Alan Gray Location
- Northbrook, IL, US
Alan Gray Work
- 2018 -now President @
- 2018 -2020 Managing Director @ Exact Strategies
- 2013 -2018 Vice President @ Wellesley Asset Management, Inc.
- 2012 -2013 Regional Director @ Access Distribution Partners, LLC
- 2010 -2012 Regional Director @
- 2009 -2012 President @
- now Regional Marketing Director @
- now President @ FFB Equity Parnters
- now Regional Sales Manager @ AIM Investments
- now Regional Sales Manager @ Invesco Ltd.
- now Regional Vice President @ Alliance Capital Management
- now Vice President, Wholesaler @ Balcor American Express
Alan Gray Education
- Southern Illinois University, Carbondale
BS (Accounting)
1969-1973
Alan Gray Skills
- Mutual Funds
- Asset Management
- Separately Managed Accounts
- Financial Advisory
- Fixed Annuities
- Asset Managment
- Series 63
- Alternative Investments
- Investments
- Series 7
- Asset Allocation
- Financial Services
- Investment Management
- Team Building
- Investment Advisory
- Series 6
- FINRA
- Financial Planners
- Wealth
- Equities
- Fixed Income
- Series 24
- Portfolio Management
- Securities
- 401k
- ETFs
- Series 65
- IRAs
- High Net Worth Individuals
- Wealth Management Services
- Retirement
- Retirement Planning
- Wealth Management
- Public Speaking
- Real Estate
- Investment Strategies
- Investment Properties
- Selling
- Variable Annuities
- Bonds
- Annuity
- Hedge Funds
- Pensions
- Wholesaling
- Annuities
- Insurance
- Series 66
- Sales Management
- Consultative Selling
- Real Estate Investment
Alan Gray Summary
- Alan Gray, based in Northbrook, IL, US, is currently a President at Alan Gray Financial Services. Alan Gray brings experience from previous roles at Exact Strategies, Wellesley Asset Management, Inc., Access Distribution Partners, LLC and Piedmont Capital Distributors. Alan Gray holds a 1969 - 1973 BS in Accounting @ Southern Illinois University, Carbondale. With a robust skill set that includes Mutual Funds, Asset Management, Separately Managed Accounts, Financial Advisory, Fixed Annuities and more. Alan Gray has 7 emails and 2 mobile phone numbers on RocketReach.
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