Personal Information
Unternehmen/Arbeitsplatz
Greater New York City Area, New York United States
Beruf
Vice President - Wealth Management, The Poppo Group
Branche
Finance / Banking / Insurance
Webseite
about.me/gregshanaphy
Info
An experienced financial professional and wealth advisor, Greg Shanaphy currently serves as Vice President of Investments for the Poppo Group at UBS in New York City. In this position, he utilizes his extensive experience in investment banking, estate planning, and law to create customized wealth planning strategies for clients. Greg Shanaphy holds a Portfolio Management Program (PMP) designation, licensure in life and health insurance, and series 66, 63, 31, 24, and 7 securities licenses with the Financial Insurance Regulatory Authority.
Before coming to UBS, Greg Shanaphy gained experience in wealth management with Merrill Lynch Global Private Client and AXA Advisors.
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little sisters of the assumption
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iabany
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thrift store outreach
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2015
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ibo
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Vor 9 Jahren
Personal Information
Unternehmen/Arbeitsplatz
Greater New York City Area, New York United States
Beruf
Vice President - Wealth Management, The Poppo Group
Branche
Finance / Banking / Insurance
Webseite
about.me/gregshanaphy
Info
An experienced financial professional and wealth advisor, Greg Shanaphy currently serves as Vice President of Investments for the Poppo Group at UBS in New York City. In this position, he utilizes his extensive experience in investment banking, estate planning, and law to create customized wealth planning strategies for clients. Greg Shanaphy holds a Portfolio Management Program (PMP) designation, licensure in life and health insurance, and series 66, 63, 31, 24, and 7 securities licenses with the Financial Insurance Regulatory Authority.
Before coming to UBS, Greg Shanaphy gained experience in wealth management with Merrill Lynch Global Private Client and AXA Advisors.
Tags
gregory shanaphy
little sisters of the assumption
whitebox
art and activism
beginners
weightlifting
sharing place
east harlem
enrollment center
supportartists
community
iabany
celtic harvest festival lunasa
thrift store outreach
lsa family health service
irish business organization
2015
calendar
upcoming events
ibo
alumni continuing education
seton hall university
ira investors
charitable donations
tax protection
riverside hawks
Mehr anzeigen