Greg Workman Email & Phone Number

Assistant Vice President - Financial Solutions Advisor @ Merrill Edge

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Greg Workman's Location

Boca Raton, FL, US

Greg Workman's Work

Assistant Vice President - Financial Solutions Advisor @ Merrill Edge
Registered Investment Adviser @ Fidelity Investments
Premium Relationship Associate @ Fidelity Investments

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Financial Services Representative @ Fidelity Investments
Senior Analyst, Corporate Action Client Service Group @ Deutsche Bank
Operations Analyst, Voluntary Corporate Action Notifications @ Deutsche Bank
Operations Manager @ Spectrum Financial Alliance Ltd., LLC

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Greg Workman's Education

University of Kentucky
BBA (Finance & Management)
2004 - 2008

Greg Workman's Skills

Series 63
Banking
Series 66

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Series 7
Sales

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Greg Workman's Summary

Greg Workman, based in Boca Raton, FL, US, is currently a Assistant Vice President - Financial Solutions Advisor at Merrill Edge, bringing experience from previous roles at Fidelity Investments and Deutsche Bank. Greg Workman holds a 2004 - 2008 BBA in Finance & Management @ University of Kentucky. With a robust skill set that includes Series 63, Banking, Series 66, Series 7, Sales and more, Greg Workman contributes valuable insights to the industry.

Greg Workman Phone Number

Found 2 phone numbers:

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