Gerry Schwartzmeyer is an accomplished sales and financial professional with extensive experience in various prestigious companies. Currently, as a Senior Sales Consultant at TriNet since October 2021, Gerry has achieved the top-tier Summit-level President's Club with 175% to goal and has secured President's Club status for three consecutive years. Prior experience includes serving as a Senior Financial Consultant at Simple Path Financial, consistently ranking as the top producer by volume in Q2 2018. Gerry's tenure at Wells Fargo included roles as AVP, Regional Private Banker, where responsibilities included managing over 300 high net worth relationships, and Premier Banker, focusing on business development for high-value clients. Additional experience encompasses working as a Senior Advisor at California Freedom Dynamic Lending Solutions, a Relationship Manager at the Alzheimer's Association, and as a Personal Trainer. Gerry holds a B.A. in Political Science with a focus on International Relations from UC San Diego.
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