Gregory Wysocki

Gregory Wysocki has a long and varied work history, beginning with their role as a Financial Advisor at Guardian Life in 2013. Gregory then moved to InitiativeOne in 2015 as a Business Development Specialist. In 2016, they joined PGIM as a Regional Internal Consultant. In 2017, they were hired by BNY Mellon as an Investment Analyst. In 2019, they joined Carlton Group as Vice President, specializing in equity and debt placement, merchant banking and commercial and residential loan sales. Most recently, in 2022, they were appointed Director of Capital Markets at StackSource.

Gregory Wysocki obtained a Bachelor of Science (BSc) in Health Services/Allied Health/Health Sciences, General from Hawaii Pacific University in 2014. Prior to that, they attended American International College from 2009 to 2011. Gregory also holds certifications from the Financial Industry Regulatory Authority (FINRA), including a Series 66 obtained in October 2014 and a Series 7 obtained in August 2014. Additionally, they are a 2019 Level III Candidate in the CFA Program from the CFA Institute.