Stephen Greco Email & Phone Number
Chief Executive Officer
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Stephen Greco Location
- Chicago, IL, US
Stephen Greco Work
- 2024 -now Chief Executive Officer @ Pandora Wealth, Inc.
- 2017 -2024 Chief Executive Officer @ Spotlight Asset Group
- 2013 -2017 Director of Wealth Management @
- 2011 -2013 Wealth Management Advisor @ Wealthquest Corporation
- 2006 -2011 Branch Manager @
Stephen Greco Education
- State University of New York at Buffalo
B.A. (Psychology)
1996-2000
Stephen Greco Skills
- Financial Planning
- Asset Management
- Estate Planning
- Risk Management
- Wealth Management
- Strategic Financial Planning
- Series 7
- Wealth
- Investments
- Securities
- Series 63
- Investment Advisory
- Mutual Funds
- Finance
- Investment Management
- Financial Advisory
- Asset Allocation
- Uniform Combined State Law
- Financial Planners
- Series 24
- 401k
- Retirement Planning
- Options
- FINRA
- Series 65
- Alternative Investments
- Investment Strategies
- Retirement
- Financial Services
- Equities
- ETFs
- Fixed Income
- Portfolio Management
- IRAs
- Fixed Annuities
- Bonds
- Wealth Management Services
- High Net Worth Individuals
- Trading
- Relationship Management
- Strategic Financial
- Uniform Combined State
- Planning
- Project Management
- High Net Worth
- Marketing Strategy
- Microsoft Office
- Services
Stephen Greco Summary
- Stephen Greco, based in Chicago, IL, US, is currently a Chief Executive Officer at Pandora Wealth, Inc.. Stephen Greco brings experience from previous roles at Spotlight Asset Group, Creative Planning, Inc., Wealthquest Corporation and TD Ameritrade. Stephen Greco holds a 1996 - 2000 B.A. in Psychology @ State University of New York at Buffalo. With a robust skill set that includes Financial Planning, Asset Management, Estate Planning, Risk Management, Wealth Management and more. Stephen Greco has 1 emails and 1 mobile phone numbers on RocketReach.
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