We found the following information about Greg Gerhard at Merit Financial Advisors, where Greg Gerhard has worked as a Chief Internal Strategy Officer since 2017. Greg's total work experience is over 13 years, during which time they had at least four jobs at different companies to develop professional skills. Greg Gerhard studied at the State University of New York College at Oswego from 1991 to 1994. Atlanta, Georgia is the place where Greg Gerhard currently lives. You can search for Greg Gerhard's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Gregory Gerhard
Last updated May 16, 2024
Contact Information
Workplace
Chief Internal Strategy Officer
Alpharetta, GA
Industry
Financial Services, Management Consulting Services
Colleagues
Work History
Chief Internal Strategy Officer
2400 Lakeview Pkwy SUITE 550, Alpharetta, GA 30009
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC a...
from Oct 2017
Chief Financial Officer and Chief Operating Officer - Lpl Registered Administrative Associate
4707 Executive Dr, San Diego, CA 92121
FDS is a large independent financial services firm based in Atlanta. We provide a high level of service based on our three core values: accountability, credibility and legitimacy. As an inde...
Jul 2012 — Sep 2017
Director of Grantmaker Education and Strategic Partnerships
Atlanta, GA
SECF works to promote philanthropy throughout its 11 state, southeast region. My role is to coordinate education opportunities/forums/conferences for our 320+ foundation members and to align...
Nov 2010 — Jun 2012
Client Manager
303 Peachtree St, Atlanta, GA 30308
VP & Relationship Manager to private foundations and endowed nonprofits.
2004 — 2010
Education
1991 — 1994
Occupations
Executive
Chief Strategy Officer
Counselor
Accountant
Finance and Accounting Specialist
Financial Director
Chief Operating Officer
Administrative Associate
Health Specialist
Certified Nurse Aide
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
General and Operations Manager
Administrative Clerk
Clerical Specialist
Nurse
Nurse Practitioner
Skills
Nonprofits
Wealth Management
Philanthropy
Fundraising
Strategy
Strategic Partnerships
Financial Services
Strategic Planning
Leadership
Management
Non Profits
Relationship Management
Leadership Development
Volunteer Management
Securities
Portfolio Management
Public Relations
Executive Management
Financial Analysis
Asset Allocation
Investments
Series 7
Program Management
Strategic Financial Planning
Investment Advisory
Risk Management
Organizational Development
Business Development
Alternative Investments
Financial Planning
Small Business
Membership Relations
Investment Management
Mexican Cuisine
Nonprofit Organizations
Team Management
FAQs about Greg Gerhard
What's the main profession of Greg Gerhard?
This professional's job is Chief Internal Strategy Officer
What jobs is Greg a professional at?
Greg Gerhard is proficient at Executive and Chief Strategy Officer jobs.
Where is Greg Gerhard located?
Greg Gerhard is located in Atlanta, Georgia.
What is the expert's email?
The professional's email is gr**@secf.org.
Where did Greg Gerhard work?
The expert worked at Merit Financial Advisors, Lpl Financial.
Where has Greg Gerhard studied?
Greg studied at the State University of New York College at Oswego from 1991 to 1994.
Are there any professional industries Greg Gerhard is connected to?
This person works in Financial Services industry.
What are special skills of Greg Gerhard?
This professional has such skills as Nonprofits, Wealth Management, Philanthropy, Fundraising, Strategy, Strategic Partnerships, Financial Services, Strategic Planning, Leadership, and Management.