For over 34 years Gary J Brancaleone worked in different jobs. Recently, this expert worked as a Director of Investor Education in Portfolio Solutions, Llc developing different skills. Gary graduated from Oakland University in 1982 where this professional received all the required knowledge. This professional has all required knowledge and skills for his job, proven by these certifications in Certified Financial Planner (Cfp®), Chartered Retirement Planning Counselor (Crpc®), and College of Financial Planning, Denver, Co. You can find this professional in Bingham Farms, Michigan, where he lives nowadays. SoftwareOfficial has all the personal info you need to connect Gary J Brancaleone, such as this expert's number or email address. Send us the request to get additional info.
Name variants:
Garrett Brancaleone
Last updated May 01, 2024
Contact Information
Last Update
Jul 8, 2022
Email
gb**@portfoliosolutions.com, ga**@jpmorgan.com
Location
Bingham Farms, MI
Company
Workplace
Director of Investor Education
Troy, MI
Industry
Investment Management, Management Investment
Colleagues
Work History
Director of Investor Education
900 Wilshire Dr SUITE 200, Troy, MI 48084
The mission of Portfolio Solutions® is to help investors in meeting their financial goals by developing low-cost investment strategies using index funds.
Portfolio Solutions® has been offe...
Feb 2016 — Sep 2020
Private Wealth Management Banker
270 Park Ave, New York, NY 10010
Feb 2012 — Feb 2013
Banker Associate  Private Bank
270 Park Ave, New York, NY 10010
Cultivated and enhanced working relationships with an existing book of 65 high net worth clients ($3M to $50M) and sought out and fostered relationships with potential and new clients
Gene...
Oct 2008 — Feb 2012
Area Sales Manager  Residential Mortgages
270 Park Ave, New York, NY 10010
Managed 2 sales managers and 16 loan officers who serviced 50 branch offices and closed $170M in loans in 2007; responsible for hiring, training, supervision and evaluation of sales manager...
Jan 2007 — Oct 2008
Regional Sales Manager  Residential Mortgages
1 Citizens Plz, Providence, RI 02903
Led residential mortgage lending in the largest region in Michigan and the third largest region in the country
Managed 9 loan officers and 3 support staff with annual loan production in ex...
Nov 2005 — Dec 2006
Residential Mortgage Originator
1 Citizens Plz, Providence, RI 02903
Developed and implemented a marketing plan to create and enhance customer relationships through frequent contacts - Created a database of 500 past customers and contacts using Act! contact m...
Dec 1995 — Nov 2005
Retail Banking Analyst and Management Trainee
Completed formal credit training, 1986
Opened new mortgage office in Dearborn, 1988
Oct 1982 — Jan 1986
Education
1979 — 1982
Occupations
Executive
Director
Investor
Leader
Accountant
Finance and Accounting Specialist
Financial Broker
Banker
Operations Manager
Managers
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Portfolio Management
Wealth Management
Retirement Planning
Investment Management
Financial Advisory
Private Banking
Series 7
Investment Advisory
Asset Allocation
Series 63
Securities
Mutual Funds
Retirement
Equities
Estate Planning
Strategic Financial Planning
Asset Managment
Derivatives