John Gorrell Email & Phone Number
@westwoodgroup.com
5 phones found area 415, 917, 918, and 800
LinkedIn matched
Who is John Gorrell? Overview
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John Gorrell is listed as Co-Founder at Gorrell Hughes Capital, based in Dallas, Texas, United States. AeroLeads shows a work email signal at westwoodgroup.com, phone signal with area code 415, 917, 918, 800, and a matched LinkedIn profile for John Gorrell.
John Gorrell previously worked as Vice President - Senior Divisional Consultant at Westwood Holdings Group, Inc. and Regional Vice President at New York Life Investments. John Gorrell holds Bs, Biological Science from Oklahoma State University.
Email format at Gorrell Hughes Capital
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AeroLeads found 1 current-domain work email signal for John Gorrell. Compare company email patterns before reaching out.
About John Gorrell
I am the Senior External Wholesaler covering Texas/Oklahoma/Colorado/Arizona/ New Mexico for the Westwood Group. I am responsible for the sales of Westwood products – (mutual funds, separately managed accounts and alternative strategies) and am committed to adding value and superior professional service. I partner with financial advisors and branch/sales managers by providing them with product solutions for their clients and business-building ideas to help them grow their practice.In working with financial advisors and branch/sales managers, I make it a priority to have a comprehensive understanding of their business needs and challenges. I take a consultative approach to wholesaling by providing solutions to financial advisors and branch/sales managers’ most pressing needs while also showcasing new opportunities to help them drive their business forward.Specialties: Distribution of Mutual Funds, ETF's, SMA's, Closed-End Funds, 401(K)s, Annuities and 529’s through financial advisors based in Texas/Oklahoma/Colorado/New Mexico/Arizona
Listed skills include Mutual Funds, Series 7, Separately Managed Accounts, Series 63, and 8 others.
John Gorrell's current company
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John Gorrell work experience
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Vice President - Senior Divisional Consultant
Current
Regional Vice President
>Responsible for increasing MainStay Mutual Fund, Managed Account and ETF sales within focus firms (UBS, MS, BOA/ML, Deutsche Bank, Baird and Wells Fargo) of the Broker Dealer channel in a variety of capacities including supporting and consulting with Financial Advisors >Coordinate strategy and efforts with Regional Directors and Branch Office Managers to gain assets>Responsible for visiting branch offices within the Northern California region (Bakersfield to Reno) regularly in order to build FA relationships, increase brand awareness and generate sales>Develop and give sales seminars, produce and communicate sales ideas, coordinate and participate in regional sales seminars >Develop a business strategy within the territory. The strategy includes developing a firm/branch rotation, implementing business plans around focus firms and identifying business opportunities>2012 Sales of 160 Million>2013 Sales of 500 Million and #1 on the West Coast beating goal by 267%> 2016 #2 in ETF Challenge launching a new product> 2017 #1 in the firm in NNA for ETF’s beating goal by almost 300%> 2018 #3 in the firm in NNA for Mutual Funds >2019 #1 in the firm for Retirement Sales beating goal by 300%> Founding member of the ETF Advisory Council responsible for the development and marketing of IndexIQ products
Vice President, Sales Director
>Responsible for building Nomura's investment product distribution in all channels; one of four wholesalers throughout the U.S. >Territory consisted of Northern California, Nevada, Utah and Colorado
Vice President, Sales Director
>Responsible for increasing Legg Mason Mutual Fund and Managed Account gross and net sales as well as improving asset retention within focus firms (UBS, MSSB, BOA/ML and Wells Fargo/Wachovia) of the Broker Dealer channel in a variety of capacities including supporting and consulting with Financial Advisors>Coordinate strategy and efforts with Regional Directors and Branch Office Managers to gain assets>Responsible for visiting branch offices within the Northern California region (Palo Alto, CA to Reno, NV) regularly in order to build FA relationships, increase brand awareness and generate sales>Develop and give sales seminars, produce and communicate sales ideas, coordinate and participate in regional sales seminars>Develop a business strategy within the territory. The strategy includes developing a firm/branch rotation, implementing business plans around focus firms and identifying business opportunities>Grew the Northern California region from a top 12 territory to a top 5 territory within a year>Number 1 on the West Coast generating over 500 million dollars in sales>Number 1 in the company for new FA relationships
Internal Wholesaler
>Establish strong relationships with existing investment professionals in territory while making additional contacts to generate new business>Consistently offer sales ideas and other forms of marketing support to external wholesaler and sales team>Act as a partner to external wholesaler by providing follow-up and sales support for new client relationships, branch presentations and conferences>Make 65-75 daily proactive outbound sales calls regarding prospecting/profiling, follow-up, and preparation of ad hoc information requests from investors>Maintain working knowledge of all Legg Mason and its affiliate’s products (SMA, MDA, Mutual Funds and 529’s)
Sales Associate
>Field inquiries from financial advisors regarding Legg Mason's investment products >Provide information, sales and marketing support and service through in depth investment product and process knowledge >Communicate investment themes and portfolio information to Advisors in order to retain existing assets and raise new assets>Interact with internal wholesalers and sales directors in order to promote sales and to support advisors
John Gorrell education
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Oklahoma State University
Frequently asked questions about John Gorrell
Quick answers generated from the profile data available on this page.
What company does John Gorrell work for?
John Gorrell works for Gorrell Hughes Capital.
What is John Gorrell's role at Gorrell Hughes Capital?
John Gorrell is listed as Co-Founder at Gorrell Hughes Capital.
What is John Gorrell's email address?
AeroLeads has found 1 work email signal at @westwoodgroup.com for John Gorrell at Gorrell Hughes Capital.
What is John Gorrell's phone number?
AeroLeads has found 5 phone signal(s) with area code 415, 917, 918, 800 for John Gorrell at Gorrell Hughes Capital.
Where is John Gorrell based?
John Gorrell is based in Dallas, Texas, United States while working with Gorrell Hughes Capital.
What companies has John Gorrell worked for?
John Gorrell has worked for Gorrell Hughes Capital, Westwood Holdings Group, Inc., New York Life Investments, Nomura Asset Management, and Legg Mason.
How can I contact John Gorrell?
You can use AeroLeads to view verified contact signals for John Gorrell at Gorrell Hughes Capital, including work email, phone, and LinkedIn data when available.
What schools did John Gorrell attend?
John Gorrell holds Bs, Biological Science from Oklahoma State University.
What skills is John Gorrell known for?
John Gorrell is listed with skills including Mutual Funds, Series 7, Separately Managed Accounts, Series 63, Investment Management, Alternative Investments, Asset Allocation, and Management.
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