Jeff Gregorio Email & Phone Number

First Vice President and Senior Financial Advisor @ Merrill Lynch

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Jeff Gregorio Location

Washington, DC, US

Jeff Gregorio Work

2013 - now First Vice President and Senior Financial Advisor @ Merrill Lynch
2004 - 2013 Vice President @ Bernstein Private Wealth Management
2004 - 2013 Vice President and Financial Advisor @ AllianceBernstein

Jeff Gregorio Education

University of Pennsylvania
BA (International Relations)
1996 - 2001

Jeff Gregorio Skills

Asset Managment
Charitable Gift Planning
Charitable Trusts

College Savings Plans
Concentrated Stock Management
Dynamic Asset Allocation
Equity Trading
Financial Advisory
Financial Analysis
Financial Markets

see less

Jeff Gregorio Summary

Jeff Gregorio, based in Washington, DC, US, is currently a First Vice President and Senior Financial Advisor at Merrill Lynch. Jeff Gregorio brings experience from previous roles at Bernstein Global Wealth Management and AllianceBernstein. Jeff Gregorio holds a 1996 - 2001 BA in International Relations @ University of Pennsylvania. With a robust skill set that includes Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock Management and more. Jeff Gregorio has 2 emails and 1 mobile phone numbers on RocketReach.

Jeff Gregorio Emails

Found 2 emails

Jeff Gregorio Phone Numbers

Found 6 phone numbers

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