Employee Spotlight – Interview with Kosal Gelser

Kosal Gelser

Written by Kenneth J. Burke, CPA, CBEC®, CFO and General Manager

Summer 2018

I am pleased to introduce you to a new team member, Kosal Gelser. Kosal joined us in March 2018 as a Client Service Associate (CSA). He works with our Financial Advisors to complete paperwork, process client requests and ensure we maintain a high level of client service. As I have done with others in the past, I sat down with Kosal and asked him a number of questions so you can get to know him even before you meet him in person.

What do you like best about working in client service?
I enjoy meeting new people with different personalities. Also, meeting successful people and having them share their secrets of success.

What do you like most about working at HFA?
I’m a people person. I like to work with them and help solve problems. HFA is a client-focused firm, so I have an opportunity to assist clients with their needs and interact with many people each day.

Were there any surprises about HFA that you didn’t expect when you decided to join us?
Before joining HFA, I was a Service Manager/HeadTeller at a local bank, which was transactional-style customer service. The biggest surprise for me was the consistent and recurring service we give clients and the opportunity to get to know them.

What are the things you typically help clients and advisors with?
Processing account applications, distribution requests and trading activity.

What are your future career plans?
I want to become a Financial Advisor and work directly with clients to help them achieve their financial goals.

What is your definition of success?
Giving 100% and putting forth my very best effort in all that I do.

When would you like to retire?
I plan to retire at 65. I’m looking forward to traveling and will likely work part-time doing something I enjoy.

What role do you see technology playing in the future for our clients?
Technology will continue to provide our clients with access to more information and better control over their finances.

What role does technology play in your life?
I’m not a big user of social media, but I do take advantage of the convenience of online banking and other tools.

What do you like to do outside of work?
I host parties and coordinate wine tours in the Finger Lakes. My favorite wineries are Casa Larga, Dr. Frank and Fox Run. I enjoy working out, hiking and anything outdoors. Also, I’m in the process of becoming a certified CrossFit instructor.

Do you believe Social Security will be available to you when you retire?
I don’t think it will, so I’m not considering it as part of my retirement plan.

Have you ever met anyone famous?
A few years ago, I met Jason Mraz, an American singer and songwriter, at RIT.

What recommendation would you have for a client entering into retirement today?
Plan for the future and be clear about what you want ahead of time.

The Lightning Round
Hogwarts or Harvard? Hogwarts
Mustard or Mayo? Mayo
Yankees or Red Sox? Red Sox
Bills or Patriots? Bills
Dividend or Growth Investing? Growth
Coke or Pepsi? Neither
Facebook or Twitter? Facebook
Red or White Wine? White

 

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