Greg Mendoza

Director of Client Service

Greg Mendoza serves as Director of Client Service within the firm providing daily oversight to the Client Service Team.  He specializes in operational efficiency to enable us to pursue our highest standards of client service.    ​​

Greg brings over 25 years of experience to WaterOak Advisors.  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.

Born and raised in New York City, Greg currently resides in Orlando with his wife and two children.

COMMITTEE MEMBERSHIP

  • Compliance Committee

EDUCATION & DESIGNATIONS

  • B.S. in Business Management from St. John’s University
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