Greg Garone

Co-Founder of Odegee Data | High Net Worth Individuals Data & Insights Platform at Odegee Data Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York, United States, US
Skills

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Credentials

  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Odegee High Net Worth Data Inc.
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Co-Founder of Odegee Data | High Net Worth Individuals Data & Insights Platform
      • Jun 2019 - Present

      Built for financial services. Turning data into insightful, real-time and actionable prospects. Automate your pipeline, prospect demographics and target markets into your clients.

    • Founder
      • Oct 2019 - Jan 2020

      Platform that automates and delivers a pipeline of high net worth opportunities. Created for financial advisors, wealth planners and financial professionals that market to high net worth individuals and families. The Odegee Platform cultivates Data & intelligence to deliver opportunities and growth to Wealth Advisors.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor
      • Nov 2015 - Oct 2019

      As a Wealth Advisor and Portfolio Manager, I coordinate liquidity and cash management and commercial loan financing services for clients. I review financial statements to identify progress and correlate objectives as well as analyze tax minimization and financial strategies. I successfully partner with local startup incubators and train new entrepreneurs in the startup ecosystem and technology application. Also, my duties include searching for business opportunities on national and international levels.I thoughtfully communicate with clients on monthly key performance results, trends, and investment opportunities. I also assist with the recruitment of new advisors for the Financial Advisor Development Program. I was instrumental in executing the Philanthropic Securities Program by establishing successful relationships with clients for the YMCA and United Way branches. I received RAFA Certification to maintain 401(k) plans.

  • United States Air Force
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Flight Paramedic
      • Mar 2010 - Mar 2016

      As an Aeromedical Evacuation Technician, I was responsible for providing medical treatment and emergency care to flying and special operational duty staff. I managed records for deploying members as well as physiological measurements. I was charged with supervising and training new team members to achieve consistency in operations while ensuring Ensured safety of patients, crew, and the aircraft during in-flight or ground operations. I also coordinated evacuation activities in case of an emergency. I was promoted to the rank of E-5 Staff Sergeant. My efforts were awarded when I achieved the highest scores during the inspection and in physical fitness exams. I received the certifications in ACLS (Advanced Cardiac Life support) and ATLS (Advanced Trauma Life Support).

Education

  • State University of New York College at Oswego
    Bachelor’s Degree, Business Administration
    2004 - 2008

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