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Jon Geller Email & Phone Number
Partner
at
Merchant Investment Management
1 work email found
@merchantim.com
1 phone found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Boston, Massachusetts, United States
Company size
Who is Jon Geller? Overview
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Quick answer
Jon Geller is listed as Partner at Merchant Investment Management, a company with 249 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at merchantim.com, phone signal with area code 617, and a matched LinkedIn profile for Jon Geller.
Jon Geller previously worked as Head of Enterprise Growth Strategies at Merchant Investment Management and Independent Consultant, Financial Services at Independendent Consulting Services. Jon Geller holds Master Of Business Administration (Mba), Finance And Financial Management Services from Babson College - Franklin W. Olin Graduate School Of Business.
Company email context
Email format at Merchant Investment Management
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{first}@merchantim.com
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AeroLeads found 1 current-domain work email signal for Jon Geller. Compare company email patterns before reaching out.
Profile bio
About Jon Geller
Professional Summary• High performing financial services professional with over 30 years of experience across a variety of channels including brokerage, custody, independent investment advisory services and retirement plan advisory services. • Responsible for leading complex sales efforts in collaboration with multiple resources from across
Listed skills include Business Development, New Business Development, Strategic Account Sales, Consultative Selling, and 19 others.
Current workplace
Jon Geller's current company
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Merchant Investment Management
9 roles
Jon Geller work experience
A career timeline built from the work history available for this profile.
Head Of Enterprise Growth Strategies
CurrentJon is responsible for the ongoing development and execution of Merchant’s various growth strategies. This includes capital solutions, inorganic initiatives as it relates to advisor M&A, and the implementation of several business risk management and infrastructure solutions that Merchant is principally aligned with.Prior to joining the leadership team at.
Nov 2018 - Present
Independent Consultant, Financial Services
Independendent Consulting Services
Provide consulting services to financial services firms looking to grow their business and create operational efficiencies, with a focus on sales process and new business development. Areas of focus include independent investment advisory services, institutional brokerage and custody and retirement plan advisory services.
Jul 2017 - Oct 2018
Vice President, Strategic Account Sales, Ria Channel
Responible for the sale of Fidelity's brokerage and custody platform to the clients of the firm's largest strategic partners in the RIA channel. Successfully closed and implemented over 25 new client relationships, including many in excess of $1B in new assets.
Jan 2013 - Jun 2017
Vice President, Senior Sales, Ria Channel
Responsible for the sale of Fidelity's brokerage and custody platform to large financial advisory teams moving to an independent RIA model. Successfully sold and transitioned over 20 teams with over $10B in assets.
Sep 2007 - Jan 2013
Managing Director, Retirement Consulting Services
Responsible for the management and growth of the firm's retirement plan advisory practice. Consistently grew practice revenue and built out a team 10 professionals. Firmly established the practice as a leader in the New England market.
Dec 2001 - Sep 2007
Principal, Business Development Officer, Dcio Channel
Barclays Global Investors
Responsible for the sale of BGI's institutional investment products to large retirement plan sponsors in the northeast US.
Apr 1999 - Oct 2001
Managing Director
Mpower/401K Forum
Responsible for the marketing and sale of the firm’s first to market on-line retirement plan advice tool to large corporate retirement plan sponsors in the eastern U.S.
Nov 1998 - Apr 1999
Vice President, Institutional Sales, Retirement
Responsible for the sale of Fidelity’s institutional asset management services and full-service retirement plan services to for profit and not-for-profit organizations in the eastern U.S. Consistently met/exceeded annual sales goals.
