Gerald Schreck
SVP, Advisor Education and Training
- Role
- SVP, Advisor Education and Training at Osaic
- Location
- Madison, NJ, US
- LinkedIn followers
- 500 followers
About Gerald Schreck
Senior executive and personal coach with experience in the design, development, and execution of sales, leadership, and talent development curriculums in over 40 countries. A proven track record of building global teams to drive measurable asset and revenue growth. With a passion for talent development and sales leadership, I enjoy working with financial advisors to help them build efficient, effective, client-focused businesses.
Experience
SVP, Advisor Education and Training
Aug 2023 — Present · Eastern Time Zone, NJ, US
Executive strategy and business leader for the Osaic Wealth Academy, a Financial Professional Development Academy for advisors associated with the Osaic network. Osaic is one of the largest networks of independent financial professionals in the United States.
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA), Finance
Georgia State University
Bachelor of Business Administration (B.B.A.), Management
The Wharton School
Aresty Institute - Executive Education, Securities Industry Institute
Skills
- Investments
- Financial Services
- Leadership Development
- Strategic Planning
- Program Management
- Sales Training
- Risk Management
- Business Analysis
- Organizational Development
- Team Building
- Coaching
- Training
- Change Management
- Portfolio Management
- Wealth Management
- Leadership
- Strategy
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.