Geoffrey Gallo,ChFC, CExP

Geoffrey S. Gallo brings over 25 years of sales, marketing, financial and operations experience in various industries to his role as Sr. Vice President, Marketing and Strategic Consulting at Orlando CPA firm Grennan Fender. Using his broad expertise in strategic planning implementation, tax planning, incentive compensation, asset protection and estate planning, Geoffrey works with business owners to identify needs and solutions, with a specific focus on helping them achieve their growth and exit goals. Leading the firm’s channel marketing programs, he also directs building strategic alliance partnerships for the firm, bringing other professionals together to seamlessly deliver on all components of Grennan Fender’s comprehensive planning process and value proposition.

Most recently, Mr. Gallo was Chief Marketing Officer for Nperspective CFO Services, where he spearheaded the development of strategic alliance partnerships as well as led the firm’s Exit Strategy Consulting for small to mid-sized businesses.

Prior to this, Mr. Gallo was Chief Operations Officer for a Houston, Texas-based firm, spearheading turnaround efforts for international manufacturing and distribution companies within the Oil & Gas Industry. Building organizational consensus through strategic planning initiatives consistently resulted in significantly lower operating costs and revenue growth.

Mr. Gallo also spent six years as Vice President of Sales & Client Strategies at Doeren Mayhew, a nationally ranked Top 100 CPA firm. Developing and executing innovative marketing strategies, Geoffrey directed and led the firm’s sales organization in the Texas market. He was personally responsible for generating $10 million of new revenue into the firm during a six-year period.

In addition to developing and implementing business planning strategies at some of the largest financial institutions in the United States, Geoff’s background also includes involvement in international operations and product development. In the 1990s, Geoffrey became an equity partner in an American joint venture of a dairy production facility in Poland. His leadership led to an increase of sales, over a three-year period, in excess of $10 million per year. In addition to expanding the company’s distribution network by 100 percent, he reduced costs by 40 percent utilizing partnerships he created and brokered. In 1997, Geoffrey facilitated the sale of the company to a multi-billion dollar French conglomerate.

Geoffrey’s well-rounded career experiences give him firsthand insight into the challenges facing today’s business owners as they grow and expand product lines, penetrate new markets and successfully exit their businesses.

Possessing a passion for helping tomorrow’s entrepreneurial leaders, Geoffrey raised funds for 80 scholarships for students at the University of Houston and the Smith Hutson School for Banking and Finance at Sam Houston State University. He also served on the Board as a business mentor to undergraduates.

Mr. Gallo is a Chartered Financial Consultant (ChFC) and Certified Exit Planner (CExP). A graduate of Bucknell University, he was a four-year letterman in Varsity Football and Lacrosse. He also holds a Second Degree Black Belt in Chinese Kenpo and is active with his son’s ice hockey team, golf and karate. Native New Yorkers, Geoffrey and his wife Annmarie, live in Central Florida with their three children.

ggallo@grennanfender.com