Finance Specialist@ Cetera Financial Group
New York, New York, United States
Gabriel Jean
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Bottega University
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Tell me more about Gabriel Jean?
FlashIntel GPTGabriel Jean is a Wealth Manager with 14.6 years of experience in the United States. He provides investment opportunities for Institutional Investors and High Net Worth Individuals & Family offices. Gabriel's expertise in financial consultancy services allows him to offer tailored and trusted investment financial advice to individuals. He is dedicated to providing top-quality advice and adding value to clients' portfolios. Gabriel has worked at Hubbard Insurance And Financial Solutions Insu and Cetera Financial Group, gaining valuable experience in account management and finance.
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About
Wealth Manager providing investment opportunities for Institutional Investors and High Net Worth Individuals & Family offices. My knowledge of the local environment alongside my expertise of financial consultancy services enables me to offer tailored and trusted investment financial advice to individuals. My aim is to deliver top quality advice to clients and add-value to their portfolios in an esteemed and professional manner.
Work Experience
Finance Specialist
Financial Services
Gabriel Jean's Professional Milestones
- Account Manager (juin-2014-01~oct.-2016-01): Building strong relationships with clients, resulting in increased sales and retention.
- Finance Specialist (1325376000~oct.-2013-01): Implementing comprehensive financial strategies and strategic decision-making to optimize company's profitability and profitability.
Education
Certification
Colleagues
Michael Hall
owner at alpha wealth advisors
Sean Beaty
Product Owner at Cetera Financial Group
Bryan Karsner
owner president- brk financial llc wealth manager at cetera advisor networks llc
Ryan Schlick
agile practitioner | owner | adventure driven
Sean Beaty
Product Owner at Cetera Financial Group
Other Named Gabriel Jean
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Gabriel Jean works for Cetera Financial Group
Gabriel Jean's role in Cetera Financial Group is Finance Specialist
Gabriel Jean works in the industry of Financial Services
Gabriel Jean's colleagues are Michael Hall,Sean Beaty,Bryan Karsner
Gabriel Jean's latest job experience is Finance Specialist at Cetera Financial Group
Gabriel Jean's latest education in Bottega University
