Greg Garone
Penfield,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge and experience in marketing to High Net Worth Clients. Dedicated Financial professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Strategic and results-oriented business leader with experience in strategy, planning and operations. Skilled in developing and executing business plans to maximize profitability, streamline operations and maintain compliance with industry regulations. Proven people leader motivates and optimizes staff performance and productivity.
Overview
9
9
years of professional experience
Work History
Wealth Management Advisor
Tompkins Financial Advisors
2023.04 - Current
- Assessed clients' financial situations to deliver personalized advice on investments, debt management, and insurance. Collaborated across the team to provide comprehensive wealth management services, including trust and estate services, and seamless access to a full suite of financial products.
- Identified clients' financial conditions and needs through financial planning analysis.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Managed account needs for 50 high-worth clients with values more than $400,000 in yearly revenue.
- Cultivated and strengthened strategic relationships with local banks and branch managers across Western New York, enhancing referral networks and deepening our integration within the community.
- Actively mentored a new wealth advisor, providing guidance and support to accelerate their integration and success within the team.
- Served on the mentor committee, contributing to the development and implementation of mentoring programs aimed at fostering growth and professional development for new advisors.
- Produced targeted marketing content designed to attract new prospects and expand our client base across the entire Tompkins Financial Advisors footprint.
INDEPENDENT CONSULTANT
Gerson Lehrman Group, GLG
2019.08 - 2023.04
- Providing consulting expertise centered around past management, technology, and industry experience
- Assisting customers such as venture capitalist, and private equities to evaluate markets in the Finance industry
- Educating start ups in technology in areas of services and customer advocacy
- Integrated technology and business operations to identify targeted solutions to customer issues
- Organized and analyzed primary and secondary research to understand industry, market and company trends.
WEALTH MANAGEMENT ADVISOR
Bank Of America Merrill Lynch
2015.10 - 2019.08
- Created business plan and identified target customers by interacting on phone and in person
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Managed account needs for high-worth clients with values more than $50 Million in Assets Under Management
- Highlighted progress and established new goals by performing portfolio reviews for over 35 High Net Worth clients
- Identified clients' financial conditions and needs through financial planning analysis
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Education
Business Administration -
SUNY College At Oswego
Oswego, NY06.2008
Skills
- Client Acquisition
- Portfolio Management
- High Net Worth Individuals Marketing
- Client Recruiting and Retention
- Leadership & Management
- Process development & management
- Attention to Detail
- Self-Motivated
- Business systems development
- Sales operations development
- Excellent Communication & Collaboration
Accomplishments
- Collaborated with Fortune 500 Companies and Wealth Management Firms to help create Revenue Driving processes
- Reviewed over $2 Billion worth of portfolios in an expert witness capacity for major financial litigation cases
- Achieved revenue success hurdles through effectively helping with profitability and cost savings measures
- Closed over $50 million of assets in 3 years by outbound marketing to high net worth clients
Military Service
- Supervised 5 Junior Enlisted personnel to ensure mission success on overseas deployments
- Responsible for overseeing over $3.2 million worth of medical equipment on domestic and international missions
Timeline
Wealth Management Advisor
Tompkins Financial Advisors
2023.04 - Current
INDEPENDENT CONSULTANT
Gerson Lehrman Group, GLG
2019.08 - 2023.04
WEALTH MANAGEMENT ADVISOR
Bank Of America Merrill Lynch
2015.10 - 2019.08
Business Administration -
SUNY College At Oswego
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