Garrett Greco Email & Phone Number
Financial Advisor @ CSI Group, LLP
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Garrett Greco Location
- Farmingdale, NJ, US
Garrett Greco Work
- Financial Advisor @ (July 2026 - Present)
- Financial Service Specialist @ (October 2025 - July 2026)
- Financial Representative @ (March 2024 - May 2025)
- Financial Educator @ (March 2024 - May 2025)
- Wealth Management Associate @ (December 2022 - September 2023)
- Client Services Associate @ (May 2022 - December 2022)
Garrett Greco Education
- Monmouth University
Bachelor of Business Administration - BBA (Finance, General)
2018-2022 - Northern Valley Regional High School at Old Tappan
High School Diploma
Garrett Greco Skills
- Client Prospecting
- Client Relations
- Client Services
- Communication
- Customer Service
- Financial Operations
- Financial Planning
- Financial Services
- Health Insurance
- Insurance
- Investments
- Leadership
- Life Insurance
- Management
- Microsoft Excel
- Project Management
- Retirement Planning
- Sales
- Teamwork
- Wealth Accumulation
- Wealth Management
Garrett Greco Summary
- Garrett Greco, based in Farmingdale, NJ, US, is currently a Financial Advisor at CSI Group. Garrett Greco brings experience from previous roles at CSI Group, Integrated Financial Concepts, Teacher's Pension Services, Inc. and UBS. Garrett Greco holds a 2018 - 2022 Bachelor of Business Administration - BBA in Finance, General @ Monmouth University. With a robust skill set that includes Client Prospecting, Client Relations, Client Services, Communication, Customer Service and more. Garrett Greco has 2 emails and 2 mobile phone numbers on RocketReach.
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