Greg Carlo Email & Phone Number
Financial Planning Consultant @ THRIVENT FINANCIAL
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Greg Carlo Location
- Hilliard, OH, US
Greg Carlo Work
- 2019 -now Financial Planning Consultant @
- 2016 -2019 Chief Engagement Officer and Vice President, Market Development @
- 2016 -2018 AVP, Market Development @ cuLearn with Thrivent
- 2014 -2015 Senior Account Manager @
- 2011 -2014 Senior Account Executive @ Fifth Third Education Lending/Sallie Mae
- 2011 -2011 Healthcare Development @
- 2007 -2011 Senior Marketing Associate @
- 2005 -2007 Assistant Vice President and Senior Account Manager @
- 1999 -2005 Director Of Financial Aid @
Greg Carlo Education
- Capital University
Master of Business Administration - MBA (Business)
- Capital University
BA (Biology)
- FINRA
Series 66
- Finra
Series 7
Greg Carlo Skills
- Strategic Planning
- Account Management
- Budgets
- Market Research
- Needs Analysis
- Higher Education
- Public Speaking
- Salesforce.com
- New Business Development
- Customer Service
- Sales
- Team Building
- Coaching
- Marketing
- Staff Development
- Marketing Strategy
- Event Planning
- Sales Process
- Direct Sales
- Sales Management
- Student Financial Aid
- Business Development
- Sales Operations
- Training
- Customer Retention
- CRM
- Leadership Development
- Leadership
- Customer Relationship Management Crm
- Social Media
- Strategy
- Microsoft Office
- Management
- Customer Relationship Management
Greg Carlo Summary
- Greg Carlo, based in Hilliard, OH, US, is currently a Financial Planning Consultant at Thrivent. Greg Carlo brings experience from previous roles at Thrivent Student Resources, cuLearn with Thrivent, Navient and Fifth Third Education Lending/Sallie Mae. Greg Carlo holds a Master of Business Administration - MBA in Business @ Capital University. With a robust skill set that includes Strategic Planning, Account Management, Budgets, Market Research, Needs Analysis and more. Greg Carlo has 1 emails on RocketReach.
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