Greg Stapleton
Financial Analyst at Gesa Credit Union
Based in Richland, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Richland
Industry
Financial Services
Company size
760
Contact information
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g•••••••@gesa.com
Phone
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Background
About Greg Stapleton
Experienced Investment Advisor Representative with a demonstrated history of client management, investment analysis, and creating professional Excel models. Strong knowledge of data and risk analysis and professionally skilled in creating diversified investment portfolios, directing client meetings, overseeing client accounts, building financial forecasting models in Excel, and analyzing tax and other financial documents.
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