Joseph Gaudreau
About Joseph Gaudreau
Joseph Gaudreau serves as the Regional Director for Northern California at Russell Investments, where he has worked since 2020. He has extensive experience in the financial services industry, having held various roles at MetLife, Russell Investments, and other firms.
Current Role at Russell Investments
Joseph Gaudreau serves as the Regional Director for Northern California at Russell Investments. He has held this position since 2020, focusing on the San Francisco Bay Area. In this role, he is responsible for the growth and expansion of the retail investment market in Northern California. He provides transition support to financial advisors, assisting them in building successful practices. Additionally, he consults with advisors on capital markets and the positioning of Russell Investments' products.
Previous Experience at Russell Investments
Before his current role, Joseph Gaudreau worked at Russell Investments as an Associate Regional Director from 2017 to 2020. During this time, he operated in Southern California and Hawaii, contributing to the firm's regional initiatives and client engagement strategies. His experience in this position helped him develop a strong understanding of the investment landscape and client needs.
Professional Background at MetLife
Joseph Gaudreau has an extensive background with MetLife, where he held multiple roles. He began as an Internal Sales Associate from 2010 to 2011, followed by a position as an Internal Wholesaler from 2011 to 2014 in both Irvine, California, and Charlotte, North Carolina. He later served as a Business Development Specialist from 2014 to 2015 in the Charlotte area. His time at MetLife provided him with valuable experience in sales and client relations.
Education and Academic Background
Joseph Gaudreau studied at Pepperdine University, where he achieved a degree in Business Administration in 2006. He also attended the University of Colorado Boulder, earning a Bachelor of Arts in Economics from 2007 to 2010. Additionally, he completed his secondary education at St. Margaret's Episcopal School from 2002 to 2006. His academic background has equipped him with a solid foundation in business and economics.
Experience in Financial Services
In addition to his roles at MetLife and Russell Investments, Joseph Gaudreau has worked in various capacities within the financial services industry. He was an Internal Wholesaler at Jackson from 2015 to 2016 and served as an Advisory Consultant at National Planning Holdings from 2016 to 2017. He also gained experience as an Intern to Senior Financial Advisor at Merrill Lynch in 2008. These positions have contributed to his comprehensive understanding of the financial advisory landscape.