Partner @ Multi-Funds, Inc. (July 2011 - September 2023)
Financial Advisor-Investment Specialist @ (February 2009 - July 2011)
Regional Vice President @ (August 2007 - October 2008)
Regional Vice President @ (August 2004 - July 2007)
Regional Vice President @ (January 1999 - August 2002)
Assistant Treasurer @ Bankers Trust (January 1998 - January 2000)
Gerald Brace Education
Fordham Gabelli School of Business
MBA (Finance)
2000-2003
St. John Fisher University
BA (economics)
1989-1992
St. Anthony's HS 1986-1989
Gerald Brace Skills
Alternative Investments
Series 63
Financial Advisory
Fixed Annuities
Retirement Planning
Closed End Funds
Investments
Series 6
Asset Allocation
Investment Advisory
Asset Managment
Wealth Management
Mutual Funds
Uniform Combined State Law
FINRA
Investment Strategies
Asset Management
Separately Managed Accounts
Series 24
ETFs
Retirement
Series 65
Series 7
Securities
Hedge Funds
Gerald Brace Summary
Gerald Brace, based in Scotch Plains, NJ, US, is currently a Partner @ Maverick Fund Distributors at Maverick Fund Solutions. Gerald Brace brings experience from previous roles at FNEX, AlphaCentric Asset Mgmt, AlphaMax Capital and Multi-Funds, Inc.. Gerald Brace holds a 2000 - 2003 MBA in Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Retirement Planning and more. Gerald Brace has 3 emails and 2 mobile phone numbers on RocketReach.
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