Brian Gerry

Brian Gerry

Account Manager

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location of Brian GerryGreater Glasgow Area

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  • Timeline

  • About me

    Regional Director - Partnership Recruitment - St. James’s Place Wealth Management

  • Education

    • Anniesland College

      1998 - 1999
      HNC Social Sciences
    • The University of Stirling

      1999 - 2003
      BA History and Philosophy
  • Experience

    • Prudential Assurance

      Jan 2004 - Jan 2006
      Account Manager
    • Compliance First Limited

      Jan 2006 - Jan 2008
      Business Development Manager
    • Zurich Financial Services

      Nov 2008 - Oct 2012
      Executive Consultant
    • Close Asset Management

      Oct 2012 - Jun 2013
      Business Development Director
    • St. James’s Place Wealth Management

      Jun 2013 - now

      Working together with small to medium advice businesses and individuals to understand their long term goals. With St. James's Place, and all the resource and support provided by a FTSE 100 company, we help these individuals and businesses achieve their goals, while they remain in control of their business.

      • Regional Director - Partnership Recruitment

        Feb 2021 - now
      • Regional Manager - Business Acquisition

        Dec 2018 - Feb 2021
      • Executive Business Acquisition Manager

        Dec 2016 - Dec 2018
      • Senior Business Acquisition Manager

        Dec 2015 - Dec 2016
      • Business Acquisition Manager

        Jun 2013 - Dec 2015
  • Licenses & Certifications

    • DIP PFS

      Chartered Insurance Institute
      Jun 2010
    • IMC

      CFA Institute
      Jun 2012