Charles Gelo's Location
New York, United States
Charles Gelo's Work
- Vice President and Financial Advisor @ Trubee Wealth Advisors
- Vice President and Financial Advisor @ Trubee Wealth Advisors
- Financial Advisor @ Smith Barney
- Financial Consultant @ Citibank
- Account Executive @ The Copeland Companies
Charles Gelo's Education
- State University of New York College at Fredonia
Bachelor of Science (B.S.)
Charles Gelo's Skills
- Investments
- Retirement Planning
- Stocks
- Mutual Funds
- Financial Advisory
- Investment Advisory
- Municipal Bonds
- Variable Annuities
- Long Term Care Insurance
- Life Insurance
Charles Gelo's Summary
Charles Gelo, based in New York, United States, is currently a Vice President and Financial Advisor at Trubee Wealth Advisors, bringing experience from previous roles at Trubee, Collins & Co., Inc., Smith Barney, Citibank and The Copeland Companies. Charles Gelo holds a Bachelor of Science (B.S.) @ State University of New York College at Fredonia. With a robust skill set that includes Investments, Retirement Planning, Stocks, Mutual Funds, Financial Advisory and more, Charles Gelo contributes valuable insights to the industry. Charles Gelo has 1 email on RocketReach.
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