Retired
Current
Retired
Mar 2019 - Present
AeroLeads people directory · profile
Greg De Groot Email & Phone Number
Retired Portfolio Oversight Director at U.S. Trust
at
Retired
1 work email found
@cox.net
2 phones found area 401
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Retired
Role
Retired Portfolio Oversight Director at U.S. Trust
Location
East Greenwich, Rhode Island, United States
Who is Greg De Groot? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg De Groot is listed as Retired Portfolio Oversight Director at U.S. Trust at Retired, based in East Greenwich, Rhode Island, United States. AeroLeads shows a work email signal at cox.net, phone signal with area code 401, and a matched LinkedIn profile for Greg De Groot.
Greg De Groot previously worked as Retired at Retired and Vice President - Portfolio Oversight Director at U.S. Trust. Greg De Groot holds Mba, Management from Bryant University.
Company email context
Email format at Retired
This section adds company-level context without repeating Greg De Groot's masked contact details.
{last}@cox.net
86% confidence
AeroLeads found 1 current-domain work email signal for Greg De Groot. Compare company email patterns before reaching out.
Profile bio
About Greg De Groot
Greg De Groot is a Retired Portfolio Oversight Director at U.S. Trust at Retired. He possess expertise in investments, series 7, portfolio management, banking, mutual funds and 13 more skills. Colleagues describe him as "Greg was my premier client manager at BofA from 07-09. One of my favorite aspects about Greg was his ability to work with other departments within BofA to best serve my needs. He is results oriented, and truly makes an effort to understand everyones perspective when working on projects. In the 2+ years I worked with Greg, I can not think of a time he did not find a way to overcome any obstacles thrown at us."
Listed skills include Investments, Series 7, Portfolio Management, Banking, and 14 others.
Current workplace
Greg De Groot's current company
Company context helps verify the profile and gives searchers a useful next step.
Retired
7 roles
Greg De Groot work experience
A career timeline built from the work history available for this profile.
Vice President - Portfolio Oversight Director
Mar 2015 - Feb 2019
Vice President - Portfolio Oversight Manager
Dec 2014 - Feb 2019
Vice President, Team Leader - Philanthropic Officer
Lead a team of fiduciary professionals managing relationships in 15 states. Responsible for over 1400 accounts, $1.45 billion In assets under management and $14 million in revenue. Relationships managed include private foundations, institutional endowments, scholarships and grant making entities.
May 2010 - Nov 2014
Avp - Client Manager
Advised clients on comprehensive financial strategies and customized banking and investment solutions. Managed a $140 MM+ portfolio comprised of over 350 high net worth and ultra high net worth clients. Led business development/COI outreach program for Rhode Island Premier market.Collaborated with other Bank of America lines of business including Business.
Sep 2006 - Apr 2009
Financial Advisor
Managed portfolios for high net worth and ultra high net worth clients. Concentrated on Separately Managed Accounts and managed mutual fund programs.
Mar 2003 - Apr 2006
Financial Advisor
Achieved PACEsetter and A.C.E. awards for business growth in FA training program.
Mar 2000 - Mar 2003
3 education records
Greg De Groot education
Mba, Management
Bachelor Of Science - Bs
Education record
St. Anselm'S Abbey School
FAQ
Frequently asked questions about Greg De Groot
Quick answers generated from the profile data available on this page.
What company does Greg De Groot work for?
Greg De Groot works for Retired.
What is Greg De Groot's role at Retired?
Greg De Groot is listed as Retired Portfolio Oversight Director at U.S. Trust at Retired.
What is Greg De Groot's email address?
AeroLeads has found 1 work email signal at @cox.net for Greg De Groot at Retired.
What is Greg De Groot's phone number?
AeroLeads has found 2 phone signal(s) with area code 401 for Greg De Groot at Retired.
Where is Greg De Groot based?
Greg De Groot is based in East Greenwich, Rhode Island, United States while working with Retired.
What companies has Greg De Groot worked for?
Greg De Groot has worked for Retired, U.S. Trust, U.S. Trust, Bank Of America Private Wealth Management, Bank Of America, and Merrill Lynch.
How can I contact Greg De Groot?
You can use AeroLeads to view verified contact signals for Greg De Groot at Retired, including work email, phone, and LinkedIn data when available.
What schools did Greg De Groot attend?
Greg De Groot holds Mba, Management from Bryant University.
What skills is Greg De Groot known for?
Greg De Groot is listed with skills including Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Financial Analysis, Retirement Planning, and Training.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Greg De Groot you were looking for.
View similar profiles
