AEPC September Membership Meeting 2020

  • 01 Sep 2020
  • 4:30 PM - 7:00 PM
  • via ZOOM

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September Membership Meeting

Tuesday, September 1, 2020
4:30 pm


EQ vs. IQ - How to Engage with Clients More Effectively, Especially in our Current Environment

presented by David Greene & Swygman of Greene Consulting


Due to ongoing COVID-19 protocols, the September meeting will be held via ZOOM.  Conference links will be e-mailed to registrants one week prior to the meeting.


A Managing Partner at Greene Consulting for over 20 years, David Greene’s responsibilities include the conceptualization and development of positioning presentations for both Institutional clients and those targeting a High Net Worth clientele. David is also actively focused in the training process, working to both implement and facilitate customized programs related to sales and sales management. 



Rick Swygman joined Greene Consulting in 2012. Capitalizing on over 20 years of experience in senior leadership positions for top financial services organizations in the U.S., Rick has specific expertise in the areas of Sales and Sales Leadership and serves as a Senior Consultant in relationships focused on these issues.



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