Greg joined Choreo / RSM US Wealth Management LLC in 2005 and has over 30 years of experience within the financial services industry, including RIA and broker dealer operations.
He has held various leadership roles throughout his career, including Senior Director of Product and Platform Operations at RSM for 4 years, Director of Product Operations at RSM for 10 years, Director of Product Management at H&R Block Financial Advisors for 5 years, and Manager of Product Development at American Express Financial Advisors for 3 years.
With his extensive background, Greg has a proven track record for finding innovative ways to develop and implement integrated technology, operations, and advisory platforms to support the delivery of wealth management service offerings.
In his current role, Greg works with the Choreo Leadership team to advance the organization’s mission, vision, core values, strategic priorities, and growth goals. In addition, he oversees the wealth management operations and technology platform. Greg has a history of success leading initiatives focused on continuous process improvement, while working with business partners to increase efficiencies, improve internal controls, and enhance the overall client and employee experience.
Greg received his Bachelor of Science, Business Administration in Finance from Winona State University.