Gerry Schwartzmeyer

About Gerry Schwartzmeyer

As a PEO consultant in the financial services industry, I am committed to adding value to every relationship and I aim to be a trusted industry resource at your side along your business development journey.What I do:I empower you as a SMB executive by providing the tools to attract and retain top talent, and to compete with large, establishment competitors by helping you provide your team a premier employee experience. I also help you mitigate risk and keep you compliant with industry employment regulations. With an extensive background in financial services myself, I understand the expectations of top talent acutely attuned to the landscape of family wealth and health planning products and services. Bottom line: I help you take the guess work out of empowering your employees so you can focus on your company\'s core competencies and generating revenue.What is a PEO?A professional employer organization provides comprehensive solutions for small and medium sized businesses. A PEO allows SMB leadership to eliminate the growing pains in all aspects of human capital management. In addition to the common functions of Human Resources, a PEO handles payroll and tax administration, an offloading and sharing of employer-related risk, and offers economies of scale in purchasing top-tier employee benefits.Who is TriNet?TriNet is an IRS-certified PEO that co-employs over worksite employees across all 50 states. TriNet belongs to the small 5% of PEOs that are ESAC verified, which is a rigorous accreditation and the gold standard for PEO best practices and financial reliability. TriNet further distinguishes itself by offering industry-specific specialization and expertise; it does all of this with an extremely user-friendly, streamlined, real-time technology platform. TriNet empowers small and medium sized businesses to offer their employees top tier benefits and overall employee experience competitive with much larger companies in order to attract and retain top talent, and focus on what matters most: growing business.

Experience

1. Senior Sales Consultant

   TriNet

   Jan 2025 — Present

   2025-Reached 4th consecutive President\'s Club (177% to plan)-Promoted to tier 4 (highest) Senior Sales Consultant-Participating in TriNet\'s inaugural Revenue Leadership Development Program. This 9-month program is a blend of targeted learning experiences, with participants gaining expertise in focus areas such as:Strategic Vision & Execution; Operational Management; Business and Financial Acumen; Change Management; Leadership & Coaching.

Education

• UC Irvine

  Some CFP coursework complete

• UC San Diego

  B.A., Political Science, International Relations

  2000 — 2005

Skills

• Credit
• Leadership
• Portfolio Management
• Wealth Management
• Finance
• Investments
• Management
• Sales