Gheric Giese
University of Oklahoma Alum | B.A in Economics M.A in Economics | CFA Candidate
- Role
- Trust and Life Management Consultant at Purview Life Okc
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Gheric Giese
I’m a recent graduate with a degree in Economics, and I’m excited to start my career in…
Experience
Trust and Life Management Consultant
May 2020 — Present · Oklahoma City, OK, US
Managed and coordinated personalized health and wellness programs, ensuring alignment with clients\' goals and needs, while collaborating with healthcare providers and financial advisors for integrated care strategies-Oversaw financial and legal aspects of client trust administration, ensuring compliance with regulations and maximizing long-term benefits-Provided tailored advice on healthcare, long-term care planning, and financial distributions, regularly reviewing client outcomes and adjusting strategies for optimal results.
Education
University of Oklahoma
Master of Arts - MA, Business/Managerial Economics
University of Oklahoma
Bachelor of Arts - BA, Business/Managerial Economics
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