Senior Vice President@ Capital Group
Los Angeles Metropolitan Area
Eric Grey
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Hamilton College
Real-Time AI Research
FlashIntel GPT
Tell me more about Eric Grey?
FlashIntel GPTEric Grey is a highly experienced professional with 29.9 years of work experience in the financial services industry. He has expertise in mutual funds, investment management, and wealth management. Eric has worked at Capital Group as a Senior Vice President, where he focused on general management and contributed to the growth of the RIA community. Prior to that, he held the position of Senior Vice President at Putnam Investments, a renowned financial services company. Eric is based in Los Angeles, California.
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About
Engaged in raising the profile of the RIA universe, building the RIA community and expanding Capital Group's contribution to the RIA, Bank Trust, Family Office and HNW businesses.
Work Experience
Senior Vice President
Financial Services
Eric Grey's Professional Milestones
- Senior Vice President (2003-06-01~): Driving strategic initiatives to propel company growth and expand market share.
- Senior Vice President (1993-12-01~2003-05-01): Driving strategic initiatives to propel company growth, market dominance, and profitability.
Education
English,
English Literature
1989-1993Skill
Mutual Funds
Investment Management
Series 7
Investments
Series 63
Wealth Management
Alternative Investments
Asset Allocation
Separately Managed Accounts
Asset Management
Investment Strategies
Portfolio Management
Equities
Investment Advisory
Finra
Financial Services
Securities
401k
Series 65
Retirement Planning
Certification
Colleagues
Pete Strege
Product Owner
Katelyn Cunningham OBurke
Product Owner
Avishek Sanyal
Master Data Management | Data Integration | Technical Product Owner
Chad Dameworth
Engineering Leader | MBA Candidate Technical Product Owner
Kimberly Borgert, PMP, SAFe 5 POPM
Senior Business Analyst | Product Owner
Other Named Eric Grey
Frequently asked questions
We found 3 Eric Grey's email addresses
Eric Grey's social media include: Linkedin,
Eric Grey works for Capital Group
Eric Grey's role in Capital Group is Senior Vice President
Eric Grey works in the industry of Financial Services
Eric Grey's colleagues are Pete Strege,Katelyn Cunningham OBurke,Avishek Sanyal
Eric Grey's latest job experience is Senior Vice President at Capital Group
Eric Grey's latest education in Hamilton College
