Greg Falzone, CIMA®, CRPC®, AIF®
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Executive Summary
Greg Falzone, CIMA(r), CRPC(r), AIF(r) is a highly experienced financial professional with over 24 years of work experience. He has a strong background in mutual funds, alternative investments, investments, investment strategies, and financial planning. Based in the United States, Greg has collaborated with financial advisors and institutional consultants to deliver actionable investment insights and strategic marketing campaigns. He is known for his ability to dissect esoteric financial concepts and extract critical points from the critical points. Currently, Greg works as a regional sales associate for GWG Holdings, Inc. and previously held positions at Capstone Asset Planning Company and Golden Capital Management. He is also a certified investment management analyst and Chartered Retirement
Contact Information
Current Workspace
Pacific Oak Capital Markets
Associate Vice President&Intermediary Distribution
Associate Vice President
Intermediary Distribution
Professional Background
Personal Interests
Colleagues
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