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
- 2020 -2025 Executive Director, Sales and Client Executive @
- 2013 -2020 VP, Relationship Manager @
- 2012 -2013 SVP, Business Development Officer @
- 2012 -2013 Senior Vice President of Sales @
- 2005 -2012 Director, Senior Client Sales Manager @
- 2005 -2012 Senior Sales Manager @
- 2001 -2005 Southeast Regional Marketing Director, Vice President, Client Executive @
- 2001 -2005 Vice President of Business Development @
- 1997 -2001 Vice President, Senior Relationship Manager, Institutional Trust @ Wachovia Bank
- 1997 -2001 Vice President @
- 1996 -1997 Assistant Vice President, Client Service Officer @ State Street Corporation
- 1994 -1996 Senior Trust Officer, Client Service Officer @ Mellon Trust
- 1989 -1994 Service Manager @ State Street Corporation
Gregory Forbes Education
- Bentley University
Masters (Business Administration; Finance)
1994-1996 - Bentley College
Bachelor of Science (Economics and Finance)
1986-1989 - Bentley University
- 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
- 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
- Contract Negotiation
- 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 Masters in Business Administration; Finance @ 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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