Gregory is responsible for all financial, accounting and account management functions for PAI and its clients, including asset and treasury management, expense control, financial reporting, audit, tax compliance and responsibility for customer service and account management staff. Other core responsibilities include operating and capital budget preparation, board of director support and advisory services. Gregory manages the finance and accounting team of professionals with a strong emphasis on fiscal deadlines, internal controls and value-added financial reporting and analysis. Gregory is a member of the Executive Leadership team and is the financial and operating liaison for PAI departments, including Human Resources and Information Technology.
Gregory’s focus on financial discipline and internal controls creates a financial environment that enables PAI and its clients to perform well on external audits & reviews. These audits include SOC 2 that Gregory successfully leads starting in 2018. During his tenure at PAI, Gregory and his team upgraded the general ledger financial reporting module. This upgrade provided PAI and the finance team with financial and statistical data that is used to assist with client pricing, customer service improvements, new business opportunities and asset investment strategies. His experience with financial systems and system to system interfaces created significant economies of scale and tangible cost savings for PAI.
Prior to joining the PAI team, Gregory held senior management leadership positions in the Banking, Financial and Health Care industries.
Gregory holds a Bachelor’s degree in Accounting from the Central Connecticut State University and proudly served in the United States Marine Corp.