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Greg Ross Location
San Diego, CA, US
Greg Ross Work
Market Leader, Vice President @ (April 2022 - Present)
Regional Vice President - Mutual Funds @ (February 2018 - April 2022)
Vice President, Client Advisor - North American Intermediary @ (July 2015 - February 2018)
Business Development Consultant @ (August 2012 - June 2015)
Internal Wholesaler @ (May 2010 - August 2012)
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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