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.
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.
Series 7 – General Securities Registered Representative
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.