Greg Coburn

WORK HISTORY

EDUCATION

ABOUT GREG COBURN

Advisor is a registered representative of BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor. Bank of the West and its various affiliates and subsidiaries do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own, and may not be representative or indicative of others\' opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE Financial services professional recognized for developing and leading high performing teams and employees. Collaborative business partner and strategic thinker with the ability to build effective cross functional teams and assist teams and individuals in exceeding goals and expectations. Led a team of investment and financial planning professionals in local offices, focused on providing comprehensive retirement planning and investment advice for affluent clients. Hire, coach and motivate the team to achieve the goals of the unit including asset growth, managed solutions, insurance and client satisfaction. Ensure advisors make suitable recommendations to clients by working with internal business partners and utilizing all appropriate resources, including estate planning, portfolio management and insurance planning. Partner with advisors to review and assist in presenting solutions for complex cases. FINRA Registrations: 6,7, 24,51,63 and 65; Life Insurance and Variable Annuity licensed in state of California, Nevada, Hawaii.Professional Designations: CFP, CEBS.Specialties: Wealth Management and Retirement Planning Strategies, Competitive Research and Analysis, Client Segmentation, Sales Coaching, Portfolio Management, Regulatory Oversight and Compliance.