Gregory Girdis
- Role
- Td at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Gregory Girdis
25 years of relationship management, consulting, investments, sales, financial planning…
Experience
Td
Present
Education
Duquesne University
Master of Business Administration (MBA)
University of Florida
Bachelor's degree
Skills
- Financial Analysis
- Finance
- Finra
- Equities
- Alternative Investments
- Mutual Funds
- Fixed Income
- Asset Management
- Hold Series 7
- Hold Series 65
- Asset Allocation
- Bonds
- Wealth Management
- Investments
- Financial Planning
- Financial Modeling
- Valuation
- Insurance
- Investment Management
- Financial Services
- Portfolio Management
- Investment Strategies
- Financial Advisory
- Banking
- Retirement Planning
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