TGS Financial Advisors
Description
Address: 170 N Radnor Chester Rd suite 110, Radnor, PA 19087 Hours: Open ⋅ Closes 5:30PM Monday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 892-9900Website: : : : Place name: : : Category: : Website: http://www.tgsfinancial.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? 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 TGS Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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TGS Financial Advisors Employees
Employee
Years
Job
Industry
Halsey Bittel Halsey Bittel's TGS Financial Advisors Experience September 2009 - October 2010
Job Assistant Vice President, Barclays Wealth and Investment Management
Industry Investment Management
Experience
Ivener Management Group February 2015 - Present
Barclays Wealth and Investment Management September 2013 - August 2014
BlackRock March 2012 - April 2013
Health Strategies Group July 2011 - September 2011
Miller Investment Management, L.P. October 2010 - June 2011
TGS Financial Advisors September 2009 - October 2010
Bittel Financial Advisors, LLC September 2005 - May 2009
Gatemore Capital Management June 2007 - October 2007
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The London School of Economics 2007 — 2008
Economics, International Relations
The Shipley School 1993 — 2005
Ivener Management Group February 2015 - Present
Barclays Wealth and Investment Management September 2013 - August 2014
BlackRock March 2012 - April 2013
Health Strategies Group July 2011 - September 2011
Miller Investment Management, L.P. October 2010 - June 2011
TGS Financial Advisors September 2009 - October 2010
Bittel Financial Advisors, LLC September 2005 - May 2009
Gatemore Capital Management June 2007 - October 2007
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The London School of Economics 2007 — 2008
Economics, International Relations
The Shipley School 1993 — 2005
Machele Nettles Machele Nettles's TGS Financial Advisors Experience December 2011 - March 2014
Job Owner Talk Design Studio
Industry Design
Experience
Talk Design Studio January 2014 - Present
MacNet Design LLC January 2009 - Present
TGS Financial Advisors December 2011 - March 2014
Clean Air Council November 2013 - January 2014
Solve Media, Inc September 2012 - January 2013
Monks Cafe December 2006 - January 2012
Urban Outfitters September 2006 - January 2011
Adsum Restaurant January 2010 - August 2010
Graceful Gardens April 2009 - 2010
Grid Magazine January 2008 - May 2008
Skills
Interior Design, Industrial Design, Interaction Design, Creative Direction, Project Planning, Project Management, Design Research, Concept Development, Product Development, Problem Solving, Art Direction, Styling, Material Selection, Graphic Design, Photography, Digital Photography, InDesign, Illustrator, Photoshop, Sketching, Illustration, Typography, Product Design, Concept Design, Design Strategy, Visual Communication
Education
The University of the Arts 2000 — 2004
Bachelor of Science (BS), Industrial Design
University of The Arts 2000 — 2004
Bachelor of Science (BS), Industrial Design
Talk Design Studio January 2014 - Present
MacNet Design LLC January 2009 - Present
TGS Financial Advisors December 2011 - March 2014
Clean Air Council November 2013 - January 2014
Solve Media, Inc September 2012 - January 2013
Monks Cafe December 2006 - January 2012
Urban Outfitters September 2006 - January 2011
Adsum Restaurant January 2010 - August 2010
Graceful Gardens April 2009 - 2010
Grid Magazine January 2008 - May 2008
Skills
Interior Design, Industrial Design, Interaction Design, Creative Direction, Project Planning, Project Management, Design Research, Concept Development, Product Development, Problem Solving, Art Direction, Styling, Material Selection, Graphic Design, Photography, Digital Photography, InDesign, Illustrator, Photoshop, Sketching, Illustration, Typography, Product Design, Concept Design, Design Strategy, Visual Communication
Education
The University of the Arts 2000 — 2004
Bachelor of Science (BS), Industrial Design
University of The Arts 2000 — 2004
Bachelor of Science (BS), Industrial Design
