Neil Greenbaum

Neil Greenbaum is an experienced executive with a strong background in sales and partnerships within the financial services sector. Currently serving as the Executive Vice President of Sales & Partnerships for Ortec Finance since 2022, Neil focuses on delivering wealth management solutions to fintech platforms and financial institutions across North America. Prior to this role, Neil was the Head of Advisor Solutions at Nest Wealth, where responsibilities included developing partnerships with wealth and insurance professionals to enhance their digital business capabilities. Previous positions at LOGiQ Asset Management, Sprott Asset Management, and Dynamic Funds involved leadership in sales management, client experience improvements, and business development. Neil holds a Bachelor of Arts in History from Concordia University and has completed a Leadership Program at Queen's University.