Greg Newlin Email & Phone Number
Managing Director, Advisor Relations and Specialized Services @ TD Ameritrade Institutional
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Greg Newlin Location
- Roanoke, TX, US
Greg Newlin Work
- Managing Director, Advisor Relations and Specialized Services @ (September 2014 - Present)
- Director, Institutional Specialized Services @ (January 2011 - September 2014)
- Sr. Manager, Advisor Strategy @ (November 2007 - January 2011)
- Project Manager @ (January 2004 - December 2007)
- Client Service Manager @ (January 2001 - December 2004)
- Client Service Representative @ (February 1999 - December 2001)
Greg Newlin Education
- University of Nebraska at Omaha
Education
1995-1997 - Creighton University
Education
1990-1995
Greg Newlin Skills
- Series 24
- Mutual Funds
- Series 7
- Series 63
- Securities
- Wealth Management
- Asset Allocation
- Strategy
- FINRA
- Financial Services
- Options
- Portfolio Management
- Investments
- Investment Advisory
- Management
- Strategic Planning
Greg Newlin Summary
- Greg Newlin, based in Roanoke, TX, US, is currently a Managing Director, Advisor Relations and Specialized Services at TD Ameritrade Institutional. Greg Newlin brings experience from previous roles at TD Ameritrade. Greg Newlin holds a 1995 - 1997 Education @ University of Nebraska at Omaha. With a robust skill set that includes Series 24, Mutual Funds, Series 7, Series 63, Securities and more. Greg Newlin has 3 emails and 2 mobile phone numbers on RocketReach.
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