Meet Greg

Greg Drose

Greg Drose

Senior Vice President
Executive Director–Business Development
UMB Fund Services
Connect on LinkedIn


 

Greg oversees sales efforts for UMB Fund Services. He has been with the company since 2007 and has more than 30 years’ experience in the financial services industry.

Previous Experience

Prior to his current position, Greg was responsible for UMB Fund Services’ sales efforts in the North/South Central and Southeast U.S. regions.

Before joining UMB, Greg was vice president of national sales for Unified Fund Services, Inc., and was a partner/chief operating officer with Choice Funds, a start-up mutual fund and hedge fund management firm. In addition, he served as president of two broker-dealer distributors – CIM Securities, Inc., and Unified Financial Securities, Inc.

Greg has also worked in sales and sales management roles with two mutual fund complexes and has experience as an independent financial advisor specializing in retirement plan sales and service.

Licenses

Series 7 – General Securities Registered Representative

Education

Greg earned a bachelor’s degree in business administration from West Texas State University and a master’s degree in business management from Regis University.