Loren Gesas

About Loren Gesas

Understanding an investment’s value is my specialty; guiding an individual to benefit from it, is my passion. I started my career at a brokerage firm but was hungry for a more client-based approach. That led me to money management, where I found I could keep a sharp eye on market changes and put people at ease with my knowledge and foresight. My time is spent developing new business, putting my “gift of gab” to work to identify clients that could benefit from our personalized investment philosophy. I also educate my clients with their investment portfolios, explaining the rationale behind our investment choices. My 40-year career as a top tennis player has been impactful on my networking, putting me in front of potential clients with high net worth. I also enjoy a round of golf and would entertain an outing at a top course. Typical career successes include: • Helping to save clients millions of dollars by identifying poor money management practices and persuading them to transfer their accounts. • Perceptively identifying new clients through casual conversation and later analyzing their existing accounts to uncover ways we could serve them better, leading to an account transfer. • Helping a family whose father was dying in a retirement home realize his assets were being mistreated by his broker, educating them on the rights and wrongs, and ultimately securing them as a new client. When I’m not busy sourcing and supporting clients, I’m enjoying family life with my wife and three kids. Travel has always been a passion, but day-to-day life sometimes prevents that. You can still catch me playing tennis and participating in USTA tournaments. If you’d like to discover the difference of working with an investment advisor who puts you first, I’d love to meet with you. Feel free to connect with me here or email me at l•••@rvwwealth.com anytime if you would like to get in touch with me.

Experience

1. Sr VP

   Rvw Wealth

   Jan 2009 — Present · Los Angeles, CA, US

   As the Head of Client Support at RVW Wealth, I’m a detail-oriented financial analyst who puts decades of money management experience and valuation knowledge to work for our clients. I’m also hungry to find and help new clients, so I’m always working on business development through networking and conversation. My team values my ability to identify new business opportunities, help the account thrive, and enjoy referrals thanks to happy clients. I have the uncommon ability to get to the source, find the right business decision-makers, and close the deal—something that only decades of experience can teach you.I’m driven to make a difference daily by:• Getting to know new, potential, and existing clients on a personal level and treating them like family to help them make wise investing decisions.• Understanding the highs and lows of the investing world to identify the right clients and the right investing opportunities.

Skills

• Mergers & Acquisitions
• Leadership
• New Business Development
• Management
• Start-Ups
• Marketing
• Business Development
• Contract Negotiation
• Strategic Planning
• Tennis
• Sales
• Customer Service
• Marketing Strategy