Thomas Greco Email & Phone Number
Managing Director at Concentus Wealth Advisors @ Concentus Wealth Advisors
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Thomas Greco Location
- Philadelphia, PA, US
Thomas Greco Work
- Managing Director at Concentus Wealth Advisors @ (April 2023 - Present)
- Director @ (February 2014 - April 2023)
- Financial Consultant @ (April 2010 - February 2014)
- Associate @ Turner Investment Partners (January 2008 - May 2010)
- Client Service Associate @ (January 2001 - January 2007)
Thomas Greco Education
- Saint Joseph's University
MBA (Finance)
2007-2010 - Commonwealth University-Bloomsburg
Bachelors Degree of Science (Finance)
1998-2002
Thomas Greco Skills
- Series 7
- Project Management
- Financial Analysis
- Portfolio Management
- Finance
- Wealth Management
- Equities
- Investments
- Alternative Investments
- Asset Allocation
- Securities
- Mutual Funds
Thomas Greco Summary
- Thomas Greco, based in Philadelphia, PA, US, is currently a Managing Director at Concentus Wealth Advisors at Concentus Wealth Advisors. Thomas Greco brings experience from previous roles at Concentus Wealth Advisors, Wells Fargo Advisors, LLC, Turner Investment Partners and Vanguard. Thomas Greco holds a 2007 - 2010 MBA in Finance @ Saint Joseph's University. With a robust skill set that includes Series 7, Project Management, Financial Analysis, Portfolio Management, Finance and more. Thomas Greco has 2 emails and 1 mobile phone numbers on RocketReach.
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