Brad Greene
Vice President, Financial Institutions Group, Natixis Investment Managers
- Role
- Vice President, Financial Institutions Group at Natixis Investment Managers
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brad Greene
Financial Products Sales and Key Account Management:Successful financial products sales and relationship management executive with eight years experience for a top-tier financial company. Responsible and accountable for promoting a broad range of industry leading financial products and services to key accounts and meeting annual profit and sales objectives.Specialties: Excellent communicator skilled in new business development.
Experience
Vice President, Financial Institutions Group
Feb 2016 — Present
Education
Hartwick College
BA
Skills
- Sales
- Wealth
- Wealth Management
- New Business Development
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Retirement
- Securities
- Retirement Planning
- Etfs
- Investment Management
- Variable Annuities
- College Savings Plans
- Investments
- Financial Services
- Series 7
- Series 63
- Long Term Care Insurance
- Series 6
- 401k
- Series 65
- Direct Sales
- Relationship Management
- Fixed Annuities
- Investment Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.