Greg Sander Email & Phone Number
@cetera.com
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Who is Greg Sander? Overview
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Greg Sander is listed as Financial Advisor at Sentinel Wealth Advisory Group, based in Redondo Beach, California, United States. AeroLeads shows a work email signal at cetera.com and a matched LinkedIn profile for Greg Sander.
Greg Sander previously worked as Regional Sales Consultant at Liberty One Investment Management and Internal Advisory Business Consultant (Wholesaler), Gulf Coast Region at Cetera Financial Group. Greg Sander holds Bachelor Of Science (B.S.), Business Administration/Finance from California State University, Long Beach.
Email format at Sentinel Wealth Advisory Group
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AeroLeads found 1 current-domain work email signal for Greg Sander. Compare company email patterns before reaching out.
About Greg Sander
I am a seasoned financial sales and service professional with extensive experience in the wholesale financial industry. I am wholeheartedly committed to achieving organizational objectives and excel in establishing strong partnerships with advisors in Broker Dealers and Registered Investment Advisors (RIAs).My expertise spans a wide range of areas, including sales, business development, solution strategies, Separately Managed Accounts (SMAs), model portfolios, mutual funds, ETFs, financial markets, business development, financial planning, account management, account retention, territory management, prospecting for market opportunities, investment products, proficiency in Microsoft Office, Envestnet, Salesforce, FinTech sales, MoneyGuidePro, relationship management, and finance.I hold a Bachelor of Science (B.S.) degree in Business Administration with a specialization in Finance from California State University-Long Beach. My strong background in consulting and financial services positions me as a valuable asset in the industry.
Listed skills include Customer Service, Leadership, Social Media, Microsoft Office, and 49 others.
Greg Sander's current company
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Greg Sander work experience
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Regional Sales Consultant
Current
Internal Advisory Business Consultant (Wholesaler), Gulf Coast Region
Advisory Development Specialist
Financial Planning Support Associate, Wealth Management Consulting
Server
• Recognized as a top server by management because of excellent customer service, efficiency, and partnership with restaurant bar and kitchen staff.• Selected by management to lead new server training.• Excellent communication skills by dealing with many personalities in an effective yet calm manner.• Awarded many accolades due to highest sales in competitions.
Financial Planning Intern
• Top prospective client lead generator in intern class. Increased financial advisor's appointment conversion rate by 2x and booked 50% more appointments than the average intern.• Researched about asset allocation, 401Ks, retirement analysis, mutual funds matrix, and diversifying portfolio through Morningstar and other financial platforms.• Utilized communication skills to prioritize client’s needs by ensuring an optimal portfolio which was in their best interest.• Broadened friendly customer service skills by utilizing a business development plan to gain more prospects and clients.
Financial Planner Intern
• Shadowed financial advisors to learn about the Investment and Retirement Planning industry. • Experienced and gained knowledge dealing with bonds, mutual funds, ETF’s, Index Funds, IRA’s.• Analyzed different client’s financial situation and researched appropriate investment portfolios.• Enhanced communication skills by reaching out to potential clients and get them engaged about financial planning.
Greg Sander education
Bachelor Of Science (B.S.), Business Administration/Finance
Business Management
Pre-Business
High School, High School/Secondary Diplomas And Certificates
Frequently asked questions about Greg Sander
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What company does Greg Sander work for?
Greg Sander works for Sentinel Wealth Advisory Group.
What is Greg Sander's role at Sentinel Wealth Advisory Group?
Greg Sander is listed as Financial Advisor at Sentinel Wealth Advisory Group.
What is Greg Sander's email address?
AeroLeads has found 1 work email signal at @cetera.com for Greg Sander at Sentinel Wealth Advisory Group.
Where is Greg Sander based?
Greg Sander is based in Redondo Beach, California, United States while working with Sentinel Wealth Advisory Group.
What companies has Greg Sander worked for?
Greg Sander has worked for Sentinel Wealth Advisory Group, Liberty One Investment Management, Cetera Financial Group, Marmalade Cafe, and Lpl Financial.
How can I contact Greg Sander?
You can use AeroLeads to view verified contact signals for Greg Sander at Sentinel Wealth Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Greg Sander attend?
Greg Sander holds Bachelor Of Science (B.S.), Business Administration/Finance from California State University, Long Beach.
What skills is Greg Sander known for?
Greg Sander is listed with skills including Customer Service, Leadership, Social Media, Microsoft Office, Hospitality, Social Networking, Athletics, and Food.
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