Greg Silvis Email & Phone Number

- Dynamic, Experienced, detail-oriented, client facing relationship manager who has worked with award winning fast-paced Fortune 500 finanical service firms.- Proven analytical, multi-tasking, oral and written communication and time management skills- Team player who cultivated a positive "can do" spirit among diverse et of clients and colleagues- Integrity, dedication to the job, and an attentive listenerSpecialties: - Portfolio analysis via Stochastic Modeling and cash flow analysis- Qualitative and quantitative analysis on specialized securites including energy related investments- Supervisory skills in 360 evaluations, interviewing, and coaching- Networking and Relationship Management

Listed skills include Investments, Analytical Skill, Energy, Analysis, and 1 others.

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  Crm

  Professional Capital Services

  Apr 2011 - Present - Philadelphia, Pa

  Relationship Manager for Retirement PlansProfessional Capital Services, LLC (“PCS”) offers state-of-the-art recordkeeping services to 401(k) plans, ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, and profit sharing arrangements. PCS was founded by the tax and ERISA attorneys at Dilworth Paxson, LLP, a 75-year-old Philadelphia-based law firm, to provide sophisticated retirement programs for the corporate, professional and governmental market. PCS offers its complete retirement program, including investment advisory services, customized education materials, a robust plan and participant website, account recordkeeping, and all-inclusive plan administration services through advisory firms, broker-dealers, mutual fund companies, TPAs and CPAs. For more information about PCS, please visit www.pcs401k.com.