|
 Neha A. Patel
Neha is the Office Manager of Greystone Financial Group, Inc. She has been with the firm for over 4 years and is responsible for overall client service, including account implementation plans and/or changes, daily portfolio account reconciliation, quarterly client report production, and special projects. Before joining Greystone, Neha worked in the Corporate Treasury Management Group at Citigroup's Dallas, Texas offices as a financial analyst.
Neha has a B.B.A. in financial planning from Baylor University in Waco, Texas and a Juris Doctor from Michigan State University College of Law.
Neha has a B.B.A. in Financial Planning from Baylor University in Waco, Texas and a Juris Doctor. from Michigan State University College of Law.
 Kelly A. Coe
Kelly has been in the financial services industry for over 8 years and has been with Greystone for over 4 years. She has worked as a financial assistant and office manager to her current position as special projects manager. Kelly has earned an undergraduate degree in English from Oakland University and a Masters degree in humanities from Central Michigan University.
 Deborah A. Agosta
Debbie has worked for Greystone for over 8 years. She is the first person our clients see and the first voice they hear on the phone. Debbie oversees all appointment scheduling and client contact. Over the years our clients have come to know Debbie as a personal friend. Her friendly, outgoing and professional disposition is a perfect match with our firm.
|
