2025 -now Senior Vice President and Wealth Relationship Manager @
2010 -2025 Vice President and Sr. Private Client Manager @ Sandy Spring Private Client Group, a Division of Sandy Spring Bank
2010 -2010 Private Financial Advisor @
2008 -2010 Vice President and Sr. Relationship Manager @
1998 -2008 Vice President and Wealth Management Relationship Manager @
Greg Pearce Education
Salisbury University - Perdue School of Business
MBA (Finance)
Salisbury University - Perdue School of Business
BS (Finance)
Greg Pearce Skills
Estate Planning
Asset Management
Succession Planning
Wealth Management
Retirement Planning
Endowments
Foundations
Qualified Retirment Plans
Asset Managment
Portfolio Management
High Net Worth Individuals
Investments
Risk Management
Finance
Investment Management
Mortgage Lending
Trusts
Banking
Commercial Lending
Credit
Small Business Lending
Microsoft Excel
Project Management
Qualified Retirment
High Net Worth
Management
Strategic Planning
Marketing
Greg Pearce Summary
Greg Pearce, based in Annapolis, MD, US, is currently a Senior Vice President and Wealth Relationship Manager at Atlantic Union Bank. Greg Pearce brings experience from previous roles at Sandy Spring Private Client Group, a Division of Sandy Spring Bank, Morgan Stanley Private Wealth Management, PNC Financial Services Group and SunTrust. Greg Pearce holds a MBA in Finance @ Salisbury University - Perdue School of Business. With a robust skill set that includes Estate Planning, Asset Management, Succession Planning, Wealth Management, Retirement Planning and more. Greg Pearce has 2 emails and 2 mobile phone numbers on RocketReach.
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