Gregory Viejo Email & Phone Number
Managing Director, Wealth Advisor @ Truist Wealth
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Gregory Viejo Location
- Miami, FL, US
Gregory Viejo Work
- Managing Director, Wealth Advisor @ (October 2023 - Present)
- Senior Wealth Advisor - Senior Vice President @ (August 2022 - October 2023)
- Managing Director - Wealth Advisor @ (February 2021 - August 2022)
- Senior Private Banker, NMLSR# 772124 @ Wells Fargo (June 2011 - September 2016)
- Senior Private Banker @ (January 2010 - June 2011)
- Private Banker @ Citi Private Bank (February 2002 - December 2009)
- Private Finance Director @ Merril Lynch (March 2000 - February 2002)
- Vice President @ (January 1995 - March 2000)
Gregory Viejo Education
- Florida International University - College of Business
BBA
- University of Miami Business School
MBA
Gregory Viejo Skills
- Private Banking
- Retirement Planning
- Military
- Gestione del rischio
Gregory Viejo Summary
- Gregory Viejo, based in Miami, FL, US, is currently a Managing Director, Wealth Advisor at Truist Wealth. Gregory Viejo brings experience from previous roles at Comerica Bank, Wells Fargo Private Bank, Wells Fargo and JP Morgan. Gregory Viejo holds a BBA @ Florida International University - College of Business. With a robust skill set that includes Private Banking, Retirement Planning, Military, Gestione del rischio and more. Gregory Viejo has 1 emails and 1 mobile phone numbers on RocketReach.
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