Ronnie Gregory, CFA, is a Senior Institutional Portfolio Manager at Regions Bank, where they are responsible for managing investment portfolios. Previously, they served as an Investment Consultant at Fidelity Investments from 2009 to 2016, overseeing $4 billion in assets under consultation and addressing various investment issues for DC/DB plans. From 2003 to 2009, Ronnie was a Portfolio Manager at Bank of America, focusing on investment policy and asset allocation. Ronnie holds an MBA in Finance and is currently pursuing a Bachelor of Business Administration in Finance from the University of New Orleans.
Location
Dallas, United States
This person is not in the org chart
This person is not in any teams
This person is not in any offices