About Us
History
Founded in 1979, Greene Consulting has a rich tradition of expansion and cutting-edge implementation of solutions for the financial services industry:
- 1979 – Development of Institutional Presentations and Presentation Training
- 1990 – Wealth Management Consulting and Training
- 1997 – Computer-Delivered Training
- 1998 – Internet-Delivered Training
- 2003 – CFP Board Certified Education Program
- 2009 – Client Loyalty Program
- 2010 – Fiduciary Ethos Program
Four Core Capabilities
All of our consulting and training reflects four core capabilities:
- Enhancing Sales Effectiveness
- Empowering Effective Leadership
- Expanding Professional Knowledge
- Enriching the Client Experience
Singular Focus
At Greene Consulting, we maintain a singular focus on the financial services industry, offering consulting and training solutions for:
- Wealth Management
- Corporate & Institutional
- Mutual Fund Companies