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John Geli Location
Middletown, NJ, US
John Geli Work
2018 -now President Retirement Solutions @
2015 -now President DST Retirement Solutions @
2004 -2015 Chief Executive Officer @ Wealth Management Systems
1995 -2003 Senior Vice President @
1990 -1995 Vice President @
John Geli Education
St. John's University
Bachelor of Science (Marketing, Business Management)
1983-1987
John Geli Skills
Investments
Mutual Funds
401k
Wealth Management
Mergers & Acquisitions
Asset Management
IRAs
Financial Services
Retirement
Retirement Planning
Strategy
Strategic Planning
Relationship Management
Employee Benefits
Series 7
Asset Managment
Financial Analysis
Securities
Risk Management
Business Intelligence
Series 63
Operations Management
Pensions
Process Improvement
Equities
Investment Advisory
Alternative Investments
SDLC
Mergers and Acquisitions
John Geli Summary
John Geli, based in Middletown, NJ, US, is currently a President Retirement Solutions at Ss&c Technologies. John Geli brings experience from previous roles at DST Systems, Wealth Management Systems, Mellon Financial and Bankers Trust. John Geli holds a 1983 - 1987 Bachelor of Science in Marketing, Business Management @ St. John's University. With a robust skill set that includes Investments, Mutual Funds, 401k, Wealth Management, Mergers & Acquisitions and more. John Geli has 4 emails and 2 mobile phone numbers on RocketReach.
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