Gavin Gleason Email & Phone Number
President and CEO | Financial Advisor @ The Gleason Group
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Gavin Gleason Location
- Louisville, KY, US
Gavin Gleason Work
- President and CEO | Financial Advisor @ (May 2015 - Present)
- Senior Vice President | Financial Advisor @ (March 2009 - May 2015)
- Assistant Vice President | Financial Advisor @ (October 2001 - March 2009)
- Senior Associate | CPA @ (August 1997 - October 2001)
Gavin Gleason Education
- The Wharton School
Executive Leadership Program
2014-2017 - Miami University
Bachelor of Science (Accounting, Minor in Marketing)
1993-1997 - South Oldham High School 1990-1993
Gavin Gleason Skills
- Wealth Management
- Financial Planning
- Financial Advisory
- Retirement Planning
- Investments
- Finance
- Financial Analysis
- Strategic Planning
- Insurance
- Consulting
- Marketing
- Risk Management
- Portfolio Management
- Financial Services
- Customer Service
- Leadership
- High Net Worth Individuals
- CPA
- Business Owner Planning
- Family Offices
- Management
- Team Building
- Social Media
- Accounting
- Sales
- Strategy
- Microsoft Office
- Business Strategy
- Project Management
Gavin Gleason Summary
- Gavin Gleason, based in Louisville, KY, US, is currently a President and CEO | Financial Advisor at The Gleason Group. Gavin Gleason brings experience from previous roles at Hilliard Lyons, Merrill Lynch and PricewaterhouseCoopers. Gavin Gleason holds a 2014 - 2017 Executive Leadership Program @ The Wharton School. With a robust skill set that includes Wealth Management, Financial Planning, Financial Advisory, Retirement Planning, Investments and more. Gavin Gleason has 1 emails and 1 mobile phone numbers on RocketReach.
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