Gregory Tognan
Wealth Management Specialist
- Role
- Wealth Management Specialist at Merrill Lynch
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Gregory Tognan
Risk can be difficult to quantify. I help you identify possible gaps in your planning, so…
Experience
Wealth Management Specialist
Oct 2024 — Present
Education
Saint Joseph's University
Bachelor's Degree
2010 — 2014
Skills
- Financial Planning
- Finance
- Microsoft Excel
- Leadership
- Portfolio Management
- Analysis
- Investments
- Customer Service
- Financial Analysis
- Risk Management
- Outlook
- Teamwork
- Financial Services
- Powerpoint
- Microsoft Office
- Microsoft Word
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