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Joseph Greco is listed as Managing Director, Elite Advisor Successions at Elite Consulting Partners, a with 19 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Joseph Greco.
Joseph Greco previously worked as Managing Director at Elite Consulting Partners and Marketing Director at Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. Joseph Greco holds Bachelor Of Science - Bs, Finance And Financial Management Services from Coastal Carolina University.
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Driven by a passion for forging meaningful connections and creating strategic opportunities, I excel in fostering growth and engagement within advisor networks. Specializing in acquisition and succession planning, my role is centered on creating synergy among advisors and bridging the gap between buyers and sellers in the intricate matchmaking process of succession planning.As part of Elite Advisor Successions, a subsidiary of Elite Consulting Partners who is the largest financial services recruiting firm in the United States, we focus on brokering practices with assets under management exceeding 100MM and production or gross dealer concession surpassing 1MM+. Additionally, I spearhead the marketing strategy for the leading practice at Ameriprise Financial, who manages over 10B of AUM on a national scale.I also provide tailored guidance and niche coaching to advisors and inside sales teams on effective collaboration with accountants, attorneys, and other strategic partners through Kuttin Consulting Group.Let's connect and explore how our collaboration can yield exceptional results in the ever changing realm of wealth management.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 8 others.
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Cherry Hill, New Jersey, United States
Responsible for driving growth and engagement with our advisor network to provide acquisition and succession planning opportunities for advisors both on the buy and sell sides of the matchmaking equation. We specialize in brokering practices over 100MM in AUM and 1M+ in production and gross dealer concession who have a focus on managed money and recurring revenue.
Hauppauge, New York, United States
As the Marketing Director of Kuttin Wealth Management, I lead our marketing strategy with developing and executing strategic campaigns across multiple channels, including email, social media, recruiting and events that drive brand awareness and organic as well as inorganic customer acquisition. I also collaborate with cross-functional teams within the organization, including the sales, advisory and leadership teams, to ensure cohesive messaging and an unmatched customer experience for clients at our highly recognized Barron’s Hall of Fame advisory practice.
New York City Metropolitan Area
Responsible for Overseeing and Managing Centers of Influence who work closely with our Barron's Hall of Fame Advisory Practice in NY and around the nation.
New York City Metropolitan Area
Managed the day to day tasks of a Barron’s Top 100 Independent Advisor’s book of business which encompassed over $80 million of retail assets. Other responsibilities included:- Managing and coaching a sales team responsible for establishing new referralrelationships on a daily basis.- Constructing and re-balancing client portfolios.- Screening investments and providing preliminary recommendations to the advisor for future account changes.- General account trading and oversight of a covered call options strategy with excess of $6 Million of assets.
New York City Metropolitan Area
Regional Sales Director for Kuttin Consulting Group - A Multi-Million Dollar Financial Services Consulting firm specializing in providing consulting, training and niche marketing solutions to bridge the gap between financial and accounting professionals. Personally Sourcing and Servicing Enterprise Level Partnerships and Coaching Arrangements with National Broker Dealers, RIAs and Wirehouses.Expert on the CPA Relationship Process and Establishing Proper, Vetted Partnerships with Qualified Financial Professionals.
New York City Metropolitan Area
Lead Sales and Operations Manager for Kuttin Consulting Group - A Multi-Million Dollar Financial Services Consulting firm specializing in providing consulting, training and niche marketing solutions to bridge the gap between financial and accounting professionals. Personally Responsible for Overseeing 40+ Advisor and CPA Teams on an Ongoing basis.Expert on the CPA Relationship Process and Establishing Proper, Vetted Partnerships with Qualified Financial Professionals.
Port Jefferson, New York, United States
Responsible for driving growth and engagement with our advisor network to provide acquisition and succession planning opportunities for advisors both on the buy and sell sides of the matchmaking equation. We specialize in brokering practices over 100MM in AUM and 1M+ in production and gross dealer concession who have a focus on managed money and reoccurring revenue.
Other employees you can reach at ercadvisors.com. View company contacts for 19 employees →
Jessica Semien
Colleague at Elite Consulting PartnersGreater Houston, United States
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John A Gatto
Colleague at Elite Consulting PartnersMoorestown, New Jersey, United States
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Lori Karsch
Colleague at Elite Consulting PartnersMedford, New Jersey, United States
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Ed Culin
Colleague at Elite Consulting PartnersGreater Philadelphia, United States
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Tricia Fischer
Colleague at Elite Consulting PartnersBethany Beach, Delaware, United States
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Kyle Kroberger
Colleague at Elite Consulting PartnersLansdale, Pennsylvania, United States
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Kenneth Smith
Colleague at Elite Consulting PartnersMt. Laurel, New Jersey, United States
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Lance Slater
Colleague at Elite Consulting PartnersBradenton, Florida, United States
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Tina Beck
Colleague at Elite Consulting PartnersCharleston County, South Carolina, United States
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Joseph Matta
Colleague at Elite Consulting PartnersMoorestown, New Jersey, United States
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Quick answers generated from the profile data available on this page.
Joseph Greco works for Elite Consulting Partners.
Joseph Greco is listed as Managing Director, Elite Advisor Successions at Elite Consulting Partners.
Joseph Greco is based in New York City Metropolitan Area, United States while working with Elite Consulting Partners.
Joseph Greco has worked for Elite Consulting Partners, Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Kuttin Wealth Management, Kuttin Consulting Group, and Advisor Successions, Llc.
Joseph Greco's colleagues at Elite Consulting Partners include Jessica Semien, John A Gatto, Lori Karsch, Ed Culin, and Tricia Fischer.
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Joseph Greco holds Bachelor Of Science - Bs, Finance And Financial Management Services from Coastal Carolina University.
Joseph Greco is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Sony Vegas, Interpersonal Skill, Superior Sales Skills, and Computer Repair.
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