Greg De Groot work email
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Greg De Groot personal email
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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."
Retired
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RetiredRetired Mar 2019 - Present
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Vice President - Portfolio Oversight DirectorU.S. Trust Mar 2015 - Feb 2019 -
Vice President - Portfolio Oversight ManagerU.S. Trust Dec 2014 - Feb 2019
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Vice President, Team Leader - Philanthropic OfficerU.S. Trust, Bank Of America Private Wealth Management May 2010 - Nov 2014Lead 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.
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Avp - Client ManagerBank Of America Sep 2006 - Apr 2009Advised 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 and Commercial Banking and U.S. Trust to deliver multi-faceted client centric products and solutions.Mentored newly hired Client Managers. -
Financial AdvisorMerrill Lynch Mar 2003 - Apr 2006Managed portfolios for high net worth and ultra high net worth clients. Concentrated on Separately Managed Accounts and managed mutual fund programs. -
Financial AdvisorPrudential Securities Mar 2000 - Mar 2003Achieved PACEsetter and A.C.E. awards for business growth in FA training program.
Greg De Groot Skills
Greg De Groot Education Details
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Management -
Bachelor Of Science - Bs -
St. Anselm'S Abbey School
Frequently Asked Questions about Greg De Groot
What company does Greg De Groot work for?
Greg De Groot works for Retired
What is Greg De Groot's role at the current company?
Greg De Groot's current role is Retired Portfolio Oversight Director at U.S. Trust.
What is Greg De Groot's email address?
Greg De Groot's email address is de****@****cox.net
What is Greg De Groot's direct phone number?
Greg De Groot's direct phone number is +140174*****
What schools did Greg De Groot attend?
Greg De Groot attended Bryant University, Boston University Wheelock College Of Education & Human Development, St. Anselm's Abbey School.
What are some of Greg De Groot's interests?
Greg De Groot has interest in Bu Hockey.
What skills is Greg De Groot known for?
Greg De Groot has skills like Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Financial Analysis, Retirement Planning, Training, Program Management, Wealth Management, Commercial Banking, Securities.
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Gregory De Groot
Windhoek -
gregory xeres de groot
Benalmádena
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