Geral Smith Email & Phone Number
Office of Supervisory Jurisdiction and Director of Administration @ Ciccarelli Advisory Services, Inc.
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Geral Smith Location
- Rochester, NY, US
Geral Smith Work
- 2025 - now Office of Supervisory Jurisdiction and Director of Administration @
- 2006 - 2026 Chief Operating Officer and Chief Compliance Officer and OSJ @
- 2006 - 2013 SRVP and Home Office Supervision @
- 2003 - 2006 Director of Network Supervision @ Northwestern Mutual Financial
- 2002 - 2003 Branch Manager @ Westminster Financial
- 1999 - 2003 Administrative Manager @ Prudential Securities
Geral Smith Education
- SUNY Geneseo 1980 - 1983
Geral Smith Skills
- Securities
- Investments
- Series 7
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Insurance
- FINRA
- Wealth Management
- Human Resources
- Operations Management
- Management
- Series 24
Geral Smith Summary
- Geral Smith, based in Rochester, NY, US, is currently a Office of Supervisory Jurisdiction and Director of Administration at Ciccarelli Advisory Services, Inc.. Geral Smith brings experience from previous roles at Ciccarelli Advisory Services, Inc., FSC Securities Corporation, Northwestern Mutual Financial and Westminster Financial. Geral Smith holds a 1980 - 1983 SUNY Geneseo. With a robust skill set that includes Securities, Investments, Series 7, Mutual Funds, Investment Advisory and more. Geral Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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