Greg Workman Location
Boca Raton, FL, US
Greg Workman Work
- 2025 - now Financial Advisor @ Merrill Lynch
- 2014 - 2024 Assistant Vice President - Financial Solutions Advisor @ Merrill Edge
- 2013 - 2014 Registered Investment Adviser @ Fidelity Investments
- 2012 - 2013 Premium Relationship Associate @ Fidelity Investments
- 2011 - 2012 Financial Services Representative @ Fidelity Investments
- 2011 - 2011 Senior Analyst, Corporate Action Client Service Group @ Deutsche Bank
- 2009 - 2011 Operations Analyst, Voluntary Corporate Action Notifications @ Deutsche Bank
- 2008 - 2009 Operations Manager @ Spectrum Financial Alliance
Greg Workman Education
- University of Kentucky
BBA (Finance & Management)
2004 - 2008
Greg Workman Skills
- Series 63
- Banking
- Series 66
- Series 7
- Sales
Greg Workman Summary
Greg Workman, based in Boca Raton, FL, US, is currently a Financial Advisor at Merrill Lynch. Greg Workman brings experience from previous roles at Merrill Edge and Fidelity Investments. 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 has 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Greg Workman?
Find contact details for 700 million professionals.
Others Named Greg Workman
-
Greg Workman
Financial Advisor at Merrill Lynch
Boca Raton, FL, US2 -
Greg Workman
CEO and Managing Partner at TWIG International
New Brunswick, NJ, US15+ -
Greg Workman
Director - Fuels at Dominion Virginia Power
Midlothian, VA, US15 -
Greg Workman
Purchasing Director at City of Elizabethton
Elizabethton, TN, US15+ -
Greg Workman
Director of Strategic Operations and Finance at Corewell Health
Grand Rapids, MI, US35+
Top Merrill Lynch Employees
-
James Bradley
Chief Financial Officer at Merrill Lynch
New York, NY, US11 -
Kimberly Lee
COO at Merrill Lynch
New York, NY, US12 -
45+
-
Scott Zavack
Analyst at Merrill Lynch
New York, NY, US32 -
22
-
Brian Ascher
Managing Director at Merrill Lynch
New York, NY, US13 -
14
-
Carl Anderson
Managing Director at Merrill Lynch
New York, NY, US15+ -
Reggie Hayes
Managing Director at Merrill Lynch
New York, NY, US15+ -
Thomas de Marffy
Managing Director at Merrill Lynch
New York, NY, US11 -
25+
-
15+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
