Greg Menefee

Gregory Menefee is currently a Client Account Manager at Radial Inc., a role in which he focuses on enhancing client relationships and driving business success. His LinkedIn profile indicates that he is based in Lexington and has accumulated a significant professional network, boasting around 482 connections.3

Professional Background

Before joining Radial Inc., Menefee held various leadership positions that highlight his expertise in client management and team building:

• Head of Institutional Consulting & Sales Support at TD Ameritrade Institutional (2015-2021): He led a team of 40, focusing on empowering wealth management professionals to enhance their businesses and client relationships.
• Head of Technology Consulting at TD Ameritrade Institutional (2011-2015): Established a team of technology consultants to guide advisors through complex technology landscapes.
• Senior Roles at Fidelity Investments (2005-2010): These included positions such as Senior Director of Business Development in Family Office Services, where he contributed to strategic initiatives aimed at improving client services.12

Education and Certifications

Menefee holds a Bachelor of Business Administration (BBA) in Marketing from Baylor University and has completed the Securities Industry Institute Program through Wharton Executive Education, focusing on leadership and culture. He also possesses several industry certifications, including the Series 24 and Series 7 licenses from FINRA, demonstrating his qualifications in the financial services sector.13

Leadership Philosophy

Menefee emphasizes the importance of building culturally sound teams that prioritize client experience. He advocates for fostering an environment where honest conflict is encouraged to drive better decision-making within organizations. His insights reflect a commitment to continuous improvement and innovation in client service delivery.2

Overall, Gregory Menefee's extensive background in client account management, combined with his leadership experience and educational credentials, positions him as a significant contributor to Radial Inc. and the broader financial services industry.