Vp And Senior Fiduciary Advisory Specialist
May 2012 - Nov 2023
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Wendy Gregory Email & Phone Number
RETIRED - Senior Fiduciary Advisory Specialist / CTFA at Wells Fargo
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✓ Verified August 2026
3 data sources
Profile completeness 71%
Role
RETIRED - Senior Fiduciary Advisory Specialist / CTFA at Wells Fargo
Location
Kihei, Hawaii, United States
Who is Wendy Gregory? Overview
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Quick answer
Wendy Gregory is listed as RETIRED - Senior Fiduciary Advisory Specialist / CTFA at Wells Fargo based in Kihei, Hawaii, United States. AeroLeads shows a matched LinkedIn profile for Wendy Gregory.
Wendy Gregory previously worked as VP and Senior Fiduciary Advisory Specialist at Wells Fargo and CTFA, AVP and Personal Trust Relationship Manager at Us Bank Private Client Reserve. Wendy Gregory holds Ba, Business Economics from Willamette University.
Profile bio
About Wendy Gregory
Wendy Gregory is a RETIRED - Senior Fiduciary Advisory Specialist / CTFA at Wells Fargo.
3 roles · 35 years
Wendy Gregory work experience
A career timeline built from the work history available for this profile.
Ctfa, Avp And Personal Trust Relationship Manager
Us Bank Private Client Reserve
1992 - Jun 2012
Trust Officer
U.S. Bank
Jan 1994 - Jan 2009
2 education records
Wendy Gregory education
Ba, Business Economics
Diploma
South Salem High School
FAQ
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What is Wendy Gregory's role at their current company?
Wendy Gregory is listed as RETIRED - Senior Fiduciary Advisory Specialist / CTFA at Wells Fargo.
Where is Wendy Gregory based?
Wendy Gregory is based in Kihei, Hawaii, United States.
What companies has Wendy Gregory worked for?
Wendy Gregory has worked for Wells Fargo, Us Bank Private Client Reserve, and U.S. Bank.
How can I contact Wendy Gregory?
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What schools did Wendy Gregory attend?
Wendy Gregory holds Ba, Business Economics from Willamette University.
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