Joseph F. Gerdes - Email & Phone Number

Senior Advisor (former President and Chief Operating Officer) at Equity Trust Company

Joseph F. Gerdes is based out of Princeton, New Jersey, United States and works at Equity Trust Company as Senior Advisor (former President and Chief Operating Officer).

Joseph F. Gerdes's Contact Information

Latest update

April 26, 2024

Location

Princeton, New Jersey, United States

Joseph F. Gerdes's Work History

Senior Advisor (former President and Chief Operating Officer)

Equity Trust Company

2021 - Present

Head of Transfer Agency Operations and Administration

Vanguard

Mar 2019 - Jun 2021

President & Chief Operating Officer

Folio Investing

2016 - 2019

Joseph F. Gerdes's Education

Saint Peter's University

Bachelor of Science (B.S.)

Wharton Executive Education

SII Executive Leadership Program

2009 - 2012

Joseph F. Gerdes's Skills

Asset Management

Securites Operations

Broker Dealer Clearing

Brokerage

Financial Services

Risk Management

Joseph F.'s current employer

Equity Trust Company

Description

Learn about how Equity Trust enables individual investors to diversify their portfolios through alternative investments. Learn more about...

Website

trustetc.com

HQ Location

Westlake, Ohio, United States

Number of employees

201-500

Industry

Financial Services

Latest update

April 30, 2024

Read about Equity Trust Company

Frequent questions about Joseph F. Gerdes

What company is Joseph F. Gerdes working for?

Joseph F. Gerdes works for Equity Trust Company.

What is Joseph F. Gerdes's function at Equity Trust Company?

Joseph F. Gerdes is Senior Advisor (former President and Chief Operating Officer) at Equity Trust Company.

Where is Joseph F. Gerdes based?

Joseph F. Gerdes is based out of Princeton, New Jersey, United States.

Who are Joseph F. Gerdes's co-workers?

Joseph F. Gerdes's colleagues are Jeffrey Desich, Satyajit Dixit, Richard Desich, George Sullivan, Mike Dea, Jerome Davis, David Drotos, Irene Garsky, Michele Carson, Jane Isham, William Halsey, Scott Hall, Timothy Ali, John Bowens CISP, John O'Donnell, Meghan Kubitz, Noosevett Weah, Jessica Hunley, Paula Neuhoff, Matt Gardner, La’Tron Rowe, Tayler Stevenson, Kevin Ward, Brian Lynch, Heather Smith, Desiree Ruscin, Keith Blazek, Yesenia Pacheco, Rebecca Romot, Mark Furmanek, Lesley Koskey, Erik Yuengling, Jennifer Hill, Andy Henderson, Heather Derise.

Joseph F.'s co-workers

Jeffrey Desich

Executive Vice Chairman

Chief Executive Officer

Mike Dea

President / CFO

Jerome Davis

Senior Vice President of Sales

David Drotos

Vice President, Head of Marketing

Irene Garsky

Vice President, Human Resources

Michele Carson

Customer Service Team Lead

Jane Isham

Director of Finance

William Halsey

KItchen Manager/Head Chef

Scott Hall

Director of Operations

Timothy Ali

Director of Strategy & Data Analytics

John Bowens CISP

Director, Head of Education and Investor Success

John O'Donnell

Director, Enterprise Applications

Meghan Kubitz

Director - Data & Program Management

Noosevett Weah

Head Strategic Marketing

Jessica Hunley

Director, Digital Products

Paula Neuhoff

Director Of Client Services

Matt Gardner

Chief Financial Officer

Account Services & Transfers Supervisor II

Desiree Ruscin

Trust Accounting Supervisor

Keith Blazek

Marketing Specialist II

Yesenia Pacheco

Operations Supervisor Document Management

Rebecca Romot

Outbound Communications

Mark Furmanek

Chief Operating Officer

Lesley Koskey

Manager, Talent & Development

Erik Yuengling

Senior Account Executive

Jennifer Hill

Internal Audit Manager

Andy Henderson

Supervisor, Talent Acquisition

Heather Derise

Operations Supervisor

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.