Tarpon Springs, FL (June 30, 2014) – A local CPA financial planner, David Parsons had a vision for how to introduce Wall Street to the financial advisors across the United States. He partnered with James Greico with Greico Financial Training Institute on Wall Street to create a Wall Street experience, which has evolved into the Greico Academy for Wall Street.
Parsons has a 40 year history in the financial industry, which includes some of the top financial firms in America. Greico is a recognized leader in training within the securities industry and a highly respected member of the Wall Street community..
The Greico Academy for Wall Street is a 4-day, 40-hour program in the heart of the financial district in New York City. The Academy is a comprehensive, professional training program with comprehensive modules covering topics including: the history of Wall Street, economic analysis and the information that moves the markets, the Federal Reserve, fixed income, business etiquette and creating the ideal client experience. The program’s mission is to introduce participants to what it means to be a “Master of the Craft.”
Participants will spend time on the floor of the New York Stock Exchange (NYSE) during trading hours to observe floor brokers and market makers to obtain first-hand, behind-the-scenes knowledge of how the Exchange functions. This is an experience of a lifetime for advisors to train on Wall Street.
When: The 2014 Academy is being held Monday, August 4th through Friday, August 8th.
Where: NYSE Conference Center, NY
Cost: $1,995 which includes two dinner receptions. Participants are responsible for their airfare, hotel, food and entertainment.
Contact: David Parsons at 727-940-5284. David’s office is located at 9 South Safford Avenue, Tarpon Springs, FL 34689
Photo Attached: David Parsons on the floor of the New York Stock Exchange at the August 2013 Academy
*Securities and investment advisory services offered through Transamerica Financial Advisors, Inc., (TFA), which is a broker dealer and a Registered Investment Advisor. TFA is a member firm of FINRA and SIPC. Wall Street Alliance, Inc. and TFA are not affiliated companies.