2023 -2025 Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management @
2020 -2023 Relationship Manager @
2016 -2019 Relationship Manager - Eagle Lending @
2015 -2016 All in One Associate - Eagle Lending @
2013 -2015 Senior Credit Analyst @
2012 -2013 Credit Analyst @
2011 -2012 MBA Student @
2008 -2010 Registered Representative @
Greg McEvoy Education
University of San Francisco School of Management
Master of Business Administration (MBA) (Finance Club - Portfolio Manager)
2011-2012
University of Colorado Boulder - Leeds School of Business
Business (Alpha Kappa Psi Co-Ed Professional )
2004-2008
Saint Ignatius
Greg McEvoy Skills
Investments
Finance
Equities
Fixed Income
Options
Valuation
Financial Modeling
Financial Analysis
Bloomberg
Real Estate
Market Research
Alternative Investments
Microsoft Excel
Equity Research
Business Strategy
Business Analysis
Data Analysis
Credit
Analysis
Tax Analysis
Greg McEvoy Summary
Greg McEvoy, based in San Francisco, CA, US, is currently a Senior Vice President, Senior Relationship Strategist at PNC. Greg McEvoy brings experience from previous roles at U.S. Bank and First Republic Bank. Greg McEvoy holds a 2011 - 2012 Master of Business Administration (MBA) in Finance Club - Portfolio Manager @ University of San Francisco School of Management. With a robust skill set that includes Investments, Finance, Equities, Fixed Income, Options and more. Greg McEvoy has 2 emails and 2 mobile phone numbers on RocketReach.
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