Gregory M. Healy, Cpa/Pfs, Cfp® Email & Phone Number
@scanny.org
3 phones found area 215
LinkedIn matched
Who is Gregory M. Healy, Cpa/Pfs, Cfp®? Overview
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Gregory M. Healy, Cpa/Pfs, Cfp® is listed as Treasurer at SCAN-Harbor, a company with 186 employees, based in New York, New York, United States. AeroLeads shows a work email signal at scanny.org, phone signal with area code 215, and a matched LinkedIn profile for Gregory M. Healy, Cpa/Pfs, Cfp®.
Gregory M. Healy, Cpa/Pfs, Cfp® previously worked as Managing Director; Relationship Manager, Wealth Advisory Team Lead at Glenmede and Vice President; Relationship Manager, Wealth Advisory at Glenmede. Gregory M. Healy, Cpa/Pfs, Cfp® holds Bachelor Of Science, Finance, Political Science from Rutgers University.
Email format at SCAN-Harbor
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AeroLeads found 1 current-domain work email signal for Gregory M. Healy, Cpa/Pfs, Cfp®. Compare company email patterns before reaching out.
About Gregory M. Healy, Cpa/Pfs, Cfp®
Glenmede is a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States. For more information, visit Glenmede.com.
Listed skills include Wealth Management, Retirement Planning, Estate Planning, Investments, and 44 others.
Gregory M. Healy, Cpa/Pfs, Cfp®'s current company
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Gregory M. Healy, Cpa/Pfs, Cfp® work experience
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Managing Director; Relationship Manager, Wealth Advisory Team Lead
Current
Vice President; Relationship Manager, Wealth Advisory
Advise complex individuals and families as well as business executives on financial and estate planning. Also responsible for the delivery of thoughtful wealth management advice and administration in areas including wealth transfer, fiduciary and charitable planning and management.
Treasurer
Current
Board Member
Currenthttps://www.scan-harbor.org/aboutAs the largest youth service provider in Harlem, East Harlem and the South Bronx, SCAN-Harbor supports "at risk" children and their families to achieve positive life goals.Our diverse programs empower high-risk youth and their families by focusing on strengths, skills, and self-esteem. SCAN-Harbor facilitates empowerment.
Wealth Advisor
Wealth management advisory work with clients included financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
Gregory M. Healy, Cpa/Pfs, Cfp® education
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Rutgers University
Frequently asked questions about Gregory M. Healy, Cpa/Pfs, Cfp®
Quick answers generated from the profile data available on this page.
What company does Gregory M. Healy, Cpa/Pfs, Cfp® work for?
Gregory M. Healy, Cpa/Pfs, Cfp® works for SCAN-Harbor.
What is Gregory M. Healy, Cpa/Pfs, Cfp®'s role at SCAN-Harbor?
Gregory M. Healy, Cpa/Pfs, Cfp® is listed as Treasurer at SCAN-Harbor.
What is Gregory M. Healy, Cpa/Pfs, Cfp®'s email address?
AeroLeads has found 1 work email signal at @scanny.org for Gregory M. Healy, Cpa/Pfs, Cfp® at SCAN-Harbor.
What is Gregory M. Healy, Cpa/Pfs, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 215 for Gregory M. Healy, Cpa/Pfs, Cfp® at SCAN-Harbor.
Where is Gregory M. Healy, Cpa/Pfs, Cfp® based?
Gregory M. Healy, Cpa/Pfs, Cfp® is based in New York, New York, United States while working with SCAN-Harbor.
What companies has Gregory M. Healy, Cpa/Pfs, Cfp® worked for?
Gregory M. Healy, Cpa/Pfs, Cfp® has worked for Scan-Harbor, Glenmede, and Traust Sollus Wealth Management.
How can I contact Gregory M. Healy, Cpa/Pfs, Cfp®?
You can use AeroLeads to view verified contact signals for Gregory M. Healy, Cpa/Pfs, Cfp® at SCAN-Harbor, including work email, phone, and LinkedIn data when available.
What schools did Gregory M. Healy, Cpa/Pfs, Cfp® attend?
Gregory M. Healy, Cpa/Pfs, Cfp® holds Bachelor Of Science, Finance, Political Science from Rutgers University.
What skills is Gregory M. Healy, Cpa/Pfs, Cfp® known for?
Gregory M. Healy, Cpa/Pfs, Cfp® is listed with skills including Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Financial Advisory, Financial Planning, and Strategic Financial Planning.
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