Greg Pelletier Email & Phone Number
Founder @ 3G Practice Consulting
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Greg Pelletier Location
- Charlotte, NC, US
Greg Pelletier Work
- 2024 -now Founder @
- 2020 -2024 Senior Director, Practice Consulting @
- 2018 -2020 Business Development @
- 2016 -2017 Regional Life Specialist @
- 2007 -2016 AVP, Regional Insurance Consultant @
- 2006 -2007 Wholesaler @
- 2003 -2006 Financial Advisor @
- 1998 -2003 Production Coordinator @
Greg Pelletier Education
- Wake Forest University Graduate School
Master of Business Administration (MBA)
-
Bachelor's Degree (Management)
-
CFP (R) (CLU, ChFC, Finance)
-
Associates (Management)
Greg Pelletier Skills
- Digital Strategy
- Practice Management
- Sales Enablement
- Financial Services Technology
- Customer Experience
- Producer Recruiting
- Producer Development
- Customer Relationship Management (CRM)
- Business Process Improvement
- Business Operations
- Business Analysis
- Digital Marketing
- CRM Analysis
- Strategic Data Analysis
- Sales
- Annuities
- Finance Industry
- Insurance Carriers
- Brokerage General Agencies
- Operations Management
- Google Sheets
- Onboarding
- CRM Software
- Series 7
- Insurance
- Long-term Care
- Estate Planning
- Retirement Planning
- High Net Worth Individuals
- Certified Financial Planner
- Retirement
- Mutual Funds
- Investment Advisory
- Wealth Management
- Asset Allocation
- Fixed Annuities
- Life Insurance
- Investments
- Securities
- Strategic Financial Planning
- 401k
- Series 63
- Series 6
- Financial Planning
- 401(k) Retirement Savings Plans
- Securities Regulation
- Trading
Greg Pelletier Summary
- Greg Pelletier, based in Charlotte, NC, US, is currently a Founder at 3G Practice Consulting. Greg Pelletier brings experience from previous roles at M Financial Group, AIG and LPL Financial. Greg Pelletier holds a Master of Business Administration (MBA) @ Wake Forest University Graduate School. With a robust skill set that includes Digital Strategy, Practice Management, Sales Enablement, Financial Services Technology, Customer Experience and more. Greg Pelletier has 3 emails and 1 mobile phone numbers on RocketReach.
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Greg Pelletier
Founder
Charlotte, NC, US
Top 3G Practice Consulting Employees
Greg Pelletier
Founder
Charlotte, NC, US
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