Our Team

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Dan Greene

Managing Partner

A Managing Partner at Greene Consulting for over 20 years, Dan has served as a primary client contact in major account relationships focusing on the design and delivery of training programs for both Wealth Management and Institutional Asset Management organizations.

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David Greene

Managing Partner

A Managing Partner at Greene Consulting for over 20 years, David’s responsibilities include the conceptualization and development of positioning presentations for both Institutional clients and those targeting a High Net Worth clientele.

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Ron Bracewell

Director of Program Enrollment

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Cindy Byrd

Client Relationship Manager

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Ross Greene

Founder

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Shawn Janes

Chief Technology Officer

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Dan Madden, CFP®

Manager of University Partnerships

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Bruce Starks, CFP® and CPA

Manager of Learning Programs

 

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Rick Swygman

Senior Consultant