Brian McGreal
- Role
- Investment Manager - Polaris Wealth Group at Ameriprise Financial Services, LLC
- Location
- Elmhurst, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian McGreal
A driven, detail oriented, self-motivated financial professional with extraordinary depth…
Experience
Investment Manager - Polaris Wealth Group
Ameriprise Financial Services, LLC
Apr 2017 — Present
Polaris Wealth Group b••••••••@ampf.com
Education
Elmhurst University
BS, Accounting, Economics
Illinois Institute of Technology
MS with Distinction, Finance
Skills
- Equities
- Series 7
- Finance
- Equity Derivatives
- Etfs
- Trading
- Asset Management
- Securities
- Asset Allocation
- Equity Trading
- Mutual Funds
- Hedge Funds
- Series 63
- Investments
- Options
- Bloomberg
- Derivatives
- Equity Research
- Capital Markets
- Convertible Bonds
- Alternative Investments
- Financial Markets
- Morningstar
- Risk Management
- Portfolio Management
- Fixed Income
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