Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for managing FINTRX's growing channel of enterprise customers, as well as driving new business revenue in the wider enterprise segment. Russ D'Argento, FINTRX Founder & CEO states, "Greg's deep expertise in managing strategic enterprise accounts and client relationships will be invaluable as we continue to rapidly scale our business."
"I am excited to join the FINTRX team and help drive the continued growth and success of the company's enterprise business. FINTRX has established itself as the preeminent data intelligence platform for the family office and RIA markets, and I look forward to leveraging my expertise to further strengthen our enterprise partnerships and deliver exceptional outcomes for our clients." - Greg Bell, Sr. Director, Enterprise Accounts at FINTRX
Bell brings over 20 years of sales leadership and industry experience to the company. He most recently served as Vice President, Enterprise Account Manager at Discovery Data where he oversaw strategic and tactical sales and relationship management for the firm's largest global enterprise clients. Prior to his tenure at Discovery Data, Greg held roles at prominent financial services firms such as, Cerulli Associates, CAIS, Nuveen, J.P. Morgan, and Evergreen Investments, where he developed a reputation for delivering exceptional client service and driving revenue growth.
"Greg's extensive experience working with enterprise-level customers, combined with his proven ability to drive new revenue, make him the ideal candidate for this role. We are thrilled to welcome him to the FINTRX team." - Russ D'Argento, Founder & CEO of FINTRX
FINTRX is a vertically integrated software and data platform that enables wealth professionals, financial institutions, and asset management firms to seamlessly map, access, and sell into the global family office, broker dealer, and registered investment advisor (RIA) ecosystems. Thousands of users at leading firms trust FINTRX to leverage the power of intelligent data, target the correct firms for capital raising, build stronger relationships, and make better data-informed decisions. FINTRX's intuitive search engine, AI-powered relationship mapping, proactive alerts and warm introduction paths help customers efficiently uncover new opportunities to grow their businesses and drive successful outcomes.
Access to FINTRX data is delivered via its award-winning cloud-based platform, browser extensions, fully-integrated iOS mobile applications, and many CRM and API connectors, including integrations with LinkedIn, Salesforce, Navatar, Hubspot, Snowflake and more.