Greg Costello Email & Phone Number
Complex Manager, Senior Vice President, Investments @ Raymond James
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Greg Costello Location
- Chattanooga, TN, US
Greg Costello Work
- Complex Manager, Senior Vice President, Investments @ (February 2022 - Present)
- Senior Vice President, Regional Brokerage Manager @ (May 2015 - March 2022)
- Senior Vice President, FA Division Manager @ (August 2014 - May 2015)
- Director @ (January 2006 - July 2014)
- Associate Director @ (December 2002 - December 2005)
- Financial Advisor @ (March 1997 - November 2002)
- Resident Director @ (January 1999 - December 2001)
- Private - Gunnery Sergeant @ (April 1985 - April 1997)
Greg Costello Education
- University of Maryland University College
Greg Costello Skills
- Series 7
- Investments
- Wealth Management
- Series 63
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Retirement Planning
- Portfolio Management
- Asset Management
- Military
- Services
- Marketing
- Brokerage
- Training
- Microsoft Office
- Financial Analysis
Greg Costello Summary
- Greg Costello, based in Chattanooga, TN, US, is currently a Complex Manager, Senior Vice President, Investments at Raymond James. Greg Costello brings experience from previous roles at Wells Fargo Advisors, SunTrust Investment Services and Merrill Lynch. Greg Costello holds a University of Maryland University College. With a robust skill set that includes Series 7, Investments, Wealth Management, Series 63, Mutual Funds and more. Greg Costello has 2 emails and 2 mobile phone numbers on RocketReach.
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