Greg Kizer, CAIA, is currently the Director of Account Management at Broadridge, where they oversee a portfolio of enterprise-level client accounts in the bank and trust industry. Prior to this role, Greg served as Senior Vice President at ITM and Vice President of Sales at RIC, focusing on solutions for the fiduciary industry. They also gained experience in product management at Glenwood Capital Investments and in client services at Man Investments. Greg holds a BS in Finance from the University of Kansas and an MBA in Entrepreneurship from DePaul University.
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