Greg P.
Regional Compliance @ Bally’s
- Role
- Regional Compliance Analyst at Bally’s Corporation
- Location
- Lincoln, RI, US
- LinkedIn followers
- 500 followers
About Greg P.
Experienced private banking and wealth management professional focused on building strong client relationships through a holistic and collaborative approach. With a proven track record at top Fortune 500 firms, I specialize in catering to the complex needs of high-net-worth clients. Provide personalized strategies for wealth management and financial planning, including cash flow analysis and retirement forecasting. Develop customized investment strategies that result in diversified, tax-efficient portfolios. Offer a range of financial solutions like low-cost investing, personal lending, and business planning to enhance client value. Address additional needs such as estate planning, asset protection, and executive compensation through a comprehensive financial approach. Successfully select individual equities for diversified portfolios, utilizing a blend of active and passive investment strategies. Evaluate top-tier corporate and municipal bonds for investment suitability, ensuring alignment with client goals and optimizing tax treatment.
Experience
Regional Compliance Analyst
Sep 2025 — Present
Education
University of Massachusetts Amherst
Bachelor's degree
Skills
- Asset Management
- Portfolio Management
- Loans
- Fixed Income
- Financial Planning
- Mortgage Lending
- Investments
- Alternative Investments
- Securities
- Wealth Management
- Investment Advisory
- Financial Services
- Credit
- Equities
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Private Banking
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