J. Micah Gerry
Summary
Experienced financial professional with a proven track record of driving business development, client acquisition, and sales for top tier organizations. Skilled in client communication and support, I excel both independently and as part of a collaborative team to achieve organizational targets and goals efficiently and consistently.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor
Pruco Securities, LLC
06.2023 - 11.2024
- Built strong client base via phone, marketing, and daily meetings.
- Coordinated and executed outreach seminars for potential clients.
- Surpassed target metrics for new advisors.
Financial/Investment Specialist (LPL)
BMO Harris Investment Services
11.2021 - 04.2023
- Contributed to a top-tier financial professional overseeing more than $300 million AUM.
- Secured net inflows exceeding $20 million for assets under management during 2022.
- Secured position as the second top team out of over 200 advisors.
Retail Relationship Banker
BMO Harris Bank
09.2018 - 11.2021
- Exceeded goal consistently across all metrics
- Contributed to millions in gains for Mortgage, Commercial and Financial Advisor.
- Active as a positive liaison between BMO and their retail clients
External Wholesaler
Allianz Life Insurance Co / TruChoice Financial
01.2016 - 05.2017
- Achieved substantial growth with creative and consistent client interaction initiatives.
- Engineered a consistent approach for marketing initiatives.
- Designed personalized investment strategies exceeding correlating market benchmarks.
- Drove zero to high production utilizing innovative client events and superior speaking engagements.
Divisional Vice President
SunAmerica Retirement Markets, Inc.
01.2012 - 01.2013
- Boosted 2012 annual sales from $2M to over $40M by delivering high-level service.
- Drove business growth through strategic engagement and continued education initiatives.
VP-Sales / Regional Vice President
Allianz Life Insurance Company / Questar Capital
04.2009 - 09.2011
- Established marketing platforms for sustainable outreach in both retail and registered areas.
- Implemented consistent prospecting strategies resulting in more than 120% yearly sales increase.
Education
Bachelor of Arts - Business Economics
University of California at Santa Barbara
01.2001
Skills
- Sales Experience
- Retirement Financial Assessment
- Retirement Strategy Development
- Portfolio Planning Expertise
- Investment Guidance
- Client Relationship Cultivation
- Financial Services Expertise
- Client Fund Advisory
- Insurance Product Knowledge
- Post-Sale Engagement
- Adherence To Ethical Standards
Certification
- Series 7
- Series 66
- Life and Health Licenses
References
Excellent references available upon request
Timeline
Financial Advisor
Pruco Securities, LLC
06.2023 - 11.2024
Financial/Investment Specialist (LPL)
BMO Harris Investment Services
11.2021 - 04.2023
Retail Relationship Banker
BMO Harris Bank
09.2018 - 11.2021
External Wholesaler
Allianz Life Insurance Co / TruChoice Financial
01.2016 - 05.2017
Divisional Vice President
SunAmerica Retirement Markets, Inc.
01.2012 - 01.2013
VP-Sales / Regional Vice President
Allianz Life Insurance Company / Questar Capital
04.2009 - 09.2011
Bachelor of Arts - Business Economics
University of California at Santa Barbara
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