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Eric Gregory is listed as Finance Student at Bentley University at Milestone Financial Planning, LLC, a company with 4 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Eric Gregory.
Eric Gregory previously worked as Financial Planning Intern at Milestone Financial Planning, Llc and Product Development Consultant at Healthyhive. Eric Gregory holds Bachelor'S Degree, Finance, General, Junior from Bentley University.
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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.
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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.
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
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.
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
- 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
Other employees you can reach at milestonefinancialplanning.com. View company contacts for 4 employees →
Garrett Climo
Colleague at Milestone Financial Planning, LlcBillerica, Massachusetts, United States, United States
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DK
Daniel Koppel, Msfs, Cfp®
Colleague at Milestone Financial Planning, LlcWakefield, Massachusetts, United States, United States
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Kathryn Wiggins
Colleague at Milestone Financial Planning, LlcHudson, New Hampshire, United States, United States
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Brianna Bergeron
Colleague at Milestone Financial Planning, LlcBedford, New Hampshire, United States, United States
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Aadi Patel
Colleague at Milestone Financial Planning, LlcWakefield, Massachusetts, United States, United States
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Kyle Labelle
Colleague at Milestone Financial Planning, LlcManchester, New Hampshire, United States, United States
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Cameron Barker
Colleague at Milestone Financial Planning, LlcWells, Maine, United States, United States
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Evan Marquis
Colleague at Milestone Financial Planning, LlcManchester, New Hampshire, United States, United States
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KL
Kathryn Lund, Cpa, Cfp(R)
Colleague at Milestone Financial Planning, LlcWestford, Massachusetts, United States, United States
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Benjamin Zepp
Colleague at Milestone Financial Planning, LlcMerrimack, New Hampshire, United States, United States
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Activities and Societies: President's List, Analyst in Bentley Sustainable Investment Group (Healthcare sector), intramural sports GPA: 3.92
Activities and Societies: Soccer Team - 4 Years NH Scholar 2020-2022 Math Honor Society 2020-2022 Spanish Honor Society 2021-2022
Quick answers generated from the profile data available on this page.
Eric Gregory works for Milestone Financial Planning, LLC.
Eric Gregory is listed as Finance Student at Bentley University at Milestone Financial Planning, LLC.
Eric Gregory is based in Greater Boston, United States, United States while working with Milestone Financial Planning, LLC.
Eric Gregory has worked for Milestone Financial Planning, Llc, Healthyhive, Travismathew Apparel, New Hampshire Fisher Cats, and The Bedford Village Inn.
Eric Gregory's colleagues at Milestone Financial Planning, LLC include Garrett Climo, Daniel Koppel, Msfs, Cfp®, Kathryn Wiggins, Brianna Bergeron, and Aadi Patel.
You can use AeroLeads to view verified contact signals for Eric Gregory at Milestone Financial Planning, LLC, including work email, phone, and LinkedIn data when available.
Eric Gregory holds Bachelor'S Degree, Finance, General, Junior from Bentley University.
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