Greg O'Gara

Greg O'Gara has a diverse work experience spanning over several decades. Greg is currently working as a Lead Analyst in Wealth Management at Javelin Strategy & Research since November 2021. Prior to this, Greg was self-employed under a noncompete contract from October 2020 to October 2021.

From 2018 to 2020, they worked at Datos Insights as a Research Analyst and Consultant for various global banks and financial technology firms in the wealth management sector. Greg conducted research on advisor and custodial technology platforms, regulation, industry pricing, and competitive dynamics. Additionally, they were involved in several consulting engagements and c-suite presentations for leading financial institutions.

Before their time at Datos Insights, Greg was self-employed as a Patent Author and had essays published in a prominent journal of medical humanities from January 2016 to February 2018.

From 2006 to 2015, Greg worked at TD Ameritrade as the Director of Business Development. Greg led fact-based analysis and provided strategic advisory for acquisitions, partnerships, marketing strategy, new product development, and client experience. Notable achievements include building TD Ameritrade's competitive intelligence franchise and completing a $1 billion broker-dealer acquisition and retirement partnership.

Prior to TD Ameritrade, Greg held the position of Research Director in the Vice Chairman's Office at Prudential Financial from June 2002 to December 2004.

Greg's earliest work experience was at UBS Wealth Management, where they held various roles from 1989 to 2002. Greg was the VP of Marketing Strategy & Research from 1998 to 2002, Research Associate in the Office of the Chairman from 1995 to 1998, and worked in Executive Compensation Design & Analysis from 1989 to 1995.

Overall, Greg O'Gara has a wealth of experience in research, consulting, business development, and marketing strategy within the wealth management industry.

Greg O'Gara holds an MBA in Finance from Fordham Gabelli School of Business. Greg also has a Bachelor of Science degree in Industrial Engineering from the University at Buffalo. Additionally, they have completed the Securities Industry Institute program from The Wharton School. Greg O'Gara attended Ethical Culture Fieldston School, but no specific degree or field of study is mentioned.