Greg Watkins

Greg Watkins Email and Phone Number

Vice President and Senior Director of Portfolio Management @ BNY Mellon
Winter Park, FL, US
Greg Watkins's Location
Roswell, Georgia, United States, United States
Greg Watkins's Contact Details

Greg Watkins personal email

n/a
About Greg Watkins

Greg Watkins is a Vice President and Senior Director of Portfolio Management at BNY Mellon. He possess expertise in wealth management, portfolio management, investment management, investments, wealth management services and 16 more skills.

Greg Watkins's Current Company Details
BNY Mellon

Bny Mellon

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Vice President and Senior Director of Portfolio Management
Winter Park, FL, US
Website:
bny.com/pershing
Employees:
4221
Greg Watkins Work Experience Details
  • Bny Mellon
    Vice President And Senior Director Of Portfolio Management
    Bny Mellon
    Winter Park, Fl, Us
    View
  • Bny Mellon
    Vice President / Senior Director Of Portfolio Management
    Bny Mellon Dec 2005 - Present
    Atlanta, Georgia
    BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We provide exceptional capabilities, proven experience and innovative wealth management solutions to high-net-worth individuals, family offices, planned giving programs, endowments and foundations. Our ability to apply our skills and capabilities consistently, expertly, and personally has resulted in highly satisfied clients and enduring relations that span market cycles and generations. Our capabilities include: • Wealth Management and Investment Management • Wealth & Estate Planning • Private Banking• Endowments and Foundations • Family Office Services • Planned Giving Services• Global Custody
    View
  • City Capital
    Managing Director
    City Capital Jan 1999 - Dec 2005
  • Trusco Capital Management
    Portfolio Manager
    Trusco Capital Management Jan 1989 - Dec 1998
    View
  • Ef Hutton
    Operations Manager
    Ef Hutton Jan 1984 - Dec 1987
    Atlanta, Georgia

Greg Watkins Skills

Wealth Management Portfolio Management Investment Management Investments Wealth Management Services Alternative Investments Asset Allocation Private Banking Estate Planning Strategic Planning Risk Management Series 7 Financial Analysis Investment Strategies Insurance Financial Planning Banking Relationship Management Investment Advisory Strategic Financial Planning Underwriting

Greg Watkins Education Details

Frequently Asked Questions about Greg Watkins

What company does Greg Watkins work for?

Greg Watkins works for Bny Mellon

What is Greg Watkins's role at the current company?

Greg Watkins's current role is Vice President and Senior Director of Portfolio Management.

What is Greg Watkins's email address?

Greg Watkins's email address is gr****@****lon.com

What schools did Greg Watkins attend?

Greg Watkins attended Georgia State University - J. Mack Robinson College Of Business.

What skills is Greg Watkins known for?

Greg Watkins has skills like Wealth Management, Portfolio Management, Investment Management, Investments, Wealth Management Services, Alternative Investments, Asset Allocation, Private Banking, Estate Planning, Strategic Planning, Risk Management, Series 7.

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