John Gabriel, MBA, CFP®

Commander
DISC Type : D

Principal Strategic Relationship Manager at Pontera

New York City Metropolitan Area, United States

Overview

John Gabriel is a senior business development and strategic partnerships leader at Pontera with over 25 years of experience in wealth management. He specializes in helping RIAs and fintech platforms accelerate growth by aligning business strategy with technology. He holds an MBA from the University of Colorado Denver and Series 7, 63, and 65 licenses.



John holds a K-12 Educational Certificate, a unique qualification for a financial services executive.

Personality Overview

Very Quick

Candid & Clear

Decisive

They are not focused on building rapport and relationships.  They respond better to strong and respectful interactions. They like to act fast and expect others to do the same.

Topics They Care About

Wealth Management Tech
His career focuses on providing financial advisors with technology-driven solutions to enhance portfolio management and strengthen client relationships at firms like Pontera and Vise.
RIA Business Growth
He has extensive experience consulting with Registered Investment Advisors to help them grow, evolve their firms, and scale their enterprise value.
Strategic Partnerships
He focuses on building and leading strategic relationships with sophisticated firms across the wealth management ecosystem, including RIAs, custodians, and fintech platforms.

Media Appearances

John has no verified media appearances

Work History

5-2025
Principal Strategic Relationship Manager at Pontera
8-2024 - 4-2025
President, Consulting Engagements at Gabriel Consulting Group
6-2023 - 8-2024
Senior Director Wealth | Vise Technologies, Inc. at Vise
9-2019 - 4-2023
Senior Relationship Manager at BNY Mellon Pershing
5-2018 - 5-2019
Regional Investment Director/Consultant, RIA, Bank Trust and Family Offices Group at Russell Investments

Education

BA from University of Denver
MBA from University of Colorado Denver

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Principal Strategic Relationship Manager at Pontera
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from John

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They can take decisions very fast if you manage to convince them.
  • Can John take some risk or not?

  • The risks don’t matter much to them.

You And John

Personality Compatibility


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