Greg nullGN
Looking for a job

Greg

@thegreggarone

I have significant experience in Financial Services and looking to move into SaaS/Fintech sales.

United States
Message

What I'm looking for

People that are obsessed with success, will go out of their way to help each other succeed and the opportunity to make a lot of income through sales and stock options. I am looking for a long term commitment.

When I built up my book of business to $50m AUM in 3 years, I had nothing to go off of. I just moved to a new area in New York and had zero wealthy network.
As they say, if you need to cut down a tree, spend time sharpening your axe.
With a healthy bull market, It was a stressful time to be bringing on new clients (everyone was making money, right?)

Not to mention, I was:


-Performing military obligations 3-4x a month, weekdays and weekends
-Had my first child on the way
-Struggling to structure a process and way to find qualified prospects

It was utterly exhausting and had many sleepless nights.

So exhausting, I began questioning everything I had done up to this point.

Then, I let my imagination go, wandering and reflecting on what I could do or create to make this work and create a better life for myself and all around me.

The groundwork for the Affluensee Platform was laid.

I woke up with new prospects to contact and a process behind it, making it enjoyable to come in each and every day.

No more "chicken without a head" mentality
No more wasted time on unqualified prospects
No more sleepless nights and stress driven days

Instead, every process and decision was pushed through a lens.
-Eliminate
-Simplify
-Automate
-Delegate

Experience

AI

Founder

Affluensee Inc.

Aug 2019 - Present (4 years 9 months)

I founded a company after discovering product market fit during my time as a Wealth Advisor. At this time, I wore many hats, sacrificed years, time and money for this company.

Merrill Lynch logoML

Wealth Advisor

Merrill Lynch

Mar 2015 - Mar 2019 (4 years)

As a Wealth Advisor and Portfolio Manager, I coordinate liquidity and cash management and commercial loan financing services for clients. I review financial statements to identify progress and correlate objectives as well as analyze tax minimization and financial strategies. I successfully partner with local startup incubators and train new entrepreneurs in the startup ecosystem and technology app

Availability

Looking for a job

Location

United States

Authorized to work in

Salary expectations

85k-130k USD

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