Gregory Duracinski
Vice President - Financial Consultant
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
VP, Financial Consultant
Dec 2022 — Present · Omaha, NE, US
As a Financial Consultant, I work with clients by using a consultative approach in order to learn their needs, goals, preferences and prior experiences. By analyzing and interpreting my customers\' financial circumstances and investment objectives, I am able to position appropriate products, through balanced presentations, to each client\'s current needs and long term financial goals. Upon completing a personalized in-depth review of a client\'s portfolio, I also provide objective investment guidance and knowledgeable support tailored to their individual needs and goals.
Education
Bellevue University
Bachelors
2006 — 2009
Bellevue University
Bachelor
2006 — 2009
Ralston High School
Diploma
1995 — 1999
Skills
- E-Commerce
- Credit
- Wine
- Microsoft Office
- Payment Gateways
- Customer Retention
- Direct Sales
- Energy
- Customer Service
- Strategic Planning
- Sales Process
- Cold Calling
- Retail
- B2b
- Customer Relations
- Small Business
- Payment Processing
- Telecommunication Services
- Lead Generation
- Data Center
- Marketing
- Wine Knowledge
- Sales Management
- Property Management
- Customer Satisfaction
- Credit Card Processing
- New Business Development
- Wine Pairing
- Leadership
- Pricing
- Consultative Selling
- Inventory Management
- Team Building
- Management
- Online Marketing
- Competitive Analysis
- Contract Negotiation
- Selling
- Start-Ups
- Marketing Strategy
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