Colin Gerrety Email & Phone Number
Vice President and Client Advisor @ Glassman Wealth Services
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Colin Gerrety Location
- Washington, DC, US
Colin Gerrety Work
- Vice President and Client Advisor @ (June 2022 - Present)
- State Government Affairs @ (May 2012 - August 2012)
- Agency Leasing @ (June 2011 - August 2011)
- Client Advisor @ (December 2018 - June 2022)
- Associate Client Advisor @ (June 2017 - December 2018)
- Client Service and Operations Manager @ (March 2015 - June 2017)
- Associate Wealth Consultant @ (July 2013 - March 2015)
Colin Gerrety Education
- Vanderbilt University
Bachelor of Arts (B.A.) (magna cum laude)
- Gonzaga College High School
Activities and societies: Gonzaga Rugby
- The American College of Financial Services
CFP® Certification Program
Colin Gerrety Skills
- Financial Planning
- Wealth Management
- Tax Planning
- Investment Advisory
- Investment Management
- Client Relationship Management
- Operations Management
- Investments
- Content Marketing
- CRM
- Estate Planning
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Advisory
- Tax
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Education Planning
- Performance Reporting
- Investment Performance
- Certified Financial Planner
- Investment Advisory Services
- Insurance Planning
- Economic Data Analysis
Colin Gerrety Summary
- Colin Gerrety, based in Washington, DC, US, is currently a Vice President and Client Advisor at Glassman Wealth Services. Colin Gerrety brings experience from previous roles at SIFMA, JLL and Glassman Wealth Services. Colin Gerrety holds a Bachelor of Arts (B.A.) in magna cum laude @ Vanderbilt University. With a robust skill set that includes Financial Planning, Wealth Management, Tax Planning, Investment Advisory, Investment Management and more. Colin Gerrety has 2 emails and 1 mobile phone numbers on RocketReach.
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