Greg Cis Email & Phone Number
Financial Advisor - Corporate Retirement Plans @ Cyndeo Wealth Partners
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Greg Cis Location
- Saint Petersburg, FL, US
Greg Cis Work
- 2024 -now Financial Advisor - Corporate Retirement Plans @
- 2023 -2024 Manager - Retirement Plans @
- 2019 -2023 Regional Vice President - Retirement Plans @ Bank OZK Trust & Wealth
- 2017 -2019 National Manager of Retirement Services @
- 2006 -2017 DCIO - Retirement Specialist @
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
- Sales Compensation Planning
- Subject Matter Experts
- Advising Clients
- Regulatory Requirements
- Health Plans
- Communication
- Product Strategies
- Strategic Partnerships
- Business Development
- Executive Leadership
- Financial Planning Software
- Investment Research
- ADP Payroll
- Open Enrollment
- Employee Wellness Programs
- Vendor Management
- Sales Commission
- Global Compensation
- Operational Execution
- Strategic Roadmaps
- Employee Engagement
- Purchase Agreements
- Strategic Leadership
- Financial Education
- Integration Strategies
- Business Planning
- 63 Licenses
- Strategic Thinking
- Compensation Strategies
- Presentation Skills
- Team Motivation
- Conflict Resolution
- Retention Strategies
- Rewards Programs
- Executive Visibility
- Hold Series 7
- Market Data
- Vendor Relations
- Risk Management
- COBRA
- Negotiation
- Human Resources Information Systems (HRIS)
- Sales Presentations
- ERISA
- Plan Design
- Employee Benefits Design
- Self-funded
- Succession Planning
- Acquisitions
- Human Resources (HR)
- Compensation Structures
- Investment Strategies
- Market Analysis
- US Tax
- Executive Pay
- 401k
- Mutual Funds
- Retirement
- Investments
- Asset Allocation
- Retirement Planning
- Series 6
- Retirement Plan Consulting
- IRAs
- Series 63
- Defined Benefit
- Investment Advisory
- Qualified Retirement Plans
- Separately Managed Accounts
- Hedge Funds
- Alternative Investments
- Series 7
- 529 Plans
- Roth IRA
- SEP IRA
- Simple IRA
- 403 b
- Self Directed IRA
- Securities Regulation
- Trading
- HSA PLANS
- Health Savings Accounts
- Wealth Management
- Private Equity
- Alternative Assets
- High Net Worth Individuals
- Wealth Preservation Planning
- Pension Administration
- Wealth Preservation
- Institutional Investments
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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Top Cyndeo Wealth Partners Employees
Eric Branson
Director of Investments
Saint Petersburg, FL, US
Sidney Richardson
Client Relationship Manager
Saint Petersburg, FL, US
Greg Cis
Financial Advisor - Corporate Retirement Plans
Saint Petersburg, FL, US
Kent Kilgroe
Financial Advisor
Saint Petersburg, FL, US
Matt Kilgroe
President and CEO
Saint Petersburg, FL, US
Pete Frantzis
Director Of Business Development
Saint Petersburg, FL, US
Alex Landry
Marketing Manager
Florida, United States
Julie Battaglia
Senior Client Relationship Manager
Saint Petersburg, FL, US
Stephen Galiardo
Portfolio Analyst
Saint Petersburg, FL, US
C. Quinty
Vice President Financial Planning
Saint Petersburg, FL, US
Michaela Avraham
Wealth Management Intern
Tampa, FL, US
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