Greg Bell Email & Phone Number
VP, Enterprise Accounts @ FINTRX
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Greg Bell Location
- Boston, MA, US
Greg Bell Work
- 2026 - now VP, Enterprise Accounts @
- 2024 - 2026 Sr. Director, Enterprise Accounts @
- 2021 - 2024 VP, Account Director @
- 2018 - 2021 Associate Director, Account Management @
- 2015 - 2018 Wealth Management Advisor @
- 2014 - 2015 SVP, RIA and Family Office Sales @
- 2011 - 2014 VP - Advisor Consultant, RIA Sales @
- 2009 - 2011 Hybrid Client Advisor - RIA Team @
- 2006 - 2009 Internal Sales Consultant @
- 2004 - 2006 Financial Advisor @
Greg Bell Education
- Merrimack College
BS (Finance, Economics)
2003
Greg Bell Skills
- Mutual Funds
- Portfolio Management
- Asset Management
- Finance
- Investments
- Wealth Management
- Hedge Funds
- Business Development
- Equities
- Financial Services
- Series 7
- Alternative Investments
- Asset Allocation
- Securities
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 Mutual Funds, Portfolio Management, Asset Management, Finance, Investments and more. Greg Bell has 2 emails and 1 mobile phone numbers on RocketReach.
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