Greg Jeffries
Financial Solutions Advisor at Bank of America Merrill Lynch
📍 Sterling, Virginia, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
26 Years
Current Role
Financial Solutions Advisor
Location
Sterling, Virginia, United States
Personality Overview
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Priorities
Topics Greg cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
4-2018 - 5-2020
Financial Solutions Advisor
Bank of America Merrill Lynch
4-2014 - 5-2017
PNC
PNC Financial Services
8-2011 - 5-2014
Advisor/ PBIII LRA
WSFS Bank
2009 - 2011
Financial Advisor
Edward Jones
2007 - 2009
Financial Advisor
UBS
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1993
Communications
University of Virginia
Social presence
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