Wells Fargo | People as a Competitive Advantage |
Published in the January/February 2011 issue of print Search & Employ® |
Gregg Shallan is a financial advisor with Wells Fargo Advisors in La Jolla, California. He is a certified financial planner practitioner who helps clients manage their risk and plan for achieving their financial and lifestyle goals.
Shallan retired as a commander in the Navy after 20 years of service. Because of planning while he was in the Navy, Shallan had no trouble transitioning from the military to the civilian workplace.
“The transition from military to civilian work was easy for me,” Shallan said. “During my last tour, I completed an MBA with a concentration in international business to prepare myself for post-transition employment. Prior to that, I had no idea what I wanted to do. I knew it had to be something different, and the obvious route of defense contracting held no appeal for me.
“As my transition date approached I met with a long-time Navy contact who was a successful financial advisor. This was during the height of the Tech Boom. When he showed me around his office, I saw how my interest in market economics could translate into a career.”
Shallan credits his military training for his success. “My military training has served me very well in my career as a financial advisor,” he said. “In the military, we are trained to work in pressure situations without coming unglued. We are required to organize, plan, and achieve a mission. In my work, it has helped me to listen to the disparate pieces of a client’s financial puzzle and help them make sense of it.”