2001 -
2004 Defined Conribution Practice Manager @ Legacy Financial & Insurance Center
now Relationship Manager @
Greg Grimshaw Education
Brigham Young University 1998
-
2000
University of Utah 1990
-
1995
Greg Grimshaw Skills
Relationship Management
ERISA
Financial Analysis
Series 6
Retirement
Market Research
Securities
Equities
Strategic Planning
Asset Allocation
Financial Services
Leadership
Portfolio Management
Investment Advisory
Wealth Management
Mutual Funds
Investments
Banking
Insurance
Sales
Microsoft Office
Services
Greg Grimshaw Summary
Greg Grimshaw, based in Valley Forge, PA, US, is currently a Relationship Manager at Fidelity Investments. Greg Grimshaw brings experience from previous roles at Vanguard and Legacy Financial & Insurance Center. Greg Grimshaw holds a 1998 - 2000 Brigham Young University. With a robust skill set that includes Relationship Management, ERISA, Financial Analysis, Series 6, Retirement and more. Greg Grimshaw has 2 emails and 1 mobile phone numbers on RocketReach.
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