Bruce Green Email & Phone Number
President
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Bruce Green Location
- Franklin, TN, US
Bruce Green Work
- President @ Green Family Office (November 2022 - Present)
- Regional Director, External Wholesaler @ (September 2004 - November 2022)
- Regional Director @ Promontory Interfinancial Network (November 2002 - September 2004)
- Vice President, External Wholesaler @ (January 2000 - November 2002)
- Sales Manager, Financial Advisor @ (January 1994 - January 2000)
- Vice President @ (January 1986 - January 1994)
Bruce Green Education
- Vanderbilt University
BA (Political Science, History)
1982-1986 - Battle Ground Academy
Bruce Green Skills
- Investments
- Mutual Funds
- Banking
- Investment Strategies
- Consultative Selling
- Series 7
- Securities
- Customer Relations
- Insurance
- Asset Management
- Wealth Management
- Portfolio Management
- Asset Allocation
- Strategic Planning
- Public Speaking
- Series 63
- New Business Development
- Estate Planning
- Sales Management
- Team Building
- Financial Analysis
- Asset Managment
- Building Relationships
- Financial Advisory
- Alternative Investments
- Selling
- Customer Service
- Separately Managed Accounts
- Retirement Planning
- Finance
- ETFs
- Investment Advisory
- Series 65
- Series 6
- Series 24
- Investment Management
- 401k
- FINRA
- Uniform Combined State Law
- Retirement
- Wealth Management Services
- Retirement Plan Consulting
- Variable Annuities
- Equities
- Financial Services
- Management
- Financial Planning
- Fixed Income
- Leadership
- Relationship Management
Bruce Green Summary
- Bruce Green, based in Franklin, TN, US, is currently a President at Green Family Office. Bruce Green brings experience from previous roles at Delaware Investments, a member of the Macquarie Group, Promontory Interfinancial Network, Fidelity Investments and Morgan Stanley Wealth Management. Bruce Green holds a 1982 - 1986 BA in Political Science, History @ Vanderbilt University. With a robust skill set that includes Investments, Mutual Funds, Banking, Investment Strategies, Consultative Selling and more. Bruce Green has 3 emails and 1 mobile phone numbers on RocketReach.
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