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Alex Gregory Location
Washington, DC, US
Alex Gregory Work
Managing Director @ (January 2017 - Present)
Director - Business Development @ (January 2014 - January 2017)
Professional Baseball Player @ (January 2009 - December 2011)
Financial Advisor @ (January 2011 - December 2014)
Financial Advisor @ (January 2011 - January 2014)
Director - Business Development @ (January 2014 - December 2017)
Professional Baseball Player @ (January 2009 - January 2011)
Intern @ (January 2008 - December 2009)
Intern @ (January 2008 - January 2009)
Alex Gregory Education
Radford University Davis College of Business and Economics
Bachelor of Science (B.S.)
Alex Gregory Skills
Series 7
Series 63
Financial Modeling
Wealth Management
Portfolio Management
Investment Strategies
Alternative Investments
Investment Advisory
Real Estate Due Diligence
Real Estate Financing
Real Estate Private Equity
Commercial Real Estate Acquisition
Estate Planning
Financial Advisory
Leadership
Fixed Income
Sports
Retirement Planning
Sales
Investments
Asset Allocation
Equities
Mutual Funds
Strategic Financial Planning
Microsoft Word
Microsoft Excel
Asset Management
Financial Analysis
Management
Project Management
Securities
Alex Gregory Summary
Alex Gregory, based in Washington, DC, US, is currently a Managing Director at Willow Creek Partners. Alex Gregory brings experience from previous roles at Militello Capital, New York Mets and UBS Financial Services Inc.. Alex Gregory holds a Bachelor of Science (B.S.) @ Radford University Davis College of Business and Economics. With a robust skill set that includes Series 7, Series 63, Financial Modeling, Wealth Management, Portfolio Management and more. Alex Gregory has 2 emails and 4 mobile phone numbers on RocketReach.
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