Product Development Account Executive

FRANK J GRECO, FSCP

Tel: 602-***-**** Phoenix, AZ ad2y4g@r.postjobfree.com https://www.linkedin.com/in/fjgreco

Experienced Financial Professional Helping People

Highly skilled professional leading people in the financial and business arena including individuals, families, and businesses to protect, grow, accumulate, and distribute their assets in a tax advantage manner. Past experiences also include the telecommunications industry and the operations of a retail computer store.

EXPERTISE

•Financial Roadmap Planning

•Insurance, Investments, Retirement

•Client/Customer Relations & Advocacy

•Employee Hiring, Training, & Development

•Program & Project Management

•Product Development

•Business Planning & Development

•Marketing & Sales (Small Business, Consumer)

•Process & Implementation of Solutions

•Client/Customer Needs Analysis

PROFESSIONAL EXPERIENCE

Dish Network (Phoenix, AZ) Present

Customer Account Executive

•Retention

•Sales

The Alliance/Tru North Legacy Group (Phoenix, AZ) Present

Independent Financial Advisor

•Insurance, Investments, Retirement

•New Business Dand Customer Service

Western & Southern Financial Group (Phoenix, AZ) 2005-2023

Manager/Supervisory Principal

•New Business Development through Financial Planning Process

•Service 2000 Households with over $45M in Policies (Life Insurance, Investments)

•Recruit, Develop, Train, and Coach Financial Representatives

Computec Enterprises, Inc. (Phoenix, AZ) 1996–2005

Owner/Chief Operating Officer

•Operate Computer Retail Shop/New Systems and Service

•Realized Profits in 2 years from inception of business

•Consumer and Business Customers

AT&T/GTE Communications Systems (Phoenix, AZ) 1978-1996

Executive Director/Business & Product Development

•Business Planning and Product Development

•Customer Advocate and Contract Negotiations

•Expanded Development team from 50 to 200 marketing and technical personnel

Automatic Electric Laboratories (Chicago, Ill) 1967–1978

Manager/Member of Technical Staff

•Laboratory and Field Testing Manager

•Customer Advocate for Contract Development and Implementation

•Leader of the Development of System Test Plans

EDUCATION & CERTIFICATIONS

Bachelor of Science/Systems Analysis & Operations Research

University of Illinois (Chicago, Ill)

Life Annuity Health License: AZ, TX, CO, FL

Investment Series 6, Series 63, and Series 26

Financial Services Certified Professional (FSCP)

American College

MBA Studies

Wharton School of Business

Sales Force/CRM

Microsoft Office Word and Excel

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