GREGORY H GERSTMYER
Jacksonville Beach,Florida
Summary
Accomplished Managing Partner and Financial Advisor with a proven track record at GHG Wealth Solutions, Capstone Financial, and Northwestern Mutual. Expert in strategic planning and operations management, I have driven revenue growth through fostering strong client relationships and developing comprehensive financial plans. Skilled in financial administration, my approach has consistently resulted in repeat business and client satisfaction.
Overview
11
11
years of professional experience
Work History
Managing Partner
GHG Wealth Solutions
07.2020 - Current
- Established and implemented business procedures and process improvements.
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
Financial Advisor
Capstone Financial
05.2018 - 07.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Northwestern Mutual
01.2014 - 05.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Education
Bachelor of Arts - Economics
Bucknell University
Lewisburg, PA06-1993
Skills
- Revenue growth
- Strategic planning
- Operations management
- Financial administration
Timeline
Managing Partner
GHG Wealth Solutions
07.2020 - Current
Financial Advisor
Capstone Financial
05.2018 - 07.2020
Financial Advisor
Northwestern Mutual
01.2014 - 05.2018
Bachelor of Arts - Economics
Bucknell University
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