Mar 1986 - Nov 1998
Team & coworkers
Colleagues at Merchant Investment Management
Other employees you can reach at merchantim.com. View company contacts for 249 employees →
JK
John Khawaja
Colleague at Merchant Investment ManagementNew York, New York, United States, United States
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UB
Unal Bilgin
Colleague at Merchant Investment ManagementIstanbul, Türkiye, Turkey
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JC
Jerilyn Cuizon
Colleague at Merchant Investment ManagementDinalupihan, Central Luzon, Philippines, Philippines
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AT
Arti Thakkar
Colleague at Merchant Investment ManagementKalyan, Maharashtra, India, India
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SG
Santosh Gasti
Colleague at Merchant Investment ManagementBagalkot, Karnataka, India, India
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DM
David M. Mrazik
Colleague at Merchant Investment ManagementNew York City Metropolitan Area, United States
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RG
Rachel Grzelak
Colleague at Merchant Investment ManagementBozeman, Montana, United States, United States
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AA
Arsh Alqaas
Colleague at Merchant Investment ManagementMoradabad, Uttar Pradesh, India, India
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AM
Ann Marie Gorden
Colleague at Merchant Investment ManagementPhiladelphia, Pennsylvania, United States, United States
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NF
Nikita Fomin
Colleague at Merchant Investment ManagementMiami, Florida, United States, United States
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John Khawaja
Colleague at Merchant Investment ManagementNew York, New York, United States, United States
View →
UB
Unal Bilgin
Colleague at Merchant Investment ManagementIstanbul, Türkiye, Turkey
View →
JC
Jerilyn Cuizon
Colleague at Merchant Investment ManagementDinalupihan, Central Luzon, Philippines, Philippines
View →
AT
Arti Thakkar
Colleague at Merchant Investment ManagementKalyan, Maharashtra, India, India
View →
SG
Santosh Gasti
Colleague at Merchant Investment ManagementBagalkot, Karnataka, India, India
View →
DM
David M. Mrazik
Colleague at Merchant Investment ManagementNew York City Metropolitan Area, United States
View →
RG
Rachel Grzelak
Colleague at Merchant Investment ManagementBozeman, Montana, United States, United States
View →
AA
Arsh Alqaas
Colleague at Merchant Investment ManagementMoradabad, Uttar Pradesh, India, India
View →
AM
Ann Marie Gorden
Colleague at Merchant Investment ManagementPhiladelphia, Pennsylvania, United States, United States
View →
NF
Nikita Fomin
Colleague at Merchant Investment ManagementMiami, Florida, United States, United States
View →
2 education records
Jon Geller education
Master Of Business Administration (Mba), Finance And Financial Management Services
Bachelor Of Science (B.S.), Physical Sciences
FAQ
Frequently asked questions about Jon Geller
Quick answers generated from the profile data available on this page.
What company does Jon Geller work for?
Jon Geller works for Merchant Investment Management.
What is Jon Geller's role at Merchant Investment Management?
Jon Geller is listed as Partner at Merchant Investment Management.
What is Jon Geller's email address?
AeroLeads has found 1 work email signal at @merchantim.com for Jon Geller at Merchant Investment Management.
What is Jon Geller's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Jon Geller at Merchant Investment Management.
Where is Jon Geller based?
Jon Geller is based in Boston, Massachusetts, United States while working with Merchant Investment Management.
What companies has Jon Geller worked for?
Jon Geller has worked for Merchant Investment Management, Independendent Consulting Services, Fidelity Investments, Marsh & Mclennan Agency - Northeast, and Barclays Global Investors.
Who are Jon Geller's colleagues at Merchant Investment Management?
Jon Geller's colleagues at Merchant Investment Management include John Khawaja, Unal Bilgin, Jerilyn Cuizon, Arti Thakkar, and Santosh Gasti.
How can I contact Jon Geller?
You can use AeroLeads to view verified contact signals for Jon Geller at Merchant Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Jon Geller attend?
Jon Geller holds Master Of Business Administration (Mba), Finance And Financial Management Services from Babson College - Franklin W. Olin Graduate School Of Business.
What skills is Jon Geller known for?
Jon Geller is listed with skills including Business Development, New Business Development, Strategic Account Sales, Consultative Selling, Wealth Management, Institutional Brokerage, Reltionship Management, and Retirement Consulting.
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