Years of experience: 12

Investor & VCMarketingSales & BizDevTraderInvestor RelationsPortfolio Manager

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Gary's Career Path
Vice President, Financial Advisor at Truist Investment Services, Inc.Nov. 2022 -
Present
Truist WealthVice President, Financial Advisor at Truist Investment Services, Inc.
Palm Beach, FloridaDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Service...
Senior Director- InvestmentsJul. 2019 -
Nov. 2022
Oppenheimer & Co. Inc.Senior Director- Investments
Boca Raton, Florida
Financial AdvisorJun. 2016 -
Jul. 2019
Morgan StanleyFinancial Advisor
Boca Raton, Florida© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please co...