George Gerhard Location
White Plains, NY, US
George Gerhard Work
- 2020 - now Co-Founder, Managing Partner, Advisor @ Trivium Point Advisory
- 2016 - 2020 Senior Vice President, Financial Planner, Investment Advisor Representative @ Barnum Financial Group
- 2011 - 2016 Managing Sales Director @ MetLife
George Gerhard Education
- Sacred Heart University2002 - 2004
- Hofstra University2000 - 2003
George Gerhard Skills
- Wealth Management
- Investments
- Retirement Planning
- Financial Services
- Financial Planning
- Finance
- Securities
- Insurance
- Life Insurance
- Estate 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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Others Named George Gerhard
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George Gerhard
Co-Founder, Managing Partner, Advisor at Trivium Point Advisory
White Plains, NY, US23
Top Trivium Point Advisory Employees
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George Gerhard
Co-Founder, Managing Partner, Advisor at Trivium Point Advisory
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Ron
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Cole Conrad
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Fairfield, CT, US13 -
Traci Saxon
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Paul Volpe
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Peter Horn
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Wilton, CT, US23 -
Mike Cirone
Financial Planner at Trivium Point Advisory
New York, NY, US22 -
Ziyah Esbenshade
Senior Wealth Partner at Trivium Point Advisory
Larchmont, NY, US2 -
James Thompson
Senior Financial Planner at Trivium Point Advisory
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Nikki Burr
Relationship Manager at Trivium Point Advisory
Shelton, CT, US23 -
Debbie Lister
Relationship Manager at Trivium Point Advisory
Boca Raton, FL, US22
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