Greg Wells, Cfp® Email & Phone Number

Torrance, CA, US

Los Angeles, California, United States

Greater Los Angeles Area

EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years.

San Francisco Bay Area

Present payroll, employee benefits and human resources services to prospective clients and in an outside business-to-business sales position. Cultivate and develop referral relationships with CPAs, bankers, current clients, insurance brokers, and local networking groups. Coordinate sales process from time of sale to client starting service. Conduct NASBA.

Played on multiple professional golf tours for 2.5 years in North America, Canada and Mexico.2-time winner on the GoldenState Tour.Gave lessons and participated in many teaching programs, including running junior golf camps and teaching large groups.Worked in various areas of the Golf Business.Received full Division 1 College golf scholarship and was.

Glendora, CA

Conducted Cold-Calls to business prospects, and went on 2-4 sales calls a weekWorked on Lead Generation in our branchLogged sales calls into SalesForce.com and CRM trained.Reviewed sales analysis and wrote narratives on particular projectsAnalyzed data from demographics and created correlating sales brochuresAssisted in designing models to help streamline.

Bachelor Of Arts (B.A.), Social Sciences

Activities and Societies: Captain of golf team for 2 years, received full golf scholarship, member of Student Athlete Advisory Board

Education record