Peter Mai Peter Mai's TGS Financial Advisors Experience August 2011 - Present
Job Accounts Administrator + Operations Coordinator at TGS Financial Advisors
Industry Financial Services
Experience
TGS Financial Advisors August 2011 - Present
Contemporary Staffing Solutions July 2009 - August 2011
Farmingdale Restaurant, LLC February 2010 - June 2010
Franchisee for Dunkin' Brands, Inc. August 2007 - July 2009
Camden County Department of Corrections May 2005 - August 2007
Michaels Development Company May 2004 - May 2005
Capitol Capital Group, LLC September 2000 - August 2003
Republicans Abroad International May 1999 - May 2003
Skills
Budgets, Event Planning, Program Management, Social Media, Microsoft Excel, Customer Service, Strategic Planning, CRM, Microsoft Office, Marketing Communications, Research
Education
American University 1996 — 2000
History
Moorestown Friends School 1992 — 1996
TGS Financial Advisors August 2011 - Present
Contemporary Staffing Solutions July 2009 - August 2011
Farmingdale Restaurant, LLC February 2010 - June 2010
Franchisee for Dunkin' Brands, Inc. August 2007 - July 2009
Camden County Department of Corrections May 2005 - August 2007
Michaels Development Company May 2004 - May 2005
Capitol Capital Group, LLC September 2000 - August 2003
Republicans Abroad International May 1999 - May 2003
Skills
Budgets, Event Planning, Program Management, Social Media, Microsoft Excel, Customer Service, Strategic Planning, CRM, Microsoft Office, Marketing Communications, Research
Education
American University 1996 — 2000
History
Moorestown Friends School 1992 — 1996
Danielle Swain Danielle Swain's TGS Financial Advisors Experience May 2010 - November 2012
Job .
Industry Financial Services
Experience
Weavers Way Co-op December 2013 - Present
Dransfield and Ross February 2013 - April 2013
TGS Financial Advisors May 2010 - November 2012
Freelance Photographer Philadelphia January 2007 - June 2010
Inno Knits, LLC January 2009 - March 2010
Urban Outfitters December 2009 - December 2009
Urban Outfitters November 2008 - November 2008
Destination Maternity Corporation January 2007 - July 2008
Destination Maternity Corporation May 2006 - January 2007
Mawi, Ltd March 2005 - June 2005
Skills
Fashion, Trend, Sketching, Fashion Design, Trend Analysis, Textiles, Product Development, Textile Design, Sewing, Styling, Apparel, Sourcing, Microsoft Office, Goldmine, Salesforce, Adobe Creative Suite, Personnel Management, Primavision, Corel Designer, Web PDM, Project Management, Project Planning, Social Media, Event Planning, Trade Shows, Public Relations, Manage Client..., Product Management, Product Marketing, Logistics, International Shipping, Shipping Systems, Customer Service, Advertising
Education
Philadelphia University 2002 — 2006
B.S. Cum Laude, Fashion Design
American Intercontinental University-London 2005 — 2005
Fashion Design
Weavers Way Co-op December 2013 - Present
Dransfield and Ross February 2013 - April 2013
TGS Financial Advisors May 2010 - November 2012
Freelance Photographer Philadelphia January 2007 - June 2010
Inno Knits, LLC January 2009 - March 2010
Urban Outfitters December 2009 - December 2009
Urban Outfitters November 2008 - November 2008
Destination Maternity Corporation January 2007 - July 2008
Destination Maternity Corporation May 2006 - January 2007
Mawi, Ltd March 2005 - June 2005
Skills
Fashion, Trend, Sketching, Fashion Design, Trend Analysis, Textiles, Product Development, Textile Design, Sewing, Styling, Apparel, Sourcing, Microsoft Office, Goldmine, Salesforce, Adobe Creative Suite, Personnel Management, Primavision, Corel Designer, Web PDM, Project Management, Project Planning, Social Media, Event Planning, Trade Shows, Public Relations, Manage Client..., Product Management, Product Marketing, Logistics, International Shipping, Shipping Systems, Customer Service, Advertising
Education
Philadelphia University 2002 — 2006
B.S. Cum Laude, Fashion Design
American Intercontinental University-London 2005 — 2005
Fashion Design
Svetlana Kovacevic Svetlana Kovacevic's TGS Financial Advisors Experience March 2008 - July 2011
Job VP Operational Risk Management
