Director @ Society of Financial Service Professionals (January 2016 - Present)
Past President and Board member and Chapter Executive @ Society of Financial Service Professionals (July 2007 - December 2023)
Chief Planner and Founder @ Emerald College Planning (March 2005 - December 2024)
Managing Partner @ (March 1998 - March 2005)
Sales Manager and COLI Specialist @ Acordia Insurance (February 1994 - March 1998)
Captain @ (May 1986 - May 1996)
Registered Representative @ (June 1990 - February 1994)
Gregory Schlaudecker Education
American College
(Finance)
1990-1993
University of Dayton
Bachelor of Science (Management, English)
1982-1986
Benedictine High School
Cleveland Benedictine High School
Gregory Schlaudecker Skills
Strategy
Strategic Planning
Business Strategy
Team Building
Project Planning
Financial Planners
Life Insurance
Staff Development
Training
Public Speaking
Estate Planning
Management
Finance
Leadership
Time Management
Recruiting
Retirement Planning
Financial Advisory
Microsoft Excel
Account Management
Marketing
Public Relations
Project Management
Gregory Schlaudecker Summary
Gregory Schlaudecker, based in Jamestown, NC, US, is currently a Chief Operating Officer at AdaptFirst Tax and Investments. Gregory Schlaudecker brings experience from previous roles at The Financial Service Advisors Council, Society of Financial Service Professionals and Emerald College Planning. Gregory Schlaudecker holds a 1990 - 1993 American College. With a robust skill set that includes Strategy, Strategic Planning, Business Strategy, Team Building, Project Planning and more. Gregory Schlaudecker has 3 emails and 3 mobile phone numbers on RocketReach.
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