With work experience over 34 years, this person is currently working at Adhesion Wealth Advisor Solutions as a Regional Sales Executive. Gina received his education from 1996 at the Pennsylvania State University, State College. This expert is a qualified expert, that is proven by qualifications : Series 7 and Series 63. Gina D'alessandro can be found in Santa Barbara, California. To contact Gina, you can search for their phone number or email address or get full info by requesting access to this professional's further details on this website.
Name variants:
Georgina D'Alessandro,
Regina D'Alessandro,
Virginia D'Alessandro
Last updated Jan 14, 2024
Contact Information
Last Update
Jul 3, 2022
Email
gi**@gmail.com, gd**@atel.com
Location
Santa Barbara, CA
Workplace
Colleagues
Work History
Adhesion Wealth Advisor Solutions, Regional Sales Executive
Charlotte, NC
Aug 2012 — Mar 2013
Regional Investment Specialist, Vice President
Responsible for educating and training 25 regional annuity wholesalers on the AXA investment platform
Networked with third party sub-advised wholesalers to assist in conducting seminars and ...
Mar 2007 — Oct 2007
Regional Vice President
Introduced the Gartmore product line, including mutual funds and separate accounts, to existing broker relationships within the wirehouse channel
Demographic responsibility includes Southern...
Mar 2004 — Mar 2005
Senior Investment Specialist
Leveraged upon existing relationships to increase separate account and mutual fund sales within the broker/dealer wirehouse channel
Transitioned a territory with non-existent sales in both m...
Nov 2002 — Mar 2004
Regional Sales Director, Vice President
Continued to build and encourage supportive working relationships with financial advisors throughout Southern California to improve product knowledge
In a shrinking distribution environment,...
Nov 2000 — Nov 2002
Senior Sales Representative
Developed strong relationships with financial advisors within the various regional firms and wire houses to further expand knowledge of the mutual fund and variable annuity product lines
Cho...
Jun 1996 — Nov 2000
Education
1992 — 1996
Occupations
Sales Specialist
Sales and Service Specialist
Sales Executive
Accountant
Finance and Accounting Specialist
Executive
Regional Vice President
Sales Agent
Sales Representative
Sales Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Start Ups
Business Development
Sales Operations
Mutual Funds
Alternative Investments
Investments
Marketing Strategy
Strategic Planning
Retirement
New Business Development
Training
Fixed Income
Marketing
Separately Managed Accounts
Marketing Communications
Series 24
Portfolio Management
Securities
Sales
Investment Strategies
Financial Services
Retirement Planning
Financial Advisory
Sales Management
Series 63
Series 7
Asset Allocation
Product Development
Fixed Annuities
People Skills
FAQs about Gina D'alessandro
What's the main profession of Gina D'alessandro?
This professional's job is Regional Sales Executive
What jobs is Gina proficient at at?
Gina D'alessandro is a professional such jobs as Sales Specialist and Sales and Service Specialist.
Where does Gina D'alessandro live?
The expert currently lives in Santa Barbara, California.
What is Gina D'alessandro's email?
The professional's email is gi**@gmail.com and gd**@atel.com.
Where did Gina D'alessandro work?
This person worked at Adhesion Wealth Advisor Solutions, UMA to RIA's throughout the Eastern Region.
Where has Gina D'alessandro studied?
Gina studied at the Pennsylvania State University, State College from 1996.
What are the certifications of Gina D'alessandro?
This expert received the following certifications: Series 7 and Series 63.
Are there any professional industries Gina D'alessandro works in?
Gina works in Capital Markets industry.