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Current Company Details
Girard, a Univest Wealth Division
Description : Founded in 1996, Girard, a Univest Wealth Division is a Pennsylvania-based organization that focus on financial services.
 | Address : Souderton, Pennsylvania, United States Industries : Financial Services Website : meetgirard.com Phone : +1 215-721-2400 Position : Director of Operations & Compliance |
Colleagues :
Gary Brown ( Sr. Vice President/Sr. Financial Advisor )
John Sullivan ( Senior Client Services Manager )
Dylan Welsh ( Wealth Advisor Associate )
Thomas Hellings ( Chief Compliance Officer )
Work History and Education
| | Girard, a Univest Wealth Division Financial Services Director of Operations & Compliance |
 | Andres Capital Management LLC Financial Services Director of Operations & Client Services |
 | State Street Financial Services Vice President |
 | Sr. Director and Sr. Vice President |
 | Pershing, a BNY Mellon company Investment Banking Vice President, Financial Operations - SMA Outsourcing |
| | ADVISORport Financial Services Director |
| | Wrap Associate |
| | Supervisor |
 | Raymond James Financial Financial Services Closed End Fund Specialist |
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