Gregory Gillis, CFP®, CIMA® in

Gregory Gillis, CFP®, CIMA®

Critic · DISC type C
Strategic Sales Manager at AllianceBernstein
📍 Nashville, Tennessee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Current Role
Strategic Sales Manager
Location
Nashville, Tennessee, United States
Personality Overview

How Gregory shows up

ROI Driven
Objective Thinker
Information Seeker

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Gregory cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Strategic Sales Manager
AllianceBernstein
3-2022 - 1-2024
Regional Consultant - Associate Officer
AllianceBernstein
5-2021 - 3-2022
Assistant Vice President
Fifth Third Securities
7-2016 - 5-2021
Wealth Management Advisor
Merrill Lynch Wealth Management
2-2015 - 5-2016
Stock Broker - Registered Representative
National Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BSBA
University of Central Florida
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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