Ivan Gregory
Executive Vice President, Head of Service and Sales, East at Mutual of America Financial Group
- Role
- Executive Vice President, Head of Service and Sales, East at Mutual of America Financial Group
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Ivan Gregory
I\'m a passionate Executive who wants to cultivate an environment where my team is equally as passionate about our client\'s and prospect\'s retirement needs and objectives. My wife (Brooke) my son (Henry) and my daughter (Sutton) are my world, and outside of work I look to spend as much time with them as possible. If I\'m not working or with my family, you will probably find me on a local golf course in the Atlanta area.
Experience
Executive Vice President, Head of Service and Sales, East
Mutual of America Financial Group
Nov 2025 — Present
Education
University of Mississippi
Pre-Pharmacy Studies
2000 — 2002
Western Kentucky University
Financial Management, Finance
2001 — 2005
College for Financial Planning
Chartered Retirement Planning Counselor , Retirement Planning
2006 — 2006
College for Financial Planning
Chartered Retirement Plans Specialist, Chartered Retirement Plan Counselor
2010 — 2010
Skills
- Finance
- Investments
- Iras
- 401k
- Retirement
- Small Business
- Leadership
- Series 63
- Retirement Planning
- Finra
- Management
- Financial Planning
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Series 7
- Financial Services
- 401k Rollovers
- Employee Benefits
- Strategic Planning
- Series 6
- Insurance
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