Greg Sauer Email and Phone Number
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As the Director of Model Center and Fund Issuer360 Strategy at FactSet, I leverage my 25+ years of experience in enterprise-level sales and networking in the financial services industry to create and execute a vision for a new platform that connects retail advisors with asset manager partners. I have a proven track record of building strong relationships and increasing distribution efforts for top asset managers and broker-dealers across the independent and RIA channels.In my previous roles, I helped launch the Oranj Marketplace, a wealth management platform that featured over 35 asset manager partners and offered advisors an interactive and engaging experience. I also led a large team of professional recruiters at The Primary Group, specializing in building asset management distribution teams. I have extensive knowledge and skills in asset management distribution, financial recruiting, advisor data, marketing, leadership, management, and software sales. I am passionate about delivering innovative solutions that enhance the efficiency and value of the financial services industry.
Factset
View- Website:
- factset.com
- Employees:
- 14462
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Director, Fund Issuer360 Strategy And Strategic PartnershipsFactsetPalm Coast, Fl, Us
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Director, Model Center And Fund Issuer360Factset May 2021 - PresentNorwalk, Connecticut, UsI am responsible for the Strategy for the Model Center at FactSet.
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Svp, Strategic PartnershipsOranj (Acquired By Sei) Sep 2015 - Mar 2021Tasked with using my extensive network to serve as Sales/Relationship Manager to Strategic Partners including Asset Managers, Broker-Dealers, and Integration Partners that want to grow their distribution efforts in the Independent and RIA channels. Brought on over 35 Asset Manager Partners in the Oranj Marketplace since our launch in 2018. See our listing of partners at https://runoranj.com/model-marketplace/Oranj's wealth management platform gives financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. From prospecting to building/using models in our Marketplace and trading/rebalancing, advisors can utilize the platform at no increased cost to their business.
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Svp, Advisor ChannelMeridian-Iq Now Discovery Database May 2011 - Aug 2015Responsible for Enterprise Level Sales for Meridian-IQ within the Broker-Dealer, Asset Management, Recruiting, and Financial Software Firms nationwide. Consistently increased personal sales year over year to $1+ Million dollars annual revenue within three years to help our firm reach a market leader status. Meridian-IQ, now powered by S&P Capital IQ Research is the most up-to-date database of Advisors in the marketplace and represents the next generation sales and marketing workflow engine for recruiting, distribution, marketing, and market intelligence. Our online databases include Registered Representatives, RIAs, Broker-Dealers, Trust Companies, and Insurance Agents. Meridian-IQ also offers custom outsourced marketing and data hygiene services.
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PresidentThe Primary Group Sep 1998 - May 2011Altamonte Springs, Florida, UsThe Primary Group is an industry-leading search firm for the financial services industry. Report directly, as an employee to the CEO/Owner of the firm to help develop strategies and processes to increase the revenues of the organization. My role includes leading the firm's Marketing, Recruiting, and Consulting efforts for our clients along with leading a recruiting staff of over 25 recruiters. Our recruiting efforts are focused on building sales and distribution teams including roles such as Heads of Distribution, National Accounts, Key Accounts, and External Wholesaler roles for all channels. Tasked with helping Client's Senior Management with the implementation of hiring strategies for their firm. By using our team approach and our relationships, we deliver the best industry-leading candidates to our clients within an unparalleled amount of time. Our firm is built on a foundation of ethical practices that consistently exceed our client's expectations. -
PresidentFlorida Association Of Personnel Services 2006 - Mar 2011Founded The Florida Association of Personnel Services (FAPS) which is a non-profit trade association that was founded to represent all areas of the Staffing Industry in the state of Florida. Membership is comprised of Direct Placement, Temporary Staffing, and Executive Search companies within the state. Our purpose is to educate and consult with Florida Recruiting firms Senior Management to enhance their productivity and training for their associates.
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PresidentPrimary Executive Solutions (Division Of The Primary Group) 2007 - Feb 2011Created a startup local recruiting firm that focused on temp and temp to perm placements within the financial, healthcare and accounting verticals.
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Past MemberPinnacle Society 2007 - Jan 2011The Pinnacle Society is the nation's premier consortium of top recruiters within the direct placement and search industry. For nearly 20 years, the Pinnacle Society has provided the nation's top recruiters a forum in which to exchange the business principles and placement techniques that led them to achieve, and allows them to maintain their success.
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Store ManagerEckerd Drugs Apr 1983 - Nov 1995I oversaw several store locations. Had full P/L and hiring/firing responsibility. In charge of several pilot programs for the tourist stores to bring on vendors. Also placed as a associate divisional role overseeing stock balancing and store associate coverage as well as other day to day operational issues.Viewed by peers as a very professional entreprenural individual that would think "outside of the box" to gain additional revenues.
Greg Sauer Skills
Greg Sauer Education Details
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Pensacola Christian CollegeInformation Technology
Frequently Asked Questions about Greg Sauer
What company does Greg Sauer work for?
Greg Sauer works for Factset
What is Greg Sauer's role at the current company?
Greg Sauer's current role is Director, Fund Issuer360 Strategy and Strategic Partnerships.
What is Greg Sauer's email address?
Greg Sauer's email address is gr****@****rch.com
What is Greg Sauer's direct phone number?
Greg Sauer's direct phone number is +140731*****
What schools did Greg Sauer attend?
Greg Sauer attended Pensacola Christian College.
What are some of Greg Sauer's interests?
Greg Sauer has interest in Photography, Financial Services, Basketball.
What skills is Greg Sauer known for?
Greg Sauer has skills like Financial Services, Recruiting, Executive Search, Wealth Management, Investments, Executive Management, Financial Advisory, Leadership, Start Ups, Mutual Funds, Investment Advisory, Sales.
Who are Greg Sauer's colleagues?
Greg Sauer's colleagues are Janaje Sailesh, Kiran Maddi, Siva Dev, Arturo Lachenal, Shiny Jim Peñas, Raghavendra Pandrinki, Jenice Serrao.
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