Greg Moro

Greg Moro has over 10 years of experience in the financial services industry. Greg currently works as a Relationship Associate for Advisor Relations at Polen Capital. Prior to their current position, Greg worked as an AVP, Senior Intermediary Sales Consultant for T. Rowe Price from July 2016 to September 2020. In this role, Greg provided consultative sales support for the National Annuities Sales Desk and demonstrated a broad knowledge of the annuities/financial services industry and key competitors in the marketplace. Greg also regularly outperformed daily target metrics of $1.8M business identified and 30 calls handled.

Before working at T. Rowe Price, Greg was a Regional Sales Consultant II for Prudential Financial from July 2010 to June 2016. In this role, Greg increased territory market-share by 68% in Q2 2014 and established 132 new producer relationships in 2014. Greg was also the internal point of contact to all financial advisors in the Independent Broker Dealer Channel soliciting within the South Florida territory.

Greg has a proven track record of success in sales and is an expert in the financial services industry. Greg is a strong communicator and has a keen ability to develop relationships with clients. Greg is dedicated to their work and takes pride in providing excellent service to their clients.

They are on a team with Katie Shepardson - Relationship Manager, Advisor Relations, John Gunther - Senior Relationship Manager, Advisor Relations, and Jordan Gluskin - Relationship Manager, Advisor Relations. Their manager is Jeff Diamond, Head, Advisor Relations.