Meet the Team
GBS Financial Corporation
More than 60 representatives are located in 42 locally owned offices.
GBS Financial Corp is a Registered Investment Advisor.
GBS Financial has been classified by the Los Angeles Business Journal as the 16th largest investment brokerage firm in Los Angeles (from the January 18th, 1999 issue).
Employees
Donald G. Gloisten: CEO
Gerard P. Gloisten: President
Lynn Morrill: Director of Compliance
Robert Walls: COO
Angela Jamar: Administrative Manager, VP
Steven Martin: Controller
Mary J. Gloisten: Executive Liaison
Arlene Withrow: Executive Assistant, Operations
Eliza Kohlhas: Operations
Michele Paul: Trading, Operations
Debbie Walls: Reception
Lauren Morse: Admin Assistant
| Agoura Hills, CA |
Anchorage, AK |
Beverly Hills, CA |
| Burbank, CA |
Calabasas, CA |
Carmel, CA |
| Cave Creek, AZ |
Claremont, CA |
Cottonwood Heights, UT |
| Scottsdale, AZ |
Encino, CA |
Huntington Beach, CA |
| Kirkland, WA |
La Crescenta, CA |
Long Beach, CA |
| Los Angeles, CA |
Manhattan Beach, CA |
Mill Valley, CA |
| Oak Park, CA |
Oceanside, CA |
Palm Desert, CA |
| Palo Alto, CA |
Portland, OR |
Post Falls, ID |
| Redlands, CA |
Reno, NV |
Rohnert Park, CA |
| Sacramento, CA |
San Bernardino, CA |
San Clemente, CA |
| San Diego, CA |
San Francisco, CA |
San Jose, CA |
| Santa Rosa, CA |
Sausalito, CA |
Sherman Oaks, CA |
| Simi Valley, CA |
Studio City, CA |
Tiburon, CA |
| Ventura, CA |
Westlake Village, CA |
Yorba Linda, CA
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Donald G. Gloisten, J.D., PFP
CEO& Founder of GBS Financial
Experience Prior to Forming GBS Financial:
Wedbush, Noble, Cook, Los Angeles Main Office:
Vice President and Director of Retail Compliance
General Counsel for twenty branches
Bateman Eichler, Hill Richards, Los Angeles Main Office:
Vice President, Director of Training
Associate Manager of the Los Angeles office
Conducted all training activities, including post registration training
William R. Staats, Glore Forgan, Inc., Los Angeles Main Office.
Vice President, Director of Training
The Dreyfus Fund, New York.
House Counsel for the Fund and the Dreyfus Corporation
New York Stock Exchange, Department of Member Firms
Conducted investigations and responded to customers’ complaints
Education:
LLB, JD, Seton Hall University, New Jersey
AB, St. Francis College, Brooklyn, New York
Professional Designation in Personal Financial Planning, UCLA
Security and Insuran
ce Examination Qualifications:
~Principal ~Registered Options Principle
~Financial Principal ~ Investment Advisor
~Life, Health, Disability and Variable Insurance Licensing
Professional Qualifications:
~ Member, NASD District No. 2 and District Business Conduct Committee, 1994-1997
~ Served on the Extension Faculty, UCLA (for over 20 years)
~ Currently serves as arbitrator in the securities industry
~ Past President, California Association of Independent Broker/Dealers
~ Produced Gloisten Investment Letter for clients, prospects and students
~ Vice Chairman, Northridge Hospital Foundation
Donald G. Gloisten, J.D.
