 2008 -
Regional Manager/ External Sales--Se & WestRidgeworth Capital Management 2004 - 2008-- 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
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Financial AdvisorEdward Jones 2001 - 2004Aiken, 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
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Regional Manager/ External Wholesaler -- Mid-AtlanticLord Abbett Jun 1998 - Feb 2001--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 -
Mutual Fund Marketing/ Key Account ManagerEdward Jones 1996 - 1998Greater 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
Gregory Webster Skills
Gregory Webster Education Details
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Business Administration And Management, General -
Environmental Studies
Frequently Asked Questions about Gregory Webster
What company does Gregory Webster work for?
Gregory Webster works for Edward Jones
What is Gregory Webster's role at the current company?
Gregory Webster's current role is Strategic Planning and Business Development.
What is Gregory Webster's email address?
Gregory Webster's email address is ca****@****aol.com
What is Gregory Webster's direct phone number?
Gregory Webster's direct phone number is +1.201.395*****
What schools did Gregory Webster attend?
Gregory Webster attended Bucknell University, Bucknell University.
What skills is Gregory Webster known for?
Gregory Webster has skills like Mutual Funds, Alternative Investments, Series 7, Investments, Asset Allocation, Investment Management, Investment Strategies, Series 65, Financial Services, Investment Advisory, Series 63, Hedge Funds.
Who are Gregory Webster's colleagues?
Gregory Webster's colleagues are Kenya. Holley, Wendy Peters, Benjamin Lamb, Zoe Brown, Carla Rocha, Chris Mann, Austin Norris.
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Gregory Webster
Riverside, Ca3gmail.com, gmail.com, lluh.org -
Gregory Webster
Boise, Id2gmail.com, simplot.com -
Gregory Webster
Wilmington, De2agilent.com, mobilionsystems.com2 +140855XXXXX
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