Thrivent
Greg Carlo is an experienced financial planning consultant with a focus on strategic support and resource development at Thrivent since July 2019. Prior to this role, Carlo served as the Chief Engagement Officer and Vice President of Market Development at Thrivent Student Resources, overseeing over 3000 college and university relationships nationwide. Carlo's expertise extends to building educational and lending networks for credit unions and managing significant territories while enhancing business operations at institutions such as Navient, Fifth Third Education Lending, Citibank, and Great Lakes Higher Education. Carlo has a Bachelor’s degree in Biology from Capital University and holds Series 7 and Series 66 FINRA licenses, demonstrating a strong foundation in financial services and market development.
This person is not in any teams
This person is not in any offices