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Chris Greeley Location
Boston, MA, US
Chris Greeley Work
2023 -now Managed Account Consultant @
2020 -2023 Retirement Advisor @
2019 -2020 Financial Planning Consultant @
2019 -2019 Vice President Financial Consultant @ Santander Investment Services
2018 -2019 Financial Planning Consultant @
2015 -2017 Director, PAS - Workplace Channel Development @
2012 -2015 Portfolio Advisory Services @
2009 -2012 Vice President @ Adviser Investments
1995 -2009 Investment Advisor @
Chris Greeley Education
Bridgewater State University
BS (Education)
1980-1984
Catholic Memorial
HS
1976-1980
Chris Greeley Skills
Mutual Funds
Investment Advisory
Retirement Planning
Asset Allocation
Asset Managment
Investments
Series 7
Series 63
Retirement
Leadership
Development
Management
Sca
Services
Financial Analysis
Financial Services
Sales
Wealth Management
Finance
401k
Securities
Chris Greeley Summary
Chris Greeley, based in Boston, MA, US, is currently a Managed Account Consultant at Voya Financial. Chris Greeley brings experience from previous roles at Empower, Voya Financial and Santander Investment Services. Chris Greeley holds a 1980 - 1984 BS in Education @ Bridgewater State University. With a robust skill set that includes Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Asset Managment and more. Chris Greeley has 2 emails and 1 mobile phone numbers on RocketReach.
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