VP - Financial Consultant @ (April 2014 - December 2019)
Associate Financial Consultant @ (April 2013 - April 2014)
Financial Advisor @ (April 2012 - April 2013)
Insurance Producer @ (May 2011 - April 2012)
Executive Insurance Producer @ (November 2008 - April 2011)
Intern @ (May 2007 - August 2007)
Gregory Whitehead Education
Ithaca College
B.S. (Integrated Marketing Communications)
2004-2008
Mendham High School
Highschool Diploma
2000-2004
Black River Middle School 1997-2000
Gregory Whitehead Skills
Investments
Mutual Funds
Executive Compensation Planning
Banking and Credit Management
Small Business Retirement Plans
Titling and Beneficiary Designations
College Planning
401K Rollovers
Asset Allocation
Financial Services
Services
Wealth Management
Gregory Whitehead Summary
Gregory Whitehead, based in New York, NY, US, is currently a Managing Director, SVP at Calamos Wealth Management. Gregory Whitehead brings experience from previous roles at All Dogs Unleashed New Jersey and Charles Schwab. Gregory Whitehead holds a 2004 - 2008 B.S. in Integrated Marketing Communications @ Ithaca College. With a robust skill set that includes Investments, Mutual Funds, Executive Compensation Planning, Banking and Credit Management, Small Business Retirement Plans and more. Gregory Whitehead has 2 emails and 1 mobile phone numbers on RocketReach.
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