Gerald Schreck

Svp, Advisor Education And Training
at Osaic

Gerald Schreck is a seasoned executive in the financial services industry with extensive experience in training, development, and leadership. Currently serving as Senior Vice President of Advisor Education and Training at Osaic, Gerald leads strategic initiatives for the Osaic Wealth Academy. As the founder of Delta Illumination, LLC, Gerald provides specialized training consulting in sales, leadership, and team development for various organizations, including notable global clients. Previously, in key roles at Sumitomo Mitsui Banking Corporation and UBS, Gerald managed talent development programs and implemented comprehensive learning strategies that resulted in significant business growth. With a career spanning over three decades at Merrill Lynch, Gerald has a robust background in training and development, having designed and delivered programs for thousands of financial advisors. Gerald holds an MBA in Finance from Georgia State University and has completed executive education at The Wharton School.

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