Greg Wilcox Email & Phone Number

Relationship Manager @ U.S. Bank

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Greg Wilcox Location

Boston, MA, US

Greg Wilcox Work

2022 -now Relationship Manager @
2018 -2022 Vice President and Service Director @
2016 -2018 Senior Account Manager @
2003 -2016 Vice President and Service Director @
2000 -2003 Account Manager @ SunGard
2000 -2000 Sr. Business and Operations Analyst @
1996 -1999 Sr. Client Administrator, Investment Operations @
1995 -1996 Trust Operations Specialist @
1993 -1995 Trust Specialist and Cash Manager @ Mellon Bank

Greg Wilcox Education

Suffolk University - Sawyer School of Management
MBA (MBA)
1997-2000
Bentley University
Bachelor of Science (Bachelor of Science, Economics and Finance)
1988-1992

Greg Wilcox Skills

Financial Services
Global Custody
Mutual Funds
Fixed Income
Risk Management
CRM
Corporate Actions
Relationship Management
Securities
Project Management
Leadership
Defined Benefit
401k
Client Services
Client Service
Trustee
PowerPoint
Legal Documents
Risk Mitigation
Compliance Management
Staff Management
Excel
Microsoft Word
Revenue Enhancement
Client Advocate
Salesforce.com
Equities
Microsoft Excel
Investments
Science
Trust
Portfolio Managers
Settlement
Income
Meetings
Internal Audit
Financial Analysis
International
Defined Contribution
Economics
Business Performance Management
Bentley
Portfolio Management
Multifaceted
Implementation Plans
Programmers
Customer Support
Fee
Net
Software
Responsibility
Retirement
Statistics
Financial Transactions
Sungard
Internal Controls
Sales and Marketing
Wealth
Boston
Business Administration
Market
Performance Reporting
Renegotiations
Product Development
Business Services
Government
New Account
Key Performance Indicators
Resolve
Contractual Agreements
Cash
Trading Operations
Finance
Cards
Compliance
Collaborative
Interfaces
England
Banking
Microsoft Office
Institutional Investments
Operations
Risk
Training
Data Conversion
Reports
Information Delivery
Accounting
Research
Pensions
Verizon
Quality Control
System
Shares
Returns
Policies and Procedures
Professional Associations
SWIFT payments
Revenue
Reporting
Auditing
Executive Management
Not for Profit
Portfolio
Billing Systems
Clinical Trials
Issue Resolution
Account Planning
Escalation
Management
Workbench
Private Clients
Reviews
Brokerage
Technology
Analysis
Platforms
Transitions
Service Providers
Trading
Coordinated
Asset
Negotiation
Efficiencies
Steel Detailing
Presentations
Coordinate
Sla
Project
Funding
Cash Management

Greg Wilcox Summary

Greg Wilcox, based in Boston, MA, US, is currently a Relationship Manager at U.S. Bank. Greg Wilcox brings experience from previous roles at BNY Mellon, Fidelity Investments and SunGard. Greg Wilcox holds a 1997 - 2000 MBA in MBA @ Suffolk University - Sawyer School of Management. With a robust skill set that includes Financial Services, Global Custody, Mutual Funds, Fixed Income, Risk Management and more. Greg Wilcox has 4 emails and 1 mobile phone numbers on RocketReach.