Personal Information
Entreprise/Lieu de travail
Greater New York City Area, New York United States
Profession
Vice President - Wealth Management, The Poppo Group
Secteur d’activité
Finance / Banking / Insurance
Site Web
about.me/gregshanaphy
À propos
An experienced financial professional and wealth advisor, Greg Shanaphy currently serves as Vice President of Investments for the Poppo Group at UBS in New York City. In this position, he utilizes his extensive experience in investment banking, estate planning, and law to create customized wealth planning strategies for clients. Greg Shanaphy holds a Portfolio Management Program (PMP) designation, licensure in life and health insurance, and series 66, 63, 31, 24, and 7 securities licenses with the Financial Insurance Regulatory Authority.
Before coming to UBS, Greg Shanaphy gained experience in wealth management with Merrill Lynch Global Private Client and AXA Advisors.
Mots-clés
gregory shanaphy
little sisters of the assumption
whitebox
art and activism
beginners
weightlifting
sharing place
east harlem
enrollment center
supportartists
community
iabany
celtic harvest festival lunasa
thrift store outreach
lsa family health service
irish business organization
2015
calendar
upcoming events
ibo
alumni continuing education
seton hall university
ira investors
charitable donations
tax protection
riverside hawks
Tout plus
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(1)How to Protect Yourself From Identity Theft
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il y a 9 ans
Personal Information
Entreprise/Lieu de travail
Greater New York City Area, New York United States
Profession
Vice President - Wealth Management, The Poppo Group
Secteur d’activité
Finance / Banking / Insurance
Site Web
about.me/gregshanaphy
À propos
An experienced financial professional and wealth advisor, Greg Shanaphy currently serves as Vice President of Investments for the Poppo Group at UBS in New York City. In this position, he utilizes his extensive experience in investment banking, estate planning, and law to create customized wealth planning strategies for clients. Greg Shanaphy holds a Portfolio Management Program (PMP) designation, licensure in life and health insurance, and series 66, 63, 31, 24, and 7 securities licenses with the Financial Insurance Regulatory Authority.
Before coming to UBS, Greg Shanaphy gained experience in wealth management with Merrill Lynch Global Private Client and AXA Advisors.
Mots-clés
gregory shanaphy
little sisters of the assumption
whitebox
art and activism
beginners
weightlifting
sharing place
east harlem
enrollment center
supportartists
community
iabany
celtic harvest festival lunasa
thrift store outreach
lsa family health service
irish business organization
2015
calendar
upcoming events
ibo
alumni continuing education
seton hall university
ira investors
charitable donations
tax protection
riverside hawks
Tout plus