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John Geli is a benefits professional with over 19 years experience in the Financial Services Industry. Over the past 11 years, he has been dedicated to Total Benefits Outsourcing (TBO) and this experience provides him with a unique insight and understanding of this marketplace. Mr. Geli has held various senior level positions with industry leaders such as Mellon Financial Corporation and Bankers Trust. During his career, he managed large-scale operations and client service divisions in support of both defined contribution and corporate trust business lines.
As Executive Director at Mellon Financial Corporation, Mr. Geli managed all aspects of the Defined Contribution service delivery including new business implementation, participant services, trust and custody operations as well as recordkeeping operational service delivery. In addition, he was responsible for managing the integration of acquisitions both at a Corporate level and for the client base he supported.
As a Vice President at Bankers Trust, Mr. Geli oversaw the Operations groups in the Retirement Services Division as well as the Corporate Trust Division. He was involved in new system development and the establishment and staffing of a new satellite office. Prior to joining Bankers Trust, he spent five years in the brokerage industry with National Financial Services. In this position, John managed both Tax & Compliance and Internal Control divisions.
Mr. Geli has a Bachelors of Science in Business Management from St. John's University. | 