Gregory Thornton

• Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
• Developed strong relationships with clients through consistent communication and exceptional customer service.
• Contributed to USAA success by consistently meeting or exceeding monthly sales targets

• Responsible for implementing investment portfolios and investing assets on daily basis
• Created tax-loss harvesting program that saved clients hundreds of thousands of dollars in capital gains
• Prepared detailed reports monthly on updates to project specifications
• Created system to remove under-performing cash assets and replaced them with higher yielding securities; thereby, improving beta by 50% and increasing asset retention and revenue.

Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.

• Encouraged creative thinking, problem solving, and empowerment as part of management team
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Resolved escalated issues with professionalism, maintaining client trust and safeguarding company''s reputation.

• Promoted culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
• Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
• Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.