National Sales Manager
Gregg’s experience spans all aspects of Sales & Marketing Leadership and most recently he was the National Sales Manager for Key Investment Services. Gregg is a results-oriented leader who develops innovative and sustainable go-to-market strategies. Prior to joining Key Investment Services, Gregg worked as President of FirstMerit Investment Services where he held full P&L responsibility of the broker / dealer division. With his strategic leadership, the business grew 8% year over year. In the prior 13 years, Gregg worked t SunAmerica, AmTrust, Huntington, and BankOne in senior leadership positions where he motivated teams and together they consistently exceeded revenue and activity targets.
Gregg’s career is a success story. Under Gregg’s vision, he has been effective at leading large organizations through significant change including mergers, acquisitions, regulatory changes, and organizational restructurings. Throughout his tenure, Gregg was sought out and accepted several leadership assignments where he drove results through employee development and training, implementing effective sales processes, and building activity pipelines. He developed strategic solutions, inspired teams, managed executional excellence driving growth and change.
He also earned the reputation as a dynamic leader having built and developed winning strategies. Those capabilities allowed Gregg to provide leadership to sales teams as well as develop winning customer strategies in complex business environments. He created repeatable business practices for advisors to present financial ideas to clients clearly and succinctly. He leveraged financial planning and uses a holistic approach to satisfying clients’ financial needs.
In 2016, Gregg led a team that generated the highest revenue in the history of Key Investment Services. While at FirstMerit, he also led the team to record winning revenues and then transitioned the business to LPL through an acquisition.
Gregg is certified in FINRA Series 7, 24, 51, 63, and 66, Ohio Life and Health, and Property and Casualty. Gregg received his Bachelor’s Degree from University of Cincinnati and has a graduate degree in Banking from Louisiana State University, LSU. Gregg has been married for 23 years to Dessa, they have four children, and live in Hudson, OH.