Greg Walters Location
- Newport Beach, CA, US
Greg Walters Work
- 2022 - now Partner @
- 2015 - 2022 Founding Partner @ Corient Capital Partners
- 2008 - 2015 Financial Advisor @
- 2005 - 2008 Financial Analyst @
Greg Walters Education
- Brigham Young University
B.S. (Accounting)
2000 - 2006
Greg Walters Skills
- Investments
- Finance
- Series 7
- Cash Management
- Alternative Investments
- Asset Allocation
- Banking
- Loans
- Chartered Financial Analyst
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Asset Managment
- Hedge Funds
- Restricted Stock
- Bloomberg
- Investment Management
- Bloomberg Terminal
- Equities
- Municipal Bonds
- Series 63
- Financial Analysis
- Private Equity
- Financial Modeling
- Due Diligence
- Asset Management
- Investment Strategies
- Fixed Income
- Securities
- Investment Advisory
- Financial Planning
Greg Walters Summary
- Greg Walters, based in Newport Beach, CA, US, is currently a Partner at Corient. Greg Walters brings experience from previous roles at Corient Capital Partners, Merrill Lynch and Goldman Sachs. Greg Walters holds a 2000 - 2006 B.S. in Accounting @ Brigham Young University. With a robust skill set that includes Investments, Finance, Series 7, Cash Management, Alternative Investments and more. Greg Walters has 1 emails and 1 mobile phone numbers on RocketReach.
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