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Gregory Weis
Registered Investment Principal at Plan 1 Financial Investment Center
Seasoned finance professional with extensive experience in financial planning, underwriting, and portfolio management.
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Location
Decorah, Iowa, United States, US
Skills
- Financial Planning
- Underwriting
- Financial Analysis
- Banking
- Finance
- Show all
Bio
Generated by
Topline AI
Gregory Weis is a seasoned finance professional with 44 years of experience in financial planning, underwriting, and portfolio management. He holds a Bachelor of Science degree from Iowa State University and a Graduate degree from the College for Financial Planning. Weis has worked at various institutions, including Plan 1 Financial Investment Center, Investment and Banking Industry, and Security Bank & Trust in Decorah, Iowa.
Experience
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Registered Investment Principal
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Registered Investment Principal
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Jan 1987 - Present
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Trust Department/Investment Relations/Financial Planning
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Jan 1980 - Present
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Security Bank & Trust
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Jan 1980 - Jan 2000
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Education
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1976 - 1979Iowa State University
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College for Financial Planning
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Decorah High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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