Gregory Forbes Email & Phone Number
Executive Director, Sales and Client Executive @ J.P. Morgan (Past)
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Gregory Forbes Location
- Atlanta, GA, US
Gregory Forbes Work
- Executive Director, Sales and Client Executive @ (September 2020 - June 2025)
- VP, Relationship Manager @ (August 2013 - November 2020)
- SVP, Business Development Officer @ (October 2012 - July 2013)
- Senior Vice President of Sales @ (January 2012 - January 2013)
- Director, Senior Client Sales Manager @ (February 2005 - March 2012)
- Senior Sales Manager @ (January 2005 - January 2012)
- Southeast Regional Marketing Director, Vice President, Client Executive @ (April 2001 - February 2005)
- Vice President of Business Development @ (January 2001 - January 2005)
- Vice President, Senior Relationship Manager, Institutional Trust @ Wachovia Bank (June 1997 - April 2001)
- Vice President @ (January 1997 - January 2001)
- Assistant Vice President, Client Service Officer @ State Street Corporation (February 1996 - May 1997)
- Senior Trust Officer, Client Service Officer @ Mellon Trust (February 1994 - February 1996)
- Service Manager @ State Street Corporation (July 1989 - February 1994)
Gregory Forbes Education
- Bentley University
Master of Business Administration (Finance, General)
1994-1996 - Bentley College
Bachelor of Science (Economics and Finance)
1986-1989 - Bentley University
Bachelor of Science (Economics and Finance)
- Manchester High School
Gregory Forbes Skills
- Financial Services
- Mutual Funds
- Relationship Management
- Hedge Funds
- Business Relationship Management
- Securities
- Alternative Investments
- Fund Administration
- New Business Development
- Global Custody
- Middle Office
- Project Coordination
- Insurance
- Corporates
- Defined Benefit
- Defined Contribution
- Securities Lending
- Strategy
- CRM
- Investments
- Equities
- Wealth Management
- Asset Management
- Fixed Income
- Customer Relationship Management (CRM)
- Business Development
- Building Business Partnerships
- City Management
- Client Coordination
- Client Insight
- Client Retention Programs
- Client Services Management
- Collaborative Leadership
- Consulting
- Contract Negotiation
- Cross-Functional Team Management
- Cross-functional Partnerships
- Cross-functional Team Leadership
- Customer Intelligence
- Customer Satisfaction
- Data-driven Decision Making
- Developing New Markets
- Directing Teams
- Executive Management
- Executive Relationships
- Executive Team Alignment
- Financial Economics
- Global Cross-Functional Team Leadership
- Higher Education Financial Management
- Industry Research
- Institutional
- Institutional Consulting
- KPI Dashboards
- KPI Reporting
- Leadership
- Leveraging Strategic Partnerships
- Market Intelligence
- Market Planning
- Multi-million Dollar Projects
- Operational Efficiency
- Organization Skills
- Performance Analysis
- Performance Reporting
- Pricing Negotiations
- Pricing Research
- Quality Control Management
- Quality Management
- Retirement Plan Consulting
- Retirement Planning
- Retirement Services
- Revenue & Profit Growth
- Service Portfolio Management
- Strategic Partnerships
- Strategic Planning for Growth
- Teamwork
- Targeted Advertising
- Customer Relationship Management Crm
- CIOs
- Consultative Selling
- Seniors
- Ability to Work Independently
- Coordination
- Retail
- Location
- Trust
- Sales
- Settlement
- Cost
- InRoads
- Internal Audit
- New Clients
- Project Bidding
- Institutional Investments
- Credentials
- Dialog Programs
- Institutional Sales
- Operations
- Relationship Building
- Aptitude
- Sma
- Segmentation
- Coos
- Pipelines
- Travel
- Project
- Solution
- Financial Transactions
- Management
- Revenue
- Client Solutions
- Foundations
- Trading
- Outsourcing
- Customizing
- Funding
- Resume
- Capital
- Services
- Integration
- Promoting
- Correlation
- Customer Relationship Management
Gregory Forbes Summary
- Gregory Forbes, based in Atlanta, GA, US, was previously a Executive Director, Sales and Client Executive at J.P. Morgan. Gregory Forbes brings experience from previous roles at State Street, Huntington National Bank and Citi. Gregory Forbes holds a 1994 - 1996 Master of Business Administration in Finance, General @ Bentley University. With a robust skill set that includes Financial Services, Mutual Funds, Relationship Management, Hedge Funds, Business Relationship Management and more. Gregory Forbes has 1 emails and 2 mobile phone numbers on RocketReach.
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