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Greg Brooks Location
Philadelphia, PA, US
Greg Brooks Work
Partner @ (February 2022 - Present)
Principal @ (February 2020 - February 2022)
Senior Associate @ (April 2019 - February 2020)
Senior Associate @ (May 2017 - April 2019)
Business Technology Admin: Brokerage Trading @ (June 2014 - April 2017)
Trade Administrator @ (June 2012 - June 2014)
Brokerage Associate @ (June 2011 - June 2012)
Greg Brooks Education
West Chester University of Pennsylvania
BA (Finance)
Greg Brooks Skills
Series 63
Series 7
ETFs
Investments
Securities
Mutual Funds
Financial Analysis
Asset Allocation
Capital Markets
Financial Services
Valuation
Asset Management
Bloomberg
Emerging Markets
Equities
Equity Trading
FX Options
Financial Modeling
Options
Relationship Management
Strategic Financial Planning
Wealth Management
Greg Brooks Summary
Greg Brooks, based in Philadelphia, PA, US, is currently a Partner at True Search. Greg Brooks brings experience from previous roles at True Search, Foundation Talent (Merged with True Search) and Vanguard. Greg Brooks holds a BA in Finance @ West Chester University of Pennsylvania. With a robust skill set that includes Series 63, Series 7, ETFs, Investments, Securities and more. Greg Brooks has 3 emails and 2 mobile phone numbers on RocketReach.
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