Joel Gilley
President and Founder, Promus Financial - Executive Benefits; Business growth; Ownership transition planning
- Role
- President and Founder at Promus Financial
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Joel Gilley
Financial executive with twenty years of experience working with C-level leadership of public and private institutions. Expertise in design, funding and administration of non-qualified reward and retention programs for executive leadership, as well as incentive and retirement programs.
Experience
President and Founder
Apr 2006 — Present
At Promus Financial, we recognize that there is an essential connectivity between long-term corporate performance, retention and personal wealth generation. We design non-qualified executive incentive and retirement programs for public and private institutions that reinforce this connectivity. As an extension of the enduring relationships we enjoy with our client executives and plan participants, we operate as a trusted advisor to these participants, providing counsel and products to help mitigate risk and maximize long-term financial wealth.
Education
Lehigh University College of Business
Bachelor's degree, Double major - Finance and Marketing
1983 — 1987
Skills
- Customer Retention
- Sales
- Financial Planners
- 401k
- Wealth Accumulation
- Executive Management
- Investments
- Financial Advisory
- Long-Term Care
- Program Management
- Disability Insurance
- Employee Benefits
- Executive Pay
- Erisa
- Defined Benefit
- Financial Services
- Series 63
- Marketing
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Finra
- Business Strategy
- Wealth Management
- Fixed Annuities
- Investment Advisory
- Small Business
- Insurance
- Entrepreneurship
- Estate Planning
- Wealth
- Financial Planning
- Term Life Insurance
- Leadership
- Life Insurance
- Finance
- Pensions
- Retirement Plan Consulting
- Asset Allocation
- Mutual Funds
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.