Joseph Geslao

Joseph Geslao has a diverse work experience spanning over several companies and roles. Joseph began their career in 1993 as an Assistant Controller at Zoe Limited, where they handled journal entries, reconciled bank statements, and managed accounts payable. Joseph then worked as a Special Agent at Prudential Financial from 1994 to 1995, selling various insurance and investment products. In 1996, Joseph joined New York Life Insurance Company as an Insurance Agent, where they proposed and sold life insurance plans, disability coverage, mutual funds, and annuity products. Afterwards, from 1996 to 2000, they worked at Prudential Financial as a Manager, assisting agents in case development and utilizing advanced marketing concepts. Since 2000, Joseph has been the Director of Financial Planning at Bleakley Financial Group, leading a team responsible for creating financial plans for clients. Joseph conducts extensive research on investments, insurance, and estate planning and manages clients' investment accounts through reviews, proposals, and tax management.

Joseph Geslao received a Bachelor of Science degree in Accounting from Widener University in 1992. Following that, they completed a Master of Business Administration degree with a specialization in Finance, General from Fairleigh Dickinson University in 1999.