Jeff Gery
Strategic advisor, business leader, attorney, and fiduciary advocate describe some of the roles I’ve had over my career... | Fort Wayne, Indiana, United States
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Jeff Gery’s Emails je****@al****.com
Jeff Gery’s Phone Numbers No phone number available.
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Jeff Gery’s Location Fort Wayne, Indiana, United States
Jeff Gery’s Expertise Strategic advisor, business leader, attorney, and fiduciary advocate describe some of the roles I’ve had over my career in the financial services industry. I began my career as a securities attorney representing clients in NASD/FINRA arbitrations and litigation. After leaving law firm life, I have held leadership positions as a GC/CCO for an independent broker-dealer and registered investment advisor, senior counsel of a Fortune 200 insurance company, CLO of an insurance brokerage agency, CEO/CCO of its affiliated broker-dealer, the CCO and associate general counsel of an alternative investment platform, and counsel for the retirement and wealth management business of a large insurance organization. Over my career, I’ve been fortunate to have a wide range of experiences. As an attorney, I’ve litigated, managed M&A, advised boards of directors, lobbied Congress and federal agencies, negotiated complex contracts, and brought rigor to the corporate governance and legal management of companies. As a compliance officer, I’ve designed compliant infrastructures and promoted a culture of compliance. As a business leader, I’ve started and led broker-dealers, incubated new business lines, and repurposed an HR department. Outside of my career, I fill my time with golf (of course, not as much as I’d like), family (particularly along the shores of Lake Michigan), gardening (more like weed control), and visiting kids during college football and basketball seasons (Go Irish!, Go Hoosiers!, and I guess Boiler Up! – yes, a house divided).
Jeff Gery’s Current Industry Hub International
Jeff
Gery’s Prior Industry
Nrp Financial And Nrp Advisors
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Lincoln Financial
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Ash Brokerage
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First Palladium
|
Alto
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Hub International
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Work Experience
Hub International
Assistant General Counsel, Retirement & Private Wealth
Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Alto
Chief Compliance Officer and Associate General Counsel
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
First Palladium
Chief Executive Officer/Chief Compliance Officer
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Ash Brokerage
Chief Legal Officer
Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Lincoln Financial
Senior Counsel and Chief Compliance Officer - Retirement Plan Services
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Lincoln Financial
Senior Counsel - Retirement Plan Services
Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Nrp Financial And Nrp Advisors
General Counsel and CCO
Tue Nov 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Early Legal Career Experiences
Wed Jun 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jeff Gery Email Addresses
FAQ About Jeff Gery
-
Jeff Gery is located at
Fort Wayne, Indiana, United States -
Jeff Gery is a
Strategic advisor, business leader, attorney, and fiduciary advocate describe some of the roles I’ve had over my career in the financial services industry. I began my career as a securities attorney representing clients in NASD/FINRA arbitrations and litigation. After leaving law firm life, I have held leadership positions as a GC/CCO for an independent broker-dealer and registered investment advisor, senior counsel of a Fortune 200 insurance company, CLO of an insurance brokerage agency, CEO/CCO of its affiliated broker-dealer, the CCO and associate general counsel of an alternative investment platform, and counsel for the retirement and wealth management business of a large insurance organization. Over my career, I’ve been fortunate to have a wide range of experiences. As an attorney, I’ve litigated, managed M&A, advised boards of directors, lobbied Congress and federal agencies, negotiated complex contracts, and brought rigor to the corporate governance and legal management of companies. As a compliance officer, I’ve designed compliant infrastructures and promoted a culture of compliance. As a business leader, I’ve started and led broker-dealers, incubated new business lines, and repurposed an HR department. Outside of my career, I fill my time with golf (of course, not as much as I’d like), family (particularly along the shores of Lake Michigan), gardening (more like weed control), and visiting kids during college football and basketball seasons (Go Irish!, Go Hoosiers!, and I guess Boiler Up! – yes, a house divided). Hub International -
Jeff Gery currently works in the
Hub International -
Jeff Gery specializes in
Strategic advisor, business leader, attorney, and fiduciary advocate describe some of the roles I’ve had over my career in the financial services industry. I began my career as a securities attorney representing clients in NASD/FINRA arbitrations and litigation. After leaving law firm life, I have held leadership positions as a GC/CCO for an independent broker-dealer and registered investment advisor, senior counsel of a Fortune 200 insurance company, CLO of an insurance brokerage agency, CEO/CCO of its affiliated broker-dealer, the CCO and associate general counsel of an alternative investment platform, and counsel for the retirement and wealth management business of a large insurance organization. Over my career, I’ve been fortunate to have a wide range of experiences. As an attorney, I’ve litigated, managed M&A, advised boards of directors, lobbied Congress and federal agencies, negotiated complex contracts, and brought rigor to the corporate governance and legal management of companies. As a compliance officer, I’ve designed compliant infrastructures and promoted a culture of compliance. As a business leader, I’ve started and led broker-dealers, incubated new business lines, and repurposed an HR department. Outside of my career, I fill my time with golf (of course, not as much as I’d like), family (particularly along the shores of Lake Michigan), gardening (more like weed control), and visiting kids during college football and basketball seasons (Go Irish!, Go Hoosiers!, and I guess Boiler Up! – yes, a house divided). -
Jeff Gery speaks the following languages:
No languages available. -
Jeff Gery has prior experience in the following industries:
Alto , First Palladium , Ash Brokerage , Lincoln Financial , Lincoln Financial , Nrp Financial And Nrp Advisors , -
Jeff Gery has the following professional experience:
Hub International , Alto , First Palladium , Ash Brokerage , Lincoln Financial , Lincoln Financial , Nrp Financial And Nrp Advisors , . -
You can view Jeff Gery’s
LinkedIn profile at LinkedIn URL. -
Jeff Gery’s work email addresses are
[email protected] . -
Jeff Gery works at
Hub International
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