For over 12 years Greg Grooms has been working in different jobs. Recently, the professional worked as a Retirement Counselor Team Leader in Fisher Investments widening experience. This professional graduated from Idaho State University College of Business in 2016 where the professional got all the required knowledge. Greg has all necessary knowledge for his job, that's proven by these certifications in Series 7 and Series 66. You can find Greg in Pocatello, Idaho, where he lives nowadays. Connexy has all the info you need to contact Greg Grooms, such as this person's phone number or e-mail. Feel free to send the request to get more info.
Name variants:
Gregory Grooms
Contact Information
Workplace
Retirement Counselor Team Leader
San Francisco, CA
Industry
Investment Advice, Investment Advisory Service
Colleagues
Work History
Retirement Counselor Team Leader
5525 northwest Fisher Creek Dr, Camas, WA 98607
from Oct 2018
Operations and 401K Advisor
Idaho
Setup 401k plans for small to mid-size organizations Advise participants on reaching retirement goals. Re-balance client portfolio to ensure investment objectives Preparation of client repor...
Sep 1, 2014 — Oct 2018
Branch Manager and Loan Officer
Managed Daily Operations-including scheduling and disciplinary actions
Daily compliance audit to ensure branch was in line with federal regulation
Managed annual marketing budget-planned ...
May 2013 — Sep 2014
Network Technician and Purchasing Manager
990 Lone Oak Rd, Eagan, MN 55121
Shipping and receiving agent
PC Repair-Software specialist, Laptop repair, Windows, Virus removal, System optimization
Network Administration-Server installation and maintenance, Active D...
Oct 2009 — May 2013
Network Technician
Network administration
Computer repair-General PC Maintenance
Wireless Internet point to point setup, DSL Setup
Setup Internet Backbone in large rural area
Jan 2007 — Aug 2008
Account Manager
12634 south 265 west, Draper, UT 84020
Managed inventory for major supermarkets and small businesses.
Supervised merchandiser and delivery driver
Account relations-Marketed brand to potential clients
Built displays-planned ho...
Mar 2005 — Jun 2006
Host
3930 Howard Hughes Pkwy, Las Vegas, NV 89169
Opened restaurant Handled large amounts of cash
Feb 2003 — Oct 2004
Education
2014 — 2016
2009 — 2013
2001 — 2002
Occupations
Executive
Team Leader
Counselor
Accountant
Finance and Accounting Specialist
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Statistics
Sales Management
Corporate Finance
Financial Advisory
Banking
Commercial Lending
Agricultural Lending
Consumer Lending
Networking
Budgets
Microsoft Excel
Team Leadership
Leadership
Outlook
Customer Service
Microsoft Office
Windows
Microsoft Word
Os X
Data Analysis
Ms Project
Computer Hardware
Minitab
Expression Web
Powerpoint
Html
Employee Training
Business Analytics
Regression Models
Operations Management
Accounting
Advanced Planning
Monte Carlo Simulation
Financial Analysis
Series 7
Analysis
Sales
Finance
Management
Teamwork
Series 66
Stock Trading
Retirement Planning
Estate Planning
Performance Reporting
FAQs about Greg Grooms
What is the main profession of Greg Grooms?
Greg is a Retirement Counselor Team Leader.
What are the profession of Greg?
These person's professions are Executive and Team Leader
Where does Greg Grooms live?
The expert lives in Pocatello, Idaho.
What is Greg's email?
The professional's email is gr**@isu.edu.
Where did Greg Grooms work?
The expert worked at Fisher Investments, Sanctuary Wealth Mangement.
What education does Greg Grooms have?
Greg studied at the Idaho State University College of Business from 2014 to 2016.
What are the certifications of Greg Grooms?
This professional received the following certifications: Series 7 and Series 66.
What is the industry that Greg Grooms is connected to?
This person works in Financial Services industry.