Gregory Oates Email & Phone Number

El Paso, Texas, United States

• 2021-2022 Teacher of the Year nominee at El Dorado High School.
• Implemented adaptive technology to accommodate students and diversified course content to meet student needs and interests.
• Led courses in Web Design, Video Game Design, and Business Information Management, helping students obtain industry certifications in Microsoft Office and Adobe Suite software programs.
• Led professional development seminars on Equity for All and Bulb Digital Portfolios.
• Educator's Professional Advisory Committee (EPAC) and School Improvement Team (SIT) representative.
• Site coordinator for the Volunteer Income Tax Assistance Program (VITA) at El Dorado High School where I trained students to prepare free tax returns for the public.

Cupertino, California

• Responsible for business and service functions, with focus on consistency, quality, and compliance with Firm policies and procedures.
• Supervise support staff including managing their training and development.
• Expense management including budget tracking, headcount ratios, travel and expense reports and other programs.
• Manage and promote firm initiatives, projects and remediations.
• Collaborate with Human Resources on employee related issues and new hire process and training orientation, including coordinating operational and client service support for newly recruited Financial Advisors.
• Partner with Complex Risk Officers on branch audit exams and corrective action plan implementation.

Palo Alto, California

• Supported a Top 100 Financial Advisor as ranked by Barons 2006, 2007.
• Handled daily operations for global wealth management brokerage and corporate stock plan clients.
• Effective internal networking and personable approach resulted in a high client referral rate and improved client retention/satisfaction.
• Monitored financial models and rebalanced portfolios.
• Prepared client presentations and performance reports.
• Promoted, advertised, and marketed events to attract new clients.

• Provided banking and investment products and services to high net worth clients.
• Established and maintained a pipeline to assist in business growth and lead generation.
• Implemented a quarterly call cycle to increase client interaction and contact.

Master Of Education - Med, Curriculum And Instruction

Bachelor Of Science, Finance & Entrepreneurship

Activities and Societies: Sigma Alpha Epsilon Alumni, McGuire Center for Entrepreneurship Alumni