Jon Geller Email & Phone Number
Head of Enterprise Growth Strategies @ Merchant Investment Management
Jon Geller's Location
Boston, MA, US
Jon Geller's Work
- Head of Enterprise Growth Strategies @ Merchant Investment Management
- Independent Consultant, Financial Services @ Independendent Consulting Services
- Vice President, Strategic Account Sales, RIA Channel @ Fidelity Investments
- Vice President, Senior Sales, RIA Channel @ Fidelity Investments
- Managing Director, Retirement Consulting Services @ Marsh McLennan Agency
- Principal, Business Development Officer, DCIO Channel @ Barclays Global Investors
- Managing Director @ mPower/401k Forum
- Vice President, Institutional Sales, Retirement @ Fidelity Investments
Jon Geller's Education
- Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA) (Finance and Financial Management Services)
- Framingham State University
Bachelor of Science (B.S.) (PHYSICAL SCIENCES)
Jon Geller's Skills
- Business Development
- New Business Development
- Strategic Account Sales
- Consultative Selling
- Wealth Management
- Institutional Brokerage
- Reltionship Management
- Retirement Consulting
- Institutional Sales
- Transitioning Large Wirehouse Teams to Independence
Jon Geller's Summary
Jon Geller, based in Boston, MA, US, is currently a Head of Enterprise Growth Strategies at Merchant Investment Management, bringing experience from previous roles at Independendent Consulting Services, Fidelity Investments and Marsh & McLennan Agency - Northeast. Jon Geller holds a Master of Business Administration (MBA) in Finance and Financial Management Services @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Business Development, New Business Development, Strategic Account Sales, Consultative Selling, Wealth Management and more, Jon Geller contributes valuable insights to the industry. Jon Geller has 1 email on RocketReach.
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Boston, Massachusetts, United States12 -
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