Greg Monaco

Background

About Greg Monaco

How I Help YouI provide consultation and coaching services to financial professionals who are interested in transitioning to Cambridge Investment Research, Inc. My 20+ years of experience in the industry helps me understand the fundamental values of financial professionals in this phase of their journey.Who We AreFor over four decades, Cambridge has served financial professionals with diverse backgrounds as an independent broker-dealer/RIA.Our Story is Your StoryFinancial professionals require a dedicated partner committed to their vision and success. As an internally controlled firm, we help innovative financial professionals build and grow their business model. Our independence is critical to controlling our destiny. Our fiercely independent financial professionals have voted us Investment Advisor Broker-Dealer of the Year an unprecedented 13 times, which speaks to the quality, longevity, and flexibility of the support we provide.Partner With Me and CambridgeIf you're a third-party consultant, a financial professional, or a product company, feel free to contact me if you want to know more about Cambridge. In my role, I always look forward to establishing new partnerships in the industry.You Control the JourneyAt Cambridge, you control the journey. Reach out to me to get connected. You can also learn more by visiting: Me*Business Development Professional with 21 years of experience in the Financial Services industry.*Experience in prospecting strategies, messaging, sales processes, solution based consultation, and relationship building.*Senior Management level strategic planning and margin analysis.*Excellent knowledge of a broad array of Financial Products and Strategies.*Series 6,7 and 66 offered through Cambridge Investment Research, Inc, a broker-dealer, Member FINRA/SIPC, and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.