Marissa Greco CRPC

Experience

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  Greco & Nader And Associates

  May 2009 - Aug 2009

  Administrative Assistant

  • Planned and supervised Client Appreciation Events • Interacted with clients on the phone to schedule events• Used Excel to prepare commission spreadsheets for clients

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  ThinkingKap, LLC

  May 2010 - Nov 2010

  Summer Internship

  • Participated in developing marketing strategies and building partnerships to help clients expand their business reach, engage customers, and drive sales performance. • Identified and analyzed target partnerships • Cold called prospective clients to form strategic promotional partnerships• Designed presentations and documents through PowerPoint and MS word for clientele

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  Career Athletes

  Feb 2011 - May 2013

  Marketing Intern

  • Used social media (Facebook, Twitter, LinkedIn) to educate teammates and alumni of the benefits of using the Career Athletes website• Created informational flyers and held senior webinars to educate fellow student-athletes and alumni about Career Athletes

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  M&M Mars

  Mar 2012 - Mar 2016

  Commercial Packaging Effectiveness Coordinator

  Mapped current processes to desired outcomes and offered recommendations for improvement. Managed all aspects of SAP entry, contract creation, quota creation, sourcing conflicts and framework order creation. Researched and resolved issues regarding the integrity of data flow into databases such as SAP, Workflow, Spec, Commercial Pricing System, Write-off, and Catalyst.Produced monthly reports using advanced Excel spreadsheet functions for finance.

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  Mars

  Aug 2013 - Jan 2016

  Buying Operations Cocoa

  -Provided data for the analysis of markets to assist the Senior Global Strategic Sourcing Manager in the development of supply and price cover. - Ensured timely delivery of raw material shipments with product that consistently meets all MCNA quality requirements. -Coordinated Rainforest Alliance quotas and deliverables.- Helped establish, manage, and maintain supplier relationships.-Indentified and delivered raw material cost savings while making better efficiencies and cost improvements to overall supply chain. Show less

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  Greco - Nader Wealth Navigation

  Oct 2015 - now

  Financial Advisor

  MORE THAN A FINANCIAL SERVICES FIRM Greco-Nader and Associates is a boutique financial services firm focused on servicing families in the surrounding counties. Lincoln Financial Advisors is our broker dealer. Before we begin any endeavor, we create a written financial plan which encompasses your goals, lifestyle needs and your ultimate legacy. then we educate our clients about successful money management- how to earn it, save it, invest it, spend it wisely, and enjoy it through every stage of life. We meet yearly to check the status of your plan by comparing actual results to initial assumptions. With this approach, we find our clients truly learn what it means to be financially independent by never having to worry about their money. Thus, we have the pleasure of watching our clients thrive financially and live out their dreams. SPECIALTIES ✔Managing wealth-based risk ✔Retirement accumulation and income planning strategies ✔Estate Planning Strategies ✔Managing wealth-based risk ✔Small Business Succession Planning✔Philanthropic services Marissa Greco is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. She is securities licensed in AZ, CA, CT, FL, GA, HI, MD, MA, NV, NJ, NY, NC, OH, PA, SC, TX, VA, WA and WI.. Greco-Nader Wealth Navigation is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-5645325-042523 Show less