Greg Mayes Email & Phone Number
Vice President - Mergers and Acquisitions | Partner Development @ Mercer Advisors
5 free lookup(s).
Greg Mayes Location
- Newport Beach, CA, US
Greg Mayes Work
- 2024 - now Vice President - Mergers and Acquisitions | Partner Development @
- 2021 - 2024 Vice President | Strategic Business Development @
- 2008 - 2021 Vice President, Institutional Sales @
- 1996 - 2008 Business Development Officer and Technology Consultant @
- 1995 - 1996 Financial Advisor @
- 1994 - 1995 Financial Advisor @
- 1993 - 1994 Financial Advisor @
Greg Mayes Education
- University of Oregon
Bachelor Of Arts
1988 - 1992 - Palo Alto High School 1984 - 1988
Greg Mayes Skills
- Series 7
- Investments
- Wealth Management
- Business Development
- Series 63
- Mutual Funds
- Securities
- Investment Advisory
- Asset Management
- Asset Allocation
- Portfolio Management
- Financial Services
- Alternative Investments
- Finance
- Equities
- Financial Advisory
- Sales
- Relationship Management
- Registered Investment Advisor
- Leadership
- Microsoft Office
- Financial Analysis
- Project Management
- Salesforce.com
- Strategy
- Management
- Sales Process
Greg Mayes Summary
- Greg Mayes, based in Newport Beach, CA, US, is currently a Vice President - Mergers and Acquisitions | Partner Development at Mercer Advisors. Greg Mayes brings experience from previous roles at LPL Financial, TD Ameritrade Institutional, Schwab Advisor Services and US Bank. Greg Mayes holds a 1988 - 1992 Bachelor Of Arts @ University of Oregon. With a robust skill set that includes Series 7, Investments, Wealth Management, Business Development, Series 63 and more. Greg Mayes has 4 emails and 1 mobile phone numbers on RocketReach.
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