Avp - Mergers And Acquisitions
Current
Nov 2022 - Present
AeroLeads people directory · profile
Greg Heath Email & Phone Number
AVP-Investment Product - Mergers and Acquisitions at LPL Financial
at
LPL Financial
1 work email found
@lpl.com
2 phones found area 443
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP-Investment Product - Mergers and Acquisitions at LPL Financial
Location
Sykesville, Maryland, United States
Company size
Who is Greg Heath? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Heath is listed as AVP-Investment Product - Mergers and Acquisitions at LPL Financial at LPL Financial, a with 7900 employees, based in Sykesville, Maryland, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 443, and a matched LinkedIn profile for Greg Heath.
Greg Heath previously worked as AVP - Mergers and Acquisitions at Lpl Financial and Senior Investment Product Manager at Lpl Financial. Greg Heath holds Bs Finance, Finance And Financial Management Services from Salisbury University.
Company email context
Email format at LPL Financial
This section adds company-level context without repeating Greg Heath's masked contact details.
{first}.{last}@lpl.com
89% confidence
AeroLeads found 1 current-domain work email signal for Greg Heath. Compare company email patterns before reaching out.
Profile bio
About Greg Heath
Greg Heath is a AVP-Investment Product - Mergers and Acquisitions at LPL Financial at LPL Financial. He possess expertise in finance, customer service, microsoft excel, financial analysis, microsoft office and 28 more skills. He is proficient in English.
Listed skills include Finance, Customer Service, Microsoft Excel, Financial Analysis, and 29 others.
Current workplace
Greg Heath's current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
8 roles
Greg Heath work experience
A career timeline built from the work history available for this profile.
Senior Investment Product Manager
Jan 2021 - Nov 2022
Senior Wealth Consultant
Sep 2019 - Jan 2021
Wealth Consultant
Feb 2016 - Sep 2019
Associate Wealth Consultant
Apr 2014 - Feb 2016
Mortgage Backed Securities Analyst 2
Aug 2013 - Apr 2014
Business Development/ Internet Sales Consultant
Miller Brothers Chevrolet Cadillac
Jul 2012 - Aug 2013
Portfolio Analyst
Salisbury University Investment Fund
Jan 2011 - Jun 2011
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
DP
Denise Porter
Colleague at Lpl FinancialSan Diego County, California, United States
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CS
Cm Selvam
Colleague at Lpl FinancialTenkasi, Tamil Nadu, India
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BA
Brian Allen
Colleague at Lpl FinancialRock Hill, South Carolina, United States
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MS
Mandy Smith
Colleague at Lpl FinancialCarrollton, Georgia, United States
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SW
Steve Wedel
Colleague at Lpl FinancialSt Louis, Missouri, United States
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VB
Vicki Buchanan
Colleague at Lpl FinancialCharleston County, South Carolina, United States
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DE
Dylan Earl
Colleague at Lpl FinancialChicago, Illinois, United States
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PB
Pam Beigh
Colleague at Lpl FinancialNapa, California, United States
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MS
Marissa Sola’
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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AC
Austin Creasey
Colleague at Lpl FinancialCharlotte Metro, United States
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Denise Porter
Colleague at Lpl FinancialSan Diego County, California, United States
View →
CS
Cm Selvam
Colleague at Lpl FinancialTenkasi, Tamil Nadu, India
View →
BA
Brian Allen
Colleague at Lpl FinancialRock Hill, South Carolina, United States
View →
MS
Mandy Smith
Colleague at Lpl FinancialCarrollton, Georgia, United States
View →
SW
Steve Wedel
Colleague at Lpl FinancialSt Louis, Missouri, United States
View →
VB
Vicki Buchanan
Colleague at Lpl FinancialCharleston County, South Carolina, United States
View →
DE
Dylan Earl
Colleague at Lpl FinancialChicago, Illinois, United States
View →
PB
Pam Beigh
Colleague at Lpl FinancialNapa, California, United States
View →
MS
Marissa Sola’
Colleague at Lpl FinancialCharlotte, North Carolina, United States
View →
AC
Austin Creasey
Colleague at Lpl FinancialCharlotte Metro, United States
View →
1 education record
Greg Heath education
FAQ
Frequently asked questions about Greg Heath
Quick answers generated from the profile data available on this page.
What company does Greg Heath work for?
Greg Heath works for LPL Financial.
What is Greg Heath's role at LPL Financial?
Greg Heath is listed as AVP-Investment Product - Mergers and Acquisitions at LPL Financial at LPL Financial.
What is Greg Heath's email address?
AeroLeads has found 1 work email signal at @lpl.com for Greg Heath at LPL Financial.
What is Greg Heath's phone number?
AeroLeads has found 2 phone signal(s) with area code 443 for Greg Heath at LPL Financial.
Where is Greg Heath based?
Greg Heath is based in Sykesville, Maryland, United States while working with LPL Financial.
What companies has Greg Heath worked for?
Greg Heath has worked for Lpl Financial, Wells Fargo, Miller Brothers Chevrolet Cadillac, and Salisbury University Investment Fund.
Who are Greg Heath's colleagues at LPL Financial?
Greg Heath's colleagues at LPL Financial include Denise Porter, Cm Selvam, Brian Allen, Mandy Smith, and Steve Wedel.
How can I contact Greg Heath?
You can use AeroLeads to view verified contact signals for Greg Heath at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Greg Heath attend?
Greg Heath holds Bs Finance, Finance And Financial Management Services from Salisbury University.
What skills is Greg Heath known for?
Greg Heath is listed with skills including Finance, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Research, and Investments.
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