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Barb Gilroy is a Financial Planning Assistant at Maia Wealth. She possess expertise in portfolio and retirement plan review, financial strategies, asset protection strategies, wealth management, estate and legacy strategies and 8 more skills.
Maia Wealth
View- Website:
- morganstanley.com
- Employees:
- 78669
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Financial Planning AssistantMaia WealthEnglewood, Co, Us
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Registered Client Service AssociateMorgan Stanley Dec 2022 - PresentGreenwood Village, Colorado, United States -
Licensed Investment Sales AssistantGateway Services Group - Gsg / Cuso Financial Services / Bellco Feb 2019 - Dec 2022Centennial, Co
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Private Client BankerJpmorgan Chase Bank, N.A. Oct 2017 - Feb 2019Englewood Co 80110JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com
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Central Relationship ManagerFidelity Investments Dec 2016 - Oct 2017Greenwood Village, Co -
Financial AdvisorEdward Jones Apr 2012 - Dec 2016Greater Denver Area, United States -
On-Call Branch Office AdministratorEdward Jones Oct 2012 - Apr 2013Denver Metro
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Artist In ChargeGilroy Graphic Design, Inc. Apr 2011 - Jan 2014Greater Denver Area
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Senior Account Executive, Sales & ConsultingLange Graphics, Inc. May 1996 - Apr 2012Denver, CoCommercial printing sales professional, bringing in over $1 Million in annual sales;~ Expert industy knowledge~ Excelled in role of new business development and client retention~ Attained #2 sale position out of 10 account executives, for 5 consecutive years~ Instrumental in acquiring the company's first digital press, helping company to expand its product offering, and maintaining the #1 digital sales position for 4 consecutive years~ Established long-term relationships with customers and venders, creating a culture of cooperation and collaboration, making a difference in meeting aggressive deadlines~ Earned a reputation for taking extraordinary steps to manange complex projects
Barb Gilroy Skills
Frequently Asked Questions about Barb Gilroy
What company does Barb Gilroy work for?
Barb Gilroy works for Maia Wealth
What is Barb Gilroy's role at the current company?
Barb Gilroy's current role is Financial Planning Assistant.
What is Barb Gilroy's email address?
Barb Gilroy's email address is ba****@****ast.net
What is Barb Gilroy's direct phone number?
Barb Gilroy's direct phone number is +172035*****
What are some of Barb Gilroy's interests?
Barb Gilroy has interest in Networking, Listening To Music, I Enjoy Reading, I Love To Read, I Love Meeting New People, I Enjoy Walking And Mild Hiking, Watching Movies, Watch Movies, Listen To Music, Called Second Life.
What skills is Barb Gilroy known for?
Barb Gilroy has skills like Portfolio And Retirement Plan Review, Financial Strategies, Asset Protection Strategies, Wealth Management, Estate And Legacy Strategies, Annuities, Business Retirement Plans, Education Savings, Traditional And Roth Iras, Leadership, Social Media, Sales.
Who are Barb Gilroy's colleagues?
Barb Gilroy's colleagues are William E. Coffey, Stephanie Donato, Selina Fernandes, Ray Foley, Chelsea Rexing, Sunil Arora, Kalu Don.
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