Greg Penesis
Financial Services Consultant at GLG | Boston, Massachusetts, United States
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Financial Services Consultant at GLG in September 2021 to Present
Senior Preferred Banker at First Republic Bank in February 2020 to September 2020
Vice President, Lead Wealth Manager at First Republic Private Wealth Management in January 2016 to January 2020
Director, Wealth Manager at First Republic Private Wealth Management in January 2010 to January 2016
Associate Director, Senior Banker at First Republic Bank in April 2006 to April 2010
Senior Loan Processor at Washington Mutual Bank in January 2003 to April 2006
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University of Massachusetts, Amherst, Bachelor of Science, January 1997 to January 2001
MHS
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Relationship Building
Series 7
Program Management
Insurance Sales
Communication
Family Wealth Management
Sales
Balance Sheets
Income Statements
Cash Flow Statements
Technology Enhancements
Strategic Planning
Annual Reviews
Environmental, Social, and Governance (ESG)
Impact Investing
Socially Responsible Investing
Portfolio Risk Management
Multi-generational Planning
Sales Processes
Portfolio Planning
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Discover more about GLGWhat is Greg Penesis email address?
Email Greg Penesis at [email protected]. This email is the most updated Greg Penesis's email found in 2026.
How to contact Greg Penesis?
To contact Greg Penesis send an email to [email protected].
What company does Greg Penesis work for?
Greg Penesis works for GLG
What is Greg Penesis's role at GLG?
Greg Penesis is Financial Services Consultant
What is Greg Penesis's Phone Number?
Greg Penesis's phone (413) ***-*292
Greg Penesis Email Addresses
Greg Penesis Phone Numbers
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