TORONTO, CANADA – (May 17, 2022) Ortec Finance is pleased to announce the continued leadership and development of the OPAL Wealth platform and OPAL for Salesforce in North America with the appointment of Neil Greenbaum as Executive Vice President, Sales & Partnerships, North America.
In this role, Neil Greenbaum will 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. From financial planning/portfolio management solution providers to Brokers/Dealers/RIAs who leverage the OPAL solutions with clients. Ortec Finance is a global fintech company specialized in offering goal-based planning & monitoring solutions for the wealth management industry. The OPAL Wealth platform and OPAL for Salesforce support the delivery of advice by linking the investments to the goals, with constant monitoring to increase efficiency and probabilities of achieving those goals.
Based in Toronto, Neil Greenbaum brings more than 25 years of experience across the technology and asset management landscape. He joins Ortec Finance from Nest Wealth where he was Head of Advisor Solutions. Prior to Nest Wealth, Neil Greenbaum was VP, Sales Management for Logiq Asset Management.
Neil Greenbaum commented: “I am excited to continue the expansion and adoption of goal based wealth management in North America with our unique OPAL platform. Where change is the only constant, Ortec Finance provides state of the art technology that enables better investment decision making at a larger scale than ever before. I look forward to contributing my expertise in building markets, driving new opportunities, and creating successful client relationships for Ortec Finance in the North America.
