Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Greg Mckinnon

New York

Summary

Results-driven financial professional with 5+ years of experience in finance as an insurance agent, stockbroker & investment banker. Strong expertise in client relationships and networking. Ability to research the markets and assess risk. Very accustomed to performing in a fast-paced, high-pressure environment. Maintains an iQ over 120.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Vice President of Sales

Beyond Alpha Ventures
New York
05.2026 - Current
  • Led team in developing strategic sales initiatives for growth.
  • Established relationships with key clients to enhance partnerships.
  • Conducted regular sales meetings to review performance and strategies.

Stock Broker

Realta Wealth
New York
05.2024 - 05.2026
  • Executed buy and sell orders based on client instructions and market conditions.
  • Cultivated strong relationships with clients to understand their financial goals.

Insurance Agent

Equitable advisors
New York
06.2023 - 06.2024
  • Developed personalized insurance plans tailored to client needs.
  • Educated clients on policy details, terms, and conditions effectively.

Manager

Aeropostale
Milford
06.2019 - 03.2022
  • Led team to ensure compliance with company policies and procedures.
  • Managed store operations to optimize customer experience and satisfaction.

Education

Bachelor of Science - Finance

Southern Connecticut State University
New Haven, CT
06-2024

Skills

  • Sales forecasting
  • Sales process optimization
  • Lead generation
  • Market analysis
  • Client relationship management
  • Strategic planning

Certification

  • series 63
  • insurance license
  • SIE

Timeline

Vice President of Sales

Beyond Alpha Ventures
05.2026 - Current

Stock Broker

Realta Wealth
05.2024 - 05.2026

Insurance Agent

Equitable advisors
06.2023 - 06.2024

Manager

Aeropostale
06.2019 - 03.2022

Bachelor of Science - Finance

Southern Connecticut State University
Greg Mckinnon