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
- 2020 -now Head of Halo Investing Insurance Services @
- 2018 -2020 Managing Director @
- 2000 -2017 Senior Vice President, Relationship Management @
- 2000 -2017 Senior Vice President, Relationship Management @
- 2006 -2010 Vice President, Market Development and Product @
- 2006 -2010 Vice President, Market Development and Product @
- 2000 -2005 Director of Sales and Training @
- 2000 -2005 Director of Sales and Training @
- 1998 -2000 Financial Advisor @
- 1998 -2000 Financial Advisor @
Joe Gerard Education
- Minnesota State University, Mankato
(Finance)
Joe Gerard Skills
- Series 7
- Series 63
- Life Insurance
- Annuities
- Fixed Annuities
- Variable Annuities
- Relationship Management
- 401k
- Disability Insurance
- Financial Planning
- Financial Services
- Health Insurance
- IRAs
- Insurance
- Investments
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Retirement
- Retirement Planning
- Series 6
- Term Life Insurance
- Universal Life
- FinTech
- Cross Functional Team Leadership
- Business Development
- JavaScript
- Sales and Sales Management
- Training Program Development
- Entrepreneurship
- Key Account Building and Retention
- Integrated Marketing and Sales Campaign Implementation
- Management
- Product Development
- Strategic Planning
- B2b and B2c Sales
- New Product Launch
- Distribution Strategies
- 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 Minnesota State University, Mankato. With a robust skill set that includes Series 7, Series 63, Life Insurance, Annuities, Fixed Annuities and more. Joe Gerard has 2 emails and 1 mobile phone numbers on RocketReach.
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