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Keith Gregor Location
Phoenix, AZ, US
Keith Gregor Work
2019 -now Founder and Wealth Manager @
2018 -now Senior Financial Advisor @
2016 -2018 Senior Investment and Trust Officer @
2014 -2016 Portfolio Manager @
2011 -2014 Senior Investment Associate, Officer @
2010 -2011 Process Specialist - Asset Management @
2009 -2010 Document Clerk and Attorney Assitant @
2003 -2007 Third Class Petty Officer - Logistics @
Keith Gregor Education
DePaul University College of Commerce
B.S., Magna Cum Laude (Finance)
2008-2010
Keith Gregor Skills
Equities
Asset Management
Investment Banking
Finance
Financial Analysis
Investments
Asset Allocation
Securities
Management
Portfolio Management
Mutual Funds
Microsoft Excel
Wealth Management
Analysis
Financial Services
Investment Management
Project Management
Research
Keith Gregor Summary
Keith Gregor, based in Phoenix, AZ, US, is currently a Founder and Wealth Manager at Gregor Wealth Management. Keith Gregor brings experience from previous roles at Mellig Group, South Florida Educational Federal Credit Union, Northern Trust Corporation and Northern Trust. Keith Gregor holds a 2008 - 2010 B.S., Magna Cum Laude in Finance @ DePaul University College of Commerce. With a robust skill set that includes Equities, Asset Management, Investment Banking, Finance, Financial Analysis and more. Keith Gregor has 2 emails and 4 mobile phone numbers on RocketReach.
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