Gabriel Proulx

Observer
DISC Type : ic

Registered Investment Operations Associate at Signature Wealth Advisors, LLC

Orlando, Florida, United States

Overview

Gabriel Proulx is a licensed Investment Operations Associate at Signature Wealth Advisors with a strong foundation in client services and financial management. A graduate of the University of Miami, he holds Series 7 and 66 certifications and has experience in M&A processes within the emerging technology sector.

Beyond his career in finance, Gabriel has a unique background in the performing arts, having worked as an Assistant Director for a conservatory theatre. He is committed to continuous learning, recently completing an advanced course in Excel financial modeling to further hone his skills.

Unique fact: He has directed and orchestrated scenes for youth theatre productions.

Personality Overview

Value Driven

Assertive

Curious

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Investment Operations
His current role is as a Registered Investment Operations Associate, and he holds multiple relevant FINRA and NASAA certifications.
Financial Planning
He is actively seeking opportunities in financial planning to apply his academic knowledge and client service skills.
Emerging Tech M&A
As an intern, he assisted in Mergers & Acquisitions by collaborating with representatives from T-Mobile, Verizon, and AT&T.

Media Appearances

Gabriel has no verified media appearances

Work History

11-2025
Registered Investment Operations Associate at Signature Wealth Advisors, LLC
7-2024 - 12-2025
Registered Client Service Associate at LPL Financial
5-2023 - 8-2023
Emerging Technology Intern at Vertical Bridge
5-2022 - 8-2022
Customer Service Intern at Strax Medical Clinic
5-2022 - 8-2022
Assistant Director at Rocky Mountain Conservatory Theatre

Education

8-2020 - 5-2024
Bachelor of Business Administration - BBA from University of Miami
8-2020 - 5-2024
Bachelor of Business Administration - BBA from University of Miami Herbert Business School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Orlando, Florida, United States Job Level : N/A Designation : Registered Investment Operations Associate at Signature Wealth Advisors, LLC
URL has been copied!

Insights For Selling To Gabriel

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gabriel is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Gabriel

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Gabriel move?

  • They like to analyze well and then make their decisions.
  • Can Gabriel take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Gabriel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.