Greg Bell, CIMA®, is a seasoned financial services and SaaS sales professional with over 20 years of experience in Asset Management and Wealth Management. Currently serving as the Sr. Director of Enterprise Accounts at FINTRX, Greg collaborates with senior leadership across various firms to enhance distribution efficiencies in the RIA and Family Office marketplace. Previously, they held leadership roles at companies such as ISS Market Intelligence and Cerulli Associates, focusing on strategic sales and relationship management. Greg's extensive background also includes experience as a Wealth Management Advisor at TIAA and as a VP at Nuveen. They are currently pursuing a degree at Merrimack College.
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