Greg Whitaker Email & Phone Number

Southeastern Us-Based In Atlanta, Ga

Southeastern Us Based In Atlanta

Atlanta-Southeast Us

Senior Portfolio Specialist responsible for the distribution of the various IndexIQ ETF's and related products in Georgia, North Carolina, South Carolina, Alabama, Mississippi, Florida, and Puerto Rico. Worked in direct partnership with the NYLIM/Mainstay distribution team and cover the Wirehouse, Independent and RIA channels.

Southeast

Responsible for all of the SMA business in the National Broker Dealer Division in GA, SC, AL, TN, and Northern FL. Worked closely with the third party Sub-Advised Relationships and ETF providers.

Southeast

Responsible for the distribution of all open and closed end Mutual Funds, SMA's, 529's, and Retirements Plans for the national broker dealer firms in Georgia and Alabama. In addition, I was a National Speaker for the The Advisor Partnership Program and conducted industry training on the regional, divisional, and national level at Merrill Lynch, Wells Fargo, Morgan Stanley and UBS. I originally joined the firm as a part of Citigroup Asset Management where I worked closely with Smith Barney on the regional and divisional level. Legg Mason acquired CAM in 2005.

Southeast

Responsible for the distribution of all open and closed end Mutual Funds, SMA's, 529's, and Retirements Plans for the national broker dealer firms in GA, SC, FL, TN, MS, and Al. I was awarded the TOP GUN Award for sales and leadership over multiple years with the firm.