About Us

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

All of our consulting and training reflects four core capabilities:

• Enhancing Sales Effectiveness
• Empowering Effective Leadership
• Expanding Professional Knowledge
• Enriching the Client Experience

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