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Angelique Gerlach

Client Services Advisor at Payne Capital Management
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About Angelique Gerlach

Angelique Gerlach is Client Services Advisor of Payne Capital Management based in New York, New York 10001, US. Previously worked at Petros Financial Group, A JL Smith Company as a Senior Client Specialist. Payne Capital Management is a Finance, Funds and Trusts company in New York, New York 10001, US with 24 employees.

Angelique Gerlach has 26 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 1 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Angelique Gerlach holds a degree from franciscan university of steubenville, with 26 years since graduation. Their career include experience at a global enterprise.

Angelique Gerlach Social
Angelique Gerlach Work
Angelique Gerlach have been working for 26 years. Currently Angelique Gerlach is the Client Services Advisor @Payne Capital Management, with experience in Senior Client Specialist, Director of Operations @Petros Financial Group, A JL Smith Company
Client Services Advisor
Mar 2022 - Present · 3 years and 3 months
Nov 2018 - Nov 2018
Senior Client Specialist
Jan 2014 - Nov 2018 · 4 years and 10 months
Director of Operations
Nov 2018 - Feb 2022 · 3 years and 3 months
About Angelique Gerlach's Current Company

Payne Capital Management is founded in 2008, operates from its headquarter in New York, New York 10001, US. The company operates in the Finance, Funds and Trusts sector.

Payne Capital Management specializes in Fiduciary responsibility, Unbiased investment recommendations, Client-centered approach, Direct and consistent client contact, and offers services including Fee-based financial management services, Annual financial checkup, and Comprehensive portfolio analysis.

Year Founded
2008
Social Media
LinkedinFacebookTwitter
Primary Industry
Finance, Funds and Trusts
HQ Location
New York, New York 10001, US
Expertise
Fiduciary responsibilityUnbiased investment recommendationsClient-centered approachDirect and consistent client contact
Solutions
Fee-based financial management servicesAnnual financial checkupComprehensive portfolio analysisPersonalized Financial Master Plan
Keywords
Registered Investment AdvisorCapital ManagementWealth ManagementFiduciary AdvisorInvestment AdvisoryInvestment ConsultingFinancial PlanningFinancial AdvisorPortfolio ManagementInvestment Management
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Angelique Gerlach Education

Angelique Gerlach completed at franciscan university of steubenville (1998 - 2000) , at st. johns river state college (1996 - 1998) , etc

franciscan university of steubenville
1998 - 2000
st. johns river state college
1996 - 1998
Angelique Gerlach Skills
Customer Relations and Sales
customer service, sales
Technology and Engineering
microsoft excel, microsoft office, powerpoint, microsoft word
Team and Leadership
leadership, training, team building, public speaking
Business and Strategy
investments
Project and Plan Management
management, strategic planning
Other
insurance, fixed annuities, retirement planning, long term care, disability insurance, life insurance, social security, medicare

Angelique Gerlach Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Angelique Gerlach found in 2025.

  • Email AddressA**@paynecm.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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