Greg Bell Email & Phone Number
VP, Enterprise Accounts @ FINTRX
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Greg Bell Location
- Boston, MA, US
Greg Bell Work
- VP, Enterprise Accounts @ (January 2026 - Present)
- Sr. Director, Enterprise Accounts @ (April 2024 - January 2026)
- VP, Account Director @ (January 2021 - January 2024)
- Associate Director, Account Management @ (January 2018 - January 2021)
- Wealth Management Advisor @ (January 2015 - January 2018)
- SVP, RIA and Family Office Sales @ (January 2014 - January 2015)
- VP - Advisor Consultant, RIA Sales @ (January 2011 - January 2014)
- Hybrid Client Advisor - RIA Team @ (January 2009 - January 2011)
- Internal Sales Consultant @ (January 2006 - January 2009)
- Financial Advisor @ (January 2004 - January 2006)
Greg Bell Education
- Merrimack College
BS (Finance, Economics)
2003
Greg Bell Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- Equities
- Finance
- Financial Services
- Hedge Funds
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Series 7
- Wealth Management
Greg Bell Summary
- Greg Bell, based in Boston, MA, US, is currently a VP, Enterprise Accounts at FINTRX. Greg Bell brings experience from previous roles at FINTRX, ISS Market Intelligence, Cerulli Associates and TIAA. Greg Bell holds a BS in Finance, Economics @ Merrimack College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Business Development, Equities and more. Greg Bell has 2 emails and 2 mobile phone numbers on RocketReach.
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