Gray Pendleton Email & Phone Number
Financial Planner | Investment Manager | Retirement Plan Fiduciary @ Pendleton Financial
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Gray Pendleton Location
- Raleigh, NC, US
Gray Pendleton Work
- 2010 -now Financial Planner | Investment Manager | Retirement Plan Fiduciary @
- 2010 -2010 Treasury Analyst @
- 2009 -2010 Credit Analyst @
- 2008 -2009 Corporate Investments Analyst @
- 2007 -2008 Credit Derivatives Analyst @
- 2006 -2006 NC Office of the State Auditor @
- 2005 -2005 Broker-Dealer Analyst Internship @
Gray Pendleton Education
- Duke University
Executive Certificate in Financial Planning (Financial Planning and Investment Management)
2014-2015 - Hampden-Sydney College
BA (Economics & Commerce)
2004-2007 - Cardinal Gibbons High School 2003
Gray Pendleton Skills
- Credit Default Swaps (CDS)
- Financial Accounting
- Bloomberg Terminal
- Commercial Lending
- Credit Analysis
- Debt Management
- Treasury Management
- Accounting
- Business Strategy
- Fiduciary Services
- Economics
- Mathematics
- History
- Psychology
- Econometrics
- Statistics
- Mathematical Modeling
- Personal Financial Planning
- Fiduciary Liability
- Investment Management
- Risk Management
- Tax Planning
- Analytical Skills
- Financial Analysis
- 401k
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Employee Benefits
- Disability Insurance
- Life Insurance
- Cancer Insurance
- Estate Planning
- Long Term Care
- Annuities
- Term Life Insurance
- Human Resources
- Employment Law
- Investments
- Equities
- Strategic Asset Allocation
- Pharmacy Benefit Management
- 403 b
- Key Person Insurance
- Executive Compensation
- Universal Life
- ETFs
- Self-funded Medical Insurance Plans
- Charitable Giving Strategies
- Compliance
- Simple IRA
- Health Insurance
- Finance
- Strategic Planning
- Self Funded Medical Insurance Plans
Gray Pendleton Summary
- Gray Pendleton, based in Raleigh, NC, US, is currently a Financial Planner | Investment Manager | Retirement Plan Fiduciary at Pendleton Financial. Gray Pendleton brings experience from previous roles at Bank of America Merrill Lynch and Bank of America. Gray Pendleton holds a 2014 - 2015 Executive Certificate in Financial Planning in Financial Planning and Investment Management @ Duke University. With a robust skill set that includes Credit Default Swaps (CDS), Financial Accounting, Bloomberg Terminal, Commercial Lending, Credit Analysis and more. Gray Pendleton has 2 emails and 2 mobile phone numbers on RocketReach.
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