Thomas J. Greco
Managing Director at Concentus Wealth Advisors
- Role
- Managing Director at Concentus Wealth Advisors at Concentus Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Thomas J. Greco
Concentus Wealth Advisors is an independent Registered Investment Advisor group, proudly…
Experience
Managing Director at Concentus Wealth Advisors
Apr 2023 — Present
Education
Commonwealth University-Bloomsburg
Bachelors Degree of Science, Finance
1998 — 2002
Saint Joseph's University
MBA, Finance
2007 — 2010
Skills
- Project Management
- Alternative Investments
- Series 7
- Securities
- Portfolio Management
- Financial Analysis
- Finance
- Equities
- Asset Allocation
- Mutual Funds
- Investments
- Wealth Management
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