Gregory Walker
Market Investment Executive - Southeast Florida at Bank of America Private Bank
- Role
- Market Investment Executive - Southeast Florida at Bank Of America Private Bank
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Gregory Walker
Investment professional with 25+ years of experience acquiring and advising high net worth and ultra-high net worth clients on tailored long term strategic asset allocation and wealth planning as well as short term tactical opportunities. Proven track record of delivering revenue growth and providing guidance and mentorship to junior associates while creating environments where product knowledge and business development best practices can be shared among a team with a shared goal. Well-versed in the nuances of new business development. Team leader and mentor who motivates clients, associates, managers, and executives alike.If you’re interested in connecting to discuss new opportunities or just to catch-up, please send me an invitation to connect via LinkedIn or contact me at:
Experience
Market Investment Executive - Southeast Florida
Oct 2019 — Present · Palm Beach, FL, US
Education
University of North Carolina at Greensboro
Master of Business Administration (M.B.A.), Finance, General
1991 — 1995
University of North Carolina at Greensboro
Bachelor of Science (B.S.), Economics & Finance
1986 — 1988
Skills
- Asset Management
- High Net Worth Individuals
- Fixed Income
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
- Portfolio Management
- Management
- Wealth Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Securities
- Equities
- Capital Markets
- Finance
- Equity Trading
- Financial Analysis
- Hedge Funds
- Investment Banking
- Investments
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