1st Global
Greg Toy currently serves as a Client Service Representative at 1st Global, a position held since June 2016, delivering client service to financial advisors. Previously, Greg worked at JPMorgan Chase & Co. as a Custody Middle Office Associate, where proactive service was provided to corporate clients. At Fidelity Investments, Greg excelled as a High Net Worth Client Representative, earning recognition for outstanding service and leadership within the team. Earlier roles at TD Ameritrade included a Mutual Fund Analyst and Broker/Client Service Representative, where client satisfaction and profitability were prioritized. Greg began a career in financial advising with AXA Advisors shortly before joining TD Ameritrade and holds a B.B.A. in General Business from the University of North Texas.
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1st Global
Sustainable Growth Strategies for Leading CPA Firms High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies. For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms. If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth. Research • Consulting • Education • Technology Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.