Greg Greenwood is a seasoned financial professional with extensive experience in investment advisory and insurance. Currently serving as a Registered Investment Advisor at Transamerica since November 2020, Greenwood focuses on financial education and retirement planning for individuals and business owners. Simultaneously, Greenwood has been an Insurance Agent at World Financial Group since January 2019 and previously operated as a self-employed Independent Insurance Representative from January 2008 to October 2019. During this time, Greenwood specialized in new client acquisition and marketed various financial products, including life insurance, annuities, and health care. Earlier experience includes a role at World Leadership Group from 2006 to 2008, focusing on marketing financial services and team building through recruiting new agents. Educational background includes attendance at James Logan High School.
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