Greg White
McKinney
Summary
Dynamic leader with a proven track record at Achieve Financial Group, LLC, excelling in regulatory compliance and strategic sales development. Achieved exceptional customer satisfaction through effective relationship management and resolved challenges with a friendly approach. Expert in financial analysis and performance metrics, driving continuous improvement and exceeding sales goals.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Founder/President
Achieve Financial Group, LLC
Dallas
01.1994 - Current
- Ensured compliance with legal and regulatory requirements relevant to the business operations.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Created and managed the company's financial budgeting, forecasting, and reporting systems.
- Monitored and analyzed performance metrics to inform strategic pivots and drive continuous improvement.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
BBA - Accounting And Finance
University of Texas At Tyler
Tyler, TX05-1984
Skills
- Regulatory compliance
- Financial analysis
- Strategic sales development
- Performance metrics
- Customer relationship management
- Financial budget oversight
Certification
- Life Underwriting Training Council Fellow
- Certified Wealth Preservation Planner
- Certified Asset Protection Planner
Timeline
Founder/President
Achieve Financial Group, LLC
01.1994 - Current
BBA - Accounting And Finance
University of Texas At Tyler
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