Michael Gregson Email & Phone Number
Managing Director, Co-Head Outsourced Trading @ Oppenheimer & Co. Inc.
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Michael Gregson Location
- Charlotte, NC, US
Michael Gregson Work
- 2024 - now Managing Director, Co-Head Outsourced Trading @
- 2011 - 2024 Founder and Chief Executive Officer @ Fulcrum Point Financial
- 2009 - 2010 SVP - Head of Trading @ LPL Financial
- 2001 - 2009 SVP Head of Trading and Advisory Solutions @ UVEST Financial Services
Michael Gregson Education
- Dickinson College
BA (Economics)
1985 - 1989 - University of North Carolina at Charlotte
Masters (Business administration)
- Avon High School
Michael Gregson Skills
- Series 24
- Trading
- Financial Advisory
- Series 7
- Series 63
- Securities
- Mutual Funds
- Investments
- Fixed Income
- Finance
- Financial Services
- Asset Management
- Equities
- Wealth Management
- Investment Advisory
- Options
- Alternative Investments
- Portfolio Management
- Retirement
- FINRA
- Asset Allocation
- Business Analysis
- Strategy
- Microsoft Office
- Microsoft Excel
- Change Management
- Project Management
- Handling Money
- Charlotte
- Loan Servicing
- SEC
- Regulations
- Commodities
- Art
- Obtain
- Economics
- Execution
- Insurance
- Compass
- CAP
- Retirement Planning
- Profit
- Settlement
- Fee
- Sales Operations
- Internal Audit
- Offering
- Rebalancing
- San Diego
- Institutions
- Compliance
- Mac
- Management Consulting
- Business Administration
- Audit Committee
- Fin
- Marketing
- New Business Development
- Sma
- Credit
- Offerings
- Uma
- Wealth
- Traders
- Technology Integration
- Solution
- Private Equity
- Management
- House
- Revenue
- Insurance Planning
- Turkey
- Security
- Third Party Applications
- Support Staff
- Capital
- Mergers and Acquisitions
- Operational Support
- Money Management
- Income
- Responsibility
- Dealers
Michael Gregson Summary
- Michael Gregson, based in Charlotte, NC, US, is currently a Managing Director, Co-Head Outsourced Trading at Oppenheimer & Co. Inc.. Michael Gregson brings experience from previous roles at Fulcrum Point Financial, LPL Financial and UVEST Financial Services. Michael Gregson holds a 1985 - 1989 BA in Economics @ Dickinson College. With a robust skill set that includes Series 24, Trading, Financial Advisory, Series 7, Series 63 and more. Michael Gregson has 3 emails and 2 mobile phone numbers on RocketReach.
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