Sales Manager to leave financial services industry to pursue entrepreneurial interests
After a career spanning more than 16 years with the Company's sales division, Gary Rubenstein has decided to retire from the financial services industry to pursue his interests in a small entrepreneurial venture in the consumer goods space.
Rubenstein began with Fisher in 1997 as an outside salesperson in the firm's Private Client Group, which caters to wealthy individuals with more than $500,000 in investable assets. Rubenstein's territory included Oregon, Washington, Idaho, Montana, and Wyoming. In 2005, he took on the role of Regional Sales Leader and Group Vice President, where he helped to oversee training, hiring, and mentoring for the firm's sales force. In 2012, he once again resumed full time sales responsibilities, moving to Texas and assuming coverage for the Austin and Dallas metropolitan areas.
Over the course of his career, Rubenstein was responsible for signing clients representing more than $500 million in new assets under management. He was recognized in the firm's Gold Club—the top 10% of the sales force—in three different years.
Mark Moriarty, the firm's Director of Private Client Group Sales, said "Gary was an integral part of our early sales efforts and has been a tireless contributor ever since. He's shown a great amount of flexibility in jumping into different roles and territories over the years, and he's also gone above and beyond in mentoring and training other salespeople. We're going to miss his warm smile, enthusiasm, and all-around passion for helping to bring our services to the private client world. We certainly wish him all the best in his new endeavors."