Greg Tedone Email & Phone Number
Head of Retirement Plans, Partner and Senior Advisor @ Strategic Financial Services, Inc.
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Greg Tedone Location
- Rochester, NY, US
Greg Tedone Work
- Head of Retirement Plans, Partner and Senior Advisor @ (February 2022 - Present)
- Director of Retirement Plan Consulting @ (September 2018 - February 2022)
- Retirement Plan Consultant, 401k Advisor @ (September 2018 - February 2022)
- Financial Consultant, 403(b) Retirement Plans @ (January 2015 - August 2018)
- Internal Regional Consultant, Defined Contribution Investment Only (DCIO) @ (January 2010 - January 2015)
Greg Tedone Education
- University of Rochester - Simon Business School
Master of Business Administration - MBA (Finance)
- SUNY Geneseo
Bachelor of Arts (Political Science, Minor Business Economics)
Greg Tedone Skills
- Retirement Plan Consulting
- Retirement Services
- Wealth Management
- Retirement Planning
- Financial Services
- Financial Advisory
- Asset Allocation
- Salesforce
- Public Speaking
- Defined Contribution
- Fiduciary
- Separate Accounts
- ERISA
- Defined Benefit
- Business Relationship Management
- Investment Advisory
- Employee Benefits Design
- Investment Management
- Wealth Management Services
- Investment Advisory Services
- RPAG
Greg Tedone Summary
- Greg Tedone, based in Rochester, NY, US, is currently a Head of Retirement Plans, Partner and Senior Advisor at Strategic Financial Services, Inc.. Greg Tedone brings experience from previous roles at Wealth Enhancement Group, TIAA and Manning & Napier. Greg Tedone holds a Master of Business Administration - MBA in Finance @ University of Rochester - Simon Business School. With a robust skill set that includes Retirement Plan Consulting, Retirement Services, Wealth Management, Retirement Planning, Financial Services and more. Greg Tedone has 2 emails and 1 mobile phone numbers on RocketReach.
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