Greg Forte Email & Phone Number
Relationship Manager @ Principal Financial Group
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Greg Forte Location
- Bedford, NH, US
Greg Forte Work
- 2017 -now Relationship Manager @
- 2013 -2016 Director - Relationship Management Government Markets @
- 2004 -2013 Relationship Manager - Institutional 401(k) Market @ Voya Financial (formerly Citistreet/ING)
- 1997 -2004 Operation and Relationship Manager - Institutional Government Market @ SSgA/CitiStreet
- 1996 -1996 Team Leader - Retail 401(k) Market @
- 1993 -1996 Defined Contribution Consultant @ Watson Wyatt Worldwide
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.
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