Joe Gerard

Joe Gerard has a diverse work experience spanning over several years. Joe started their career as a Financial Advisor at Royal Alliance Associates INC in 1998. In 2000, they joined Allianz Life where they held various roles, including Director of Sales and Training, Vice President of Market Development and Product, and Senior Vice President of Relationship Management. Joe remained with Allianz Life until 2017. In 2018, they became the Managing Director at Mutual of Omaha and worked there until 2020. Currently, Joe is the Director of Strategic Relationships at Halo Investing, Inc., where they focus on providing financial advisors and RIAs access to the structured note, buffered ETF, and annuity marketplace.

Joe Gerard attended Minnesota State University, Mankato, where they studied Finance. Joe did not obtain a degree during their time there. Additionally, they obtained certifications from FINRA in July 1999 and WI Dept. of Insurance for WI Life and Health, although the specific months and years of obtaining these certifications are not provided.