Margaret (Meg) Greer

Margaret (Meg) Greer Email and Phone Number

Experienced Portfolio Manager | Investment Officer @ Wells Fargo
Margaret (Meg) Greer's Location
Wellesley Hills, Massachusetts, United States, United States
Margaret (Meg) Greer's Contact Details

Margaret (Meg) Greer work email

Margaret (Meg) Greer personal email

n/a
About Margaret (Meg) Greer

Meg Greer is a retired corporate executive with over 40 years of experience in financial services, entrepreneurship, and computing. She was a Vice President - Investment Officer and PIM Portfolio Manager at The Greer Financial Group of Wells Fargo Advisors, LLC, where she developed and implemented investment strategies and offered concierge-style personal service to a diverse clientele.Prior to joining Wells Fargo, Meg was a Vice President - Wealth Management at Morgan Stanley, where she advised and managed the assets of high-net-worth individuals and families. She also served as an elected member of the Wellesley School Committee for five years, earning an Appreciation Award from the League of Women Voters for her leadership and advocacy. Meg is passionate about education, community, and innovation, and continues to pursue her interests and hobbies in retirement.

Margaret (Meg) Greer's Current Company Details

Experienced Portfolio Manager | Investment Officer @ Wells Fargo
Margaret (Meg) Greer Work Experience Details
  • The Greer Financial Group Of Wells Fargo Advisors, Llc
    Retired Vice President - Investment Officer And Pim Portfolio Manager
    The Greer Financial Group Of Wells Fargo Advisors, Llc Sep 2009 - Aug 2015
    Wellesley Hills, Massachusetts
    Retired. The Greer Financial Group develops investment strategies and offers concierge-style personal service to individuals, families, business owners. Portfolio management is their primary role. By accepting responsibility for investment selection, monitoring, and replacement, the Greer Financial Group can provide a comprehensive range of discretionary asset management services.
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  • Morgan Stanley
    Vice President - Wealth Management
    Morgan Stanley Feb 1997 - May 2009
    Boston, Massachusetts, United States
    Meg Greer was a Financial Advisor and Vice President with Salomon Smith Barney and Citigroup Smith Barney, predeccessor firms of Morgan Stanley.
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  • Town Of Wellesley, Ma
    Elected Member
    Town Of Wellesley, Ma Mar 1995 - Feb 2000
    Wellesley, Ma
    Margaret Greer served as an elected member of the Town of Wellesley School Committee for five years. The League of Women Voters presented her with an Appreciation Award in February, 2000.
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  • Gymboree Play & Music
    Franchise Owner
    Gymboree Play & Music May 1986 - Sep 1993
    Wellesley, Massachusetts, United States
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  • Ibm
    Marketing Manager
    Ibm Jun 1977 - Apr 1986
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  • Heart Of West Michigan United Way
    Asst. Public Relations Director
    Heart Of West Michigan United Way Apr 1974 - Aug 1975
    View

Margaret (Meg) Greer Skills

Investments Portfolio Management Finance Financial Advisory Asset Management Management Wealth Management Entrepreneurship Retirement Investment Strategies Equities Fixed Income Asset Allocation Financial Modeling Trading

Margaret (Meg) Greer Education Details

Frequently Asked Questions about Margaret (Meg) Greer

What is Margaret (Meg) Greer's role at the current company?

Margaret (Meg) Greer's current role is Experienced Portfolio Manager | Investment Officer @ Wells Fargo.

What is Margaret (Meg) Greer's email address?

Margaret (Meg) Greer's email address is ma****@****ors.com

What schools did Margaret (Meg) Greer attend?

Margaret (Meg) Greer attended Harvard Business School, University Of Michigan, Union High School.

What skills is Margaret (Meg) Greer known for?

Margaret (Meg) Greer has skills like Investments, Portfolio Management, Finance, Financial Advisory, Asset Management, Management, Wealth Management, Entrepreneurship, Retirement, Investment Strategies, Equities, Fixed Income.

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