Jon Geller Location
Boston, MA, US
Jon Geller Work
- 2018 - now Partner @ Merchant Investment Management
- 2017 - 2018 Independent Consultant, Financial Services @ Independendent Consulting Services
- 2013 - 2017 Vice President, Strategic Account Sales, RIA Channel @ Fidelity Investments
- 2007 - 2013 Vice President, Senior Sales, RIA Channel @ Fidelity Investments
- 2001 - 2007 Managing Director, Retirement Consulting Services @ Marsh McLennan Agency
- 1999 - 2001 Principal, Business Development Officer, DCIO Channel @ Barclays Global Investors
- 1998 - 1999 Managing Director @ mPower/401k Forum
- 1986 - 1998 Vice President, Institutional Sales, Retirement @ Fidelity Investments
Jon Geller 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 Skills
- New Business Development
- Strategic Account Sales
- Consultative Selling
- Wealth Management
- Business Development
- Institutional Brokerage
- Reltionship Management
- Retirement Consulting
- Institutional Sales
- Transitioning Large Wirehouse Teams to Independence
Jon Geller Summary
Jon Geller, based in Boston, MA, US, is currently a Partner at Merchant Investment Management. Jon Geller brings 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 New Business Development, Strategic Account Sales, Consultative Selling, Wealth Management, Business Development and more. Jon Geller has 1 emails on RocketReach.
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