Michael Greer Email and Phone Number
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Michael Greer personal email
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Thanks for visiting my profile! As a Planning and Asset Manager, I provide investment management, consulting, and planning services for individuals, families, and businesses on a fee-for-service basis. My unique value proposition is that I include your career progression as part of your financial planning, because your career progression directly impacts your financial security. I'm uniquely qualified to offer career planning services to my planning clients, as I have a track record of placing financial, accounting, accounting operations, supply chain, revenue cycle roles, and Human Resource roles.For my corporate business partners; I offer investment advisor fee-based recruiting services as an add-on with retirement plan and group benefit services. While implementing, servicing, or benchmarking your current retirement plan and/or group benefits; I am uniquely qualified to simultaneously source any of your hard to fill roles. I have successfully sourced financial, accounting, accounting operations, supply chain, and revenue cycle roles on a direct-hire basis through my financial advisory network (F.A.N.)My unique expertise in recruiting, wealth management, and financial planning allows me to provide tailored solutions for individuals and businesses of any size. By offering recruitment services at fee-based investment advisory rates—substantially lower than standard industry fees—I help businesses acquire top-tier talent at a reduced cost without sacrificing quality or skill.
Greer Financial Services, Inc.
View- Website:
- greerfinancialservices.com
- Employees:
- 2
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Principal Agent And RecruiterGreer Financial Services, Inc.Chattanooga, Tn, Us
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Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth AdvisorNvestfit, Llc Sep 2022 - PresentAs Operations Manager and a Sr. Wealth Advisor with more than 14 years of financial services experience, and more than five years of successfully recruiting and placing financial and accounting professionals; I'm charged with streamlining practice operations and driving new advisor recruiting. I have developed an acute business acumen of all aspects of running an organization, leading a team, and an instinct for creating positive outcomes. My primary focus will be the strategic planning and tactical execution of key growth and recruiting initiatives to drive the firm’s “Grow slow to grow fast” mantra. Other key initiatives include branding, roll out of the firm’s ‘Financial Fitness’ coaching program, and advancing community engagement efforts.(770)648-2348 -
Principal Agent And RecruiterGreer Financial Services, Inc. Jan 2015 - PresentChattanooga, Tn, UsWe bundle recruiting services as an add-on to retirement plans and group benefits. This unique service offering allows our clients to dramatically reduce their professional services costs associated with recruiting, retaining and rewarding their employees.We are a relational and boutique financial services company that work with individuals, couples and families to grow their assets; while serving as a strategic business partner to our corporate clients by helping them recruit, retain, and reward their most valuable asset: their people. Our team of licensed insurance brokers, and recruiters work closely with our clients in order to recommend the appropriate products and services to help them achieve their unique goals. *Investment advice, Securities products and services are offered through Stone Bridge Asset Management. Stone Bridge Asset Management is a registered investment advisor. Investment advice, products, and services are not FDIC insured and may lose value. Greer Financial Services does not render investment advice, tax or legal advice. Please consult with an investment advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.The availability of life insurance, annuities, and other products varies by carrier and state.Licensed to sell Life and Health insurance in the following state(s): TN, AL
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Planning And Asset ManagerStone Bridge Asset Management, Llc Sep 2020 - Sep 2022Chattanooga, Tennessee, UsStone Bridge Asset Management is a registered investment advisory firm providing investment management, consulting, and planning services for individuals, families, and businesses on a fee-for-service basis. I am uniquely qualified to offer investment management and career planning services to my planning clients, and investment advisor fee-based recruiting services to my 401k and group benefit clients. I have a track record of successfully sourcing financial, accounting, accounting operations, supply chain, and revenue cycle roles. -
Recruiting ManagerRobert Half Nov 2018 - Sep 2020Menlo Park, Ca, UsI specialized in placing Financial, Accounting, Accounting Operations, Supply Chain Management, and Revenue Cycle professionals on a direct hire basis. -
Staffing ManagerRobert Half Dec 2016 - Nov 2018Menlo Park, Ca, UsI helped companies staff financial and accounting professionals on a temporary and temporary to permanent basis.
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Financial Advisor At The Prudential Insurance Company Of AmericaPrudential Financial Aug 2013 - Jan 2015Newark, New Jersey, Us• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products0251404-00003-00 -
Financial AdvisorMetlife Sep 2009 - Aug 2013New York, Ny, Us -
Airport Customer Service SupervisorAtlantic Southeast Airlines Jul 2001 - Apr 2009
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Financial AdvisorAmerican Express Dec 1999 - Jul 2001New York, Ny, UsAs A financial advisor, I helped people deal with various personal financial issues through proper planning, which included,but not limited to, these major areas: Cash Flow management, Education funding strategies, Retirement planning, Investments, Risk management and Insurance planning.
Michael Greer Skills
Michael Greer Education Details
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Bethel University, College Of Professional StudiesBusiness Management
Frequently Asked Questions about Michael Greer
What company does Michael Greer work for?
Michael Greer works for Greer Financial Services, Inc.
What is Michael Greer's role at the current company?
Michael Greer's current role is Principal Agent and Recruiter.
What is Michael Greer's email address?
Michael Greer's email address is mg****@****-am.com
What is Michael Greer's direct phone number?
Michael Greer's direct phone number is +144395*****
What schools did Michael Greer attend?
Michael Greer attended Bethel University, College Of Professional Studies.
What skills is Michael Greer known for?
Michael Greer has skills like Retirement Planning, Insurance, Investments, Leadership, Finance, Customer Service, Employee Benefits, Fixed Annuities, Financial Services, Life Insurance, Public Speaking, Term Life Insurance.
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