Gary J. Brancaleone, Cfp®, Crpc® work email
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Gary J. Brancaleone, Cfp®, Crpc® personal email
Gary J. Brancaleone, Cfp®, Crpc® phone numbers
Gary J. Brancaleone, Cfp®, Crpc® is a Retired at Portfolio Solutions, LLC. He possess expertise in investments, portfolio management, wealth management, retirement planning, investment management and 14 more skills.
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Senior Investment SpecialistPortfolio Solutions, Llc May 2015 - PresentTroy,Mi -
Director Of Investor EducationPortfolio Solutions Feb 2016 - Sep 2020900 Wilshire Drive, Ste. 200, Troy, Mi 48084The mission of Portfolio Solutions® is to help investors in meeting their financial goals by developing low-cost investment strategies using index funds.Portfolio Solutions® has been offering investors a low-cost, low-fee investment management solution since 1999. Our long-standing and enduring commitment to indexing strategies has helped to establish our reputation as a leader in the industry, with more than $1.4 billion* in client investment assets under management.*10/17/16Contact:email: gbrancaleone@portfoliosolutions.comp: 248-689-1550o: 800-448-3550
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Director Of Investment SpecialistsPortfolio Solutions, Llc Feb 2013 - May 2015Troy, Mi
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Private Wealth Management BankerJpmorgan Chase Feb 2012 - Feb 2013Grosse Pointe, Mi -
Banker Associate – Private BankJpmorgan Chase Oct 2008 - Feb 2012Grosse Pointe, Michigan• Cultivated and enhanced working relationships with an existing book of 65 high net worth clients ($3M to $50M) and sought out and fostered relationships with potential and new clients- Generated $20M in new business in first year in position- Analyzed performance of portfolios of existing accounts; presented analysis of accounts and investment alternatives and additional service recommendations to 80% of clients within the first six months in position- Managed the coordination of all client services, engaging J.P. Morgan content experts in the areas of trusts, depository banking, investments and lending services • As a banker associate, assisted three bankers, with 80+ clients, with client service and relationship management activities
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Area Sales Manager – Residential MortgagesJpmorgan Chase Jan 2007 - Oct 2008Metro Detroit Region, Bloomfield Hills, Michigan• Managed 2 sales managers and 16 loan officers who serviced 50 branch offices and closed $170M in loans in 2007; responsible for hiring, training, supervision and evaluation of sales managers and oversight of sales team • Developed and implemented strategic plans for improving regional P&L- Analyzed performance of team members, set goals and instituted plans to assist team members in achieving goals- Created management and operating structure conducive to success- Fostered strong working relationships between retail banking and mortgage areas; participated in weekly conference calls, monthly meetings and quarterly business reviews- Created a loan production office in Detroit to serve 25 Detroit branch offices; hired a sales team; secured approval for salary-based community loan officer positions
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Regional Sales Manager – Residential MortgagesCharter One Bank Nov 2005 - Dec 2006Macomb County, Clinton Township, Michigan• Led residential mortgage lending in the largest region in Michigan and the third largest region in the country- Managed 9 loan officers and 3 support staff with annual loan production in excess of $200M; responsible for hiring, training, and evaluations- Created innovative sales tools such as a product matrix which allowed staff to efficiently select product based on borrower’s needs, and a suite of mortgage and underwriting reference guides- Developed a mortgage marketing center to assist sales staff -
Residential Mortgage OriginatorCharter One Bank Dec 1995 - Nov 2005Macomb County, Clinton Township, Michigan• Developed and implemented a marketing plan to create and enhance customer relationships through frequent contacts- Created a database of 500 past customers and contacts using Act! contact management software; mailed out monthly newsletters to contacts
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Residential Mortgage Loan OfficerNational Bank Of Detroit Oct 1988 - Dec 1995Greater Detroit Area
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Commercial LenderNational Bank Of Detroit Jan 1986 - Oct 1988Greater Detroit Area
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Retail Banking Analyst / Management TraineeNational Bank Of Detroit Oct 1982 - Jan 1986Dearborn, Michigan• Completed formal credit training, 1986• Opened new mortgage office in Dearborn, 1988
Gary J. Brancaleone, Cfp®, Crpc® Skills
Gary J. Brancaleone, Cfp®, Crpc® Education Details
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Finance
Frequently Asked Questions about Gary J. Brancaleone, Cfp®, Crpc®
What company does Gary J. Brancaleone, Cfp®, Crpc® work for?
Gary J. Brancaleone, Cfp®, Crpc® works for Portfolio Solutions, Llc
What is Gary J. Brancaleone, Cfp®, Crpc®'s role at the current company?
Gary J. Brancaleone, Cfp®, Crpc®'s current role is Retired.
What is Gary J. Brancaleone, Cfp®, Crpc®'s email address?
Gary J. Brancaleone, Cfp®, Crpc®'s email address is ga****@****gan.com
What is Gary J. Brancaleone, Cfp®, Crpc®'s direct phone number?
Gary J. Brancaleone, Cfp®, Crpc®'s direct phone number is +124868*****
What schools did Gary J. Brancaleone, Cfp®, Crpc® attend?
Gary J. Brancaleone, Cfp®, Crpc® attended Oakland University.
What are some of Gary J. Brancaleone, Cfp®, Crpc®'s interests?
Gary J. Brancaleone, Cfp®, Crpc® has interest in Cycling, Reading, Wines, Running, Travel.
What skills is Gary J. Brancaleone, Cfp®, Crpc® known for?
Gary J. Brancaleone, Cfp®, Crpc® has skills like Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Private Banking, Series 7, Investment Advisory, Asset Allocation, Series 63, Securities.
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