Christy Greek Photo
" Finding solutions and best practices to operational procedures is something I love doing. It not only provides efficiencies for our team, but ensures our clients’ expectations are exceeded. "
Christy Greek Photo

Christy M. Greek

Christy serves as our Client Service Specialist and is based in the Columbus, OH office. With over 8 years of experience in the financial services industry, Christy’s expertise is in client service and onboarding practices. During her prior experience, Christy developed new operational procedures and best practices to drive efficiencies and now brings that same creativity to our firm. She also has experience as a junior advisor, where she created balance sheets, built financial plans, developed asset allocations, and was involved in trading. 

Christy lives on the southwest side of Columbus with her husband, children, and five dogs. She enjoys spending time outside, traveling, and visiting her family in NC. She also enjoys working out with her husband at their gym. 

Education

B.S in Business Administration, Franklin University

B.S. in Human Resources, Franklin University

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876