Senior Sales Executive, Life
Greg is a Life Insurance Advisor with Oswald Companies. He works with successful families to help preserve and grow their most valuable assets and provide tools to leave family legacies.
He has 14 years of experience guiding families and businesses to financial success. Greg started his career with Key Bank Capital Markets in bond brokerage, helping Fortune 500 Companies manage fixed investment decisions. Greg built his advisory career with Smith Barney and Merrill Lynch and has been an independent insurance and financial advisor for the past 4 years. He operates within Oswald’s Life Team and Brokerage & Advisory Team. His client base is largely made up of privately held businesses and the families that own them.
Education and Professional Affiliations
Mr. Lopez is a graduate of John Carroll University Boler School of Business with a Bachelor of Arts degree in Business.