Private Wealth Consultant @ (October 2020 - October 2021)
Sales Director @ (September 2014 - October 2020)
Account Manager - Bank Trust @ (July 2012 - September 2014)
Regional Account Coordinator @ (June 2011 - July 2012)
Retirement and Investment Counselor @ (December 2006 - June 2011)
(December 2004 - November 2006)
Greg Manger Education
Loyola University Maryland
MBA (Finance Specialization)
2009-2012
University of Maryland
BS (Marketing)
2000-2004
Greg Manger Skills
Series 7
Financial Modeling
Strategic Financial Planning
Investment Advisory
Series 63
Financial Markets
Portfolio Management
Valuation
Asset Allocation
Retirement
Banking
Financial Analysis
Mutual Funds
Sales
Investment Strategies
Due Diligence
Relationship Management
Investments
Securities
Wealth Management
Greg Manger Summary
Greg Manger, based in Baltimore, MD, US, is currently a Sr. Client Portfolio Manager at Franklin Templeton. Greg Manger brings experience from previous roles at Franklin Templeton, Legg Mason and T. Rowe Price. Greg Manger holds a 2009 - 2012 MBA in Finance Specialization @ Loyola University Maryland. With a robust skill set that includes Series 7, Financial Modeling, Strategic Financial Planning, Investment Advisory, Series 63 and more. Greg Manger has 1 emails on RocketReach.
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