Chief Financial Officer
Current
2024 - Present
~2 yrs 5 mos
AeroLeads people directory · profile
Greg Pulver Email & Phone Number
CFO at PHS | 916 | Millo Capital | USMC Combat Vet | Columbia Alum
at
Preventative Healthcare Solutions
1 work email found
@lpl.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CFO at PHS | 916 | Millo Capital | USMC Combat Vet | Columbia Alum
Location
Charlotte, North Carolina, United States
Who is Greg Pulver? Overview
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Quick answer
Greg Pulver is listed as CFO at PHS | 916 | Millo Capital | USMC Combat Vet | Columbia Alum at Preventative Healthcare Solutions, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Greg Pulver.
Greg Pulver previously worked as Chief Financial Officer at Preventative Healthcare Solutions and Chief Financial Officer at Nineonesix Systems Inc.. Greg Pulver holds Post-Graduate Certificate In Business Excellence, Finance from Columbia Business School.
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{first}.{last}@lpl.com
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Profile bio
About Greg Pulver
Strategic CFO Services | FinOps | Risk Management | Corporate Governance | M&A | Investor Relations | Valuation
Listed skills include Portfolio Management, Hedge Funds, Valuation, Strategy, and 33 others.
Current workplace
Greg Pulver's current company
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12 roles · 26 years
Greg Pulver work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
2023 - Present
~3 yrs 5 mos
Managing Director
Current- Founded consulting firm providing strategic CFO & CIO services for investment funds/firms focused on strategic planning, corporate development (M&A), investor relations, corporate governance and risk management- Led multiple confidential engagements for hedge fund and private equity fund managers- Advised fintech startups on strategy and corporate.
2009 - Present
~17 yrs 5 mos
Strategy & Finance Executive - Cfo Solutions
Provided strategic CFO and consulting services to financial advisory firm owners totaling $2B in AUM and $20M in Revenue.
2021 - 2022
~1 yr
Project Manager
- Managed portfolio of projects for West and Northern Divisions of Corporate Physical Security- Partnered with multiple teams to ensure project completion, risk mitigation and client satisfaction
2020 - 2021
~1 yr
Change And Risk Management Leader - Psoc
- Led multiple Change Management and Risk Management Projects for Fortune 70 cable/telecom company- Oversaw Risk Management, Process and Controls, and Systems Implementation for the Physical Security Operations Center (PSOC)- Managed team of operations specialists and intelligence analysts responsible for investigations, fraud, exigent circumstances, event.
2017 - 2020
~3 yrs
Vp Of Strategy
VP of Strategy for Abundance, LLC, an LPL affiliated wealth management firm serving the Southeast, with offices in Georgia and North Carolina. - Led strategic growth initiative resulting in 280% increase in assets under management in 16 months by recruiting new advisor, creating new portfolio management strategies and allocations, and implementing tactical.
2015 - 2017
~2 yrs
Director Of Strategy & Market Research
- Drove strategic planning process yielding a 30% increase in AUM in Q1 2012 by developing new portfolio products and marketing campaign for HNW Clients- Launched and led research division providing securities research and compliance-vetted publications in support of investment thesis for advisors and clients
2011 - 2012
~1 yr
Manager - Fund Administration
Led team of 7 responsible for financial reporting and regulatory filings for $550+ billion in assets at bond giant PIMCO.
2009 - 2010
~1 yr
Sr. Investment Officer
Royal City Funds/Advisors
Ran trading desk at global macro hedge fund and served as operations director for the fund's launch and management (compliance, client relations, legal & audit project management, off-shore regs, etc.).
2008 - 2009
~1 yr
Trader/Portfolio Manager
MILLO FINANCIAL GROUP, INC.- Provided customized portfolio management that combined behavioral finance analytics & proprietary options hedging strategies to protect clients’ portfolios- Created alternative asset management division and incubator hedge fund- Established financially successful art entrepreneurship & mentorship program culminating in gallery.
2003 - 2008
~5 yrs
Non-Commissioned Officer: Infantry
Combat-decorated Infantry NCO; 6+ years of service, including 7 month deployment for Operation Iraqi Freedom in 2003.
2000 - 2006
~6 yrs
7 education records
Greg Pulver education
Post-Graduate Certificate In Business Excellence, Finance
Columbia Business School
Executive Education, Finance And Strategy
The Wharton School
Strategic Financial Analysis For Business Valuation
Harvard Business School Executive Education
Executive Education - Program On Negotiation, Secrets Of Successful Dealmaking
Harvard Law School
Mba, Strategy And Finance
Washington University In St. Louis - Olin Business School
Mba Program
Duke University - The Fuqua School Of Business
Bachelor Of Arts (Ba)
University Of Richmond
FAQ
Frequently asked questions about Greg Pulver
Quick answers generated from the profile data available on this page.
What company does Greg Pulver work for?
Greg Pulver works for Preventative Healthcare Solutions.
What is Greg Pulver's role at Preventative Healthcare Solutions?
Greg Pulver is listed as CFO at PHS | 916 | Millo Capital | USMC Combat Vet | Columbia Alum at Preventative Healthcare Solutions.
What is Greg Pulver's email address?
AeroLeads has found 1 work email signal at @lpl.com for Greg Pulver at Preventative Healthcare Solutions.
Where is Greg Pulver based?
Greg Pulver is based in Charlotte, North Carolina, United States while working with Preventative Healthcare Solutions.
What companies has Greg Pulver worked for?
Greg Pulver has worked for Preventative Healthcare Solutions, Nineonesix Systems Inc., Millo Capital, Lpl Financial, and Spectrum.
How can I contact Greg Pulver?
You can use AeroLeads to view verified contact signals for Greg Pulver at Preventative Healthcare Solutions, including work email, phone, and LinkedIn data when available.
What schools did Greg Pulver attend?
Greg Pulver holds Post-Graduate Certificate In Business Excellence, Finance from Columbia Business School.
What skills is Greg Pulver known for?
Greg Pulver is listed with skills including Portfolio Management, Hedge Funds, Valuation, Strategy, Finance, Venture Capital, Asset Management, and Financial Modeling.
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