Senior Investment Consultant
CurrentResponsible for cultivating relationships with financial professionals and their high net worth clients in Maryland, Washington, D.C., Northern Virginia, West Virginia, and Kentucky.
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@proshares.com
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2 phones found area 443
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LinkedIn matched
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Leks Gerlak, Cfa, Cfp®, Cpwa® is listed as Senior Investment Consultant at City National Rochdale at City National Rochdale, a company with 272 employees, based in Bethesda, Maryland, United States. AeroLeads shows a work email signal at proshares.com, phone signal with area code 443, and a matched LinkedIn profile for Leks Gerlak, Cfa, Cfp®, Cpwa®.
Leks Gerlak, Cfa, Cfp®, Cpwa® previously worked as Senior Investment Consultant at City National Rochdale and Investment Strategist at Proshares. Leks Gerlak, Cfa, Cfp®, Cpwa® holds Economics from Haverford College.
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AeroLeads found 2 current-domain work email signals for Leks Gerlak, Cfa, Cfp®, Cpwa®. Compare company email patterns before reaching out.
Leks Gerlak, Cfa, Cfp®, Cpwa® is a Senior Investment Consultant at City National Rochdale at City National Rochdale. He possess expertise in microsoft office, fixed income, microsoft excel, data analysis, research and 4 more skills.
Listed skills include Microsoft Office, Fixed Income, Microsoft Excel, Data Analysis, and 5 others.
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A career timeline built from the work history available for this profile.
Bethesda, Maryland, United States
Responsible for cultivating relationships with financial professionals and their high net worth clients in Maryland, Washington, D.C., Northern Virginia, West Virginia, and Kentucky.
Bethesda, MD
Investment Strategist at ProShares, with a focus on our Tactical ETFs, including digital asset / bitcoin, leveraged and inverse, and volatility ETFs.Responsibilities include product research and development, portfolio analysis, education, and the presentation of investment strategies using ProShares ETFs.
Philadelphia, PA
Provide wealth management strategies and solutions for families in the Mid-Atlantic region.
Malvern, PA
Responsible for portfolio management and trading for Vanguard's Fixed Income Index ETFs.
Other employees you can reach at cnr.com. View company contacts for 272 employees →
Sumit Rawani
Colleague at City National Rochdale
Edison, New Jersey, United States, United States
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KM
Kevin Mckenna
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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NB
Namik Beganovic
Colleague at City National Rochdale
Beverly Hills, California, United States, United States
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JK
Jack Koludrovic, Cfa, Cpwa®
Colleague at City National Rochdale
Greater Chicago Area, United States
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CI
Carlos Ibanez, Cpwa®, Cepa®
Colleague at City National Rochdale
Orlando, Florida, United States, United States
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TC
Ted Cox
Colleague at City National Rochdale
Henrico, Virginia, United States, United States
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RS
Rudy Sanchez
Colleague at City National Rochdale
Los Angeles, California, United States, United States
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AD
Aly Diakhate
Colleague at City National Rochdale
Brooklyn, New York, United States, United States
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VZ
Victoria Zitser
Colleague at City National Rochdale
Los Angeles Metropolitan Area, United States
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CS
Christine Shorter~Allen
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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Activities and Societies: Committee Member - Young Alumni Advisory Group
Quick answers generated from the profile data available on this page.
Leks Gerlak, Cfa, Cfp®, Cpwa® works for City National Rochdale.
Leks Gerlak, Cfa, Cfp®, Cpwa® is listed as Senior Investment Consultant at City National Rochdale at City National Rochdale.
AeroLeads has found 2 work email signals at @proshares.com for Leks Gerlak, Cfa, Cfp®, Cpwa® at City National Rochdale.
AeroLeads has found 2 phone signal(s) with area code 443 for Leks Gerlak, Cfa, Cfp®, Cpwa® at City National Rochdale.
Leks Gerlak, Cfa, Cfp®, Cpwa® is based in Bethesda, Maryland, United States while working with City National Rochdale.
Leks Gerlak, Cfa, Cfp®, Cpwa® has worked for City National Rochdale, Proshares, J.P. Morgan Private Bank, and Vanguard.
Leks Gerlak, Cfa, Cfp®, Cpwa®'s colleagues at City National Rochdale include Sumit Rawani, Kevin Mckenna, Namik Beganovic, Jack Koludrovic, Cfa, Cpwa®, and Carlos Ibanez, Cpwa®, Cepa®.
You can use AeroLeads to view verified contact signals for Leks Gerlak, Cfa, Cfp®, Cpwa® at City National Rochdale, including work email, phone, and LinkedIn data when available.
Leks Gerlak, Cfa, Cfp®, Cpwa® holds Economics from Haverford College.
Leks Gerlak, Cfa, Cfp®, Cpwa® is listed with skills including Microsoft Office, Fixed Income, Microsoft Excel, Data Analysis, Research, Financial Modeling, Trading, and Investments.
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