Wendy Gregory

Client Service Manager at Merit Financial Advisors

Wendy Gregory has a diverse work experience spanning various industries and roles. Wendy is currently working as a Client Service Manager at Merit Financial Advisors since January 2023. Prior to this, they were a Virtual Assistant at Consider It Done! from April 2022 to January 2023.

Wendy also has experience in the financial sector, having worked at Ameriprise Financial Services, LLC. Wendy served as a Paraplanner from September 2021 to February 2022, and earlier as a Financial Advisor with Latitude Wealth Advisory from February 2020 to September 2021. Before that, they worked at Ameriprise Financial Services, LLC. as a Financial Advisor from April 2018 to December 2019. Wendy also held the positions of Client Service Representative from April 2016 to April 2018 and Administrative Assistant from October 2014 to April 2016.

In addition, Wendy gained experience as an Insurance Agent at New York Life Insurance Company from July 2014 to October 2014. Prior to that, they worked as the Chief Motherhood Officer at the Gregory Household from December 2012 to October 2014.

Wendy has also held positions in the public sector, including serving as the Director of the Tulsa Office for Governor Mary Fallin at the Executive Office of the Governor of Oklahoma from January 2011 to December 2012. Wendy worked as a Program Manager for Government Relations at the Tulsa Regional Chamber from March 2008 to December 2010. Before that, they were a Council Aide at the Tulsa City Council from August 2007 to March 2008.

Wendy's early career involved working at The Heritage Foundation as the Director of the Young Leaders Program from September 2006 to August 2007.

Wendy Gregory obtained a Bachelor's degree in Political Science and Government from The University of Tulsa, from 1991 to 1998.

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Timeline

  • Client Service Manager

    January, 2023 - present