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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

  • NAPA ESG(k) Certificate
    National Association of Plan Advisors
    Aug, 2021
    - May, 2026
  • Getting Started in Responsible Investment
    Principles for Responsible Investment
    Mar, 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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