Greg Bell, Cima® Email & Phone Number

Boston, Massachusetts, United States

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the RIA, Broker Dealer and Family Office ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier asset managers, hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.In November of 2021, FINTRX closed its Series A round of funding, raising $9M.https://www.fintrx.com

Boston, Massachusetts, United States

Products Represented: Discovery Data, Brightscope, Market Metrics, SimfundResponsible for strategic and tactical sales and relationship management for our largest global enterprise clients. Acted as the coordinator with internal and external stakeholders to ensure client partnerships understood the value proposition and engagement model. Responsible for working closely across the organization to define strategic goals, grow current revenue as well as develop account retention strategies with the goal of strengthening and enhancing long-term client relationships. Managed and coordinated all post-implementation and ongoing account management processes and served as a resource for the company on best practices for growing and maintaining client relationships.

Boston, Massachusetts

Lead Advisor to 40 Enterprise Relationships in the U.S. spanning Wealth Management, Asset Management, Consultants, Fintech, and Private Equity Firms. Responsible for developing a deep understanding of core initiatives and aligning research and consulting services accordingly.Key areas of focus for research: Wealth Advisory, Retirement, Product Development, Institutional Manager - US Client Service team

Waltham, Ma

Greater Boston

Greater Boston

New York, New York, United States

Greater Boston

Greater Boston