Geoff Sokol

Visionary
DISC Type : Ds

Private Wealth Advisor at GT Investment Management

Los Angeles Metropolitan Area, United States

Overview

Geoff Sokol is a Private Wealth Advisor at GT Investment Management, focusing on financial planning and alternative strategies for business owners. His career includes extensive international experience in private equity and business development in Japan, Vietnam, and Korea. He holds Series 7 and Series 66 licenses and is a University of Arizona alumnus.

Residing in Los Angeles with his wife, Geoff is passionate about athletic competition, particularly mixed martial arts. A seasoned traveler, he also enjoys reading, writing, and whiskey. His global career has provided him with deep cultural and business perspectives from living and working across Asia and the Americas.

Unique fact: Geoff is fluent in five languages: Japanese, Vietnamese, Spanish, and Portuguese, in addition to English.

Personality Overview

Fast But Thoughtful

Goal-Oriented

Big Vision Person

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Wealth for Business Owners
His professional focus is helping entrepreneurs build wealth, protect assets, and implement alternative financial strategies, bridging the gap between business and personal finances.
International Business
Spent over a decade leading business development and private equity operations in Central America, South America, Japan, and Vietnam, giving him a global perspective.
Mergers & Acquisitions
Actively comments on large-scale M&A deals in the market, including major players like IBM, Netflix, and Paramount, indicating a strong interest in investment banking trends.

Media Appearances

Geoff has no verified media appearances

Work History

6-2024
Private Wealth Advisor at GT Investment Management
7-2023 - 6-2024
Financial Advisor at Ameriprise Financial Services, LLC
8-2022 - 8-2023
Private Equity, Consultant at Self Employed
6-2020 - 8-2022
Vietnam Country Director, University of Arizona Global at University of Arizona
1-2016 - 12-2021
Operations Director, Private Equity Consultant at APAX Holdings, Egroup

Education

2009 - 2012
Bachelor's degree from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 9 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Private Wealth Advisor at GT Investment Management
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Insights For Selling To Geoff

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Geoff is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Geoff

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Geoff move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Geoff take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Geoff

Personality Compatibility


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