Greg is the Director of Investment Operations and Compliance for the Wealth Management division of Kinecta Financial & Insurance Services LLC, a registered broker dealer and wholly owned subsidiary of Kinecta Federal Credit Union. Greg is the acting Financial & Operations Principal and Chief Compliance and Operations delegate for the firm. Prior to joining Kinecta in 2004, Greg was employed in both the automotive and aerospace industries where he was responsible for financial analytics and project management.
Greg holds the following securities registrations through LPL Financial, FINRA Series 7, 24, 66 and through Kinecta Financial & Insurance Services, FINRA Series 7, 24, 27 and 66.
Greg earned a Bachelor’s degree in Economics from the University of California at Santa Barbara.
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