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Gregory Whelan
Gregory Whelan
Vice President
Fort Lauderdale, Florida, United States
Gregory Whelan
Summary
Gregory Whelan is a seasoned financial advisor with extensive experience in wealth management, currently serving as Vice President at Merrill Lynch. With a strong educational background, including an MBA in Finance and Management from Fordham University, he has developed a robust skill set in alternative investments, asset allocation, and risk management. His career began at Morgan Stanley Smith Barney, where he honed his expertise in financial advising before transitioning to Merrill Lynch. Gregory's proficiency with financial modeling and analysis is complemented by his adeptness in relationship management, making him a trusted partner for clients navigating complex financial landscapes. He is passionate about leveraging his knowledge in capital markets and investment strategies to help clients achieve their financial goals. His commitment to continuous learning and professional development sets him apart in the competitive field of finance.
Gregory Whelan
Work Experience
Vice President at
Merrill Lynch/Wfc/L. Inc.
April 2013 - Present
Financial Advisor at
Merrill Lynch/Wfc/L. Inc.
April 2013 - Present
Financial Advisor at
Morgan Stanley Smith Barney
July 2011 - April 2013
Gregory Whelan
Education
Fordham University - Graduate School of Business Administration, Mba
Frequently Asked Questions about Gregory Whelan
What is Gregory Whelan email address?
Gregory Whelan's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Gregory Whelan graduated from?
Gregory Whelan holds a degree in Economics from Fordham University.
How can I directly contact Gregory Whelan?
To contact Gregory Whelan directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Gregory Whelan?
Gregory Whelan is a seasoned financial advisor with extensive experience in wealth management, currently serving as Vice President at Merrill Lynch. With a strong educational background, including an MBA in Finance and Management from Fordham University, he has developed a robust skill set in alternative investments, asset allocation, and risk management. His career began at Morgan Stanley Smith Barney, where he honed his expertise in financial advising before transitioning to Merrill Lynch. Gregory's proficiency with financial modeling and analysis is complemented by his adeptness in relationship management, making him a trusted partner for clients navigating complex financial landscapes. He is passionate about leveraging his knowledge in capital markets and investment strategies to help clients achieve their financial goals. His commitment to continuous learning and professional development sets him apart in the competitive field of finance.
Gregory`s contact details
**************@ml.com