Experience

Portfolio Solutions, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Senior Investment Specialist

  • May 2015 - Present

  Troy,MI

• Director of Investor Education

  • Feb 2016 - Sep 2020

  900 Wilshire Drive, Ste. 200, Troy, MI 48084 The mission of Portfolio Solutions® is to help investors in meeting their financial goals by developing low-cost investment strategies using index funds. Portfolio Solutions® has been offering investors a low-cost, low-fee investment management solution since 1999. Our long-standing and enduring commitment to indexing strategies has helped to establish our reputation as a leader in the industry, with more than $1.4 billion* in client investment assets under… Show more The mission of Portfolio Solutions® is to help investors in meeting their financial goals by developing low-cost investment strategies using index funds. Portfolio Solutions® has been offering investors a low-cost, low-fee investment management solution since 1999. Our long-standing and enduring commitment to indexing strategies has helped to establish our reputation as a leader in the industry, with more than $1.4 billion* in client investment assets under management. *10/17/16 Contact: email: gbrancaleone@portfoliosolutions.com p: 248-689-1550 o: 800-448-3550

• Director of Investment Specialists

  • Feb 2013 - May 2015

  Troy, MI



JPMorgan Chase

• United States
• Investment Management

• Private Wealth Management Banker

  • Feb 2012 - Feb 2013

  Grosse Pointe, MI

• Banker Associate – Private Bank

  • Oct 2008 - Feb 2012

  Grosse Pointe, Michigan • Cultivated and enhanced working relationships with an existing book of 65 high net worth clients ($3M to $50M) and sought out and fostered relationships with potential and new clients - Generated $20M in new business in first year in position - Analyzed performance of portfolios of existing accounts; presented analysis of accounts and investment alternatives and additional service recommendations to 80% of clients within the first six months in position - Managed the coordination of… Show more • Cultivated and enhanced working relationships with an existing book of 65 high net worth clients ($3M to $50M) and sought out and fostered relationships with potential and new clients - Generated $20M in new business in first year in position - Analyzed performance of portfolios of existing accounts; presented analysis of accounts and investment alternatives and additional service recommendations to 80% of clients within the first six months in position - Managed the coordination of all client services, engaging J.P. Morgan content experts in the areas of trusts, depository banking, investments and lending services • As a banker associate, assisted three bankers, with 80+ clients, with client service and relationship management activities

• Area Sales Manager – Residential Mortgages

  • Jan 2007 - Oct 2008

  Metro Detroit Region, Bloomfield Hills, Michigan • Managed 2 sales managers and 16 loan officers who serviced 50 branch offices and closed $170M in loans in 2007; responsible for hiring, training, supervision and evaluation of sales managers and oversight of sales team • Developed and implemented strategic plans for improving regional P&L - Analyzed performance of team members, set goals and instituted plans to assist team members in achieving goals - Created management and operating structure conducive to success - Fostered… Show more • Managed 2 sales managers and 16 loan officers who serviced 50 branch offices and closed $170M in loans in 2007; responsible for hiring, training, supervision and evaluation of sales managers and oversight of sales team • Developed and implemented strategic plans for improving regional P&L - Analyzed performance of team members, set goals and instituted plans to assist team members in achieving goals - Created management and operating structure conducive to success - Fostered strong working relationships between retail banking and mortgage areas; participated in weekly conference calls, monthly meetings and quarterly business reviews - Created a loan production office in Detroit to serve 25 Detroit branch offices; hired a sales team; secured approval for salary-based community loan officer positions



Charter One Bank

• United States
• Financial Services
• 1 - 100 Employee

• Regional Sales Manager – Residential Mortgages

  • Nov 2005 - Dec 2006

  Macomb County, Clinton Township, Michigan • Led residential mortgage lending in the largest region in Michigan and the third largest region in the country - Managed 9 loan officers and 3 support staff with annual loan production in excess of $200M; responsible for hiring, training, and evaluations - Created innovative sales tools such as a product matrix which allowed staff to efficiently select product based on borrower’s needs, and a suite of mortgage and underwriting reference guides - Developed a mortgage marketing center… Show more • Led residential mortgage lending in the largest region in Michigan and the third largest region in the country - Managed 9 loan officers and 3 support staff with annual loan production in excess of $200M; responsible for hiring, training, and evaluations - Created innovative sales tools such as a product matrix which allowed staff to efficiently select product based on borrower’s needs, and a suite of mortgage and underwriting reference guides - Developed a mortgage marketing center to assist sales staff

• Residential Mortgage Originator

  • Dec 1995 - Nov 2005

  Macomb County, Clinton Township, Michigan • Developed and implemented a marketing plan to create and enhance customer relationships through frequent contacts - Created a database of 500 past customers and contacts using Act! contact management software; mailed out monthly newsletters to contacts



National Bank of Detroit

• United States
• Investment Management

• Residential Mortgage Loan Officer

  • Oct 1988 - Dec 1995

  Greater Detroit Area

• Commercial Lender

  • Jan 1986 - Oct 1988

  Greater Detroit Area

• Retail Banking Analyst / Management Trainee

  • Oct 1982 - Jan 1986

  Dearborn, Michigan • Completed formal credit training, 1986 • Opened new mortgage office in Dearborn, 1988