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Gregory D'Elia is listed as Financial Professional based in Gaithersburg, Maryland, United States. AeroLeads shows a work email signal at starbucks.com and a matched LinkedIn profile for Gregory D'Elia.
Gregory D'Elia previously worked as Financial Professional at Equitable Advisors and Barista at Starbucks. Gregory D'Elia holds Bachelor Of Arts - Ba, Economics from University Of Maryland.
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AeroLeads found 1 current-domain work email signal for Gregory D'Elia. Compare company email patterns before reaching out.
A previous Starbucks Barista through college with a demonstrated history of working in the retail industry. Skilled in Microsoft Word, Communications, Business Proposal Writing, and Direct Sales. Strong operations professional with a Bachelor of Arts - BA in Economics from University of Maryland. Economics and finance has always been a passion of mine through school. In my most recent job, I maintained a position as a fiduciary financial advisor in the Retirement Benifits Group and worked with school teachers in Prince Georges County to open and oversee clients 403b accounts. I managed; client relationships, built individual budget plans, tax mitigation strategies, retirement exit strategies, ran individual meetings with clients, and oversaw client’s assets under management. Licenses: LAH (Life, Health, and Accident) Life insurance license, Finra SIE exam, and Finra Series 6 exam (In MD and VA)
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I was a fiduciary financial advisor who worked mainly with teachers in the public school system to plan for retirement, aside from personal client needs. I helped organize exit strategies, tax mitigation, life insurance, and best budgeting practices for clients.
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Gregory D'Elia is listed as Financial Professional.
AeroLeads has found 1 work email signal at @starbucks.com for Gregory D'Elia.
Gregory D'Elia is based in Gaithersburg, Maryland, United States.
Gregory D'Elia has worked for Equitable Advisors and Starbucks.
You can use AeroLeads to view verified contact signals for Gregory D'Elia, including work email, phone, and LinkedIn data when available.
Gregory D'Elia holds Bachelor Of Arts - Ba, Economics from University Of Maryland.
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