Full Name
Neil Greenbaum
Job Title
Executive Vice President, Sales & Partnerships North America
Company
Ortec Finance
Speaker Bio
Neil Greenbaum joined Ortec Finance in 2022 to accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.
Based in Toronto, Neil Greenbaum brings more than 25 years of experience across the technology and asset management landscape. He previously worked at Nest Wealth where he was Head of Advisor Solutions. Prior to Nest Wealth, Neil Greenbaum was VP, Sales Management for Logiq Asset Management.
As Executive Vice President, Sales & Partnerships North America at Ortec Finance, Neil contributes his expertise in building markets, driving new opportunities, and creating successful client relationships for Ortec Finance in the North America.
Based in Toronto, Neil Greenbaum brings more than 25 years of experience across the technology and asset management landscape. He previously worked at Nest Wealth where he was Head of Advisor Solutions. Prior to Nest Wealth, Neil Greenbaum was VP, Sales Management for Logiq Asset Management.
As Executive Vice President, Sales & Partnerships North America at Ortec Finance, Neil contributes his expertise in building markets, driving new opportunities, and creating successful client relationships for Ortec Finance in the North America.
Speaking At