Greg Mendoza
Director
- Shareholder
As a Director in Pathstone’s Winter Park office, Greg is responsible for the daily oversight to the Client Service Team. He specializes in operational efficiency to enable Pathstone to pursue the highest standards of client service.
Prior to joining Pathstone, Greg was an Assistant Vice President and Client Service Manager for WaterOak Advisors and brings over 25 years of experience in the financial services industry. Greg started his career in New York City in 1993 with National Financial Services Corporation working in margin, cashiering, and risk management departments. He transferred to Florida in 2000 working in Operational roles at both Fidelity Investments and Charles Schwab.
Greg earned his BS from St. John’s University. Originally from New York City, Greg currently resides in Orlando with his wife and two children.
Group
Office
As a Director in Pathstone’s Winter Park office, Greg is responsible for the daily oversight to the Client Service Team. He specializes in operational efficiency to enable Pathstone to pursue the highest standards of client service.
Prior to joining Pathstone, Greg was an Assistant Vice President and Client Service Manager for WaterOak Advisors and brings over 25 years of experience in the financial services industry. Greg started his career in New York City in 1993 with National Financial Services Corporation working in margin, cashiering, and risk management departments. He transferred to Florida in 2000 working in Operational roles at both Fidelity Investments and Charles Schwab.
Greg earned his BS from St. John’s University. Originally from New York City, Greg currently resides in Orlando with his wife and two children.
