Our Service and Operations Specialist, Greg, is a Financial Paraplanner Qualified Professional™. His seven years of financial services experience includes stints with State Street Corp., Seligman Data Corp., and Invesco Capital Management.
Greg holds a Bachelor's degree in hospitality management from Johnson & Wales University; before entering the financial services field, Greg had more than 10 years of experience in the hospitality industry.
His past and present community service include volunteering with the Animal Welfare Society and the South Portland Food Cupboard. Greg enjoys watching the Bruins, Patriots, and Red Sox and is looking forward to learning the newest Disney characters while spending time with his young son. A Portland native and 1986 graduate of Cheverus High School, Greg currently resides in Westbrook with his wife, son, and yellow lab.
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