John Garey

About John Garey

As a seasoned Account Executive, I bring over 25 years of dedicated experience in product, consulting and SaaS sales, specifically within the financial services industry. My career is marked by a proven track record of driving sales success and fostering genuine connections. I am known for my authentic leadership style, always ready to challenge the conventional and propel organizations towards new heights of achievement. My approach is grounded in honesty and integrity, ensuring that every interaction and decision aligns with these core values. My unwavering focus has always been to empower financial institutions to unlock their full potential. I achieve this by providing strategic advice, actively collaborating with stakeholders, and ensuring collective success.

Experience

1. Senior Growth Consultant Financial Services

   Wipfli

   Jan 2024 — Present · Milwaukee, WI, US

   I am a seasoned professional with a wealth of experience in leveraging technology to drive transformation and growth in the financial sector. At the heart of my approach is a deep commitment to forging stronger human connections and achieving impactful results through strategic innovation.In my current role, I serve as a team lead focused on expanding our brand’s presence and deepening our engagement with financial institutions. My work revolves around enhancing our footprint for a comprehensive suite of digital solutions along with our core business encompassing audit, tax, technology consulting, and organizational performance.I thrive on unlocking the real impact of technology, enabling clients to transform rapidly, engage intelligently, and realize tangible outcomes. My passion lies in blending decades of experience with a creative approach to solve complex challenges, helping clients scale with precision and impact.I’m always eager to connect with like-minded professionals and organizations who are looking to transform their businesses and embrace the potential of digital innovation in the financial world. Let’s connect and explore how we can drive meaningful change together.

Education

• University of Wisconsin-Eau Claire

  Bachelor of Arts (B.A.), Economics

  1989 — 1994

Skills

• Project Management
• Big Data Analytics
• Abstract Reasoning
• Team Leadership
• Credit Union Knowledge
• Crm
• Market Analysis
• Customer Relationship Management (Crm)
• Contract Negotiation
• Financial Analysis
• Finance
• Client Relations
• Change Management
• Data Analytics
• Sales Operations
• Customer Service
• Product Marketing
• Product Management
• Executive Management
• Contract Negotiations
• Banking
• Risk Management
• Sales Management
• Talent Management
• Sales Forecasting
• Management
• Investments
• Creative Thinking
• Brand Management
• Leading Change
• Credit
• Creative Strategy
• Leadership
• Job Coaching
• Business Development
• Digital Marketing
• Credit Unions
• Sales Force Development
• Strategy
• Consultative Selling