Greg Bowen
Senior Wealth Advisor @Mariner
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Senior Wealth Advisor @Mariner
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Portland, OR, US
SKILLS
InvestmentsInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsFinancial ServicesHigh Net Worth IndividualsWealthAsset ManagementFixed AnnuitiesStrategic PlanningFinancial AdvisorySecuritiesEstate PlanningAsset AllocationMutual FundsRisk ManagementRetirementBondsStrategic Financial Planning401kWealth AccumulationReitInvestment Advisory ServicesRetirement PlanningFinraWealth Management ServicesCertified Financial PlannerEtfsSeries 63Investment AdvisoryInvestment ManagementSeries 6InsuranceSeries 24Series 7PensionsLife InsuranceFinanceIrasPortfolio Management
ABOUT GREG BOWEN
Professional Designations: CFP (Certified Financial Planner™) ChFC (Chartered…
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