Gregory Charles Greenberg

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Finance

Consumer Services

Profile

Gregory Charles Greenberg worked as an Analyst at Wachovia Securities LLC.
He then worked as a Financial Advisor at H&R Block Financial Advisors in 2007.
In 2009, he started working as a Financial Advisor at Wells Fargo Clearing Services LLC and continued until 2018.
Greenberg received his undergraduate degree from the University of Kansas in 1996.

Former positions of Gregory Charles Greenberg

Companies	Position	End
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Portfolio Manager-Equities	2017-12-31
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2007-03-29
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	4
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Kansas University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance