Paulette Mercedes Girod Email and Phone Number
Paulette Mercedes Girod work email
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Paulette Mercedes Girod personal email
For a century, Pitcairn has been a leading family office helping many of America’s most successful families protect and grow their wealth and build legacies that span generations. As Director of Family Engagement, I’m a consummate collaborator who works closely with Amy Hart Clyne, Pitcairn’s Chief Knowledge and Learning Officer, to guide and support individuals and families as they engage with the benefits and challenges of wealth. Leveraging the firm’s Wealth Momentum® family office model, which takes a long-term view of family and financial dynamics to achieve better outcomes, I work with families on a wide range of topics such as wealth stewardship, family governance, leadership, and professional development. Using the tenets of positive psychology and Co-Active Coaching, I am committed to helping families achieve harmony while building a family culture of lifelong learning and personal growth.*Fluent in Spanish*Series 7, 66, 24, Life Accident and Health *CLU,ChFC,CFP®
Pitcairn
View- Website:
- pitcairn.com
- Employees:
- 85
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Director Of Family EngagementPitcairn Sep 2023 - PresentI provide direct coaching, consultation, and educational sessions for individuals, couples, and families to support growth and development across generations and through different life cycles. I facilitate individual and group conversations to identify family dynamics and to promote conditions for clear communication, positive decision making, and healthy relationships. I also design, customize, and deliver learning plans and educational sessions for wealth inheritors and wealth creators on how to maintain wealth across multiple generations.
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Financial Stability CoachWomen'S Resource Center (Greater Philadelphia Area) Feb 2023 - PresentWayne Pa -
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Retail - Communications AssociateVanguard Jan 2004 - May 2006
Paulette Mercedes Girod Skills
Paulette Mercedes Girod Education Details
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Business Administration -
Spanish; French; International Studies
Frequently Asked Questions about Paulette Mercedes Girod
What company does Paulette Mercedes Girod work for?
Paulette Mercedes Girod works for Pitcairn
What is Paulette Mercedes Girod's role at the current company?
Paulette Mercedes Girod's current role is Director of Family Engagement at Pitcairn | Creative Problem Solver | Experienced Financial Coach | Passionate about Helping Families Achieve Wealth Momentum.
What is Paulette Mercedes Girod's email address?
Paulette Mercedes Girod's email address is pa****@****ard.com
What schools did Paulette Mercedes Girod attend?
Paulette Mercedes Girod attended Villanova University, Penn State University.
What skills is Paulette Mercedes Girod known for?
Paulette Mercedes Girod has skills like Mutual Funds, Investments, Spanish, Financial Services, Sales, Series 63, Relationship Management, Business Analysis, Project Management, Series 7, Client Services, Account Management.
Who are Paulette Mercedes Girod's colleagues?
Paulette Mercedes Girod's colleagues are Ashley Cirillo, Jay Goetschius, David Slover, Cfa, Cfp®, Timothy Grove, Brian Lada, George F. Smith, Cfp®, Laura Kremp.
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