2021 -
2024 Senior Vice President - Investment Strategies @
2021 -
2021 Regional Director Of Business Development @
2015 -
2021 Regional Director @
2009 -
2014 Internal Sales Manager @
2007 -
2008 Business Development Specialist @
2006 -
2007 Internal Wholesaler @
2003 -
2006 Internal Wholesaler @
Gerald Iorio Education
John Carroll University
Finance (Business)
1998
-
2002
Saint Peter's Prep
High School (College Prep)
1994
-
1998
John Carroll University
Bachelor of Science - BS (Finance, General)
Gerald Iorio Skills
Series 7
Series 66
Mutual Funds
Sales Management
ETFs
Alternative Investments
Series 63
Separately Managed Accounts
Series 24
Fixed Income
Series 65
Asset Allocation
Investments
Asset Managment
Wealth Management
Securities
FINRA
Equities
Hedge Funds
Portfolio Management
Series 6
Investment Strategies
Retirement Planning
Investment Advisory
Investment Management
Uniform Combined State Law
Financial Services
Retirement
Asset Management
401k
Variable Annuities
Relationship Management
Sales
Uniform Combined State
Separately Managed
Project Management
Business Development
Gerald Iorio Summary
Gerald Iorio, based in New York, NY, US, is currently a Director of Business Development at Derby Copeland Capital. Gerald Iorio brings experience from previous roles at CAZ Investments, FPA (First Pacific Advisors) and International Value Advisers. Gerald Iorio holds a 1998 - 2002 Finance in Business @ John Carroll University. With a robust skill set that includes Series 7, Series 66, Mutual Funds, Sales Management, ETFs and more. Gerald Iorio has 2 emails and 2 mobile phone numbers on RocketReach.
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