Greg Bruce

About Greg Bruce

Greg, based in St. Petersburg, is the President of the RIA & Custody Services Division at Raymond James. He has over 25 years of experience working exclusively with registered investment advisors (RIAs). Greg has an industry expertise in strategy, business planning, succession, growth initiatives, practice management, and technology. He joined Raymond James from Charles Schwab Advisor Services, where he held a variety of roles in trading, relationship management, business development, and leadership. Greg has been the recipient of a number of awards and honors throughout his career. He is a graduate of the Ohio State University with a major in political science. Greg was a recipient of the Evans Scholarship, an academic scholarship supporting four years of full tuition expenses. Greg resides in Florida with his wife Julia and their three children. In his free time Greg enjoys cooking, golfing, tennis, traveling, and attending his children’s various activities.

Experience

1. President, Ria & Custody Services Division (Rcs)

   Raymond James

   Feb 2025 — Present · St. Petersburg, FL, US

Education

• The Ohio State University

  BA, Political Science

  1990 — 1994

Skills

• Amazon
• Sales
• National Account Development
• Managed Services
• New Business Development
• Marketing Strategy
• Team Leadership
• Supervisory Experience
• Digital Marketing
• Relationship Marketing
• Marketing
• Managerial
• Executive Positions
• Microsoft Dynamics
• Consultative Selling Style
• Executive Pay
• Account Management
• Consulting
• Management
• Strategic Planning
• E-Commerce
• Leadership
• Forecasting
• Corporate Development
• Salesforce.com
• Selling
• Information Technology
• Regional Development
• National Accounts
• Directors
• Consultative Approach
• High Tech Sales
• Social Networking
• Crm
• Experienced Sales Professional
• Enterprise Software
• Sales Hiring
• Sales Management
• Account Executives
• Sales Operations