Ortec Finance
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.
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Ortec Finance
Ortec Finance delivers leading technologies and solutions for investment decision making to financial institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. High-quality models We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients are market leaders in the field of pensions, sovereign and private wealth, insurance, and asset management. Municipalities and housing associations also form part of our customer base. Proven results You want to be sure that the investment decisions you take have a solid, substantiated and reliable foundation. Our high quality software models are based on the latest scientific insights and years of practical experience. Independent Ortec Finance was created in 2007 through a management buyout of the company ORTEC bv, which was founded in 1981 by four innovative students of econometrics at the Erasmus University of Rotterdam who believed that mathematical models could be used to optimize the performance of companies. More than 35 years later, this is still the core of our expertise. With a team of 275 experts in Rotterdam, Amsterdam, Melbourne, the United Kingdom, Canada, and Switzerland, we serve our customers completely independently.