Industry Banking
Experience
TD December 2013 - Present
TD Bank November 2011 - Present
TGS Financial Advisors March 2008 - July 2011
Citizens Bank January 2004 - March 2008
Skills
AML, Financial Services, FINRA, Bank Secrecy Act, Operations Management, Microsoft Excel, Team Building, KYC, Risk Management, Operational Risk, Operational Risk..., Retail Banking, Business Process..., Internal Audit, Risk Assessment, Visio, Deposits, Project Management, Auditing, Management
Education
Gwynedd-Mercy College 2005 — 2007
Bachelor Degree, a Bachelors of Science in Business Administration with concentration in Organizational Management
TD December 2013 - Present
TD Bank November 2011 - Present
TGS Financial Advisors March 2008 - July 2011
Citizens Bank January 2004 - March 2008
Skills
AML, Financial Services, FINRA, Bank Secrecy Act, Operations Management, Microsoft Excel, Team Building, KYC, Risk Management, Operational Risk, Operational Risk..., Retail Banking, Business Process..., Internal Audit, Risk Assessment, Visio, Deposits, Project Management, Auditing, Management
Education
Gwynedd-Mercy College 2005 — 2007
Bachelor Degree, a Bachelors of Science in Business Administration with concentration in Organizational Management
David Burd, CFP® David Burd, CFP®'s TGS Financial Advisors Experience February 1990 - Present
Job Managing Director at TGS Financial Advisors
Industry Financial Services
Experience
TGS Financial Advisors February 1990 - Present
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Strategic Planning, Financial Planning, Asset Allocation, Marketing Communications, Project Management, Social Media
Education
Swarthmore College 1974 — 1978
Bachelor’s Degree
TGS Financial Advisors February 1990 - Present
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Strategic Planning, Financial Planning, Asset Allocation, Marketing Communications, Project Management, Social Media
Education
Swarthmore College 1974 — 1978
Bachelor’s Degree
Andrew Gerrity Andrew Gerrity's TGS Financial Advisors Experience December 2010 - August 2013
Job College Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Loyola University Maryland September 2012 - Present
Northwestern Mutual April 2015 - August 2015
Wells Liquors November 2013 - April 2015
TGS Financial Advisors December 2010 - August 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Market Research, Public Speaking, Matlab, Stata, Data Analysis, Spreadsheets, PowerPoint, Time Management, Teamwork, Morningstar, Photoshop, Mathematics, Axys, Event Planning, Microsoft Word, Social Media, Leadership, R programing, Python, Econometrics, Data Mining
Education
Loyola University Maryland 2011 — 2016
Econometrics and Quantitative Economics
Friends School of Baltimore 1999 — 2011
High School Diploma
Georgetown University 2010 — 2010
Fundamentals of Business: Leadership in a Global Economy, Summer College
Loyola University Maryland September 2012 - Present
Northwestern Mutual April 2015 - August 2015
Wells Liquors November 2013 - April 2015
TGS Financial Advisors December 2010 - August 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Market Research, Public Speaking, Matlab, Stata, Data Analysis, Spreadsheets, PowerPoint, Time Management, Teamwork, Morningstar, Photoshop, Mathematics, Axys, Event Planning, Microsoft Word, Social Media, Leadership, R programing, Python, Econometrics, Data Mining
Education
Loyola University Maryland 2011 — 2016
Econometrics and Quantitative Economics
Friends School of Baltimore 1999 — 2011
High School Diploma
Georgetown University 2010 — 2010
Fundamentals of Business: Leadership in a Global Economy, Summer College
Andrew Newfield Andrew Newfield's TGS Financial Advisors Experience June 2010 - August 2010
Job Analyst at BlueCrest Capital Management
Industry Financial Services
Experience
BlueCrest Capital Management September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2012 - September 2014
Hudson Wealth Advisors June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
TGS Financial Advisors June 2010 - August 2010
