Gabe Garcia
About Gabe Garcia
Gabe Garcia is the Head of RIA Client Experience, Business Development, and Strategy at SEI in Cranford, New Jersey, with over 25 years of experience in the financial services industry.
Professional Role at SEI
Gabe Garcia currently holds the position of Head of RIA Client Experience, Business Development, and Strategy at SEI based in Cranford, New Jersey. In this role, he has been instrumental in integrating intuitive technology with custody and investment flexibility. Additionally, he has played a key role in enhancing practice management services for independent financial advisors, focusing on providing innovative solutions to drive corporate stability and financial strength.
Previous Experience at Cresset
Gabe Garcia served as Managing Director, Corporate Development at Cresset from 2021 to 2022. During his one-year tenure in this New Jersey-based position, he focused on corporate development initiatives that supported the firm's strategic growth and expansion within the financial services industry.
Previous Roles at E*TRADE
From 2019 to 2021, Gabe Garcia worked at E*TRADE as Managing Director, Head of Business Management & Strategy, Advisor Services. In this role, which he held for two years, he was responsible for overseeing business management and strategic initiatives aimed at optimizing advisor services and enhancing overall client experience in New Jersey.
Career at BNY Mellon | Pershing
Gabe Garcia spent a significant portion of his career at BNY Mellon | Pershing, where he held several leadership roles. From 2016 to 2019, he was the Managing Director, Head of Relationship Management, Pershing Advisor Solutions in Jersey City, New Jersey. Prior to this, from 2010 to 2016, he served as Director, Head of Relationship Management-Pershing Advisor Solutions. His responsibilities included overseeing critical relationship management functions and developing strategic plans to support the firm's long-term objectives.
Long Tenure at Charles Schwab & Company, Inc.
Gabe Garcia worked at Charles Schwab & Company, Inc. for 15 years, from 1995 to 2010. As a Managing Director, he played a crucial role in various leadership capacities, contributing significantly to the company's development and strategic direction.
Educational Background
Gabe Garcia has a strong educational foundation in business and finance. He studied at The Wharton School from 2016 to 2019, completing a program that enhanced his expertise in business management and strategy. Additionally, he holds a degree from Radford University, where he studied from 1988 to 1992, further solidifying his knowledge in the financial services industry.
Experience in Financial Services Industry
Gabe Garcia has over 25 years of experience in the financial services industry. Throughout his career, he has focused on business development, client experience, and relationship management. His comprehensive background in these areas has enabled him to drive corporate stability and financial strength through innovative solutions, solidifying his reputation as a leader in the industry.