Greg Gaffney
Team Leader, Investment Solutions, Planning and Advice @ Fidelity Investments
- Role
- Team Leader, Investment Solutions at Fidelity Investments
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Greg Gaffney
With 30 years of experience in the financial services industry, I am a Director of Investment Solutions at Fidelity Investments, where I lead a team of professionals who provide customized and comprehensive investment solutions to clients. I hold the LUTCF designation, which demonstrates my knowledge and skills in life insurance and financial planning. I have a proven track record of delivering onboarding and client services excellence, as well as strategic business development, in my previous roles as a Director and Team Leader at Fidelity, a VP and Branch Leader at Fidelity, and a Director and Regional Sales Manager at Merrill Lynch. I am passionate about helping clients achieve their financial goals and dreams, and I am committed to fostering a culture of collaboration, innovation, and diversity in my team and organization. I am always eager to learn new things and explore new opportunities in the dynamic and evolving field of investment solutions.
Experience
Team Leader, Investment Solutions
Sep 2023 — Present · Las Vegas, NV, US
Education
Foothill College
General Studies
Santa Clara University
Business Administration and Management, General
Bellarmine College Preparatory
General Studies
Menlo College
Business, Management, Marketing, and Related Support Services
The American College of Financial Services
LUTCF, LUTCF Program
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Loans
- Account Management
- Financial Advisory
- Mortgage Lending
- Fixed Income
- Asset Management
- Retirement Planning
- Credit
- Investment Management
- Leadership
- Wealth Management
- Management
- Financial Services
- Sales
- Securities
- Alternative Investments
- Relationship Management
- Capital Markets
- Series 7
- Series 63
- Asset Managment
- Investments
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