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
- 2025 - now Senior Managing Director @
- 2024 - 2025 Vice President, Banker @
- 2021 - 2023 Director of Wealth Management @
- 2006 - 2021 Director of Portfolio Management @ RegentAtlantic Capital, LLC
- 2002 - 2006 Portfolio Research and Trader @
Greg Allison Education
- Texas Tech University
BS (Financial Planning)
1997 - 2002
Greg Allison Skills
- 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 Portfolio Management, Microsoft Office, Investments, Microsoft Excel, Marketing and more. Greg Allison has 3 emails and 1 mobile phone numbers on RocketReach.
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