Directory

>

John Gabriel Cfp

avatar

John Gabriel Cfp

Senior Director Wealth | Vise Technologies, Inc. | Vise

United States

View contact details (it's free)

John Gabriel Cfp

Summary

John Gabriel is a dedicated professional in the depository banking sector, currently serving as Vice President and Relationship Manager for Advisor Solutions at BNY Mellon | Pershing. With a strong focus on building and maintaining client relationships, he leverages his expertise to deliver tailored financial solutions. Although his educational background is not specified, his MBA and CFP® designation suggest a solid foundation in finance and investment strategies. John is known for his commitment to client success and his ability to navigate complex financial landscapes. His experience at a prominent firm like BNY Mellon positions him as a knowledgeable resource in the banking industry. He is passionate about fostering innovation within financial services and is keen on exploring emerging technologies that can enhance client experiences. Outside of work, he likely engages in continuous professional development to stay ahead in his field.

General

Specialist

Technical Background

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

John Gabriel Cfp

Work Experience

company logo

Senior Director Wealth | Vise Technologies, Inc. at

Vise

June 2023 - Present

💼

Senior Relationship Manager at

Bny Mellon Pershing

September 2019 - April 2023

💼

Regional Investment Director/Consultant, RIA, Bank Trust and Family Offices Group at

Russell Investments

May 2018 - May 2019

company logo

Regional Director- East at

Weitz Investment Management

January 2011 - January 2018

company logo

Vice President, Director National Business Consulting at

Bellatore Financial, Inc.

January 2008 - January 2010

company logo

Vice President, Northeast Regional Manager at

AllianceBernstein

January 2006 - January 2008

company logo

Vice President, Relationship Manager, Advisor Solutions, BNY Mellon | Pershing at

BNY Pershing

Present

💼

Regional Vice President (2002-2006); Internal Wholesaler (2000-2002) at

Guggenheim Partners

January 2000 - January 2006

Logos provided by Logo.dev

John Gabriel Cfp

Education

University of Colorado Denver, Master Of Business Administration - Mba

January 1998 - January 2003

University of Denver, Bachelor's Degree

University Of Colorado Denver Business School, Master Of Business Administration - Mba

University of Colorado Denver, Master Of Business Administration - Mba

University of Colorado Denver, Master Of Business Administration - Mba

University of Colorado Denver, Master Of Business Administration - Mba

Frequently Asked Questions about John Gabriel Cfp

What is John Gabriel Cfp email address?

John Gabriel Cfp's primary email address is ********@vise.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does John Gabriel Cfp work for?

John Gabriel Cfp is a Senior Director Wealth | Vise Technologies, Inc. at Vise, a company specializing in Security brokers & dealers.

Where John Gabriel Cfp graduated from?

John Gabriel Cfp holds a degree in Entrepreneurship/Entrepreneurial Studies from University of Colorado Denver.

How can I directly contact John Gabriel Cfp?

To contact John Gabriel Cfp directly, you can use the email address ********@vise.com. Complete contact information is available upon registration with Muraena.

Who is John Gabriel Cfp?

John Gabriel is a dedicated professional in the depository banking sector, currently serving as Vice President and Relationship Manager for Advisor Solutions at BNY Mellon | Pershing. With a strong focus on building and maintaining client relationships, he leverages his expertise to deliver tailored financial solutions. Although his educational background is not specified, his MBA and CFP® designation suggest a solid foundation in finance and investment strategies. John is known for his commitment to client success and his ability to navigate complex financial landscapes. His experience at a prominent firm like BNY Mellon positions him as a knowledgeable resource in the banking industry. He is passionate about fostering innovation within financial services and is keen on exploring emerging technologies that can enhance client experiences. Outside of work, he likely engages in continuous professional development to stay ahead in his field.

John`s contact details

mail

********@vise.com

************@pershing.com

Colleagues

avatar
Travis Fairchild Cfa

Co-Chief Investment Officer

avatar
Runik Mehrotra

President and Chief Investment Officer

avatar
Larry Raffone

Executive and Board Advisor

avatar
Samir Vasavada

Co-Founder & CEO

View Contact details (it's free)
Request Profile Removal