Greg Jankowski Location
- San Diego, CA, US
Greg Jankowski Work
- 2019 - now Senior Wealth Advisor @
- 2016 - 2019 Vice President - Financial Advisor @ Delphi Private Advisors
- 2013 - 2016 Portfolio Manager @ Delphi Private Advisors
- 2012 - 2013 Investment Officer and Portfolio Manager @
- 2011 - 2012 Investment Officer and Account Manager @
- 2007 - 2011 Investment Associate @
- 2006 - 2007 Associate @
- 2004 - 2006 Associate @ World Financial Group
Greg Jankowski Education
- University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
- The Ohio State University
- Bachelor of Science, Finance
Greg Jankowski Skills
- Financial Modeling
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Finance
- Forecasting
- Accounting
- Financial Services
- Stocks
- Investments
- Risk Management
- Corporate Finance
- Mergers & Acquisitions
- Research
- Budget Analysis
- CRM
- Project Management
- Microsoft Office
- Excel
- Developmental
- Fixed Income Strategies
- Customization
- Private Equity
- Fiduciary
- Money Management
- Financial Management Services
- Performance Improvement
- Creative Work
- Corporate FP&A
- Creative Direction
- Self-starter
- Creative Services
- Highly Ambitious
- Dedicated Professional
- Client-centric
- Valuation
- Critical Thinking
- Driving Performance
- Driving Growth
- Investment Valuation
- Investment Theory
- Investment Banking
- Analytics
- Venture Capital
- Stock Research
- Fixed Income Analysis
- Cash-flow Management
- Analyst
- Wealth Management
- Wealth Management Services
- Strategic Planning
- Financial Management
- Microsoft Excel
- Leadership
- Marketing
- Mergers and Acquisitions
- Cash Flow Management
- Client Centric
- Self Starter
Greg Jankowski Summary
- Greg Jankowski, based in San Diego, CA, US, is currently a Senior Wealth Advisor at LourdMurray. Greg Jankowski brings experience from previous roles at Delphi Private Advisors and Northern Trust. Greg Jankowski holds a - Master of Business Administration (MBA) @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance and more. Greg Jankowski has 2 emails and 1 mobile phone numbers on RocketReach.
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Charlotte Berry
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Mitchell I
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Stephanie Schaaf
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Dominic Sands
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