Managing Director - Founding Partner @ (January 2014 - Present)
Complex Business Development Manager @ (November 2012 - December 2013)
Branch Manager @ Morgan Stanley Smith Barney (November 2005 - November 2012)
Regional Administrative Officer - Capital Beltway @ Legg Mason (January 2000 - November 2005)
Compliance Officer @ Legg Mason (November 1992 - January 2000)
Gregory Banasz Education
Towson University
BS (Finance and Accounting)
1988-1992
Towson University
Bachelor's degree (Accounting and Finance)
1986-1991
Gregory Banasz Skills
Wealth Management
Strategy
Investments
Financial Advisory
Management
Mutual Funds
Financial Analysis
Retirement Planning
Portfolio Management
Series 65
Asset Allocation
Team Consultant
Advisory
Solutions
Gregory Banasz Summary
Gregory Banasz, based in Washington, DC, US, is currently a Chief Marketing Officer at Steward Partners. Gregory Banasz brings experience from previous roles at Steward Partners, Morgan Stanley, Morgan Stanley Smith Barney and Legg Mason. Gregory Banasz holds a 1988 - 1992 BS in Finance and Accounting @ Towson University. With a robust skill set that includes Wealth Management, Strategy, Investments, Financial Advisory, Management and more. Gregory Banasz has 1 emails and 1 mobile phone numbers on RocketReach.
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