Global Industries, Inc. June 2005 - August 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Fixed Income, Securities, Derivatives, Investments, Valuation, Portfolio Management, Bloomberg Terminal, Strategic Planning, Reuters 3000, Customer Service, Equities, Financial Planning
Education
Towson University 2007 — 2011
Bachelor of Science, Finance
BlueCrest Capital Management September 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2012 - September 2014
Hudson Wealth Advisors June 2011 - August 2011
Morgan Stanley Smith Barney September 2010 - December 2010
TGS Financial Advisors June 2010 - August 2010
Global Industries, Inc. June 2005 - August 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Fixed Income, Securities, Derivatives, Investments, Valuation, Portfolio Management, Bloomberg Terminal, Strategic Planning, Reuters 3000, Customer Service, Equities, Financial Planning
Education
Towson University 2007 — 2011
Bachelor of Science, Finance
Alyssa Abrohms Alyssa Abrohms's TGS Financial Advisors Experience August 2009 - October 2013
Job Marketing and Events Specialist at Drexel University College of Medicine
Industry Marketing and Advertising
Experience
Drexel University College of Medicine February 2014 - Present
TGS Financial Advisors August 2009 - October 2013
Diccicco Battista Communications May 2008 - August 2008
Skills
Press Releases, Social Media, Event Planning, Marketing Communications, Event Management, Project Management, Marketing Management, Public Relations, Salesforce.com, Compliance, Budgeting, Promotions, Budgets, Management, Direct Marketing, Time Management, Social Media Marketing, Sales, Account Management, Customer Service, Online Advertising, Email Marketing, Marketing
Education
Drexel University - LeBow College of Business 2015 — 2018
Master of Business Administration (M.B.A.), Marketing
Temple University 2013 — 2013
Certificate Program, Website Design
Bloomsburg University of Pennsylvania 2005 — 2009
Business Administration, Marketing, Finance
Drexel University College of Medicine February 2014 - Present
TGS Financial Advisors August 2009 - October 2013
Diccicco Battista Communications May 2008 - August 2008
Skills
Press Releases, Social Media, Event Planning, Marketing Communications, Event Management, Project Management, Marketing Management, Public Relations, Salesforce.com, Compliance, Budgeting, Promotions, Budgets, Management, Direct Marketing, Time Management, Social Media Marketing, Sales, Account Management, Customer Service, Online Advertising, Email Marketing, Marketing
Education
Drexel University - LeBow College of Business 2015 — 2018
Master of Business Administration (M.B.A.), Marketing
Temple University 2013 — 2013
Certificate Program, Website Design
Bloomsburg University of Pennsylvania 2005 — 2009
Business Administration, Marketing, Finance
Kathleen Bullock Kathleen Bullock's TGS Financial Advisors Experience March 2011 - May 2011
Job Sales Lead at kate spade new york
Industry Retail
Experience
kate spade new york July 2014 - April 2015
Via Bellissima September 2012 - August 2014
Child Care June 2010 - 2012
TGS Financial Advisors March 2011 - May 2011
Skills
Sociological Theory, Works well in a team, Fundraising, Customer Service, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Blogging, Teamwork, Email Marketing, Critical Thinking, Creative Writing, Philanthropy, Retail Buying, Executive..., Retail, Event Planning, Customer Satisfaction, Customer Outreach, Customer Relations, Appointment Scheduling, Corporate Outreach, Merchandising, Time Management, Microsoft Office, Microsoft Excel, Public Speaking
Education
Villanova University 2008 — 2012
Bachelor of Arts (BA), Sociology
National University of Ireland, Galway
kate spade new york July 2014 - April 2015
Via Bellissima September 2012 - August 2014
Child Care June 2010 - 2012
TGS Financial Advisors March 2011 - May 2011
Skills
Sociological Theory, Works well in a team, Fundraising, Customer Service, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Blogging, Teamwork, Email Marketing, Critical Thinking, Creative Writing, Philanthropy, Retail Buying, Executive..., Retail, Event Planning, Customer Satisfaction, Customer Outreach, Customer Relations, Appointment Scheduling, Corporate Outreach, Merchandising, Time Management, Microsoft Office, Microsoft Excel, Public Speaking
