Greg Kalosieh

Greg Kalosieh began their career in 1997 as a Vice President at Pershing, LLC, where they co-led the development and management of the broker workstation, NetX360. Greg established the vision and strategy for the platform and collaborated with cross-functional teams. In 2013, they joined Securities Service Network, Inc. as a Senior Program Manager, responsible for driving the development and launch of the firm's new advisory program. Greg also served as the Vice President of Sales and Marketing, leading a team and overseeing sales, marketing, business development, and advisor onboarding. In 2021, they joined Triad Advisors as the Vice President of Relationship Management.

Greg Kalosieh holds a Master of Business Administration (MBA) degree with a specialization in Finance from NYU Stern School of Business. Prior to that, they earned a Master of Science (MS) degree in Pure and Applied Mathematics from Montclair State University. Greg completed their undergraduate education at Fairfield University, where they obtained a Bachelor of Science (BS) degree in Mathematics. In addition, they have obtained certifications in the financial industry, including the Series 24, Series 7, and Series 66, from FINRA.