Directory
>
Gregory Troccoli
Gregory Troccoli
Executive Director | Summit Financial
United States
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.
Gregory Troccoli
Work Experience
Executive Director at
Summit Financial
January 2024 - Present
Managing Director / Executive Leadership Team at
Good Life Companies
May 2023 - January 2024
Senior VP, Business Development at
B. Riley Financial
November 2019 - May 2023
Head of Business Development at
DBi
October 2015 - September 2019
Managing Director, Head of Global Business Development at
September 2011 - September 2015
Former Paid Contributor / CNBC; Segments - Halftime Report, Fast Money Crew, Options Weekly at
CNBC
January 1995 - December 2014
Co-Head of U.S. Platform Distribution / Head of Asia Distribution at
BEAR STEARNS LIMITED
June 2005 - September 2008
First Vice President / Chief Technical analyst at
Prudential Financial, Inc.
January 1983 - January 2001
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
Deputy Chief Investment Officer
Chief Legal Officer
President and CEO of The Private Client Group ~ Wealth Management, LLC
Chief Technology Officer
Chief Operating Officer & Vice President
Vice President
Chief Administrative Officer (CAO)
Vice President
Chief Financial Officer and Vice President
Private Wealth Advisor and Founder of LeRoy Wealth Management Group