Education
Villanova University 2008 — 2012
Bachelor of Arts (BA), Sociology
National University of Ireland, Galway
Megan Lierley's TGS Financial Advisors Experience 2009 - 2009
Job Host Ambassador at Airbnb
Industry Writing and Editing
Experience
Airbnb August 2015 - Present
OpenDNS September 2014 - May 2015
Chronicle Books June 2014 - October 2014
Yelp.com January 2012 - August 2013
Recovery School District July 2010 - March 2012
teachNOLA June 2010 - August 2010
TGS Financial Advisors 2009 - 2009
Education
Villanova University 2006 — 2010
Communication, Spanish, Public Relations
San Francisco State University 2013 — 2015
Master's Degree, English Language and Literature/Letters
Airbnb August 2015 - Present
OpenDNS September 2014 - May 2015
Chronicle Books June 2014 - October 2014
Yelp.com January 2012 - August 2013
Recovery School District July 2010 - March 2012
teachNOLA June 2010 - August 2010
TGS Financial Advisors 2009 - 2009
Education
Villanova University 2006 — 2010
Communication, Spanish, Public Relations
San Francisco State University 2013 — 2015
Master's Degree, English Language and Literature/Letters
catherine kiser's TGS Financial Advisors Experience September 2012 - Present
Job Director of Development at TGS Financial Advisors
Industry Nonprofit Organization Management
Experience
TGS Financial Advisors September 2012 - Present
ADHD Coach Academy 2012 - 2013
ADHD Coach Academy 2012 - 2013
American Heart Association March 2008 - April 2010
ISL Marketing March 1991 - September 1996
Skills
Fundraising, Nonprofits, Public Speaking, Public Relations, Event Planning, Community Outreach, Social Media, Volunteer Management, Grant Writing, Strategic Planning, Marketing Communications
Education
Saint Mary's College 1981 — 1985
BA, Political Science
Judge Memorial High School
Judge Memorial High School
TGS Financial Advisors September 2012 - Present
ADHD Coach Academy 2012 - 2013
ADHD Coach Academy 2012 - 2013
American Heart Association March 2008 - April 2010
ISL Marketing March 1991 - September 1996
Skills
Fundraising, Nonprofits, Public Speaking, Public Relations, Event Planning, Community Outreach, Social Media, Volunteer Management, Grant Writing, Strategic Planning, Marketing Communications
Education
Saint Mary's College 1981 — 1985
BA, Political Science
Judge Memorial High School
Judge Memorial High School
Michael Pfaff, CIPM's TGS Financial Advisors Experience March 1999 - September 2004
Job
Industry Investment Management
Experience
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
Sheila Bulusu's TGS Financial Advisors Experience February 2005 - November 2008
Job Logistics Management Specialist at US Department of Defense
Industry Financial Services
Experience
US Department of Defense - Navy 2009 - Present
TGS Financial Advisors February 2005 - November 2008
Exelon 2002 - 2004
Skills
Supply Chain Management, Demand Planning, Requirements Management, Government Procurement, Operational Planning, Logistics Management, Vendor Relationships, Military Logistics, Life Cycle Assessment, Security Clearance, DoD, Federal Government, Logistics, Navy, Government Contracting, Program Management, Military Operations, Process Improvement, Leadership, Team Building, Inventory Management, Military Experience, Customer Service, Defense, Contract Management, Management
Education
Chestnut Hill College
BS, Business
US Department of Defense - Navy 2009 - Present
TGS Financial Advisors February 2005 - November 2008
Exelon 2002 - 2004
Skills
Supply Chain Management, Demand Planning, Requirements Management, Government Procurement, Operational Planning, Logistics Management, Vendor Relationships, Military Logistics, Life Cycle Assessment, Security Clearance, DoD, Federal Government, Logistics, Navy, Government Contracting, Program Management, Military Operations, Process Improvement, Leadership, Team Building, Inventory Management, Military Experience, Customer Service, Defense, Contract Management, Management
Education
Chestnut Hill College
BS, Business