Greg Cis Email & Phone Number
Financial Advisor - Corporate Retirement Plans @ Cyndeo Wealth Partners
Greg Cis Location
Saint Petersburg, FL, US
Greg Cis Work
- 2024 - now Financial Advisor - Corporate Retirement Plans @ Cyndeo Wealth Partners
- 2023 - 2024 Manager - Retirement Plans @ Adventist Health System
- 2019 - 2023 Regional Vice President - Retirement Plans @ Bank OZK Trust & Wealth
- 2017 - 2019 National Manager of Retirement Services @ Fiduciary Trust International
- 2006 - 2017 DCIO - Retirement Specialist @ Franklin Templeton
Greg Cis Education
- College for Financial Planning
Chartered Retirement Plan Specialist (Financial Planning and Services)
2012 - 2013 - University of South Alabama
Bachelor of Business Administration (B.B.A.) (Business Management)
2001 - 2005 - Tate High
Greg Cis Skills
- Investor Relations
- Business Case Preparation
- Confidentiality
- Business Analytics
- Relationship Building
- Workday
- Organization Skills
- Enrollments
- Incentive Programs
- Sales Management
Greg Cis Summary
Greg Cis, based in Saint Petersburg, FL, US, is currently a Financial Advisor - Corporate Retirement Plans at Cyndeo Wealth Partners. Greg Cis brings experience from previous roles at AdventHealth, Bank OZK Trust & Wealth, Fiduciary Trust Company International and Franklin Templeton Investments. Greg Cis holds a 2012 - 2013 Chartered Retirement Plan Specialist in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Investor Relations, Business Case Preparation, Confidentiality, Business Analytics, Relationship Building and more. Greg Cis has 2 emails and 1 mobile phone numbers on RocketReach.
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Greg Cis
Financial Advisor - Corporate Retirement Plans at Cyndeo Wealth Partners
Saint Petersburg, FL, US21
Top Cyndeo Wealth Partners Employees
-
Matt Kilgroe
President and CEO at Cyndeo Wealth Partners
Saint Petersburg, FL, US25+ -
David Lackore
Chief Operating Officer at Cyndeo Wealth Partners
Saint Petersburg, FL, US13 -
C. Quinty
Vice President Financial Planning at Cyndeo Wealth Partners
Saint Petersburg, FL, US11 -
Thomas Kidwell
Vice President of Wealth Management at Cyndeo Wealth Partners
Saint Petersburg, FL, US35 -
Eric Branson
Director of Investments at Cyndeo Wealth Partners
Saint Petersburg, FL, US25 -
Pete Frantzis
Director Of Business Development at Cyndeo Wealth Partners
Saint Petersburg, FL, US25+ -
Robby Thigpen
Financial Advisor at Cyndeo Wealth Partners
Saint Petersburg, FL, US11 -
Shawn Jiles
Director at Cyndeo Wealth Partners
Lake Mary, FL, US25+ -
Ryan Kemp
Account Vice President at Cyndeo Wealth Partners
Knoxville, TN, US1 -
Greg Cis
Financial Advisor - Corporate Retirement Plans at Cyndeo Wealth Partners
Saint Petersburg, FL, US21 -
Adam Hess
Vice President, CW Boss at Cyndeo Wealth Partners
Saint Petersburg, FL, US25 -
Scott Crouch
Vice President at Cyndeo Wealth Partners
Pensacola, FL, US1 -
Alex Landry
Marketing Manager at Cyndeo Wealth Partners
Florida, United States25 -
Stephen Galiardo
Portfolio Analyst at Cyndeo Wealth Partners
Saint Petersburg, FL, US12 -
Tom Havard
Vice President at Cyndeo Wealth Partners
Atlanta, GA, US2 -
Sidney Richardson
Client Relationship Manager at Cyndeo Wealth Partners
Saint Petersburg, FL, US23 -
Kent Kilgroe
Financial Advisor at Cyndeo Wealth Partners
Saint Petersburg, FL, US21 -
Liesa Abel
Relationship Manager at Cyndeo Wealth Partners
Saint Petersburg, FL, US22 -
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