Gregory Beaulieu

Gregory Beaulieu: Email & Phone Number

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Private Client Associate at Novus Wealth Strategies|Saratoga Springs, New York, United States

Position:

Private Client Associate at Novus Wealth Strategies

Location:

Saratoga Springs, New York, United States

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Last updated: 2026-06-08
Updated: 2026-06-08

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Work Experience 3 years

Private Client Associate at Novus Wealth Strategies

Apr 2026 - Current

Client Services Associate at Northwestern Mutual

Jun 2025 - Mar 2026

Associate Financial Representative at Northwestern Mutual

Jan 2025 - May 2025

Client Services Associate at Lucerna Financial Group

Jun 2025 - Mar 2026

Director of Philanthropy at Sigma Chi Fraternity

May 2023 - Jun 2025

Angel Analyst at VentureSouth

Sep 2024 - Dec 2024

Financial Representative at Northwestern Mutual

May 2024 - Aug 2024

Customer Service Representative at Enterprise

Jun 2023 - Sep 2023

Gregory Beaulieu started working in 2023, then the employee has changed 5 companies and 6 jobs. On average, Gregory Beaulieu works for one company for 7 months.

Their professional focus is Analytical Skills, Business Analysis, and Communication across 3 core areas.

Gregory holds Securities Industry Essentials (SIE), Research Challenge, and Deferred Fixed Annuities and Income Annuities certifications and has been awarded Deans List

Education

Bachelor of Arts - BA at Furman University

Bachelor's degree at Furman University

High School Diploma at Christian Brothers Academy

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