Greg Lara
Parrish,FL
Summary
Highly energetic professional who consistently exceeds goals. Exceptional interpersonal communication and leadership skills. Expertise on RIA Portfolio Management systems like Orion and Envestnet.
Overview
13
13
years of professional experience
Work History
Wealth Management Platform Anlayst
Park Avenue Securities
05.2024 - Current
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
- Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
- Optimized operational efficiency by redesigning workflow processes.
- Managed platform strategy for all advisory business at Park Avenue Securities. Platforms including: Envestnet, Orion, and Wove Reporting.
RIA and BD Operations Specialist
Park Avenue Securities
02.2022 - 05.2024
- Managed day to day operations for the RIA. New accounts, trading, and general questions.
- Revamped billing processes to ensure efficiency and accuracy.
- General process improvement.
- Helped launch the new client portal.
- Worked with transition team on new advisor business.
- Consistently working to build out Orion database for both home office and financial advisor use.
Senior Relationship Manager
Equity Advisor Solutions
08.2021 - 02.2022
- Managed the transitions of all new business into the company.
- Developed training plans for new relationship managers
- Process improvement for the onboarding of new financial advisory firms.
- Maintained a book of 25-35 firms under my management.
Relationship Manager
Equity Advisor Solutions
07.2020 - 08.2021
- Monitored day to day issues and reached out to firms to provide immediate resolution and maintain overall customer satisfaction.
- Managed a book of 25-40 firms under my management.
- Onboarded new financial advisory firms.
- Handled all trading issues for the firms under my management.
- Trained firms on how to use Orion Advisor Tech and on all internal processes.
Customer Care Supervisor
Transamerica Retirement Solutions
08.2016 - 07.2020
- Managed a team of 12-17 representatives
- Question and Answer support for representatives
- Hiring Manager
- Managed employee development from hire through the team lead program.
- Over the Customer Care department’s escalation e-mail for over 2 years.
- One on One with all representatives at a minimum on a monthly basis.
- Built 6 week nesting program for new hires and operated the program for 2 and a half years.
Outbound Communications Specialist
Transamerica Retirement Solutions
08.2015 - 08.2016
- Handled special requests for the client management team.
- Called back on escalated situations.
- Called customers in regards to paperwork that was not in good order.
- Created general correspondence to send our participants.
Intermediate Call Center Representative
Transamerica Retirement Solutions
04.2014 - 08.2015
- Overall customer care for withdrawals, loans, and general account activity.
- Investment counseling and mutual fund transactions.
- Gather leads for both asset retention and asset gathering.
- Mentored new representatives as they were in training.
Team Manager
Alorica
08.2012 - 11.2013
- Managed a team of 15-25 representatives
- Weekly one on one’s with all representatives on my team.
- Worked closely with workforce management to manage staffing needs.
Education
High School Diploma -
State of Florida
Miami, FL07.2009
Skills
- Employee Development
- Positive Mentality
- Exceptional Time Management Skills
- Adaptable
- Dependable
- Analytical Problem Solver
- Organized and Meticulous
- Process improvements
- Strategic planning
- Multiple priorities management
Timeline
Wealth Management Platform Anlayst
Park Avenue Securities
05.2024 - Current
RIA and BD Operations Specialist
Park Avenue Securities
02.2022 - 05.2024
Senior Relationship Manager
Equity Advisor Solutions
08.2021 - 02.2022
Relationship Manager
Equity Advisor Solutions
07.2020 - 08.2021
Customer Care Supervisor
Transamerica Retirement Solutions
08.2016 - 07.2020
Outbound Communications Specialist
Transamerica Retirement Solutions
08.2015 - 08.2016
Intermediate Call Center Representative
Transamerica Retirement Solutions
04.2014 - 08.2015
Team Manager
Alorica
08.2012 - 11.2013
High School Diploma -
State of Florida