Chris Powers Mba

Chris Powers Mba Email and Phone Number

Senior manager, sales leader, and financial advisor. Looking to work with people to help them realize their goals and achieve financial success. @ Girard, a Univest Wealth Division
Chris Powers Mba's Location
Philadelphia, Pennsylvania, United States, United States
Chris Powers Mba's Contact Details

Chris Powers Mba personal email

n/a

Chris Powers Mba phone numbers

About Chris Powers Mba

Sales, Relationship Management, Sales Management, and Financial PlanningGirard works well with clients who need some guidance with financial decisions, or may be too busy to devote all the time needed to monitor their own financial situations. We work well with people who are retired or approaching retirement, recently divorced or widowed, business owners, have educational funding needs, or have a need for estate and generational wealth planning. We are team that delivers investment advice with wealth planning as the foundation.Investment advisory services offered through Girard Advisory Services, LLC. Securities and insurance products are offered through Girard Investment Services, LLC., member FINRA and SIPC. Trust services are offered through Univest Bank and Trust Co. These affiliated companies are licensed subsidiaries of Univest Financial Corporation. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.

Chris Powers Mba's Current Company Details
Girard, a Univest Wealth Division

Girard, A Univest Wealth Division

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Senior manager, sales leader, and financial advisor. Looking to work with people to help them realize their goals and achieve financial success.
Chris Powers Mba Work Experience Details
  • Girard, A Univest Wealth Division
    Executive Vice President - Managing Director Of Relationship Management
    Girard, A Univest Wealth Division Dec 2023 - Present
    Souderton, Pa, Us
    Manage a team of financial professionals delivering investment management and financial planning to our clients. Responsible for business development, client experience and retention and managing the Registered Investment Advisory business.
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  • Girard, A Univest Wealth Division
    Senior Vice President - Managing Director Of Relationship Management
    Girard, A Univest Wealth Division Apr 2020 - Dec 2023
    Souderton, Pa, Us
    I work with an incredible team devoted to helping all of our clients succeed and achieve their financial goals. We specialize in wealth planning, investment management, and financial planning. Girard works well with clients who need some guidance with financial decisions, or may be too busy to devote all the time needed to monitor their own financial situations. We work well with people who are retired or approaching retirement, recently divorced or widowed, business owners, have educational funding needs, or have a need for estate and generational wealth planning. We are team that delivers investment advice with wealth planning as the foundation.
    View
  • Girard, A Univest Wealth Division
    Director Of Financial Planning
    Girard, A Univest Wealth Division Jul 2018 - Apr 2020
    Souderton, Pa, Us
    View
  • Efficient Advisors, Llc
    National Sales Manager
    Efficient Advisors, Llc Jan 2017 - Jun 2018
    Philadelphia, Pa, Us
    Sales and marketing for Efficient Advisors a turnkey Asset Management Program (TAMP). Offering ETF and Mutual Funds in factor based portfolios. Working with Registered Investment Advisors (RIAs), Independent Broker Dealers (IBDs) , and dually registered reps.
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  • Instream Solutions
    Director
    Instream Solutions Jan 2014 - Oct 2016
    Responsible for sales management, digital marketing strategy, strategic partnerships, and increasing brand awareness. Develop sustainable sales strategy and process for start up financial planning software service.
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  • Td Ameritrade
    Senior Manager Institutional Sales
    Td Ameritrade Mar 2008 - Sep 2013
    Omaha, Ne, Us
    Manager of relationship management sales team consisting of external, internal sales people, business consultants, and a break away broker transition specialist. Working with Registerested Investment Advisors and Independent Broker Dealers.
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  • Td Ameritrade
    Vp Sales
    Td Ameritrade Mar 2005 - Mar 2008
    Omaha, Ne, Us
    Relationship management sales VP. Northeast and Mid Atlantic territories working with registered investment advisors (RIA's) and hybrid RIAs.
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  • Td Waterhouse Investor Securities, Inc.
    Vp Sales Corporate Services
    Td Waterhouse Investor Securities, Inc. Jan 2003 - Mar 2005
    National Sales for Designated Brokerage, ESOP, stock purchase and pension plans.
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  • Td Waterhouse Investor Securities, Inc.
    Branch Manager
    Td Waterhouse Investor Securities, Inc. Jan 1999 - Jan 2003
    Retail Branch Manager for Greater Philadelphia area branches.
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  • Td Waterhouse Investor Securities, Inc.
    Investment Consultant
    Td Waterhouse Investor Securities, Inc. Aug 1995 - Jan 1999
    Helped existing clients with investment needs. Worked to bring in new prospective clients. Managed client portfolios and cash management needs.
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Chris Powers Mba Skills

Series 63 Series 7 Asset Allocation Alternative Investments Wealth Management Investment Advisory Mutual Funds Investments Retirement Planning Securities Etfs Portfolio Management Financial Advisory Strategic Financial Planning Investment Strategies Asset Managment Retirement Equities Finra Financial Services Fixed Income Options Series 65 Risk Management Hedge Funds Asset Management Separately Managed Accounts Investment Management Trading Series 6 Electronic Trading Relationship Management Financial Markets 401k Bonds Wealth Management Services Wealth Estate Planning Bloomberg Fixed Annuities High Net Worth Individuals

Chris Powers Mba Education Details

  • Villanova University
    Villanova University
    Finance
  • Villanova University
    Villanova University
    Minor: Japanese

Frequently Asked Questions about Chris Powers Mba

What company does Chris Powers Mba work for?

Chris Powers Mba works for Girard, A Univest Wealth Division

What is Chris Powers Mba's role at the current company?

Chris Powers Mba's current role is Senior manager, sales leader, and financial advisor. Looking to work with people to help them realize their goals and achieve financial success..

What is Chris Powers Mba's email address?

Chris Powers Mba's email address is ch****@****ade.com

What is Chris Powers Mba's direct phone number?

Chris Powers Mba's direct phone number is +170398*****

What schools did Chris Powers Mba attend?

Chris Powers Mba attended Villanova University, Villanova University.

What are some of Chris Powers Mba's interests?

Chris Powers Mba has interest in Travel.

What skills is Chris Powers Mba known for?

Chris Powers Mba has skills like Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement Planning, Securities, Etfs, Portfolio Management.

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