Operation and Relationship Manager - Institutional Government Market @ SSgA/CitiStreet (January 1997 - August 2004)
Team Leader - Retail 401(k) Market @ (March 1996 - December 1996)
Defined Contribution Consultant @ Watson Wyatt Worldwide (April 1993 - February 1996)
Greg Forte Education
Merrimack College
Bachelor’s Degree (Business Administration and Management, General)
1986-1991
Greg Forte Skills
Relationship Management
Finance
Investments
Strategy
Retirement
Management
Financial Services
Customer Retention
Portfolio Management
Risk Management
Retirement Planning
Social Media
Microsoft Excel
Team Leadership
Public Speaking
Greg Forte Summary
Greg Forte, based in Bedford, NH, US, is currently a Relationship Manager at Principal Financial Group. Greg Forte brings experience from previous roles at MassMutual Financial Group, Voya Financial (formerly Citistreet/ING), SSgA/CitiStreet and Putnam Investments. Greg Forte holds a 1986 - 1991 Bachelor’s Degree in Business Administration and Management, General @ Merrimack College. With a robust skill set that includes Relationship Management, Finance, Investments, Strategy, Retirement and more. Greg Forte has 1 mobile phone numbers on RocketReach.
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