Jana Gregorek CLU®,ChFC®,MBA

- Partners with firm leadership to develop and execute recruiting strategies that support Moneta’s nationwide growth. - Leads efforts to elevate the firm’s brand across professional networks and key universities while overseeing the hiring of top talent across all business areas. - Creates, leads and manages Moneta’s internship program, helping to shape the next generation of financial professionals. With a strategic mindset and passion for people, she plays a critical role in building high-performing, values-driven teams that fuel Moneta’s continued success.

Our purpose is to increase and retain women in finance. We do this through programming and events that enable women to forge connections with other women leaders across the vibrant St. Louis financial services community.

Responsible for the growth strategies of Visionary Wealth Advisors by: - Engaging with financial advisors interested in becoming independent advisors at Visionary - Partnering with existing Visionary advisors to grow their practices and serve more clients - Acting as key member of Visionary Executive team

- Led team of high performing associates, responsible for launch strategy and execution of new products, services and financial planning tools across Edward Jones. - Introduced change management principles to successfully implement tools and processes to comply with industry regulations six months prior to effective date. - Founded, led design, content and governance model for associates in division to have flexible work options in order to attract and retain talent.

- Responsible for five year, multi-faceted, top firm initiative to change 15,000 financial advisors' client appointment process to include insurance as a part of every client conversation with 84% of advisors committed to offering life insurance the following year. - Led cross-divisional steering committee of 18 general partners and seven project leaders to deliver 16 life insurance projects building financial advisor confidence and easier methods to offer life insurance. - 2015 Summer Intern Program Leader- Managed 56 interns through 10 weeks across 8 divisions.

- Managed annuity relationships with four industry leading insurance companies, driving $8B in aggregate annuity sales. - Directed insurance marketing, training and communications to 13,000 financial advisors and clients via intranet promotions, web conferences, marketing campaigns and presentations. - Developed and executed joint business strategies to align sales messages, wholesaler effectiveness and provide appropriate products for clients.

Completed three month rotations in Retirement Plan Marketing, Financial Advisor Recruiting, Insurance Marketing and Equity Marketing.