Gregory Kotecki Email & Phone Number

Orchard Park, New York

I am a Financial Advisor for Moldenhauer & Associates based in Buffalo, NY, where I specialize in helping business owners, families and individuals reach their specific financial goals. I have a strong passion for building long lasting relationships, coming alongside others and empowering them with crucial information and guidance to lead lives of prosperity. Together we can help you align your ambitions and dreams with what matters the most to you. I am able to offer both advice and implementation of ideas by providing access to a wide range of competitive financial products and services. I work with individuals and business clients in the following areas:- Tax-Favored Investment Strategies*- Comprehensive Fee-Based Financial Planning- Retirement Strategies- Risk Management, Asset Protection, and Liability Protection*- Debt Management Strategies- Family Wealth Consulting- Wealth Accumulation Strategies- Estate Planning*Moldenhauer & Associates is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses with which it works.Contact Information: 6195 West Quaker St. Orchard Park, NY 14127 Phone: 716-662-4361 Email: gkotecki@moldenhauerassociates.comSecurities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Moldenhauer and Associates. This communication is strictly intended for individuals residing in the states of New York. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Orchard Park

• Create client-deliverable Financial Plans (with recommendations) • Collaborate with the Advisor in making product decisions for clients (researching mutual funds, ETFs, and individual stocks) as well as recommendations in Financial Plans.• Prepare forms for client-advisor meetings, establish clients and client accounts.• Oversee office workflows to ensure efficiency and effectiveness.• Build relationships with clients either in person or over the phone to make appointments and answer inquiries.• Troubleshoot all office technical issues (computers, printer, etc).

Buffalo/Niagara, New York Area

* Management including the handling of corporate accounts for largest office in Buffalo* Directed day-to-day rental employees, handled insurance billing and accounts receivable* Planned retail rentals, insurance replacement and business rentals* Promoted from the management training program to run a satellite branch then later into the Buffalo Airport’s ‘Top Gun’ program* Routinely took on duties outside of normal responsibilities including acting in a leadership role at a wide variety of Buffalo branches* Achieved high sales,great customer service scores, and growth in my own operations

Orchard Park Ny

* Coordinated employees on daily procedures involving shipment and assembly operations* Fully responsible for all inbound and outbound materials and products * Developed new integrated data storage system for young company boosting efficiency* Maintained staff by recruiting, selecting, orienting, and coaching new hires* Exceeded expectations on product malfunction and purchase irregularities

Binghamton, New York

Personally responsible for the management of work request order forms throughout the entire campus community. I was involved in several projects to increase the level of organization within the facility that required researching product information as well as other databases. I was then able to produce quick look up procedures and contact information for fellow coworkers.

Binghamton, Ny

*Presented fellow community members opinions and projects to community board*Planned and executed capital funding for improvement of building*Oversaw all fundraising and community programs within the hall*Supplied financial budget and spending reports upon request*Supervised and maintained record of all financial activities

Bachelor Of Arts - Ba, Economics

Activities and Societies: Students in Free Enterprise, Student Government, Co-Recreational Officer

Education record

Activities and Societies: Volleyball, Lacrosse, Hockey, Future Business Leaders of AmericaStarting working at 14. Bailing hay, milking.