For over five years George P Gelis has been working in different jobs. Recently, this expert worked as a Regional Vice President in Advisors Asset Management, Inc. enhancing knowledge. This expert graduated from University of Iowa in 2011 where this expert got all the skills and knowledge. George P Gelis has all required knowledge for his job, that's proven by these certifications in Illinois Life and Health Insurance Producers License and Series 7,Series 63, Series 65. This expert can speak two languages: Greek and English. You can find George P Gelis in Iowa City, Iowa, where he lives nowadays. SoftwareOfficial has all the personal info you need to contact George P Gelis, such as George's phone or email address. Feel free to send us the request to get additional info.
Name variants:
Georgie Gelis
Last updated May 07, 2024
Contact Information
Last Update
Jul 10, 2022
Email
gg**@aamlive.com, gg**@thgfinancial.com, gg**@aol.com
Location
Iowa City, IA
Company
Workplace
Regional Vice President
Monument, CO
Industry
Financial Services, Investment Advice, Investment Advisory Service
Colleagues
Work History
Regional Vice President
18925 Base Camp Rd SUITE 203, Monument, CO 80132
from Dec 2019
Relationship Banker
270 Park Ave, New York, NY 10010
As a Licensed Relationship Banker at JPMorgan Chase, my role is deepen relationships with clients and address their every need ranging from simple needs such as opening up a basic checking a...
Jan 2013 — Feb 2014
Financial Advisor
1 Butterfield Rd SUITE 100, Oakbrook Terrace, IL 60181
As a Financial Advisor for the Heartland Group, we focused on addressing our clients needs through insurance based financial planning. We educated our clients on the value of life insurance ...
Oct 2011 — May 2012
Education
Occupations
Executive
Regional Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Banker
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Strategic Financial Planning
Retirement Planning
Portfolio Management
Finance
Financial Analysis
Financial Planners
Financial Planning
Wealth Accumulation
Insurance Planning
Series 7
Series 63
Mutual Funds
Investments
Securities
Retirement
Equities
Insurance
Life Insurance
Investment Advisory
Financial Services
Fixed Income
Options
Financial Modeling
Credit
Loans
Finra
Risk Management
Cash Management
Wealth
Banking
Derivatives
Trading
Relationship Management
Retail Banking
Wealth Management
Health Insurance
Fixed Annuities
Asset Allocation
Financial Advisory
Investment Strategies
Personal Finance
Asset Management
Leadership
Sales
Public Speaking
Series 65
Unit Investment Trusts
Separately Managed Accounts
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