Jeff Gery in

Jeff Gery

Commander · DISC type D
Assistant General Counsel, Retirement & Private Wealth at HUB International
📍 Fort Wayne, Indiana, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Assistant General Counsel, Retirement & Private Wealth
Job Level
Leadership
Location
Fort Wayne, Indiana, United States
Personality Overview

How Jeff shows up

Decisive
Impact-Driven
Risk-Taker

They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

Priorities

Topics Jeff cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2023
Assistant General Counsel, Retirement & Private Wealth
HUB International
4-2022 - 7-2023
Chief Compliance Officer and Associate General Counsel
Alto
4-2018 - 3-2022
Chief Executive Officer/Chief Compliance Officer
First Palladium
8-2016 - 3-2022
Chief Legal Officer
Ash Brokerage
1-2011 - 8-2016
Senior Counsel and Chief Compliance Officer - Retirement Plan Services
Lincoln Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994
Doctor of Law - JD
Indiana University Robert H. McKinney School of Law
1990
BA
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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