Gregory Whelan

Merrill Lynch S.A.

Fordham University

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Gregory Whelan In Short

Gregory Whelan is a highly experienced professional with 12.3 years of work experience. He has worked at Merrill Lynch S.A. as Vice President on the General Management department since April 2013. Prior to that, he was a Financial Advisor at Merrill Lynch B.V. and Morgan Stanley Smith Barney BHM I, LLC. Gregory also has experience in Wealth Management at Merrill Lynch. He is based in Fort Lauderdale, Florida, in the United States.

Gregory Whelan's Professional Milestones

  • Wealth Management: Establishing a streamlined financial processes, enhancing accuracy and efficiency in analysis.
  • Vice President (2013-04-01~): Implementing strategic initiatives and driving business growth, resulting in significant revenue growth.
  • Financial Advisor (2013-04-01~): Provided comprehensive financial analysis, optimizing portfolio performance and driving financial recovery for clients.
  • Financial Advisor (2011-07-01~2013-04-01): Provided comprehensive financial advice to clients, ensuring their financial stability and financial stability.

Gregory Whelan's Emails and Phone Numbers

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Work Experience

Financial Services

2
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Merrill Lynch

United States

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Frequently asked questions

What is Gregory Whelan's email address?

We found 2 Gregory Whelan's email addresses

Which social media profiles does Gregory Whelan have?

Gregory Whelan's social media include: Linkedin, 

What company does Gregory Whelan work for?

Gregory Whelan works for Merrill Lynch S.A.

What is Gregory Whelan's role in Merrill Lynch S.A.?

Gregory Whelan's role in Merrill Lynch S.A. is Vice President

Which industry does Gregory Whelan work in?
Gregory Whelan works in the industry of Financial Services
Who are Gregory Whelan's colleagues?
Gregory Whelan's colleagues are Oralia Rojas,Sandra Martins,Dick Depew
What is Gregory Whelan's latest job experience?

Gregory Whelan's latest job experience is Vice President at Merrill Lynch S.A.

What is Gregory Whelan's latest education?

Gregory Whelan's latest education in Fordham University

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Gregory Whelan is a highly experienced professional with 12.3 years of work experience. He has worked at Merrill Lynch S.A. as Vice President on the General Management department since April 2013. Prior to that, he was a Financial Advisor at Merrill Lynch B.V. and Morgan Stanley Smith Barney BHM I, LLC. Gregory also has experience in Wealth Management at Merrill Lynch. He is based in Fort Lauderdale, Florida, in the United States.
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