Pershing Advisor Solutions
Gabriel Garcia is Director for Pershing Advisor Solutions, a BNY Mellon company. He is responsible for managing the national Relationship Management and Consulting group. Gabe and his team work with registered investment advisors (RIAs) to develop and grow their practices and make informed decisions on how to evolve their firms and manage business issues. His team helps advisors maximize Pershing’s resources to become more scalable, profitable and productive.
Prior to joining Pershing Advisor Solutions in 2010, Gabe was with Charles Schwab & Co., where he held several leadership positions in sales, training and consulting, including working directly with RIAs. Gabe has consulted with hundreds of firms with assets under management ranging from $50 million to $6 billion. He is a frequent speaker at industry and national conferences. Gabe has 22 years experience in financial services.
Gabe earned a Bachelor of Science degree in Finance and Business Administration from Radford University.