Greg Elliott

CRM Solutions Manager | Business Lead And Product Owner at Coast Capital Savings

Greg Elliott is a seasoned professional with extensive experience in banking and finance, currently serving as CRM Solutions Manager and Business Lead at Coast Capital Savings since March 2016. As a founding member of a team focused on implementing Salesforce Financial Services Cloud, Greg drives business transformation and process automation. Prior to this role, Greg held various positions within Coast Capital Savings, including Manager of Small Business Banking and Senior Lending Specialist. Since March 2014, Greg has also operated as a self-employed U.S. equities trader, specializing in intraday trading and options. Greg's educational background includes ongoing studies at Simon Fraser University and multiple courses from Trailhead by Salesforce.

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