Gregory Procaccino

About Gregory Procaccino

I am an experienced Financial Services Executive and Managing Director with over 25+ years of extensive experience in the industry. If there\'s one thing that you need to know about me, it\'s that I love people and cherish the many relationships I have built in my professional career. I take pride in the genuine connections I build with my clients, and currently dedicate myself to protecting small businesses, c-suite executives, and families through robust insurance strategies. I have been recognized as a 2020 Firm Developing LADL Leader, 2020 Successful Achiever, and as a 2020 Leaders Conference and MDRT Qualifier.One of my main motivations for making my transition to the client side of the industry is due to the passing of my best friend Chris Kalargheros, who lost his battle with pancreatic cancer in 2014. I currently serve as the Vice President of a Non Profit that was created to honor Chris, called The Fuji 14 Foundation. It is here that we dedicate ourselves to preserving his legacy and making an impact on the local community. I have held various executive leadership positions at nationally recognized firms such as Merrill Lynch, Prudential, and Metlife. It was during these years that I headed various group and teams nationally that were dedicated to recruiting and retaining experienced Advisors, as well as leading top advisor development teams within our Practice Development Group.

Experience

1. Partner Beyond the Field

   National Life Group

   Nov 2024 — Present · NJ, US

Education

• Rider University

  BA, Public Relations, Business, Management, Marketing, and Related Support Services

  1992 — 1996

Skills

• Customer Service
• Training
• Series 7
• Project Management
• Management
• Project Planning
• Financial Services
• Sdlc
• Recruiting
• Business Development
• Business Analysis
• Leadership
• Employee Benefits
• Strategy
• Vendor Management
• Mutual Funds
• Investments
• Marketing Strategy
• Insurance
• Corporate Communications
• Strategic Planning