Heritage Financial Consultants LLC
- John Gregory
John Gregory
Client Relationship Manager at Heritage Financial Consultants LLC
John Gregory is a Client Relationship Manager at Heritage Financial Consultants LLC. Prior to this role, John held positions as a Securities Service Representative at Lincoln Financial Group and as a Mortgage Intern at WSFS Bank. John obtained a Bachelor's degree in Finance from The College of New Jersey.
Timeline
Client Relationship Manager
October 1, 2023 - present
Client Relationship Analyst
August, 2022
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