Tony Gerard
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Tony Gerard Email & Phone Number

Trust Relationship Officer @ Greenleaf Trust at Greenleaf Trust
Location: Kalamazoo, Michigan, United States 4 work roles 1 school
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Current company
Greenleaf Trust
Role
Trust Relationship Officer @ Greenleaf Trust
Location
Kalamazoo, Michigan, United States
Company size
136 employees

Who is Tony Gerard? Overview

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Quick answer

Tony Gerard is listed as Trust Relationship Officer @ Greenleaf Trust at Greenleaf Trust, a company with 136 employees, based in Kalamazoo, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Tony Gerard.

Tony Gerard previously worked as Trust Realtionship Officer at Greenleaf Trust and Registered Investment Representative at Gerard And Associates, Inc.. Tony Gerard holds Bachelor Of Arts - Ba, Political Science And Government from Western Michigan University.

Company email context

Email format at Greenleaf Trust

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Greenleaf Trust

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Profile bio

About Tony Gerard

I am a seasoned financial services representative with 10+ years of sales and client relationship management experience in the finance industry. Recognized for demonstrating a natural aptitude for identifying investment opportunities and implementing personalized solutions, as well as for developing winning teams that achieve and exceed company standards. As such, I have consistently exceeded AUM, revenue, and performance goals and I am adept at achieving maximum operational output with minimal resource expenditure. Professional focal points include financial services, investment/retirement consulting, plan management, client relationship management, and reporting. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, analytical skills, as well as strategic leadership, financial acumen, project management, as well as training and development to support efficiency and maximum returns. Most recently, I was a Registered Investment Representative with Gerard & Associates, Inc. Under my leadership, I facilitated consultations with clients to identify their unique financial goals, objectives, and requirements to then engineer personalized growth plans to increase wealth, income, and retirement savings. I also developed informed investment proposals that aimed to out-perform benchmarks and indexes. In addition, I liaised with senior leadership, team members, and stakeholders to ensure the company’s operations support structure was driving the business forward with minimal expenditures.Colleagues describe me as a progressive, dedicated, and driven financial services and client relationship management expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.I am pursuing new opportunities and can be reached through this profile, or by email.

Current workplace

Tony Gerard's current company

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Greenleaf Trust
Greenleaf Trust
Trust Relationship Officer @ Greenleaf Trust
kalamazoo, michigan, united states
Website
greenleaftrust.com
Employees
136
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4 roles

Tony Gerard work experience

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Trust Realtionship Officer

Current
Greenleaf Trust

Kalamazoo, Michigan, United States

Aug 2024 - Present

Registered Investment Representative

Gerard And Associates, Inc.

Clinton Township, Michigan, United States

  • Scheduled and facilitated client consultations to identify clients’ financial goals, objectives, and requirements to then develop personalized growth plans to maximize wealth, income, and retirement savings, averaging.
  • Opened and managed accounts for new and existing clients valued at up to several million dollars in assets.
  • Partnered on the development of comprehensive investment proposals that sought to out-perform benchmarks and indexes.
  • Piloted the creation of comprehensive investment strategies tailored to each client’s investment risk tolerance that typically led even the most conservative clients to outperform the comparative benchmarks for their.
  • Utilized advanced financial software and tools—including Riskalyze, Morningstar Advisor workstation, Emoney Advisor and Wealth Management Platform (WMP)—to analyze market data, track portfolio performance, and identify.
  • Leveraged extensive knowledge of client’s investment objectives and risk tolerance to generate personalized illustrations and reports to showcase investment performance and opportunities for improvements.
Jan 2016 - Sep 2022

Client Relations – Servicing Coach

Quicken Loans

Detroit, Michigan, United States

  • Charted successful course of training and mentoring new and existing team members to improve their knowledge and skillsets.
  • Facilitated one-on-one coaching sessions with team members to strengthen their phone and customer relation skills.
  • Orchestrated live practice and role-playing sessions, monitored live calls, and provided on-the-spot coaching services to ensure team members were able to adequately address client needs and overcome objections.
  • Designed classroom-based training initiatives and delivered presentations to provide live instructions to client relations and client servicing teams.
  • Monitored Key Performance Indicators to foster growth and identify areas of opportunity for team members to improve their skills.
  • Received numerous acknowledgements and company awards for performance and exceptional customer service.
Dec 2013 - Dec 2015

Mortgage Loan Originator

Quicken Loans

Detroit, Michigan, United States

Aug 2012 - Dec 2013
Team & coworkers

Colleagues at Greenleaf Trust

Other employees you can reach at greenleaftrust.com. View company contacts for 136 employees →

RM Racheal Mmanga Racheal Mmanga Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → WC Wendy Cox Wendy Cox Colleague at Greenleaf TrustSouthfield, Michigan, United States, United States View → ES Elizabeth Simon Elizabeth Simon Colleague at Greenleaf TrustGrand Rapids Metropolitan Area, United States View → SD Steve Davis, Cfp® Steve Davis, Cfp® Colleague at Greenleaf TrustUnited States, United States View → MJ Mark Jackson Mark Jackson Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → QJ Quincy Jackson Quincy Jackson Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → KJ Kevin Jawahir, Ctfa Kevin Jawahir, Ctfa Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → RT Rob Taylor Rob Taylor Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → SL Sanford Leestma Ii, Cfp® Sanford Leestma Ii, Cfp® Colleague at Greenleaf TrustGrand Rapids, Michigan, United States, United States View → EW Eric Wenzel Eric Wenzel Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View →
1 education record

Tony Gerard education

FAQ

Frequently asked questions about Tony Gerard

Quick answers generated from the profile data available on this page.

What company does Tony Gerard work for?

Tony Gerard works for Greenleaf Trust.

What is Tony Gerard's role at Greenleaf Trust?

Tony Gerard is listed as Trust Relationship Officer @ Greenleaf Trust at Greenleaf Trust.

Where is Tony Gerard based?

Tony Gerard is based in Kalamazoo, Michigan, United States while working with Greenleaf Trust.

What companies has Tony Gerard worked for?

Tony Gerard has worked for Greenleaf Trust, Gerard And Associates, Inc., and Quicken Loans.

Who are Tony Gerard's colleagues at Greenleaf Trust?

Tony Gerard's colleagues at Greenleaf Trust include Racheal Mmanga, Wendy Cox, Elizabeth Simon, Steve Davis, Cfp®, and Mark Jackson.

How can I contact Tony Gerard?

You can use AeroLeads to view verified contact signals for Tony Gerard at Greenleaf Trust, including work email, phone, and LinkedIn data when available.

What schools did Tony Gerard attend?

Tony Gerard holds Bachelor Of Arts - Ba, Political Science And Government from Western Michigan University.

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