1989 -1990 Associate Manager, Compliance and Surveillance @
1988 -1989 Supervisor, Annuity New Business @
1987 -1988 Manager, Compliance @
1986 -1987 Compliance Analyst @
1984 -1986 Certified Financial Planner @
Greg Lyon Education
Colgate University
Bachelor's degree (Sociology)
College for Financial Planning
Certified Financial Planner (CFP) - currently inactive
Greg Lyon Skills
Compliance
Team Building
Healthcare
Team Leadership
Change Management
Leadership Development
Culture Change
Process Improvement
Sales Process
Networking
Sales Management
Performance Management
Staff Development
Product Management
Product Marketing
Sales
Financial Advisory
Employee Engagement
Employee Recognition
Personnel Management
Personal Development
Marketing
Retirement Planning
Operations Management
Building Relationships
Consultative Selling Style
Mentoring
Personal Financial Planning
Insurance
Investments
Wealth Management
Strategy
Training
Employee Benefits
Strategic Planning
Leadership
Cross-functional Team Leadership
Financial Services
Strategic Financial Planning
Sales Operations
401k
Relationship Management
Customer Satisfaction
Finance
Executive Management
Budgets
Financial Planning
Health Insurance
Vendor Management
Program Management
Payments
Business Development
Cross Functional Team Leadership
Teaching
Public Speaking
Financial Analysis
Greg Lyon Summary
Greg Lyon, based in Lakeville, MN, US, is currently a Senior Fraud Consultant, 4L Data Intelligence at 4L Data Intelligence™. Greg Lyon brings experience from previous roles at UnitedHealthcare, Optum and Ameriprise Financial Services, LLC. Greg Lyon holds a Bachelor's degree in Sociology @ Colgate University. With a robust skill set that includes Compliance, Team Building, Healthcare, Team Leadership, Change Management and more. Greg Lyon has 2 emails and 1 mobile phone numbers on RocketReach.
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