Greg Bell

Greg Bell, CIMA®, has over 17 years of experience in the financial services industry. Currently, they serve as the VP, Account Director at ISS Market Intelligence, where they lead strategic sales and relationship management for global enterprise clients. Greg'sresponsibilities include coordinating with internal and external stakeholders to ensure clients understand the value proposition and engagement model. Greg also works closely across the organization to define strategic goals and develop account retention strategies.

Prior to their current role, Greg served as the Associate Director, Account Management at Cerulli Associates, where they acted as the lead advisor for 40 enterprise relationships in the U.S. spanning various sectors such as wealth management, asset management, consulting, fintech, and private equity firms.

Before joining Cerulli Associates, they held positions at TIAA as a Wealth Management Advisor, CAIS as an SVP, RIA & Family Office Sales, Nuveen as a VP - Advisor Consultant, RIA Sales, J.P. Morgan as a Hybrid Client Advisor on the RIA team, Evergreen Investments as an Internal Sales Consultant, and Morgan Stanley as a Financial Advisor.

Throughout their career, Greg has demonstrated expertise in account management, sales, and relationship building, with a focus on serving enterprise clients in the financial services industry.

Greg Bell, CIMA®, obtained a Bachelor of Science degree in Finance and Economics from Merrimack College in 2003.