Greg Ward Email & Phone Number
Think Tank Director @ Financial Finesse
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Greg Ward Location
- Hickory, NC, US
Greg Ward Work
- Think Tank Director @ (January 2013 - Present)
- Senior Resident Financial Planner @ (June 2006 - December 2021)
- Vice Chair, Financial Wellbeing Research Center @ (January 2020 - December 2021)
- Financial Advisor @ (January 2004 - January 2006)
- Investment Advisor @ (January 2000 - January 2004)
- Enroller and Inside Wholesaler @ (January 1994 - January 2000)
Greg Ward Education
- University of California, Davis
Bachelor of Science (BS) (Statistics)
1990-1994
Greg Ward Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Estate Planning
- Finance
- Financial Education
- Financial Planning
- Investment Advisory
- Investments
- Mutual Funds
- Pensions
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Wealth Accumulation
- Wealth Management
- Sales
- Strategic Financial
- Project Management
- 401k Retirement Savings Plans
- Financial Modeling
- Project Planning
- Management
- 401 Retirement Savings Plans
Greg Ward Summary
- Greg Ward, based in Hickory, NC, US, is currently a Think Tank Director at Financial Finesse. Greg Ward brings experience from previous roles at Financial Finesse, Employee Benefit Research Institute, Banc of America Investments and Harris Bank. Greg Ward holds a 1990 - 1994 Bachelor of Science (BS) in Statistics @ University of California, Davis. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Estate Planning, Finance and more. Greg Ward has 1 emails and 1 mobile phone numbers on RocketReach.
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