Greg Roberto
- Role
- Wealth Manager at Everhart Advisors
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Greg Roberto
Greg Roberto is a Wealth Manager at Everhart Advisors. Greg advises clients on wealth…
Experience
Wealth Manager
Oct 2022 — Present
Greg Roberto is a Wealth Manager at Everhart Advisors. Greg advises clients on investment planning, wealth management, tax planning, retirement income planning, and business exit planning.
Skills
- Cold Calling
- Lead Generation
- Forecasting
- Budgets
- Business Process Improvement
- Strategic Partnerships
- Contract Negotiation
- Executive Management
- Sales Process
- Business Strategy
- Business Development
- Cross-Functional Team Leadership
- Leadership
- Finance
- Customer Satisfaction
- Sales Operations
- Retail
- Strategy
- Management
- Customer Retention
- Strategic Planning
- Marketing Strategy
- Team Building
- Solution Selling
- Customer Service
- Financial Analysis
- Supply Chain
- Pricing
- Account Management
- Investments
- B2b
- Direct Sales
- Marketing
- Real Estate
- Selling
- 3pl
- Marketing Communications
- New Business Development
- Process Improvement
- Sales Management
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