Entrepreneur | Tech Savvy Executive | Digital Advocate | Investor | Financial Wellness Coach | Investment Advisor
As an entrepreneur, technologist and business leader, I am interested in networking and sharing my experience to help businesses grow. I’m a financial wellness advocate with over 30 years investment management experience, applying my skills and experience as an investment advisor, financial wellness coach and financial technology leader. My pursuits are the intersection of my interests and accumulation of my experience.
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4 Things Credit Unions Should Do Now to Help New Digital Users https://t.co/ViLW1iX9pZ via @CookeonCUs
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Transitioning to remote work for social distancing and in the long term https://t.co/BNROFrC12w
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Cybersecurity: An Essential Competency for Credit Unions https://t.co/kRLBfGiaC1 via @CookeonCUs
Chief Technology
and Strategy Officer
In his role as Chief Technology and Strategy Officer (CTO), Gregg develops strategies, business opportunities, and product capabilities across business lines by embracing and applying disruptive technologies, driving strategic investing, and leveraging relationships with partners and the wider fintech ecosystem.
Investment Advisor
Gregg is an registered investment advisor with Big Cedar Investment Advisors, an accredited investor and holds Series 65 registrations. He is also an angel investor performing portfolio management since 1982.