Chris Powers Email & Phone Number
Executive Vice President - Managing Director of Relationship Management @ Girard, a Univest Wealth Division
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Chris Powers Location
- Philadelphia, PA, US
Chris Powers Work
- Executive Vice President - Managing Director of Relationship Management @ (December 2023 - Present)
- Senior Vice President - Managing Director of Relationship Management @ (April 2020 - December 2023)
- Director of Financial Planning @ (July 2018 - April 2020)
- National Sales Manager @ (January 2017 - June 2018)
- Director @ (January 2014 - October 2016)
- Senior Manager Institutional sales @ TD Ameritrade (March 2008 - September 2013)
- VP Sales @ TD Ameritrade (March 2005 - March 2008)
- VP sales Corporate Services @ TD Waterhouse Investor Securities, Inc. (January 2003 - March 2005)
- Branch Manager @ TD Waterhouse Investor Securities, Inc. (January 1999 - January 2003)
- Investment Consultant @ TD Waterhouse Investor Securities, Inc. (August 1995 - January 1999)
Chris Powers Education
- Villanova University
MBA (Finance)
2002-2005 - Villanova University
BA Finance (minor: Japanese)
1991-1995
Chris Powers Skills
- Salesforce.com
- Orion
- Black Diamond
- Right Capital
- MoneyguidePro
- E-money
- Business Development
- Sales
- Retirement Income Strategies
- Investments
- Mutual Funds
- Series 65
- Series 7
- Asset Allocation
- Wealth Management
- Investment Advisory
- Portfolio Management
- Investment Management
- Financial Services
- Retirement Planning
- Financial Advisory
- Asset Management
- Strategic Financial Planning
- 401k
- Estate Planning
- Relationship Management
- High Net Worth Individuals
- Investment Strategies
- Pontera
- tax optimization planning
Chris Powers Summary
- Chris Powers, based in Philadelphia, PA, US, is currently a Executive Vice President - Managing Director of Relationship Management at Girard, a Univest Wealth Division. Chris Powers brings experience from previous roles at Girard, a Univest Wealth Division, Efficient Advisors, LLC and inStream Solutions. Chris Powers holds a 2002 - 2005 MBA in Finance @ Villanova University. With a robust skill set that includes Salesforce.com, Orion, Black Diamond, Right Capital, MoneyguidePro and more. Chris Powers has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Girard, a Univest Wealth Division Employees
Timothy Chubb
Chief Investment Officer, Executive Vice President
West Chester, PA, US
Michael Litz
Vice President, Pension and Wealth Advisor
Havertown, PA, US
Randy Faulkner
VP Wealth Advisor
Perkasie, PA, US
Brian Hungarter
Director, Strategic Advisory
Philadelphia, PA, US
Gary Brown
Sr. Vice President and Sr. Financial Advisor
Souderton, PA, US
Lauren Darkes-Mallis
Vice President, Senior Marketing Manager
Philadelphia, PA, US
Skip Dittmann
Vice President
Villanova, PA, US
James Colao
Vice President, Wealth Advisor
Philadelphia, PA, US
Ryan Roy
SVP, Director of Wealth Services
Mechanicsburg, PA, US
Chris Powers
Executive Vice President - Managing Director of Relationship Management
Philadelphia, PA, US
Renee Bowen
Director and SVP of Operations and Compliance
King of Prussia, PA, US
Mark Maggioncalda
Wealth Advisor
Glenside, PA, US
Thomas Hellings
Chief Compliance Officer
Philadelphia, PA, US
Kelly Regan
Vice President, Financial Planner
Broomall, PA, US
Bruce Freeston
Director Investment Research, Senior Vice President
Souderton, PA, US
Thomas Miller
Director of Investment Strategy, SVP
Philadelphia, PA, US
William Smith
Senior Vice President, Managing Director of Pension Services
Philadelphia, PA, US
David Geibel
President
Philadelphia, PA, US
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