Brian Gery
Apprentice Advisor at Leverage Planners Wealth Managment
Based in United States
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Seniority
Staff
Department
Other
Location
United States
Industry
Financial Services
Company size
7
Contact information
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b•••••••@leverageplanners.com
Phone
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Background
About Brian Gery
Recent graduate from the University of Colorado Boulder with a degree in Economics and a minor in Business. I’ve developed a strong interest in financial services through both academics and self-study, including passing the Series 65 exam. In my business capstone course, I served as CFO for a startup simulation, which sharpened my skills in forecasting, planning, and presenting under pressure. Outside the classroom, I’ve spent eight years as a soccer referee, where I learned how to manage client relationships, stay composed under pressure, and communicate clearly — all skills I bring into any role. I'm excited to apply my background in analytical thinking, client service, and team collaboration to an organization where I can continue to learn and grow.
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