Professional Summary
Overview
Work History
Education
Skills
Timeline

Richard Gerczak

Ballast Advisors
Saint Paul,MN
32
years of professional experience

I have worked in the Financial Advisor business for the last 33 years. I have relationship building skills with vast experience in the sales process. I have currently transitioned out of my financial practice and am looking for a part time position at REI. I enjoy working with people and enjoy sales. I am very interested in the outdoors and very excited to learn about the products at REI.

Work History

Mangager Parnter/Financial Advisor

9 Years 6 Months
Ballast Advisors | 02.2017 - Current
  • Developed comprehensive financial plans tailored to client needs and objectives.
  • Led portfolio management initiatives, optimizing asset allocation for improved performance.
  • Mentored junior advisors, enhancing team knowledge and client service capabilities.
  • Implemented compliance protocols to ensure adherence to regulatory standards and best practices.
  • Cultivated strong client relationships, fostering trust and loyalty through effective communication strategies.
  • Facilitated new client onboarding process and investment account setup.

Senior Financial Advisor/CFP

22 Years 5 Months
Ameriprises Financial Advisors | 09.1994 - 02.2017
  • Developed comprehensive financial plans tailored to client objectives and risk tolerance.
  • Mentored junior advisors, enhancing team performance and client engagement strategies.
  • Analyzed market trends to provide strategic investment recommendations for diverse portfolios.
  • Conducted regular portfolio reviews, ensuring alignment with clients' financial goals and market conditions.
  • Fostered long-term relationships with clients through effective communication and personalized service delivery.

Education

BBA

University of Wisconsin, Madison | Madison, WI | 12-1989

Skills

Teamwork and collaboration
Goal oriented
Relationship building
Outgoing personality
Verbal/written communication
Conflict resolution
Sales expertise
Sales presentations
Closing techniques

Timeline

Mangager Parnter/Financial Advisor

Ballast Advisors
02.2017 - CurrentRead More

Senior Financial Advisor/CFP

Ameriprises Financial Advisors
09.1994 - 02.2017Read More

University of Wisconsin, Madison

BBA
Read More

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Richard Gerczak