Greg Heath

Greg Heath Email and Phone Number

AVP-Investment Product - Mergers and Acquisitions at LPL Financial @ LPL Financial
san diego, california, united states
Greg Heath's Location
Sykesville, Maryland, United States, United States
Greg Heath's Contact Details
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.

Greg Heath's Current Company Details
LPL Financial

Lpl Financial

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AVP-Investment Product - Mergers and Acquisitions at LPL Financial
san diego, california, united states
Website:
lpl.com
Employees:
7900
Greg Heath Work Experience Details
  • Lpl Financial
    Avp - Mergers And Acquisitions
    Lpl Financial Nov 2022 - Present
    Fort Mill, South Carolina, United States
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  • Lpl Financial
    Senior Investment Product Manager
    Lpl Financial Jan 2021 - Nov 2022
    Fort Mill, South Carolina, United States
    View
  • Lpl Financial
    Senior Wealth Consultant
    Lpl Financial Sep 2019 - Jan 2021
    Fort Mill, South Carolina
    View
  • Lpl Financial
    Wealth Consultant
    Lpl Financial Feb 2016 - Sep 2019
    Charlotte, Nc / Fort Mill, Sc
    View
  • Lpl Financial
    Associate Wealth Consultant
    Lpl Financial Apr 2014 - Feb 2016
    Rockville, Md / Charlotte, Nc
    View
  • Wells Fargo
    Mortgage Backed Securities Analyst 2
    Wells Fargo Aug 2013 - Apr 2014
    Columbia, Md
    View
  • Miller Brothers Chevrolet Cadillac
    Business Development/ Internet Sales Consultant
    Miller Brothers Chevrolet Cadillac Jul 2012 - Aug 2013
    Ellicott City, Md
  • Salisbury University Investment Fund
    Portfolio Analyst
    Salisbury University Investment Fund Jan 2011 - Jun 2011
    Salisbury, Md

Greg Heath Skills

Finance Customer Service Microsoft Excel Financial Analysis Microsoft Office Leadership Research Investments Social Networking Alternative Investments Account Reconciliation Team Building Social Media Account Management Teamwork Customer Satisfaction Financial Services Inventory Management Wealth Management Services Hedge Funds Financial Statement Analysis Value Based Selling Investment Strategies Investment Management Time Management Team Leadership Business Planning Social Media Marketing Sales Process Uhnw Analysis Risk Management Performance Reporting

Greg Heath Education Details

Frequently Asked Questions about Greg Heath

What company does Greg Heath work for?

Greg Heath works for Lpl Financial

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

Greg Heath's current role is AVP-Investment Product - Mergers and Acquisitions at LPL Financial.

What is Greg Heath's email address?

Greg Heath's email address is gh****@****ury.edu

What is Greg Heath's direct phone number?

Greg Heath's direct phone number is +144353*****

What schools did Greg Heath attend?

Greg Heath attended Salisbury University.

What are some of Greg Heath's interests?

Greg Heath has interest in Football, Exercise, Sweepstakes, Nascar, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, Watching Auto Racing.

What skills is Greg Heath known for?

Greg Heath has skills like Finance, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Research, Investments, Social Networking, Alternative Investments, Account Reconciliation, Team Building.

Who are Greg Heath's colleagues?

Greg Heath's colleagues are Ivan Martinez, Gowtham C, Cml Cml, Jamie Leverette, Justin Nemechek, Joe Davis, Michael Baldizzi.

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