Greg Carlin Email & Phone Number
Private Wealth Advisor @ BOK Financial
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Greg Carlin Location
- Denver, CO, US
Greg Carlin Work
- 2019 -now Private Wealth Advisor @
- 2013 -2019 Wealth Advisory (Associate VP, Vice President) @
- 2011 -2013 Client Advisory (Assistant VP) @
- 2011 -2011 Associate, Advisor Services @
- 2008 -2010 Client Advisor @
Greg Carlin Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.) (Finance, Entrepreneurship)
2016-2018 - University of Virginia
Bachelor of Arts - BA
2004-2008
Greg Carlin Skills
- Wealth Management
- Asset Management
- Portfolio Management
- Asset Allocation
- Equities
- Financial Analysis
- Management
- Investments
- Finance
Greg Carlin Summary
- Greg Carlin, based in Denver, CO, US, is currently a Private Wealth Advisor at BOK Financial. Greg Carlin brings experience from previous roles at Bessemer Trust, Charles Schwab and Elderlife Financial Services. Greg Carlin holds a 2016 - 2018 Master of Business Administration (M.B.A.) in Finance, Entrepreneurship @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Equities and more. Greg Carlin has 2 emails on RocketReach.
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