Greg Watkins Email & Phone Number
Vice President and Senior Director of Portfolio Management @ BNY
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Greg Watkins Location
- Winter Park, FL, US
Greg Watkins Work
- 2005 -now Vice President and Senior Director of Portfolio Management @
- 1999 -2005 Managing Director @ City Capital
- 1989 -1998 Portfolio Manager @
- 1984 -1987 Operations Manager @ EF Hutton
Greg Watkins Education
- Georgia State University - J. Mack Robinson College of Business
BA (Finance)
Greg Watkins Skills
- Investments
- Portfolio Management
- Asset Allocation
- Series 7
- Alternative Investments
- Risk Management
- Financial Analysis
- Investment Management
- Banking
- Investment Strategies
- Relationship Management
- Wealth Management Services
- Investment Advisory
- Strategic Financial Planning
- Private Banking
- Estate Planning
- Insurance
- Underwriting
- Strategic Planning
- Wealth Management
- Financial Planning
- Strategy
- Management
- Team Building
Greg Watkins Summary
- Greg Watkins, based in Winter Park, FL, US, is currently a Vice President and Senior Director of Portfolio Management at BNY Mellon. Greg Watkins brings experience from previous roles at City Capital, Trusco Capital Management and EF Hutton. Greg Watkins holds a BA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Investments, Portfolio Management, Asset Allocation, Series 7, Alternative Investments and more. Greg Watkins has 1 emails and 2 mobile phone numbers on RocketReach.
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