Experience
Makes all the difference
Greg has provided corporate executives, business owners and other professionals and their families with wealth managesment solutions with an emphasis on comprehensive estate and retierment planning since 1983. A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Stratagist and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President, Certified Wealth Advisor |
Rancho Bernardo, CA |
December 2009 - Present |
Morgan Stanley/ Dean Witter |
Senior Vice President, CWA |
Rancho Santa Fe, CA |
October 1983 - December 2009 |
Accomplishments
- Charmains Club
- Presidents Club 1986-2010
Education
- Michigan State University
- Wharton School of Business
- CWS, Certified Wealth Stratagist
Licenses
- Series 8
- Insurance
- Series 7
Personal & Community
- Avid traveler
Registered States:
AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, MA, MD, ME, MI, MN, NC, NE, NM, NV, NY, OR, SC, TN, TX, UT, VA, WA, WI