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Gerald "Gerry" Couch is listed as Director of Advanced Planning, Registered Representative at Financial Fidelity LLC at Independence Planning Group, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at moderngroup.com and a matched LinkedIn profile for Gerald "Gerry" Couch.
Gerald "Gerry" Couch previously worked as Registered Representative of Park Avenue Securities LLC at Independence Planning Group and Management Consultant, Construction & Industrial Equipment Distribution at The Richmond Group Usa, Business Advisory Division. Gerald "Gerry" Couch holds Bachelor Of Science, Business Admin from Gwynedd-Mercy College.
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◦Headline "Protecting what is important to You! Strategies for Family and Business, Hope is not a Strategy or a Plan! " to: "Registered Representative of Park Avenue Securities LLC at Independence Planning Group from 10-2010 to now. I specialize on working with small business and their Key People. We offer tools for - Financial Organization for your Key people, www.TheLivingBalanceSheet.com- Reward and Retain Programs for Key People - Disability Insurance to protect your income, w/True Own Occupation for the best Protection - Exit Strategies for owners contemplating a future transfer, including a Complimentary informal Business evaluation. -Retirement Planning - Life Insurance to cover Debt and protect your family Insurance and Securities Licensed." Registered Representative of Park Avenue Securities LLC (PAS) OSJ: 1767 Sentry Parkway West, Blue Bell, Pa 19422, 267-468-0822. Securities Products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS wholly-owned subsidiary of Guardian. CA insurance licence #0K66608.Independence Planning Group and Financial Fidelity Enterprises are not affiliates of subsidiaries of PAS or Guardian.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2020-2507/
Listed skills include Retirement Planning, Leadership, Strategic Planning, Sales Management, and 10 others.
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Greater Philadelphia Area
I specialize on working with small business and their Principals to move beyond operations to strategic planning to improve and protect their business including business evaluations, and considerations for possible exit strategies, and finally retirement planning for Principal and Key people. Insurance and Securities Licensed.
Richmond, Va
I have spent 30 plus years gathering information in the Construction and Industrial Distribution business, most of it as part of Senior mgmt, much of it going in and figuring out unique solutions for a changing industry.Worked with John Vandy at TRG, Business Advisory Group to be part of a very experienced team of Executives that are available to help Dealers and Manufactures figure out how to respond to the new economy.
Bristol, Pa
Initially came as President of Hyster Forklift Dealership in Eastern Pa, Delaware and South Jersey. Took over a company that was sluggish in its response to market and losing money, in dire need of leaderships and we fixed it.
Vineland , Nj
Case Construction Equipment Dealer in New Jersey with 4 locations covering all of NJ except Northwest corner. I went to work at Trico originally while Construction Market was depressed in Northeast, and Trico was losing money and we fixed it.
Bensalem, Pa
One of nation's largest crane rental companies, bare and operated rentals basically from Boston to Baltimore and Eastern Pa. with three locations growing to five locations while I was there. Owner wanted to grow company foot print rapidly and then take it public. Great company, Great Cranes.
Henrietta, Ny
Distributor for CASE Construction and Agricultural Equipment in Upstate NY. Started as Branch manager and was promoted many times eventually to responsibility for all operations Ag and CE. Great company, with seven locations in upstate New York. Grew the company year after year. We had four focuses, Construction Equipment Sales, and Construction rental, Agriculture Equipment Sales and Municipal markets. Worked closely with owner to grow business, managed Manufacturer relationships and worked to build a great service and parts company.
Syracuse, Ny
Large Construction Rental house based in Buffalo in Upstate NY. Opened new store; hired all employees and started doing Crane rental and AWP business in Central and North country. Succeeded in becoming a major player in that market in Rental as well as Crane Sales.
Activities and Societies: Graduated "summa cum laude" Graduated top of my class
Quick answers generated from the profile data available on this page.
Gerald "Gerry" Couch works for Independence Planning Group.
Gerald "Gerry" Couch is listed as Director of Advanced Planning, Registered Representative at Financial Fidelity LLC at Independence Planning Group.
AeroLeads has found 1 work email signal at @moderngroup.com for Gerald "Gerry" Couch at Independence Planning Group.
Gerald "Gerry" Couch is based in Greater Philadelphia, United States while working with Independence Planning Group.
Gerald "Gerry" Couch has worked for Independence Planning Group, The Richmond Group Usa, Business Advisory Division, Modern Group Inc, Trico Equipment Company Construction, and Amquip Crane Construction Industry.
You can use AeroLeads to view verified contact signals for Gerald "Gerry" Couch at Independence Planning Group, including work email, phone, and LinkedIn data when available.
Gerald "Gerry" Couch holds Bachelor Of Science, Business Admin from Gwynedd-Mercy College.
Gerald "Gerry" Couch is listed with skills including Retirement Planning, Leadership, Strategic Planning, Sales Management, Succession Planning, Strategy, Business Valuation, and Series 63.
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