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Gregory Troccoli

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Gregory Troccoli

Executive Director | Summit Financial

United States

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Gregory Troccoli

Summary

Gregory Troccoli is an accomplished Executive Director specializing in Growth and Acquisitions, with extensive experience in the financial services sector. He has a proven track record in alternative investments, asset management, and wealth management, demonstrating a unique ability to navigate complex financial landscapes. Gregory's global expertise spans across Latin America, Asia, and Europe, positioning him as a valuable asset in international business development. His leadership roles at various prestigious organizations, including B Riley Financial and Prudential Financial, underscore his strategic insight and executive acumen. Additionally, his experience as a former paid contributor at CNBC showcases his ability to communicate complex financial concepts to a broader audience. Gregory is passionate about fostering innovation within the financial industry and is dedicated to driving growth through strategic partnerships and investments. His academic background from Saint Michael's College further complements his professional journey, adding a layer of credibility to his expertise.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Gregory Troccoli

Work Experience

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Executive Director at

Summit Financial

January 2024 - Present

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Managing Director / Executive Leadership Team at

Good Life Companies

May 2023 - January 2024

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Senior VP, Business Development at

B. Riley Financial

November 2019 - May 2023

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Head of Business Development at

DBi

October 2015 - September 2019

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Managing Director, Head of Global Business Development at

September 2011 - September 2015

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Former Paid Contributor / CNBC; Segments - Halftime Report, Fast Money Crew, Options Weekly at

CNBC

January 1995 - December 2014

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Co-Head of U.S. Platform Distribution / Head of Asia Distribution at

BEAR STEARNS LIMITED

June 2005 - September 2008

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First Vice President / Chief Technical analyst at

Prudential Financial, Inc.

January 1983 - January 2001

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Gregory Troccoli

Education

Sanit Michaels College, Vermont

Frequently Asked Questions about Gregory Troccoli

What company does Gregory Troccoli work for?

Gregory Troccoli is a Executive Director at Summit Financial, a company specializing in Monetary Authorities-Central Bank.

Where Gregory Troccoli graduated from?

Gregory Troccoli holds a degree in from Sanit Michaels College, Vermont.

Who is Gregory Troccoli?

Gregory Troccoli is an accomplished Executive Director specializing in Growth and Acquisitions, with extensive experience in the financial services sector. He has a proven track record in alternative investments, asset management, and wealth management, demonstrating a unique ability to navigate complex financial landscapes. Gregory's global expertise spans across Latin America, Asia, and Europe, positioning him as a valuable asset in international business development. His leadership roles at various prestigious organizations, including B Riley Financial and Prudential Financial, underscore his strategic insight and executive acumen. Additionally, his experience as a former paid contributor at CNBC showcases his ability to communicate complex financial concepts to a broader audience. Gregory is passionate about fostering innovation within the financial industry and is dedicated to driving growth through strategic partnerships and investments. His academic background from Saint Michael's College further complements his professional journey, adding a layer of credibility to his expertise.

Gregory`s contact details

Colleagues

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Noreen Brown

Deputy Chief Investment Officer

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Barbara Matin Hawkesworth

Chief Legal Officer

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Steve Lieberman

President and CEO of The Private Client Group ~ Wealth Management, LLC

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Steve Pfundstein

Chief Technology Officer

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Michael Bremer

Chief Operating Officer & Vice President

Mickey Moran

Vice President

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Sarah Rich

Chief Administrative Officer (CAO)

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Joseph Rowek

Vice President

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Mara Stempler

Chief Financial Officer and Vice President

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Cfp John Leroy

Private Wealth Advisor and Founder of LeRoy Wealth Management Group

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