William Gerli Spears
May 16, 2025
Occupation: Principal Company: Cannell & Spears Born: New York, New York Education: MBA, Harvard Business School (1962) Coursework, Princeton University (1960) Diploma, Choate Rosemary Hall
Occupation: Principal Company: Cannell & Spears Born: New York, New York Education: MBA, Harvard Business School (1962) Coursework, Princeton University (1960) Diploma, Choate Rosemary Hall
Occupation: Country Corporate Officer and Banking HeadCompany: CitiBorn: Santa Fe, New Mexico Education:MPA, Harvard University (1985)BS in Business Administration, Accounting, The W.A. Franke College of
Occupation: Managing DirectorCompany: Vallaris Advisors Education:MBA in Finance and Operations, Harvard Business School, Harvard University, Cum Laude (1989)BSE in Mechanical and Aerospace Engineering, Princeton University,
Occupation: Founder and Chief Executive Officer Company: ClearFactr Inc. Born: Huntington, New York Education: BS in Industrial Management, Carnegie Mellon University (1986) Career: Founder, Chief
Occupation: Executive Loan Officer Company: Rocket Mortgage, LLC Born: Detroit, Michigan Education: Associate Degree in Criminal Justice/Law Enforcement Administration, Schoolcraft College (2015) Career: Executive Loan
Occupation: Founder and Chief Executive Officer Company: Dunlap & Associates Wealth Management Born: Rochester, New York Education: MBA in Marketing, University of South Florida (1980)
Occupation: Co-president Company: Opes Wealth Born: Pittsburgh, Pennsylvania Education: Bachelor’s Degree in International Relations and Government, Dartmouth College (1983) Certifications: Chartered Financial Analyst, CFA Institute
Occupation: Co-founder, Chief Financial Officer, and Board Member Company: GMI Capital Born: Herkimer, New York Education: BS in Accounting, Utica College of Syracuse University (1991)
Occupation: Vice President and Senior Wealth ManagerCompany: Bar Harbor Wealth ManagementBorn: Canaan, New Hampshire Education:BA in Law and Government with a Concentration in Legal Studies,
Occupation: Co-Founder and Chief Marketing OfficerCompany: Guardian Financial Group LLC Education:MBA, University of Phoenix (2010)BS in Global Business Management, University of Phoenix (2008) Certifications:Management Liability
Occupation: Chief Financial OfficerCompany: Alpha Automotive LLCBorn: Ashland, Ohio Education: BA in Accounting, Mathematics and Computer Science, Muskingum University (1980) Certifications: Certified Public Accountant (CPA)
Occupation: Head of Diverse Financial Institutions Group and Managing Director Company: Citi Born: Waukegan, Illinois Education: BBA, University of Maryland (1986) Certifications: Implementing Winning Strategies,
Occupation: Financial Adviser Company: TransTax Associates/CPR Investments Born: Pickens, South Carolina Education: MBA in Finance and Financial Management Services, Keller Graduate School of Management, DeVry
Occupation: Settlement Analyst Consultant Company: SMBC Born: Harlem, New York Education: AAS in Finance and Banking, Borough of Manhattan Community College, City University of New
Occupation: Senior Cost Accountant Company: Denison Pharmaceuticals Born: Providence, Rhode Island Education: MBA in Finance, University of Rhode Island (1989) BS, University of Rhode Island
Occupation: Managing Director Company: Rockefeller Capital Management Born: Brooklyn, New York Education: Bachelor’s Degree in Business Administration and Management, St. John’s University (1988) Certifications: Security
Occupation: Financial Adviser Company: PNC Investments Born: Mexico Education: BS in Financial Management Services, Tecnologico de Monterrey (2005) Certifications: Certified Financial Adviser; Certified Broker and
Occupation: Managing Director of Overlay Services Company: Russell Investments Born: Omaha, Nebraska Education: MBA in Finance, The University of Texas at Austin McCombs School of
Occupation: Head of Underwriting Company: Instafunding Born: The Bronx, New York Education: Bachelor’s Degree in Accounting, Monroe College (2010) Associate Degree in Accounting, Interboro Institute
Occupation: Vice President, Branch Manager, and Mortgage Banker Company: Total Mortgage Services, LLC Born: Leominster, Massachusetts Education: Associate’s Degree Career: Branch Manager, Total Mortgage Services,
Occupation: 1) Chief Financial Officer; 2) Day Trader Company: 1) Rent-A-CFO; 2) Bank of America Corporation Born: Philadelphia, Pennsylvania Education: MBA in Finance, Operations Management,
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM