Joe Gerard Email & Phone Number
Head of Halo Investing Insurance Services @ Halo Investing
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Joe Gerard Location
- Saint Paul, MN, US
Joe Gerard Work
- Head of Halo Investing Insurance Services @ (June 2020 - Present)
- Managing Director @ (March 2018 - May 2020)
- Senior Vice President, Relationship Management @ (January 2000 - January 2017)
- Vice President, Market Development and Product @ (January 2006 - January 2010)
- Director of Sales and Training @ (January 2000 - January 2005)
- Financial Advisor @ (January 1998 - January 2000)
Joe Gerard Education
- Minnesota State University, Mankato
Finance
Joe Gerard Skills
- 401k
- Annuities
- Business Development
- Cross-functional Team Leadership
- Disability Insurance
- Distribution Strategies
- Employee Learning & Development
- Entrepreneurship
- Health Insurance
- IRAs
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Relationship Management
- Retirement
- Series 26
- Series 63
- Series 7
- Strategic Planning
- Term Life Insurance
- Universal Life
- Variable Annuities
- Fixed Annuities
- Financial Planning
- Financial Services
- Insurance
- Investments
- Retirement Planning
- Series 6
- FinTech
- Cross Functional Team Leadership
- JavaScript
- Sales and Sales Management
- Training Program Development
- Key Account Building and Retention
- Integrated Marketing and Sales Campaign Implementation
- Management
- Product Development
- B2b and B2c Sales
- New Product Launch
- Employee Learning and Development
- Marketing
- Long Term Care
- Insurtech
- Sales Plan Development and Sales Forecasting
Joe Gerard Summary
- Joe Gerard, based in Saint Paul, MN, US, is currently a Head of Halo Investing Insurance Services at Halo Investing, Inc.. Joe Gerard brings experience from previous roles at Mutual of Omaha and Allianz Life. Joe Gerard holds a Finance @ Minnesota State University, Mankato. With a robust skill set that includes 401k, Annuities, Business Development, Cross-functional Team Leadership, Disability Insurance and more. Joe Gerard has 2 emails and 1 mobile phone numbers on RocketReach.
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