Greg Hicks
Vice President/Investments - Stifel
- Role
- Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Greg Hicks
Hi, I am Greg Hicks, a Vice President/Investments with Stifel. My practice concentrates…
Experience
Vice President Investments - Stifel
Mar 2021 — Present
Education
College of Santa Fe
Associate's Degree/College Diploma
1983 — 1985
Skills
- Cash Management
- Private Foundations
- Hedge Funds
- Financial Analysis
- Credit Cards
- Mortgage Lending
- Asset Management
- High Net Worth Individuals
- Private Banking
- Strategic Financial Planning
- Retirement Planning
- Valuation
- Fixed Income Strategies
- Irrevocable Life Insurance Trusts
- Credit
- Financial Modeling
- Succession Planning
- Insurance
- Small Business Financial Management
- Lines of Credit
- Series 63
- Wealth Management
- Charitable Gift Planning
- Alternative Investments
- Estate Planning
- Small Business
- Wealth Management Services
- Investments
- Etfs
- Crpc
- Qualified Retirement Plans
- Investment Advisory
- 401k
- Financial Services
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