Judy Gregory Email & Phone Number
Lead Client Relationship Manager @ Workiva
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Judy Gregory Location
- Denver, CO, US
Judy Gregory Work
- Lead Client Relationship Manager @ (August 2024 - Present)
- Senior Client Relationship Manager @ (August 2023 - August 2024)
- Client Relationship Manager @ (November 2020 - August 2023)
- Compliance Specialist @ Segall Bryant & Hamill | Denver Investments (acquired by SBH) (June 2017 - November 2020)
- Wealth Management Associate @ (June 2012 - June 2017)
- Senior Associate – Private Client Group @ (September 2009 - July 2012)
- Portfolio Assistant @ (November 2005 - December 2008)
Judy Gregory Education
- Univeristy of Colorado
Bachelor of Science (B.S.) (Business Administration and Management, General)
2001-2005
Judy Gregory Skills
- Key Client Relationships
- Client Relations
- Customer Success
- Customer Support
- Stakeholder Management
- Account Portfolio Management
- Vendor Management
- Meeting Planning
- Event Planning
- C-Level Communications
- Regulatory Compliance
- Financial Services
- Reporting
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Microsoft Word
- Bloomberg
- Salesforce.com
- Advent
- Eagle
- Enterprise Software
- FactSet
- Training
- Alternative Investments
- Equities
- Portfolio Management
- Investments
- Asset Management
- Fixed Income
- Wealth Management
- Mutual Funds
- C Level Communications
Judy Gregory Summary
- Judy Gregory, based in Denver, CO, US, is currently a Lead Client Relationship Manager at Workiva. Judy Gregory brings experience from previous roles at Workiva, Segall Bryant & Hamill | Denver Investments (acquired by SBH) and Denver Investments. Judy Gregory holds a 2001 - 2005 Bachelor of Science (B.S.) in Business Administration and Management, General @ Univeristy of Colorado. With a robust skill set that includes Key Client Relationships, Client Relations, Customer Success, Customer Support, Stakeholder Management and more. Judy Gregory has 4 emails and 3 mobile phone numbers on RocketReach.
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