Greg Allison Email & Phone Number
Senior Managing Director @ Peapack Private Bank & Trust
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Greg Allison Location
- Morristown, NJ, US
Greg Allison Work
- Senior Managing Director @ (July 2025 - Present)
- Vice President, Banker @ (April 2024 - June 2025)
- Director of Wealth Management @ (July 2021 - November 2023)
- Director of Portfolio Management @ RegentAtlantic Capital, LLC (June 2006 - June 2021)
- Portfolio Research and Trader @ (June 2002 - May 2006)
Greg Allison Education
- Texas Tech University
BS (Financial Planning)
1997-2002
Greg Allison Skills
- Wealth Management Services
- Portfolio Management
- Microsoft Office
- Investments
- Microsoft Excel
- Marketing
- Financial Planning and Analysis
- Sales
Greg Allison Summary
- Greg Allison, based in Morristown, NJ, US, is currently a Senior Managing Director at Peapack Private Bank & Trust. Greg Allison brings experience from previous roles at J.P. Morgan Private Bank, Austin Asset, RegentAtlantic Capital, LLC and WBI. Greg Allison holds a 1997 - 2002 BS in Financial Planning @ Texas Tech University. With a robust skill set that includes Wealth Management Services, Portfolio Management, Microsoft Office, Investments, Microsoft Excel and more. Greg Allison has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Peapack Private Bank & Trust Employees
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