Relationship Manager
Greg is a Relationship Manager at CIC and brings with him financial services experience gained during his prior work at The Vanguard Group. While there he served in client service and as a Small Business Retirement Plan Specialist. Greg earned a bachelor’s degree in Business Management and Marketing from Clemson University in 2019, and he holds the FINRA Series 7 , 66, and 63 licenses.
Although Greg is originally from Greensboro, North Carolina, he now calls Charlotte home. Outside of the office, he enjoys spending time with family and friends, golfing, and traveling.