Greg Jones
Senior Auditor at Wells Fargo
- Role
- Senior Auditor at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Auditor
Jan 2020 — Present · Charlotte, NC, US
Enterprise Finance - Corporate Treasury, Interest Rate, Liquidity, Investment Portfolio Risk, Risk Management
Education
Bucknell University
BSBA, Management
University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA, Finance
Skills
- Trading Systems
- Asset Management
- Wealth Management
- Leadership
- Investment Strategies
- Portfolio Management
- Asset Allocation
- Banking
- Mutual Funds
- Bonds
- Business Analysis
- Customer Relationship Management (Crm)
- Retirement Planning
- Investment Portfolios
- Relationship Building
- Investments
- Fixed Income Portfolio Management
- Hold Series 7
- Financial Analysis
- Financial Services
- Capital Markets
- Sales
- Bloomberg
- Strategic Planning
- Electronic Trading
- Fixed Income
- Institutional Sales
- Morningstar
- Client Services
- Trading
- Series 66
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