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Rupert B Gregorio, 515918 Spring Blossom St, Bakersfield, CA 93313

Rupert Gregorio Phones & Addresses

5918 Spring Blossom St, Bakersfield, CA 93313    661-8361871   

3848 Inverness Ct, Bakersfield, CA 93306   

12604 Stemple Dr, Bakersfield, CA 93312   

9417 Lanneau Ct, Bakersfield, CA 93311   

8515 Scotch Pine Ct, Bakersfield, CA 93311   

7110 Silver Spray Ave, Bakersfield, CA 93313   

Shoreline, WA   

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Rupert Gregorio resumes & CV records

Resumes

Rupert Gregorio Photo 10

Principal Securities Senior Financial Advisor

Location:
10615 Harpenden Ave, Bakersfield, CA 93311
Industry:
Financial Services
Work:
Principal Financial Group
Principal Securities Senior Financial Advisor
Unionbanc Investment Services Llc Feb 2015 - Dec 2016
Vice President, Senior Financial Advisor
Morgan Stanley Mar 2005 - Feb 2015
Financial Advisor
Klassen Gregorio Jan 2004 - Jan 2007
Chief Financial Officer
Knd Investment Bankers Jan 2003 - Dec 2004
Assistant Vice President - Investment Banker
Education:
California State University, Bakersfield 2015 - 2016
Bachelors, Bachelor of Science
California State University, Bakersfield 1991 - 1995
Bachelors, Bachelor of Science, Finance
Delano High School 1986 - 1990
Skills:
Sep and Simple Iras, Annuities, Asset Allocation Analysis, Brokerage Accounts, Business Continuation, Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Current Policy Review, Deferred Compensation Plans, Disability Income Insurance, Estate Conservation, Estate Planning Strategies, Executive Benefit Strategies, Executive Bonus Plans, Financial Needs Analysis, Income Protection, Informal Business Valuation, Iras, Key Person Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Account Reviews, Retirement Planning, Retirement Plans, Wealth Accumulation Strategies
Interests:
Networking
Investing
Business Development
Family and Local Philanthropy
Golf
Rupert Gregorio Photo 11

Rupert Gregorio

Rupert Gregorio Photo 12

Rupert Gregorio

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