Greg is responsible for maintaining and increasing the efficiency of the department through process review and process improvements. His responsibilities also include processing equity and fixed income trades.
Prior to joining MAP Greg spent over 30 years in the investment industry with firms including Raymond James and H&R Block Financial Advisors (formerly OLDE Discount Corporation). He has broad brokerage operations experience having held leadership positions in Clearance and Settlement, Margins, Mutual Fund operations, Wealth Management and several other operational areas. Greg holds the Series 65 and has held the Series 4, 7, 8, 24, 27 and 63.
Greg earned a Bachelor’s in Business Administration from Wayne State University.