Our Team
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.
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.
Ross Greene
Founder
Cindy Byrd
Client Relationship Manager
Shawn Janes
Chief Technology Officer
Dan Madden, CFP®
Manager of University Partnerships
Bruce Starks, CFP® and CPA
Rick Swygman
Senior Consultant
