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Greg Falzone, CIMA®

Internal Wholesaler

2000 followers

San Antonio, Texas, United States

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Timeline
About me
Associate Vice President at Pacific Oak Capital Markets
Education
- Wharton Executive Education
  -
  Certified Investment Management Analyst (CIMA) Education Program Finance and Financial Management Services
- Bridgewater State University
  -
  BS Business Administration: Management
Experience
- John Hancock Investment Management
  Dec 2000 - Mar 2003
  Internal Wholesaler
- Bank of America Merrill Lynch
  Mar 2003 - Apr 2004
  Internal Wholesaler
- Golden Capital Management
  Apr 2004 - Apr 2011
  Regional Vice President | External Wholesaler
- Crossmark Global Investments, Inc.
  Aug 2011 - Apr 2016
  Vice President of Institutional Services
- Center Coast Capital Advisors, LP
  Apr 2016 - Jun 2017
  Director of Investor Relations | Institutional Channel
- ENCOMPASS ADVISORY SERVICES, LLC
  Jun 2017 - Jul 2018
  Financial Advisor
- MassMutual
  Aug 2018 - Oct 2019
  Financial Advisor
- Beneficient
  Nov 2019 - Apr 2022
  Associate Vice President | Senior Internal Wholesaler
- Pacific Oak Capital Markets
  Apr 2022 - now
  Associate Vice President | Senior Internal Wholesaler
Licenses & Certifications
- Accredited Investment Fiduciary
  Fi360 (now Broadridge)
- Certified Investment Management Analyst® (CIMA®)
  Investments & Wealth Institute
  Nov 2005
  View certificate
- Chartered Retirement Planning Counselor
  College for Financial Planning
  Jun 2013
Honors & Awards
- Awarded to Greg Falzone, CIMA®
  The Chairman's Cup, Bank of America, 2004 Bank of America 2004
- Awarded to Greg Falzone, CIMA®
  Internal Wholesaler of the Year, John Hancock Investments, 2003 John Hancock Investments 2003

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