Financial Advisor @ (January 2025 - February 2026)
Regional Sales Consultant @ (January 2023 - January 2025)
Advisory Business Consultant @ (April 2021 - December 2022)
Advisory Development Specialist @ (April 2019 - April 2021)
Financial Planning Support Associate @ (September 2018 - March 2019)
Financial Planner Intern @ (August 2016 - November 2016)
Financial Planner Intern @ (January 2011 - February 2011)
Greg Sander Education
California State University-Long Beach
Bachelor of Science (B.S.) (Business Administration/Finance)
2016-2018
Canyon Crest Academy
High School (High School/Secondary Diplomas and Certificates)
2007-2011
Greg Sander Skills
Customer Service
Hospitality
Restaurants
Accounting
Mathematics
Social Media
Social Networking
Relationship Building
Leadership
Teamwork
Microsoft Office
Microsoft Word
Microsoft Excel
Email
iPhone
Success Driven
Fitness
Soccer
Heavy Lifting
Facebook
Keyboards
Athletics
Sports
Time Management
Food
Public Speaking
Snapchat
Microsoft PowerPoint
Customer Satisfaction
Hardworking
Motivating
Finance
Communicating
Goal Seek
Customer Engagement
Inspiring
Humble
Instagram
Wealth Management
Investments
Analytical Skills
Customer Relationship Management
Salesforce
Communication
Phone Etiquette
Client Services
Team Leadership
Money Guide Pro
Technology
FinTech
Professional Phone Skills
Retirement Planning
Tech Sales
Sales Finance
Greg Sander Summary
Greg Sander, based in Redondo Beach, CA, US, is currently a Private Client Advisor at J.P. Morgan. Greg Sander brings experience from previous roles at Sentinel Wealth Advisory Group, Liberty One Investment Management and Cetera Financial Group. Greg Sander holds a 2016 - 2018 Bachelor of Science (B.S.) in Business Administration/Finance @ California State University-Long Beach. With a robust skill set that includes Customer Service, Hospitality, Restaurants, Accounting, Mathematics and more. Greg Sander has 4 emails and 2 mobile phone numbers on RocketReach.
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