Eric Gregory

Eric Gregory Email and Phone Number

Finance Student at Bentley University @ Milestone Financial Planning, LLC
bedford, new hampshire, united states
Eric Gregory's Location
Greater Boston, United States
About Eric Gregory

My name is Eric Gregory and I am a Junior at Bentley University studying Finance, hoping to concentrate in Financial Planning and obtain my CFP. I am a person who excels in problem-solving and possesses the constant desire to learn and develop valuable skills. I currently intern with a financial planning firm in my area and do part-time fintech startup company. I have also completed an internship with a minor league baseball team in my hometown, worked at a well-respected restaurant in my area as a server, been a part of various honor societies throughout high school, and am in several business-oriented clubs at Bentley. Some accomplishments are passing the Series 65 exam, making the president’s list each semester, a 3.92 cumulative GPA, and graduating high school as a New Hampshire Scholar.

Eric Gregory's Current Company Details
Milestone Financial Planning, LLC

Milestone Financial Planning, Llc

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Finance Student at Bentley University
bedford, new hampshire, united states
Employees:
4
Eric Gregory Work Experience Details
  • Milestone Financial Planning, Llc
    Financial Planning Intern
    Milestone Financial Planning, Llc May 2024 - Present
    Bedford, New Hampshire, United States
    - Create new processes for analyzing client's open enrollment and P&C Insurance plans- Use CRM and Custodian daily for various tasks, including monitoring weekly trades for each advisor- Compose presentations and deliverables for prospects ahead of meetings- Update our model portfolio's performance to benchmark monthly with Y-Charts and Morningstar- Create Excel template for calculation and analysis of clients' employee stock plans- Passed Series 65 Exam October 2024
  • Healthyhive
    Product Development Consultant
    Healthyhive Aug 2024 - Present
    Boston, Massachusetts, United States
  • Travismathew Apparel
    Sales Associate
    Travismathew Apparel Aug 2023 - Feb 2024
    Burlington, Massachusetts, United States
    - Fulfill retail tasks in a high-end clothing store, including POS and inventory management- Provide outstanding customer service, scoring 100% on multiple secret shopper tests- Handle over $1,000 in sales every day, including cash and credit transactions- Use SAP Analytics to track and project sales each day
  • New Hampshire Fisher Cats
    Ambassador
    New Hampshire Fisher Cats May 2023 - Aug 2023
    Manchester, New Hampshire, United States
    - Used online ticketing system and took calls in the box office- Worked with Production team to broadcast the game, operating both the on-field and press box cameras- Worked with Promotions team to carry out on-field and between innings events during games- Helped with inventory, organization, and point-of-sales system in Merchandise- Worked in Guest Services during games helping fans with their needs- Rolled Tarp- Familiarized me with day-to-day operations of a… Show more - Used online ticketing system and took calls in the box office- Worked with Production team to broadcast the game, operating both the on-field and press box cameras- Worked with Promotions team to carry out on-field and between innings events during games- Helped with inventory, organization, and point-of-sales system in Merchandise- Worked in Guest Services during games helping fans with their needs- Rolled Tarp- Familiarized me with day-to-day operations of a sports team and how all the different departments work together to grow the Fisher Cats brand Show less
  • The Bedford Village Inn
    Server
    The Bedford Village Inn Oct 2020 - Jan 2023
    Bedford, New Hampshire, United States
    - Acquired sense of professionalism from working in an AAA Four-Diamond Certified Restaurant- Served at corporate events of over 30 people, working with weddings, work events, and more- Executed monetary transactions daily with an excess of $1000 in sales each shift- Trusted server with extensive knowledge about food and drink menus
  • Labelle Winery
    Event Staff
    Labelle Winery Jun 2020 - Oct 2020
    - worked at weddings and other outings of 100+ people- provide excellent service to attendees of all walks of life- fast-paced environment required quick thinking and problem-solving

Eric Gregory Education Details

Frequently Asked Questions about Eric Gregory

What company does Eric Gregory work for?

Eric Gregory works for Milestone Financial Planning, Llc

What is Eric Gregory's role at the current company?

Eric Gregory's current role is Finance Student at Bentley University.

What schools did Eric Gregory attend?

Eric Gregory attended Bentley University, Bedford High School.

Who are Eric Gregory's colleagues?

Eric Gregory's colleagues are Benjamin Zepp, Evan Marquis, Cameron Barker, Daniel Koppel, Msfs, Cfp®, Kathryn Lund, Cpa, Cfp(R), Kyle Labelle, Brianna Bergeron.

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