2012 -2012 Managing Director, Back Office Systems Strategy @
2010 -2012 Managing Director, Core Systems Technology @
2003 -2010 President @
1999 -2003 COO and Director of Operations @
1992 -1999 Manager @ Brown and Co
1992 -1999 Manager, New accounts and Customer Service @ Brown & Company Securities
Greg Lembree Education
Babson College
BSBA (Economics, Entrepreneurial Studies)
1988-1992
East Greenwich High School
Greg Lembree Skills
FINRA Registered Arbitrator
FINOP series 27
Hold Series 7
Hold Series 27
Public Speaking
Collegiate Lectures
Management
Leadership
SDLC
Vendor Management
Marketing
Securities
Risk Management
Options
Financial Services
Business Analysis
Finance
Human Resources
Data Analysis
Investments
Series 7
Strategy
Insurance
FINRA
Equities
Mutual Funds
Financial Analysis
Portfolio Management
Strategic Planning
Training
Process Improvement
Team Building
Databases
Integration
Project Management
Analysis
Program Management
Series 63
Change Management
Microsoft Excel
Back Office
Business Strategy
PMO
Business Development
SOA
Project Planning
Fixed Income
Customer Service
System Administration
Operations Management
Sales
Microsoft Office
Financial Reporting
Greg Lembree Summary
Greg Lembree, based in Omaha, NE, US, is currently a Sr. Director - Non-Bank Custody Operations (ACH ) at WEX Bank. Greg Lembree brings experience from previous roles at WEX Health, Benaissance LLC and TD Ameritrade. Greg Lembree holds a 1988 - 1992 BSBA in Economics, Entrepreneurial Studies @ Babson College. With a robust skill set that includes FINRA Registered Arbitrator, FINOP series 27, Hold Series 7, Hold Series 27, Public Speaking and more. Greg Lembree has 2 emails and 2 mobile phone numbers on RocketReach.
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