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Michael Greer Email & Phone Number
Principal Agent and Recruiter
at
Greer Financial Services, Inc.
1 work email found
@stonebridge-am.com
3 phones found area 443 and 804
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal Agent and Recruiter
Location
Greater Chattanooga, United States, United States
Company size
Who is Michael Greer? Overview
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Quick answer
Michael Greer is listed as Principal Agent and Recruiter at Greer Financial Services, Inc., a company with 2 employees, based in Greater Chattanooga, United States, United States. AeroLeads shows a work email signal at stonebridge-am.com, phone signal with area code 443, 804, and a matched LinkedIn profile for Michael Greer.
Michael Greer previously worked as Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth Advisor at Nvestfit, Llc and Planning and Asset Manager at Stone Bridge Asset Management, Llc. Michael Greer holds Bachelors Of Science, Business Management from Bethel University, College Of Professional Studies.
Company email context
Email format at Greer Financial Services, Inc.
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{first_initial}{last}@stonebridge-am.com
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AeroLeads found 1 current-domain work email signal for Michael Greer. Compare company email patterns before reaching out.
Profile bio
About Michael Greer
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.
Listed skills include Retirement Planning, Insurance, Investments, Leadership, and 32 others.
Current workplace
Michael Greer's current company
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Greer Financial Services, Inc.
10 roles
Michael Greer work experience
A career timeline built from the work history available for this profile.
Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth Advisor
CurrentAs 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.
Sep 2022 - Present
Principal Agent And Recruiter
CurrentWe 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.
Jan 2015 - Present
Planning And Asset Manager
Stone 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.
Sep 2020 - Sep 2022
Recruiting Manager
I specialized in placing Financial, Accounting, Accounting Operations, Supply Chain Management, and Revenue Cycle professionals on a direct hire basis.
Nov 2018 - Sep 2020
Staffing Manager
I helped companies staff financial and accounting professionals on a temporary and temporary to permanent basis.
Dec 2016 - Nov 2018
Financial Advisor At The Prudential Insurance Company Of America
- 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
Aug 2013 - Jan 2015
Financial Advisor
Sep 2009 - Aug 2013
Airport Customer Service Supervisor
Atlantic Southeast Airlines
Jul 2001 - Apr 2009
Financial Advisor
As 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.
Dec 1999 - Jul 2001
1 education record
Michael Greer education
-
Bethel University, College Of Professional Studies
FAQ
Frequently asked questions about Michael Greer
Quick answers generated from the profile data available on this page.
What company does Michael Greer work for?
Michael Greer works for Greer Financial Services, Inc..
What is Michael Greer's role at Greer Financial Services, Inc.?
Michael Greer is listed as Principal Agent and Recruiter at Greer Financial Services, Inc..
What is Michael Greer's email address?
AeroLeads has found 1 work email signal at @stonebridge-am.com for Michael Greer at Greer Financial Services, Inc..
What is Michael Greer's phone number?
AeroLeads has found 3 phone signal(s) with area code 443, 804 for Michael Greer at Greer Financial Services, Inc..
Where is Michael Greer based?
Michael Greer is based in Greater Chattanooga, United States, United States while working with Greer Financial Services, Inc..
What companies has Michael Greer worked for?
Michael Greer has worked for Greer Financial Services, Inc., Nvestfit, Llc, Stone Bridge Asset Management, Llc, Robert Half, and Prudential Financial.
How can I contact Michael Greer?
You can use AeroLeads to view verified contact signals for Michael Greer at Greer Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Michael Greer attend?
Michael Greer holds Bachelors Of Science, Business Management from Bethel University, College Of Professional Studies.
What skills is Michael Greer known for?
Michael Greer is listed with skills including Retirement Planning, Insurance, Investments, Leadership, Finance, Customer Service, Employee Benefits, and Fixed Annuities.
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