John Gabriel, MBA, CFP® - Email & Phone Number

Senior Director Wealth | Vise Technologies, Inc. at Vise

John Gabriel, MBA, CFP® is based out of New York City Metropolitan Area and works at Vise as Senior Director Wealth | Vise Technologies, Inc..

John Gabriel, MBA, CFP®'s Contact Information

Latest update

May 7, 2024

Location

New York City Metropolitan Area

John Gabriel, MBA, CFP®'s Work History

Senior Director Wealth | Vise Technologies, Inc.

Vise

Jun 2023 - Present

Senior Relationship Manager

BNY Mellon Pershing

Sep 2019 - Apr 2023

Regional Investment Director/Consultant, RIA, Bank Trust and Family Offices Group

Russell Investments

May 2018 - May 2019

John Gabriel, MBA, CFP®'s Education

University of Denver

University of Colorado Denver

MBA

University of Denver

Bachelor's degree

John Gabriel, MBA, CFP®'s Skills

Mutual Funds

Investments

Equities

Portfolio Management

Fixed Income

ETFs

John's current employer

Vise

Description

We build software that empowers financial advisors to build, manage, and explain personalized portfolios. Welcome to supercharged client ...

Website

vise.com

HQ Location

New York, NY, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Vise

Frequent questions about John Gabriel, MBA, CFP®

What company is John Gabriel, MBA, CFP® working for?

John Gabriel, MBA, CFP® works for Vise.

What is John Gabriel, MBA, CFP®'s function at Vise?

John Gabriel, MBA, CFP® is Senior Director Wealth | Vise Technologies, Inc. at Vise.

Where is John Gabriel, MBA, CFP® based?

John Gabriel, MBA, CFP® is based out of New York City Metropolitan Area.

Who are John Gabriel, MBA, CFP®'s co-workers?

John Gabriel, MBA, CFP®'s colleagues are Samir Vasavada, Runik Mehrotra, Niki Sri-Kumar, Dimple Anderson, Antonio Gonzalez, Tim Lantz, Dave Twardowski, Sarah Bauer, Diana Lawless, Andy Waisburd, Paige Hill, Lynn Perry, Wei Zhong, Robert Nance, Rafi Lurie, Michael Kroener, Travis Fairchild, Jennifer Yoder, Josh Woodruff, Sameer Sawaqed, James Vogl, Nadine Moomjy, Drake Leonard, Andrew Dude, Johnathan Anderson, Eric Fitz-Randolph, Kevin Flynn, Leon Chen, Collin Boyer, Susanne Kaufmann, Erika Leon, Sam Wright.

John's co-workers

Samir Vasavada

Co-Founder & CEO

Runik Mehrotra

President and Chief Investment Officer

Niki Sri-Kumar

VP / Head of Product

Dimple Anderson

VP, Chief Compliance Officer

Antonio Gonzalez

Vice President of Engineering

Tim Lantz

VP, Platform Engineering

Dave Twardowski

VP, Head of Investment Strategy

Sarah Bauer

Head Of Communications

Diana Lawless

Director, Sales Development

Andy Waisburd

Head of Investment Solutions

Paige Hill

Head of Demand Generation

Lynn Perry

Director & Head, Talent Acquisition

Wei Zhong

Head of Quantitative Engineering

Robert Nance

Director Of Strategic Sales & Partnerships

Rafi Lurie

Director of Product Management

Michael Kroener

Director of Sales

Travis Fairchild

Head of Investment Strategy

Jennifer Yoder

Senior Director, People Operations

Josh Woodruff

Quantitative Development Lead

Sameer Sawaqed

Consultant

James Vogl

Senior Investment Strategist

Nadine Moomjy

Internal Investment Consultant

Full Stack Software Engineer

Eric Fitz-Randolph

Sales & Business Development

Kevin Flynn

Senior Investment Operations Associate

Leon Chen

Sales Development Representative

Collin Boyer

Senior Product Designer

Susanne Kaufmann

Senior Manager, Engineering

Erika Leon

Client Operations Analyst, Client Service and Success

Sam Wright

Account Executive

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