Greg works with organizations in the private and public sectors to help them automate their investment accounting and reporting processes by finding solutions that the Clearwater platform provides. He has consulted extensively with corporations starting their investment portfolios through IPOs or funding rounds as well as with other organizations that have had longstanding investment portfolios to allow technology to revolutionize investment operations.
Greg has a bachelor’s degree from Weber State University in Business Administration with an emphasis in Finance.
In his spare time, Greg enjoys watching the Utah Jazz, going to Disneyland, and playing putt-putt golf.
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