Greg Ross Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Greg Ross Location
- Cincinnati, OH, US
Greg Ross Work
- Partner and Private Wealth Manager @ (June 2022 - Present)
- Varsity Men's Basketball Assistant Coach @ (September 2014 - March 2025)
- Senior Associate, Wealth Specialist @ (August 2020 - June 2022)
- Retirement Planner - Tax Exempt Market @ (August 2019 - August 2020)
- Benefit Sales Consultant - 401(k), Payroll, and Health Marketplace @ (June 2017 - August 2019)
- Retirement Solutions Representative - Workplace and Personal Investing @ (May 2015 - May 2017)
- Investment Solutions Representative - Personal Investing @ (October 2014 - May 2015)
- Financial Representative - Personal Investing @ (January 2014 - October 2014)
- Sales and Customer Service Representative @ Green Life LLC (November 2012 - January 2014)
Greg Ross Education
- Centre College
BS in Financial Economics
2010-2012 - The College of Wooster 2008-2010
- Archbishop McNicholas High School 2004-2008
Greg Ross Summary
- Greg Ross, based in Cincinnati, OH, US, is currently a Partner and Private Wealth Manager at Creative Planning. Greg Ross brings experience from previous roles at Archbishop McNicholas High School, MAI Capital Management, LLC and Fidelity Investments. Greg Ross holds a 2010 - 2012 BS in Financial Economics @ Centre College. Greg Ross has 1 emails and 1 mobile phone numbers on RocketReach.
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