2025 -
now Co-Owner @ All Dogs Unleashed New Jersey
2021 -
2025 Director - Wealth Management Consulting and Coaching @
2020 -
2021 VP - Assistant Branch Manager @
2020 -
2020 VP - Senior Financial Consultant @
2014 -
2019 VP - Financial Consultant @
2013 -
2014 Associate Financial Consultant @
2012 -
2013 Financial Advisor @
2011 -
2012 Insurance Producer @
2008 -
2011 Executive Insurance Producer @
2007 -
2007 Intern @
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 2 mobile phone numbers on RocketReach.
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