Gretchen Email
Private Client Group - Client Relations Specialist @ Joyal Capital Management
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Gretchen Location
- Boston, MA, US
Gretchen Work
- 2022 -now Private Client Group - Client Relations Specialist @
- 2015 -2018 Wealth Advisor @
- 2012 -2013 Vice President, Insights and Connections @
- 2011 -2012 Board of Directors @ Covenant Trust Company
- 2010 -2012 Partner @ Family Navigation Strategies, LLC
- 2008 -2010 Family Office Executive @ JPD Family Office
- 2005 -2008 Director @ New England Health Imaging (Sold to AIQ in Nov. 2007)
- 2002 -2005 Product Analyst @ Fidelity Management Trust Company
- 1999 -2001 Equity Research @ Wit SoundView Group
Gretchen Education
- University of Pennsylvania - The Wharton School
(Private Wealth Management Certificate)
2009-2009 - Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
2003-2007 - University of New Hampshire
Bachelor of Arts (B.A.) (Communication (Concentration in Business))
1994-1998
Gretchen Skills
- Leadership
- Financial Analysis
- Entrepreneurship
- Market Analysis
- Private Wealth Management
- Governance
- Marketing Communications
- Project Management
- Strategic Planning Facilitation
- Relationship Development
- Innovative Thinking
- Business Strategy
- Competitive Analysis
- NextGen
- Microsoft Excel
- Business Analysis
- Asset Allocation
- Strategy
- Family Business
- Strategic Planning
- Strategic Consulting
- Creative Problem Solving
- Marketing Strategy
- Wealth Management Services
- Process Consulting
- Family Office
- Team Oriented
- Business Planning
- Leadership Development
- Mentoring
Gretchen Summary
- Gretchen, based in Boston, MA, US, is currently a Private Client Group - Client Relations Specialist at Joyal Capital Management. Gretchen brings experience from previous roles at Heritage Financial Services, LLC, Fidelity Family Office Services, Covenant Trust Company and Family Navigation Strategies, LLC. Gretchen holds a 2009 - 2009 University of Pennsylvania - The Wharton School. With a robust skill set that includes Leadership, Financial Analysis, Entrepreneurship, Market Analysis, Private Wealth Management and more. Gretchen has 1 emails on RocketReach.
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