Girard Partners, Ltd

Description

Address: 555 Croton Rd # 210, King of Prussia, PA 19406 Phone: (610) 337-7640Category: : : : Hours: : Place name: : Website: : Website: http://www.girardpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Girard Partners LTD Posting publicly on the Web Write a review Reviews Be the first to review

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Girard Partners, Ltd Employees

Employee
Years
Job
Industry
Christine Mang Christine Mang Greater New York City Area Details
Christine Mang's Girard Partners, Ltd Experience September 2007 - September 2010
Job Sales & Merchandising Manager at F. Schumacher & Co.
Industry Textiles
Experience
F. Schumacher & Co.   November 2014 - Present
F. Schumacher & Co.   July 2013 - October 2014
Scott Kay, Inc.   October 2010 - June 2013
Girard Partners LTD  September 2007 - September 2010
Scott Kay, Inc.   September 2006 - September 2007

Skills
Brand Management, Merchandising, Luxury Goods, Fashion, Retail, Jewelry, Wholesale, Visual Merchandising, Apparel, Customer Service, Trend Analysis, Trade Shows, Brand Development, Watches, Sales, Marketing Strategy, Styling

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.), Psychology

Gemological Institute of America-New York   2011 — 2013
Accredited Jewelry Professional Certification

Thomas J. Crossett Thomas J. Crossett Greater Philadelphia Area Details
Thomas J. Crossett's Girard Partners, Ltd Experience 1996 - Present
Job Partner and Director of New Business Development for Girard Partnes Ltd.
Industry Financial Services
Experience
Girard Partners, Ltd   1996 - Present

Skills
Series 7, Sales, Series 63, Mutual Funds, Alternative Investments, Equities, Marketing, Retirement Planning, Investments, New Business Development, Strategic Planning, Portfolio Management, Asset Managment, Capital Markets, Strategic Financial..., Wealth Management, 401k, Asset Allocation, Financial Analysis, Investment Advisory, Investment Management, Retirement, Fixed Income, Marketing Strategy, Sales Management, Forecasting, Investment Strategies, Financial Services

Education
Temple University - Fox School of Business and Management   1985 — 1989
MBA, Finance and Real Estate

Drexel University - LeBow College of Business   1975 — 1980
BS, Finance

Amanda Craig Amanda Craig King Of Prussia, Pennsylvania Details
Amanda Craig's Girard Partners, Ltd Experience September 2010 - September 2012
Job Administrative Coordinator at The Wharton School
Industry Financial Services
Experience
The Wharton School  October 2013 - Present
Brixmor  January 2013 - October 2013
Girard Partners LTD  September 2010 - September 2012
Fameco Real Estate  2008 - 2010
Tiffany & Co.   2007 - 2008

Skills
Microsoft Office 2007, Constant Contact, Social Media Marketing, Email Marketing, Customer Service, Coordinating Special..., Travel Planning, Sales, Organizational..., High Profile Events, Property Management, Disposition, Event Planning, Public Speaking, Marketing, Nonprofits, PowerPoint, Fundraising, Social Media, Research

Education
Gettysburg College   2003 — 2007
Bachelor of Arts (BA), English

Villanova University
Certificate, Fundraising and Business Development

Alyson Zayon-Wright Alyson Zayon-Wright Philadelphia, Pennsylvania Details
Alyson Zayon-Wright's Girard Partners, Ltd Experience March 2012 - Present
Job Sales Assistant at Girard Partners
Industry Investment Management
Experience
Girard Partners, Ltd   March 2012 - Present
HOBY PA-East   May 2008 - Present

Education
Temple University   2001 — 2007
BA Psychology, Psychology

David Geibel David Geibel Greater Philadelphia Area Details
David Geibel's Girard Partners, Ltd Experience April 2005 - Present
Job Investment Advisor at Girard Partners
Industry Investment Management
Experience
Girard Partners, Ltd   April 2005 - Present
The Sycamore Group  September 1998 - April 2005
BlackRock  June 1995 - September 1998

Skills
Strategic Financial..., Business Development, Business Analysis, Mutual Funds, Strategic Planning, Asset Allocation, Series 7, Investments, Business Planning, Alternative Investments, Asset Managment, Business Strategy, Business Intelligence, Wealth Management, Portfolio Management, Fixed Income, Equity Research, Financial Analysis, Investment Strategies, Investment Advisory, Management, Strategy, Finance, Financial Services, Retirement Planning, Equities

Education
Drexel University   1990 — 1995
BS, Accounting, Finance

Drexel University - LeBow College of Business   1990 — 1995
BS of Business Administration, Finance, Accounting

Christopher Briscoe, CFP® Christopher Briscoe, CFP® Greater Philadelphia Area Details
Christopher Briscoe, CFP®'s Girard Partners, Ltd Experience August 2014 - Present
Job Vice President and Wealth Advisor, Girard Partners
Industry Financial Services
Experience
Girard Partners, Ltd   August 2014 - Present
J.P. Morgan   April 2013 - August 2014
J.P. Morgan   June 2003 - April 2013
Merrill Lynch  2006 - 2007
J.P. Morgan   December 1999 - June 2003

Education
University of Delaware   1995 — 1999
Bachelor of Science (BS), Finance

Hanover Park High School   1991 — 1995

Lisa Colon Lisa Colon Greater Philadelphia Area Details
Lisa Colon's Girard Partners, Ltd Experience 2011 - Present
Job Chief Operating and Compliance Officer at Girard Partners, Ltd
Industry Financial Services
Experience
Girard Partners, Ltd   2011 - Present
Abacus Wealth Partners  2007 - 2011
Camelot Investment Advisers, LTD   2002 - 2007
PNC Financial Services Group  2000 - 2002
ING Funds  1999 - 2000
BlackRock  1993 - 1999
FINRA  1987 - 1993

Education
Drexel University   1992 — 1994
Masters of Science, Finance

Penn State University   1982 — 1986
Bachelor of Science, Finance/Accounting

Pamela Parsons-Donovan Pamela Parsons-Donovan Greater Philadelphia Area Details
Pamela Parsons-Donovan's Girard Partners, Ltd Experience September 2010 - Present
Job Operations Manager at Girard Partners
Industry Financial Services
Experience
Girard Partners, Ltd   September 2010 - Present
Harleysville National Bank  2009 - 2010
SEI Investments  March 1997 - February 2009
Legg Mason  1989 - 1997

Skills
Mutual Funds, Financial Services, Relationship Management, Banking, CRM, Management, Team Building, Back Office, Business Analysis, Cash Management

Education
Kutztown University of Pennsylvania   1981 — 1986
BS, Business Administration/Marketing

Michael McCort Michael McCort Fort Myers, Florida Area Details
Michael McCort's Girard Partners, Ltd Experience April 2009 - Present
Job Vice President Wealth Manager at Girard Partners
Industry Investment Management
Experience
Girard Partners, Ltd   April 2009 - Present
Charles Schwab  December 1997 - April 2009

Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Investment Strategies, Finance, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Series 7

Education
College for Financial Planning
AAMS, Financial Planning and Services

Ryan Roy, MBA, CSA Ryan Roy, MBA, CSA Lancaster, Pennsylvania Area Details
Ryan Roy, MBA, CSA's Girard Partners, Ltd Experience November 2011 - Present
Job CoOwner at Home Instead Senior Care Lancaster, PA
Industry Individual & Family Services
Experience
Home Instead Senior Care of Lancaster County   October 2010 - Present
Girard Partners, Ltd   November 2011 - Present
TD Ameritrade  November 2000 - October 2010

Skills
Senior Living, Elder Care, Home Care, senior care, Dementia Care, Alzheimer's disease, senior home care..., non-medical services, Disability Management, Short Term Disability, Disability Services, Rehabilitation, Injury Rehabilitation, franchise management, Executive Management, Personal Care, Financial Management, Retirement Planning, Retirement Solutions, Investment Advisory, Team Leadership, Disabilities, Leadership Development, Franchising, Healthcare, Retirement, Rehabilitation..., Managerial Finance, Seniors, Strategic Financial..., Medicare, Long-term Care, Business Development, Financial Services, Start-ups, Fundraising

Education
Regent University   1996 — 1998
M.B.A, Financial Planning/Managment

Messiah College   1992 — 1996
B.S., Biology

Rich Seidel Rich Seidel United States Details
Rich Seidel's Girard Partners, Ltd Experience March 1996 - Present
Job Chairman at Girard Partners, Ltd
Industry Investment Management
Experience
Girard Partners, Ltd   March 1996 - Present
Fairfield Group   October 1983 - April 1993
Girard Bank  1966 - 1983

Education
St John's University School of Law   1963 — 1966
Bachelor of Laws (LL.B.)

Georgetown University   1959 — 1963
Bachelor of Science (BS)