Bio
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Greg Heath is a seasoned marketing professional with expertise in direct and integrated marketing, marketing strategy, and brand management. He also holds various financial industry certifications, including Series 26 and Series 63 licenses.
Credentials
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NAPA ESG(k) Certificate
National Association of Plan AdvisorsAug, 2021- May, 2026 -
Getting Started in Responsible Investment
Principles for Responsible InvestmentMar, 2021- May, 2026 -
Series 26 Registered Principal
FINRA (Financial Industry Regulatory Authority) -
Series 6 license
FINRA (Financial Industry Regulatory Authority) -
Series 63 license
FINRA (Financial Industry Regulatory Authority)
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Industry Focus. “Financial Services”
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References
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