Greg Jankowski Email & Phone Number
Senior Wealth Advisor @ LourdMurray
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Greg Jankowski Location
- San Diego, CA, US
Greg Jankowski Work
- Senior Wealth Advisor @ (July 2019 - Present)
- Vice President - Financial Advisor @ Delphi Private Advisors (January 2016 - July 2019)
- Portfolio Manager @ Delphi Private Advisors (October 2013 - January 2016)
- Investment Officer and Portfolio Manager @ (November 2012 - September 2013)
- Investment Officer and Account Manager @ (July 2011 - November 2012)
- Investment Associate @ (December 2007 - July 2011)
- Associate @ (May 2006 - June 2007)
- Associate @ World Financial Group (April 2004 - March 2006)
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 3 emails and 4 mobile phone numbers on RocketReach.
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