Greg Sander Email and Phone Number
Greg Sander work email
- Valid
Greg Sander personal email
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.
-
Financial AdvisorSentinel Wealth Advisory GroupRedondo Beach, Ca, Us
-
Regional Sales ConsultantLiberty One Investment Management Jan 2023 - PresentLibertyville, Il, Us -
Internal Advisory Business Consultant (Wholesaler), Gulf Coast RegionCetera Financial Group Apr 2021 - Dec 2022San Diego , Ca, Us -
Advisory Development SpecialistCetera Financial Group Apr 2019 - Apr 2021San Diego , Ca, Us
-
Financial Planning Support Associate, Wealth Management ConsultingCetera Financial Group Sep 2018 - Mar 2019San Diego , Ca, Us
-
ServerMarmalade Cafe Apr 2014 - Jun 2019• 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 InternLpl Financial Aug 2016 - Nov 2016San Diego, Ca, Us• 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 InternWealth Analytics Jan 2011 - Feb 2011San Diego, California, Us• 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 Skills
Greg Sander Education Details
-
California State University, Long BeachBusiness Administration/Finance -
Mahidol UniversityBusiness Management
-
University Of ArizonaPre-Business
-
Canyon Crest AcademyHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Greg Sander
What company does Greg Sander work for?
Greg Sander works for Sentinel Wealth Advisory Group
What is Greg Sander's role at the current company?
Greg Sander's current role is Financial Advisor.
What is Greg Sander's email address?
Greg Sander's email address is gr****@****era.com
What schools did Greg Sander attend?
Greg Sander attended California State University, Long Beach, Mahidol University, University Of Arizona, Canyon Crest Academy.
What are some of Greg Sander's interests?
Greg Sander has interest in Social Media, Soccer, Technology, Accounting, Sports, Health, Networking, Snowboarding, Finance, Science And Technology.
What skills is Greg Sander known for?
Greg Sander has skills like Customer Service, Leadership, Social Media, Microsoft Office, Hospitality, Social Networking, Athletics, Food, Microsoft Excel, Relationship Building, Finance, Accounting.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial