Brian Gabel

Brian Gabel Email and Phone Number

VP Wealth Management Advisor at TIAA-CREF @ TIAA-CREF
Brian Gabel's Location
Melville, New York, United States, United States
Brian Gabel's Contact Details

Brian Gabel personal email

Brian Gabel phone numbers

About Brian Gabel

Brian Gabel is a VP Wealth Management Advisor at TIAA-CREF at TIAA-CREF. They possess expertise in investments, equities, portfolio management, private equity, banking and 27 more skills.

Brian Gabel's Current Company Details
TIAA-CREF

Tiaa-Cref

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VP Wealth Management Advisor at TIAA-CREF
Brian Gabel Work Experience Details
  • Tiaa-Cref
    Vice President Wealth Management Advisor
    Tiaa-Cref Aug 2014 - Present
    New York, Ny, Us
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  • Capital One
    Financial Consultant
    Capital One Apr 2013 - Aug 2014
    Mclean, Va, Us
    Providing financial solutions to retail customers at six Capital One branches in Nassau County. From Mutual Funds to Managed Accounts, Life Insurance, Long Term Care, Annuities, 401k's and IRAs.
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  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. Nov 2011 - Jan 2013
    New York, Ny, Us
    Provided concierge banking and investment solutions to high net worth families and institutions.Analyzed and assessed customer information to define investment goals and build plans to achieve desired outcome through diverse asset allocation strategies.Increased assets under management by over 40% in 2012. 2012 National Achiever (top 1%)Named MVP in Investment Solutions and Private Banking.
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  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. Jun 2009 - Nov 2011
    New York, Ny, Us
    Maintained a proactive approach to retaining and expanding existing relationships and acquiring new clients.Consistently exceeded 125% of goals and was top performer in the branch.Surpassed goals by creatively cross-selling a variety of financial products.
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  • Equity Source Partners
    Investment Banker
    Equity Source Partners May 2006 - Sep 2008
    Successfully sold positions in public and private equity transactions across various sectors.Cultivated hundreds of relationships with public, hedge and private equity managers to source funding and facilitate sales. Generated new funding opportunities by identifying and negotiating with public and private companies in search of capital and assisted with due diligence and transaction structure.
  • Laidlaw & Company
    International Wealth Manager
    Laidlaw & Company 2004 - 2006
    Successfully sold a variety of financial vehicles by cold calling, effectively generating leads and opening new accounts for high net worth international executives while overseeing all relevant documentation and stock transfers.Balanced trade ledgers and delivered periodic progress reports to clients and internal management.15% increase in assets under management within eighteen months.
  • American Stock Exchange
    Intern
    American Stock Exchange Apr 2003 - Aug 2003
    Us
    Assisted the Director of New Product Development to launch new financial instruments by disseminating complex follow-up information.Made a significant contribution to the marketing and sales strategy by creating dynamic Excel macros for the ETF sector designed to provide real time data.
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Brian Gabel Skills

Investments Equities Portfolio Management Private Equity Banking Series 7 Series 63 Series 65 Maintaining Strong Client Relationships Key Client Relationships Client Relationship Building Investment Strategies Investment Banking Private Banking Funding Finance Financial Services Capital Markets Corporate Finance Management Fixed Income Mutual Funds Trading Strategy Securities Start Ups Wealth Management Asset Management Asset Allocation Financial Analysis Financial Planning Financial Modeling

Brian Gabel Education Details

  • Hofstra University
    Hofstra University
    Finance

Frequently Asked Questions about Brian Gabel

What company does Brian Gabel work for?

Brian Gabel works for Tiaa-Cref

What is Brian Gabel's role at the current company?

Brian Gabel's current role is VP Wealth Management Advisor at TIAA-CREF.

What is Brian Gabel's email address?

Brian Gabel's email address is bg****@****ite.com

What is Brian Gabel's direct phone number?

Brian Gabel's direct phone number is 131786*****

What schools did Brian Gabel attend?

Brian Gabel attended Hofstra University.

What are some of Brian Gabel's interests?

Brian Gabel has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Mobile And Green Technologies, Digital Photography, Food, Home Decoration.

What skills is Brian Gabel known for?

Brian Gabel has skills like Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong Client Relationships, Key Client Relationships, Client Relationship Building, Investment Strategies.

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