Career began: 1959
Title: Chief Executive Officer
Home Base: Ventura, CA
Civic Affiliations: Northridge Hospital Foundation, St. Cyril's Catholic Church
Don Gloisten got his first taste of the stock market as a teen-ager when he got a summer job as a runner on the floor of the New York Stock Exchange. Having worked many years helping his father in the family grocery store he liked the action of the stock market more than groceries. He was drafted into the Army and after returning from Europe where he served he returned to the New York Stock Exchange. Being too "big" to go back as a runner he was employed in the Examination and Compliance Department. With the GI Bill of Rights he completed his BA in Finance at St. Francis College in Brooklyn, New York and with the financial assistance of the New York Stock Exchange he attended night school at Seton Hall Law School. After graduation and the bar he was hired by Jack Dreyfus of the Dreyfus Fund, which at that time was a small mutual fund. His position was House Counsel and he handled most of the day to day legal matters of the fund. When Don’s intended and future wife Mary moved to California with her parents he followed and they were married in California and raised five children . One of the children is Gerard who entered the securities business thru Merrill Lynch and now serves as President of GBS Financial.
Don decided not to pursue a career as a lawyer in California but rather became a partner of Glore Forgan W.R Staats & Co, one of the oldest firms in California at that time. The president was Morrie Stans who was appointed by President Nixon to be a member of his cabinet in the form of Secretary of Commerce. This allowed Don to become active in a number of behind the scenes political activities during the Nixon years. Later Don joined Bateman Eichler where he served as Training Director and hired and trained over 500 Registered Representatives. Following Batemen Eichler he joined Wedbush Morgan Securities in Los Angeles as Vice President and General Counsel. In 1985 he formed GBS Financial with two other men and the firm has grown many fold since that time. In 1988 he bought out the partners and ran the firm by himself. For almost 30 years Don taught night classes in Investments at UCLA which help him develop a large and loyal clientele. He currently resides in Ventura where he runs the southern division of GBS Financial. He is treasurer of Northridge Hospital Foundation and on the board of a number of charitable organizations in the area.
For hobbies he plays his Steinway piano every day, goes fishing whenever he can and rides his bicycle along the beach EVERY DAY for 45 minutes to one hour rain or shine. He is active in the management of GBS Financial while managing a book of clients with assets north of 50 million and serves as an Arbitrator for the Financial Investment Regulatory Authority (FINRA), formerly the NASD.
Gerard P Gloisten
President of GBS Financial
1997 – Present
GBS Financial Corp
President
Responsible for the daily inter workings of GBS.
Over the past 10 years Gerard has more than doubled the number of independent GBS brokers.
He opened the Northern California office, which is now the headquarters for operations, trading and compliance departments. With Gerard at the helm GBS has increased assets threefold. The firm now has over $1billion under management. Gerard is also one of the top 10 producers at GBS.
1993 – 1997
Merrill Lynch Inc.
Financial Consultant
Gerard began his career in the Financial Services at (Mother) Merrill, during his three year tenure; he exceeded all Assets and Production goals set by the firm and consistently was a top quartile performer.
Education:
BA in Environmental Studies and Planning, Sonoma State University
Wharton School of Business, Securities Industry Institute
Security and Insurance Examination Qualifications:
General Securities
Registered Principal
Investment Advisor
Life, Health, Disability and Variable Insurance Licensing
Professional Accomplishments
Member of the Northern California Association of Independent Broker Dealers (NAIBD)
Produced Gloisten Investment Letter for clients, prospects and students
Contributor to the industry newsletter, The Dick Davis Digest
Civic Associations:
Vice Chairman, Junior Achievement of the Redwood Empire
Career Began: 1995
Title: President
Home Base: Santa Rosa, CA
Civic Affiliations: Chair - Jr. Achievement of the Redwood Empire, Member NAIBD
Gerard has been affiliated with the securities industry for the past 10 years. He is an integral part of the GBS Financial family and currently carries the Series 7, 63, 65, and 24, as well as life insurance and annuities licenses. His primary responsibilities involve Registered Rep support, Recruiting, Retention, Fee Based programs and Private Money Manager development, Trading and Settlement, and Technology Support Services.
He and his wife are bicycle enthusiasts and have traveled the world primarily by bicycle. Gerard enjoys spending time with his wife, Susan, and daughters, Kayla and Daniele.
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