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Greg Merz Email & Phone Number

Head of Capital Markets Trading Technologies - Wells Fargo Wealth & Investment Management at Wells Fargo Advisors
Location: Ballwin, Missouri, United States 6 work roles 2 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
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Current company
Role
Head of Capital Markets Trading Technologies - Wells Fargo Wealth & Investment Management
Location
Ballwin, Missouri, United States
Company size

Who is Greg Merz? Overview

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Quick answer

Greg Merz is listed as Head of Capital Markets Trading Technologies - Wells Fargo Wealth & Investment Management at Wells Fargo Advisors, a company with 15127 employees, based in Ballwin, Missouri, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Greg Merz.

Greg Merz previously worked as Head of Capital Markets Trading Technologies at Wells Fargo Advisors and Director Of Development at Scottrade. Greg Merz holds Mba, Information Systems And Finance from Saint Louis University.

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Email format at Wells Fargo Advisors

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{first}.{last}@wellsfargoadvisors.com
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Profile bio

About Greg Merz

Accomplished technology leader with over 20 years of experience in the financial services industry building high performing teams that deliver secure, stable, performant and resilient solutions with a focus on deepening our advisor-client relationships. Possesses strong collaboration and partnering skills that lead to functional and technical strategies, resulting in actionable short and long-term product roadmaps. Technology Trading Product Owner for Investment Solutions, providing services for multiple lines of business including self-directed, advisory and portfolio management.

Listed skills include Portfolio Management, Business Analysis, Vendor Management, Banking, and 35 others.

Current workplace

Greg Merz's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Head of Capital Markets Trading Technologies - Wells Fargo Wealth & Investment Management
st. louis, missouri, united states
Employees
15127
AeroLeads page
6 roles

Greg Merz work experience

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Head Of Capital Markets Trading Technologies

Current

Greater St. Louis Area

Responsible for leading the design, development, execution and support of the trading platforms for Wealth and Investment Management (WIM), generating cost savings, improving speed to market, and developing competitive advantages. Platforms include equity, options, fixed income and syndicates which are utilized by Financial Advisors, Money Managers, Online.

Feb 2013 - Present

Director Of Development

Greater St. Louis Area

Dec 2011 - Feb 2013

It Manager Mid-Tier And Oms

Managing Mid-Tier Trading, Non-Trading, Back Office and Order Management System (OMS) platforms that support the Web, Scottrader, Elite, Mobile and Advisor Services front-ends.

Mar 2009 - Dec 2011

Svp, Sr. Technology Manager

Responsible for the management of trading, portfolio management, product and portfolio accounting systems supporting the Columbia Management Group (CMG), Private Bank and the Consulting Services Group (CSG). Oversees all IT functions including systems management, technical support, application development, vendor relationships, capacity planning, total.

Jan 2006 - Dec 2009

Vice President, Equity Systems Manager

Responsible for production support, base support and development of the equity research, portfolio management and trading systems for CMG’s Active Equity, Quantitative Strategies and Quantitative Research teams. CMG trading desks support order execution for the CMG Funds, Institutional and Private Bank accounts totaling over $240 billion in assets under.

Nov 2000 - Dec 2005

Consultant – Maverick Technologies

Time Reporting Information System (TRIS) - Migration of AmerenUE’s TRIS from a legacy two-tier platform to an n-tier platform. Participated in the reverse engineering process consisting of documenting requirements, designing and early development on this three-year project.

Aug 1999 - Nov 2000
Team & coworkers

Colleagues at Wells Fargo Advisors

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2 education records

Greg Merz education

FAQ

Frequently asked questions about Greg Merz

Quick answers generated from the profile data available on this page.

What company does Greg Merz work for?

Greg Merz works for Wells Fargo Advisors.

What is Greg Merz's role at Wells Fargo Advisors?

Greg Merz is listed as Head of Capital Markets Trading Technologies - Wells Fargo Wealth & Investment Management at Wells Fargo Advisors.

What is Greg Merz's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Greg Merz at Wells Fargo Advisors.

Where is Greg Merz based?

Greg Merz is based in Ballwin, Missouri, United States while working with Wells Fargo Advisors.

What companies has Greg Merz worked for?

Greg Merz has worked for Wells Fargo Advisors, Scottrade, Bank Of America, and Ameren.

Who are Greg Merz's colleagues at Wells Fargo Advisors?

Greg Merz's colleagues at Wells Fargo Advisors include Keith Clay, Brian Richardson, Griffon Lestage, Justin N., and Rakie Jackson.

How can I contact Greg Merz?

You can use AeroLeads to view verified contact signals for Greg Merz at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Greg Merz attend?

Greg Merz holds Mba, Information Systems And Finance from Saint Louis University.

What skills is Greg Merz known for?

Greg Merz is listed with skills including Portfolio Management, Business Analysis, Vendor Management, Banking, Sdlc, Sharepoint, Project Portfolio Management, and Strategy.

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