Grier Rubeling

About Grier Rubeling

I\'m a Transition Consultant and Marketing & Business Development Specialist. At Rossby Financial, I focus on marketing and business development efforts Rossby is a fast-growing industry-disrupting, culture-focused, RIA that\'s fast-approaching the $1B AUM mark within its first 3 years of establishment.At ROffice, I focus on marketing and business development, as well as high-level transition consulting. ROffice is an operational and administrative support firm providing fractional services to FAs, RIAs, IBDs, OSJs, and friendly BDs - including transition assistance, consulting, outsourced compliance, administrative support, paraplanning, data management, and more.At Anchor Point, I focus on marketing, business development, and sales. Anchor Point is an industry-compliant marketing technology platform built for advisors and service providers to streamline efforts, launch faster, and scale with ease - with features including a website builder, funnel management, e-course system, email marketing, scheduler, workflows, client communications, and billing.I\'m also the Founder of Advisor Transition Services, a transition consulting firm focused on assisting advisors with the many aspects of starting or joining an RIA. I consult with RIAs, BDs, custodians, fintech firms, and service providers about improving internal transition processes and developing workflows for successful mergers and acquisitions. I\'m also an avid DIYer and gingerbread artist with a few stints on Food Network shows. Ask me about my experiences!

Experience

1. Marketing & Business Development

   Rossby Financial

   Jan 2026 — Present

Education

• Virginia Tech - Pamplin College of Business

  BS, Marketing Management

  2003 — 2007

Skills

• Office Administration
• Microsoft Office
• Customer Service
• Financial Services
• Administrative Assistance
• Strategic Planning
• Transitions
• Editing
• Microsoft Excel