Triad Advisors
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.
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Triad Advisors
At Triad Advisors, we understand your desire for independence and the freedom to make your own decisions for your own clients. That is why hundreds of independent financial professionals across the country have made Triad Advisors their broker/dealer partner. Our nourishing, personalized culture of service naturally attracts a diverse mix of successful financial professionals and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry as measured by growth in revenue, assets and production per advisor. With an extensive menu of products, technology systems and total wealth management solutions, we deliver the resources to help serve your clients and grow your business more efficiently and effectively. This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. Triad Advisors, LLC member FINRA/SIPC. Third-party comments may not be representative of all customer experiences. Please see website for full disclosures.