Kristin Gregory

Kristin Gregory Email and Phone Number

Wealth Manager, Global Family Office @ BNY Mellon Wealth Management
New York, NY, US
Kristin Gregory's Location
New York, New York, United States, United States
Kristin Gregory's Contact Details

Kristin Gregory work email

Kristin Gregory personal email

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About Kristin Gregory

As a Wealth Manager and Fiduciary Specialist at BNY Mellon Wealth Management, I oversee and develop relationships with high net worth clientele internationally, focusing principally in EMEA, Asia, and US Beneficiaries from Foreign Trusts. With over nine years of experience in this role, I have independently managed assets of $600 Million, and co-managed assets of another $2 Billion, accounting for over $10 Million in revenue.I have a passion for providing comprehensive and customized financial solutions for my clients, based on their objectives and risk profile. I conduct in-depth portfolio reviews, identify opportunities, and prepare asset allocation suggestions, with the help of a dedicated team of experts and advisors. I also hold the Certified Financial Planner (CFP) designation, which demonstrates my commitment to the highest standards of ethics and professionalism in the industry.

Kristin Gregory's Current Company Details
BNY Mellon Wealth Management

Bny Mellon Wealth Management

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Wealth Manager, Global Family Office
New York, NY, US
Website:
bny.com/pershing
Employees:
4221
Kristin Gregory Work Experience Details
  • Bny Mellon Wealth Management
    Wealth Manager, Global Family Office
    Bny Mellon Wealth Management
    New York, Ny, Us
    View
  • Bny Mellon Wealth Management
    Wealth Manager, Global Family Office
    Bny Mellon Wealth Management Sep 2014 - Present
    New York, Ny, Us
    ▪ I oversee and develop relationships with high net worth clientele internationally,focusing principally in EMEA, Asia, and US Beneficiaries from Foreign Trusts. Iindependently managed assets of $600 Million, and co-manage assets of another $2Billion, accounting for over $10 Million in revenue▪ Contributed in surpassing team’s 2016 -2020 new business goal of $750,000 newrevenue▪ Conduct comprehensive review of client portfolios, including meeting with clients,lawyers and advisors to assess strategies based on objectives and risk profile, identifyopportunities, and prepare customized asset allocation suggestions▪ Create detailed financial goals analysis reports to initiate a unique and comprehensiveblueprint for prospective clients▪ Actively involved in all regulatory initiatives, compliance inquires and operatingprocedures
    View
  • Bny Mellon
    Client Service Manager
    Bny Mellon Sep 2012 - Sep 2014
    New York, Ny, Us
    Manager to Platinum Clients with management of Collateral, Custody, & Derivative Deals. Handles all administration on client accounts, holders and DTC contact, Legal, Reg AB, Opening and Terminating Deals.
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  • Bny Mellon Wealth Management
    Portfolio Assistant
    Bny Mellon Wealth Management 2006 - Sep 2012
    New York, Ny, Us
    • Assist two Senior Portfolio Manager with $1 Billion AUM, by integrating investment philosophy in client portfolios and aid in identifying business development opportunities.• Analyze client portfolios and help in developing strategies and solutions for each client based on BNY Mellon thinking.• Primary point of contact for high new worth families, clients, investment firms, foundations and corporations for research inquires, product capabilities, and transactional requests.
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  • Pali Capital
    Associate
    Pali Capital May 2004 - May 2006
    • Assisted traders with option trades, option trades account receivables• Assisted on creation of Option Receivable billing system• Monthly P&L analysis & allocations for company• Accounts Payable using QuickBooks and Mas 500 software• Reconciliation of 15+ monthly corporate bank accounts• Monthly & Yearly expense allocation, Brokerage Analysis, and Employee Expense Reimbursement

Kristin Gregory Skills

Financial Services Portfolio Management Investments Bloomberg Finance Trading Microsoft Excel Securities Powerpoint Equities Microsoft Word Analysis Derivatives Options Account Reconciliation Excel Thompson One Hedge Funds Banking Highly Detailed Oriented And Motivated Team Player Word Thomson One Asset Management Fixed Income Wealth Management

Kristin Gregory Education Details

  • Nyu School Of Professional Studies
    Nyu School Of Professional Studies
    Advanced Diploma In Financial Planning
  • Wagner College
    Wagner College
    Spanish

Frequently Asked Questions about Kristin Gregory

What company does Kristin Gregory work for?

Kristin Gregory works for Bny Mellon Wealth Management

What is Kristin Gregory's role at the current company?

Kristin Gregory's current role is Wealth Manager, Global Family Office.

What is Kristin Gregory's email address?

Kristin Gregory's email address is kr****@****lon.com

What is Kristin Gregory's direct phone number?

Kristin Gregory's direct phone number is +121292*****

What schools did Kristin Gregory attend?

Kristin Gregory attended Nyu School Of Professional Studies, Wagner College.

What skills is Kristin Gregory known for?

Kristin Gregory has skills like Financial Services, Portfolio Management, Investments, Bloomberg, Finance, Trading, Microsoft Excel, Securities, Powerpoint, Equities, Microsoft Word, Analysis.

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