Gregory A Gauthier

Gregory A Gauthier Email and Phone Number

Apercu Advisors, LLC @ Apercu Advisors LLC
Gregory A Gauthier's Location
Providence, Rhode Island, United States, United States
Gregory A Gauthier's Contact Details
About Gregory A Gauthier

A graduate of Providence College, Providence, Rhode Island with an MBA in Finance, and Assumption College, Worcester, Massachusetts with a BA in Business Management, and I continue to educate myself on ever-changing regulations and rules.

Gregory A Gauthier's Current Company Details
Apercu Advisors LLC

Apercu Advisors Llc

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Apercu Advisors, LLC
Gregory A Gauthier Work Experience Details
  • Apercu Advisors Llc
    Principal Owner
    Apercu Advisors Llc Mar 2020 - Present
    Massachusetts, United States
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  • Apercu Business Advisors
    Business Financial Advisor
    Apercu Business Advisors Feb 2020 - Present
    Massachusetts, United States
    ConsultingOn-going advice or help with a specific task or projectDesign and implement a succession plan or exit planBuy-Sell PlanningStreamline your business from an expense standpointBetter understand your business and its potential​When you plan to sell your business​To know the value of your largest asset in order to properly plan your retirement​During Buy/Sell Agreements with business partners​In order to ensure that your business and your family are properly protected​When considering funding opportunities​To plan for the future of your business with a qualified succession plan​When you plan to buy a business​To prepare for taxable events such as gifting or grants​ValuationsTo better understand your business and its potential​When you plan to sell your business​To know the value of your largest asset in order to properly plan your retirement​During Buy/Sell Agreements with business partners​In order to ensure that your business and your family are properly protected​When considering funding opportunities​To plan for the future of your business with a qualified succession plan​When you plan to buy a business​To prepare for taxable events such as gifting or grants​
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  • Newcleus
    Director
    Newcleus Jun 2021 - Sep 2023
    Greater Boston
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  • Belpointe
    Senior Financial Advisor
    Belpointe Apr 2020 - Jun 2021
    Massachusetts, United States
    View
  • Commonwealth Financial Group
    Financial Professional
    Commonwealth Financial Group Jun 2017 - Mar 2020
    Providence, Rhode Island Area
    View
  • Oppenheimer & Co. Inc.
    Financial Advisor
    Oppenheimer & Co. Inc. Nov 2014 - Nov 2016
    Providence, Ri
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  • Hammond Iles Investment Management
    Vice President, Institutional Services
    Hammond Iles Investment Management Oct 2013 - Oct 2014
    Wethersfield : Old Lyme : Woodbridge
  • Citizens Bank (Private Bank)
    Market Leader
    Citizens Bank (Private Bank) Mar 2010 - Jul 2013
    Providence, Rhode Island Area
    View

Gregory A Gauthier Skills

Investments Credit Finance Financial Services Strategic Planning Leadership Loans Banking Mortgage Lending Business Development Commercial Banking Credit Analysis Investment Strategies Financial Analysis Mortgage Origination Estate Investment Strategies Securities Business Strategy Cross Functional Team Leadership Contract Negotiation Networking Team Leadership Retirement Plan Consulting Credit Structuring Wealth Management Services Marketing Strategy Corporate Finance Government Loans Negotiation Sales Financial Advisory Referrals Residential Mortgages Sales Management Investment Properties

Gregory A Gauthier Education Details

Frequently Asked Questions about Gregory A Gauthier

What company does Gregory A Gauthier work for?

Gregory A Gauthier works for Apercu Advisors Llc

What is Gregory A Gauthier's role at the current company?

Gregory A Gauthier's current role is Apercu Advisors, LLC.

What is Gregory A Gauthier's email address?

Gregory A Gauthier's email address is gr****@****ail.com

What is Gregory A Gauthier's direct phone number?

Gregory A Gauthier's direct phone number is +140152*****

What schools did Gregory A Gauthier attend?

Gregory A Gauthier attended Providence College, Assumption University.

What are some of Gregory A Gauthier's interests?

Gregory A Gauthier has interest in Family, Social Services, Children, Economic Empowerment, Traveling, Education, Reading And Keeping Up On Business, Golf.

What skills is Gregory A Gauthier known for?

Gregory A Gauthier has skills like Investments, Credit, Finance, Financial Services, Strategic Planning, Leadership, Loans, Banking, Mortgage Lending, Business Development, Commercial Banking, Credit Analysis.

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