Gregory Viejo Email & Phone Number
Managing Director, Wealth Advisor @ Truist Wealth
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Gregory Viejo Location
- Miami, FL, US
Gregory Viejo Work
- 2023 -now Managing Director, Wealth Advisor @
- 2022 -2023 Senior Wealth Advisor - Senior Vice President @
- 2000 -2002 Private Finance Director @ Merril Lynch
- 2021 -2022 Managing Director - Wealth Advisor @
- 2011 -2016 Senior Private Banker, NMLSR# 772124 @ Wells Fargo
- 2010 -2011 Senior Private Banker @
- 2002 -2009 Private Banker @ Citi Private Bank
- 1995 -2000 Vice President @
Gregory Viejo Education
- Florida International University - College of Business Administration
- Florida International University - College of Business Administration
BBA
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, Merril Lynch, Wells Fargo Private Bank and Wells Fargo. Gregory Viejo holds a Florida International University - College of Business Administration. 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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