Greg has more than twenty years of experience planning and executing business strategies in a wide range of business models in various management and senior leadership positions. With a diverse background and experience in Finance, Operations, IT and Sales, Greg has participated in and successfully led a number of major corporate initiatives.
Currently, Greg is a Financial Consultant with AXA Advisors, LLC specializing in working with privately held companies and their executives. Focus is in the design of deferred compensation plans, M&A and business diversification strategies as well as the design of tax efficient long-term personal financial planning.
Greg is a graduate of Indiana University with a Bachelors of Science in Accounting. He also passed the CPA exam and currently holds his Series 7 and Series 66 licenses. He is also licensed for Life and Health insurance in several states.