L3 Leadership Podcast

Interview with Greg Weimer, Partner at Confluence Financial Partners

Informações:

Synopsis

This episode comes to you from our interview series, in which I interview great leaders and try to extract their best leadership practices. In this episode, I had the privilege of interviewing Greg Weimer, Partner at Confluence Financial Partners. In the interview, Greg shares his best leadership content. I know this episode will add a ton of value to you! Enjoy!Greg's Bio:In a profession that reveres experience, Greg has been guiding his clients in the management of their wealth since 1986. It was then that he joined Butcher & Singer as a Financial Advisor. He later moved to CNL Securities Corporation in 1989 and then to American Funds in 1993, where he was a Senior Vice President. He has also served on the board of directors for American Funds.Greg attended the University of Pittsburgh where he graduated with a degree in business. His time of study included a concentration in computer science and math. Professionally, he holds Series 24, 26, 7, 63 and 65 licenses.Greg lives in Pittsburgh’s South Hi