Gregory Mortenson
Principal and Senior Vice President Financial Services at OneDigital where we unleash business growth and empower people potential.
- Role
- Senior Vice President - Retirement Wealth at OneDigital
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Gregory Mortenson
Experienced Founding Partner with a demonstrated history of working in the financial services industry. Skilled in Financial Services, Management, Small Business, Strategic Planning, and Financial Planning. Strong finance professional graduated from University of St. Thomas. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Osaic.(member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Osaic.
Experience
Senior Vice President - Retirement Wealth
Jan 2020 — Present
Greg has over thirty years of experience in working with closely held companies and business owners. Prior to entering into the financial services industry in 1992, Greg worked in the public accounting firm industry attaining his C.P.A. in 1991. Since 1992 Greg has built a successful wealth management practice of industry leading business owners and executives.
Education
University of St. Thomas
Accounting
1982 — 1987
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.