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
- 2023 -now Executive Vice President - Managing Director of Relationship Management @
- 2020 -2023 Senior Vice President - Managing Director of Relationship Management @
- 2018 -2020 Director of Financial Planning @
- 2017 -2018 National Sales Manager @
- 2014 -2016 Director @
- 2008 -2013 Senior Manager Institutional sales @
- 2005 -2008 VP Sales @
- 2003 -2005 VP sales Corporate Services @
- 1999 -2003 Branch Manager @
- 1995 -1999 Investment Consultant @
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
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
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James Colao
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Chris Powers
Executive Vice President - Managing Director of Relationship Management
Philadelphia, PA, US
Renee Bowen
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Mark Maggioncalda
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Bruce Freeston
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William Smith
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David Geibel
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