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
- 2022 -now Complex Manager, Senior Vice President, Investments @
- 2015 -2022 Senior Vice President, Regional Brokerage Manager @
- 2014 -2015 Senior Vice President, FA Division Manager @
- 2006 -2014 Director @
- 2002 -2005 Associate Director @
- 1997 -2002 Financial Advisor @
- 1999 -2001 Resident Director @
- 1985 -1997 Private - Gunnery Sergeant @
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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