Stephen A Gagliardi is a skilled expert, working in Greenline Wealth Management main office of which is in 658. on the position of Managing Member, Investment Advisor Representative since 2018. This expert gained professional experience in more than four positions at different companies. Stephen A Gagliardi went to the Saint Joseph's University and got education there from 2011 to 2015. Stephen A Gagliardi has such qualifications as Series 63, Series 6, and Series 65 - Uniform Investment Advisor Law Examination. Mechanicsville, Maryland is the area, where this expert was known to be settled. This expert's email address and phone can be accessed through SoftwareOfficial by request.
Name variants:
Steven Gagliardi,
Stephan Gagliardi,
Steffan Gagliardi,
Stefan Gagliardi,
Steve Gagliardi,
Stevie Gagliardi,
Steph Gagliardi,
Steff Gagliardi,
Stef Gagliardi,
Steffl Gagliardi
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ag**@verizon.net
Location
Mechanicsville, MD
Company
Greenline Wealth Management
Workplace
Managing Member, Investment Advisor Representative
Work History
Managing Member, Investment Advisor Representative
2255 Glades Rd, Boca Raton, FL 33431
from Aug 2018
Retirement Services District Manager
1 Adp Blvd, Roseland, NJ 07068
ADP External 401(k) Wholesaler that:
Works in tandem with Financial Advisors and Field Partners to perform objective plan reviews, benchmarking on industry standards, that cover: -- Plan D...
Jul 2015 — Jul 2018
Account Executive
630 west Germantown Pike, Plymouth Meeting, PA 19462
Supported the Client Services team with project request as necessary. With previous agency experience, able to hit the ground running.
Served as the primary account executive for a Veterin...
Jan 1, 2014 — May 1, 2014
Diversity and Inclusion Analyst
Philadelphia, PA
Supported the Corporate Diversity and Inclusion team on data analysis and research projects as they relate to Comcast’s diversity initiatives. Researched and collected data to generate a com...
Sep 2012 — Jan 2013
Education
2011 — 2015
2007 — 2011
Occupations
Executive
Managing Member
Advisor
Representative
District Manager
Manager
Operations Manager
Region Manager
Sales Manager
Skills
Retirement Plan Consulting
Sales
Salesforce.com
Retirement Savings
Microsoft Excel
Marketing
Public Speaking
Marketing Strategy
Business Planning
Project Planning
Research
Event Planning
Data Analysis
Teamwork
Problem Solving
Organization
Team Management
Direct Marketing
Retirement Services
Networking
Customer Service
Mutual Funds
Financial Planning
Investment Management
401K Rollovers
College Savings Plans
Investment Advisory Services
FAQs about Stephen A Gagliardi
What is the profession of Stephen A Gagliardi?
This professional's job is Managing Member, Investment Advisor Representative
What jobs is Stephen a professional at?
Stephen is a professional such jobs as Executive and Managing Member.
Where does Stephen A Gagliardi live?
Mechanicsville, Maryland is the place where Stephen A Gagliardi lives
What is the expert's email?
Stephen A Gagliardi's email is ag**@verizon.net.
How many companies did Stephen A Gagliardi work at?
Stephen A Gagliardi worked at four jobs.
What education does Stephen A Gagliardi have?
Stephen studied at the Saint Joseph's University from 2011 to 2015.
Are there any certifications Stephen A Gagliardi has?
The expert received the following certifications: Series 63, Series 6, and Series 65 - Uniform Investment Advisor Law Examination.
What languages does Stephen A Gagliardi speak?
Stephen A Gagliardi speaks English and Spanish.