George Gerhard Email & Phone Number
Co-Founder, Managing Partner, Advisor @ Trivium Point Advisory
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George Gerhard Location
- White Plains, NY, US
George Gerhard Work
- 2020 - now Co-Founder, Managing Partner, Advisor @
- 2016 - 2020 Senior Vice President, Financial Planner, Investment Advisor Representative @
- 2011 - 2016 Managing Sales Director @
- 2002 - 2016 Financial Planner, Financial Services Representative @
- 2002 - 2003 Intern and Operations @
George Gerhard Education
- Sacred Heart University 2002 - 2004
- Hofstra University 2000 - 2003
George Gerhard Skills
- Wealth Management
- Investments
- Retirement Planning
- Financial Services
- Financial Planning
- Finance
- Securities
- Insurance
- Life Insurance
- Estate Planning
- Financial Advisory
- Management
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Marketing
- Project Planning
George Gerhard Summary
- George Gerhard, based in White Plains, NY, US, is currently a Co-Founder, Managing Partner, Advisor at Trivium Point Advisory. George Gerhard brings experience from previous roles at Barnum Financial Group and Barnum Financial Group / MetLife. George Gerhard holds a 2002 - 2004 Sacred Heart University. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Financial Services, Financial Planning and more. George Gerhard has 2 emails and 1 mobile phone numbers on RocketReach.
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