AeroLeads people directory · profile
Sandi Gregory Email & Phone Number
Account Executive
at
Baker Insurance Group, LLC.
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Account Executive
Location
Puyallup, Washington, United States
Who is Sandi Gregory? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sandi Gregory is listed as Account Executive at Baker Insurance Group, LLC., based in Puyallup, Washington, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Sandi Gregory.
Sandi Gregory previously worked as Associate Consultant - BNY Mellon, Asset Servicing/Global Risk Solutions at Bny and Investment Analytics Consultant - BNY Mellon, Global Risk Solutions at Bny.
Company email context
Email format at Baker Insurance Group, LLC.
This section adds company-level context without repeating Sandi Gregory's masked contact details.
{first}.{last}@bnymellon.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sandi Gregory. Compare company email patterns before reaching out.
Profile bio
About Sandi Gregory
15+ years of experience in the financial and investment industry, working with and managing a diverse array of clients, earning recognition for providing exceptional relationship-based client service and product support. A proactive and self-driven nature, combined with exceptional organizational skills, effective communication, and attention to detail, often resulting in selection by management for both key client-centric and internal projects. Committed to delivering high-quality results through tailored client solutions, responsiveness, ensuring client satisfaction, and achieving impactful outcomes that align with the organization’s strategic and long-term growth goals.Client Service | Attention to Detail | Communication and Collaboration | Organization | Self-Motivated | Project Coordination | Training | Client Relationship Management | Prioritization | Time Management | Responsiveness | Client Retention | Client Training | Sales Support | Database Queries | CRM Database | Third Party Vendor Management
Listed skills include Home Staging, Interior Design, Investments, Business Analysis, and 8 others.
Current workplace
Sandi Gregory's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 22 years
Sandi Gregory work experience
A career timeline built from the work history available for this profile.
Associate Consultant - Bny Mellon, Asset Servicing/Global Risk Solutions
Responsible for managing and maintaining strong client relationships in designated market region, serving as client account manager for day-to-day service and product relationship interactions. Provide client training, product demonstrations, service reviews, and act as liaison between clients and internal teams globally. Complete client subscription audits, manage client fee negotiations and mediate client contract discussions to ensure proper client licensing in place and third-party vendor compliancy. Understand client’s needs, deliver quality solutions and act as an advocate for client data/reporting and project requests with internal teams. Collaborate on internal projects and initiatives and identify growth opportunities that contribute to and align with department sales objectives.
Investment Analytics Consultant - Bny Mellon, Global Risk Solutions
Responsibilities included fostering and maintaining client relationships within a specified market region, serving as account manager for day-to-day client product and service interactions, in addition to working with Senior Consultants on department’s top tier accounts. Acted as a liaison between clients and internal teams globally, contributed to both client and departmental projects, and pursued growth strategies to meet departmental sales initiatives.
2016 - 2019
~3 yrs
Assistant Investment Analytics Consultant - Bny Mellon, Global Risk Solutions
Responsibilities included working with Senior Consultants on the department’s top-tier client relationships, as well as maintaining a client base within a specified market region. Serving as account manager for day-to-day product and service relationship interactions and contributing to both client and departmental projects and participating in growth strategy campaigns to meet departmental sales initiatives.
2013 - 2016
~3 yrs
Client Service Coordinator/Client Service Associate - Russell Mellon Analytical Services/Bny Mellon
Responsibilities included supporting Senior Consultants on key client relationships as well as maintaining a client base within specified market region, serving as account manager for day-to-day product and service relationship interactions and contributing to both client and departmental projects.
2008 - 2015
~7 yrs
Project Coordinator - Russell Investments/Russell Mellon Analytics Services
Worked with top-tier client base, providing daily client service support on products and services. Coordinated and managed both internal and external requests and projects in fast-paced sales and service environment. Conducted detailed client and prospect research, created client proposals, and developed sales meeting materials, all with the goal of client retention and driving revenue growth for the team.
2005 - 2008
~3 yrs
FAQ
Frequently asked questions about Sandi Gregory
Quick answers generated from the profile data available on this page.
What company does Sandi Gregory work for?
Sandi Gregory works for Baker Insurance Group, LLC..
What is Sandi Gregory's role at Baker Insurance Group, LLC.?
Sandi Gregory is listed as Account Executive at Baker Insurance Group, LLC..
What is Sandi Gregory's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Sandi Gregory at Baker Insurance Group, LLC..
Where is Sandi Gregory based?
Sandi Gregory is based in Puyallup, Washington, United States while working with Baker Insurance Group, LLC..
What companies has Sandi Gregory worked for?
Sandi Gregory has worked for Baker Insurance Group, Llc., Bny, and Russell Investments.
How can I contact Sandi Gregory?
You can use AeroLeads to view verified contact signals for Sandi Gregory at Baker Insurance Group, LLC., including work email, phone, and LinkedIn data when available.
What skills is Sandi Gregory known for?
Sandi Gregory is listed with skills including Home Staging, Interior Design, Investments, Business Analysis, Training, Risk Management, Marketing, and Asset Management.
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 Sandi Gregory you were looking for.
View similar profiles
