Joseph Gelly
- Role
- Member Board of Trustees at Clergy Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Member Board of Trustees
Jan 2023 — Present
Education
Goldman Sachs
Pine Street Senior Leadership Program
University of Massachusetts Lowell
B.S.
Suffolk University - Sawyer Business School
Master of Business Administration
Skills
- Wealth Management
- Ontario Securities Commission, Dealing Representative
- Asset Management
- Sales & Marketing
- Miller Heiman Sales Training
- Equities
- Investments
- Licensed Registered Representative, Finra Series 24, 7, 63 and 65
- Sales Management
- Fixed Income
- Mutual Funds
- Alternative Investments
- Financial Services
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