Svp - Regional Director - Wealth
Current
Dec 2017 - Present
AeroLeads people directory · profile
Chuck Gilbert Email & Phone Number
SVP - Regional Director - Wealth
at
Citizens
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
SVP - Regional Director - Wealth
Location
Duxbury, Massachusetts, United States
Who is Chuck Gilbert? Overview
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Quick answer
Chuck Gilbert is listed as SVP - Regional Director - Wealth at Citizens, based in Duxbury, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Chuck Gilbert.
Chuck Gilbert previously worked as SVP Interim Divisonal Sales Manager New England South - Citizens Wealth Private Client at Citizens and Vice President at Bank Of America Merrill Lynch. Chuck Gilbert studied at University Of Massachusetts Amherst.
Company email context
Email format at Citizens
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Citizens
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Profile bio
About Chuck Gilbert
Influential, versatile and accomplished senior sales leader with over 25 years experience in retail and institutional financial services. Passionate in leading, inspiring and retaining top talent sales professionals to deliver bottom line results and deliver a world class client experience. High level communicator with a proven ability to forge collaborative partnerships both internally and externally. Skilled in leading cross functional multi unit teams. Excellent relationship building skills with key players at all levels. Polished speaker and presenter. Series 7, 9, 10, 24, 63, 65
Listed skills include Financial Services, Wealth Management, Asset Allocation, Asset Management, and 27 others.
Current workplace
Chuck Gilbert's current company
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9 roles
Chuck Gilbert work experience
A career timeline built from the work history available for this profile.
Svp Interim Divisonal Sales Manager New England South - Citizens Wealth Private Client
Jun 2023 - Jun 2024
Vice President
Led the Northeast Client Relationship Team tasked with deepening client relationships and increasing share of wallet across the Bank of America Merrill Lynch / Merrill Edge organization.
Dec 2015 - Dec 2017
Vice President - National Sales Management
Led and managed cross functional team of national mutual fund wholesalers. Developed and coached effective sales techniques to accomplish specific business goals and deliver expected sales results. Reported on and analyzed individual and territory objectives ensuring clarity of performance for each associate relative to their business plan.
Mar 2011 - Sep 2014
Boston Branch Sales Manager
Oversaw and led the TD Ameritrade Boston branch. Recruited, developed, motivated and retained a team of successful Financial Advisors. Built and retained regional partnerships with TD Bank branches to expand our investment reach.
Sep 2006 - Mar 2011
Vice President Of Sales - South Shore Savings Bank
Infinex Financial Group
Feb 2006 - Aug 2006
Vice President - Financial Consultant
Apr 2002 - Feb 2006
Vice President - Financial Advisor
Jan 2000 - Apr 2002
Financial Advisor - Private Client Group
Jan 1996 - Jan 2000
1 education record
Chuck Gilbert education
-
University Of Massachusetts Amherst
FAQ
Frequently asked questions about Chuck Gilbert
Quick answers generated from the profile data available on this page.
What company does Chuck Gilbert work for?
Chuck Gilbert works for Citizens.
What is Chuck Gilbert's role at Citizens?
Chuck Gilbert is listed as SVP - Regional Director - Wealth at Citizens.
Where is Chuck Gilbert based?
Chuck Gilbert is based in Duxbury, Massachusetts, United States while working with Citizens.
What companies has Chuck Gilbert worked for?
Chuck Gilbert has worked for Citizens, Bank Of America Merrill Lynch, Natixis Global Asset Management, Td Ameritrade, and Infinex Financial Group.
How can I contact Chuck Gilbert?
You can use AeroLeads to view verified contact signals for Chuck Gilbert at Citizens, including work email, phone, and LinkedIn data when available.
What schools did Chuck Gilbert attend?
Chuck Gilbert studied at University Of Massachusetts Amherst.
What skills is Chuck Gilbert known for?
Chuck Gilbert is listed with skills including Financial Services, Wealth Management, Asset Allocation, Asset Management, Securities, Portfolio Management, Private Equity, and Leadership.
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