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Greg Ross Location
San Diego, CA, US
Greg Ross Work
2022 -now Market Leader, Vice President @
2018 -2022 Regional Vice President - Mutual Funds @
2015 -2018 Vice President, Client Advisor - North American Intermediary @
2012 -2015 Business Development Consultant @
2010 -2012 Internal Wholesaler @
Greg Ross Education
Regis University
Master of Business Administration (M.B.A.) (Accounting and Finance)
2013-2014
University of Colorado Boulder - Leeds School of Business
BS (Finance, Economics, Entrepreneurship)
2004-2008
Greg Ross Skills
Mutual Funds
Sales
Social Media
Banking
Series 63
Variable Annuities
FINRA
Corporate Finance
Business Development
Series 7
Series 6
Retirement Planning
Investments
Alternative Investments
Financial Services
Management
Microsoft Excel
Strategic Planning
Strategy
Financial Analysis
Public Speaking
Greg Ross Summary
Greg Ross, based in San Diego, CA, US, is currently a Market Leader, Vice President at Franklin Templeton. Greg Ross brings experience from previous roles at Transamerica, Neuberger Berman and Jackson National Life Distributors LLC. Greg Ross holds a 2013 - 2014 Master of Business Administration (M.B.A.) in Accounting and Finance @ Regis University. With a robust skill set that includes Mutual Funds, Sales, Social Media, Banking, Series 63 and more. Greg Ross has 2 emails and 2 mobile phone numbers on RocketReach.
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