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Greg has over 35 years of diverse financial services experience. Most recently, he was a Private Client Advisor with Wells Fargo Private Client Services. He began his career in corporate banking at First Interstate Bank, where he eventually served as Sr. VP and Manager of the bank’s California Middle Market Group. Next, at Sanwa Bank Ltd., he was Executive VP and Manager of the US Bank division. Following several years in senior executive sales and financial management roles at AFCO Credit Corporation and its successor Mellon Bank, Greg joined The Boston Company as First VP and Regional Manager of the Los Angeles office Private Client Mortgage Group. Next, at Mellon Private Asset Management, he was responsible for a national cross sell initiative. Greg received a BSBA from the University of Arizona, studied International Finance at The University of Santa Clara, and completed studies at the Graduate School of Credit and Financial Management at the Tuck School of Business, Dartmouth College. | 