Gregory Sarian Email & Phone Number
Founder and Partner @ 2/13 Strategic Partners
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Gregory Sarian Location
- Wayne, PA, US
Gregory Sarian Work
- 2013 -now Founder and Partner @
- 1993 -2013 Senior Vice President - Wealth Management @
Gregory Sarian Education
- The Haverford School
- Boston College
BS (Economics)
Gregory Sarian Skills
- Certified Exit Planning
- Pre-Transaction Financial Planning
- Chartered Private Wealth Advisor
- Financial Advisory
- Strategic Financial Planning
- Equities
- Portfolio Management
- Series 63
- CIMA
- Certified Financial Planner
- Relationship Development
- Separately Managed Accounts
- Certified Investment Management Analyst
- Series 7
- Wealth Management
- Tax Planning
- C++
- Wealth
- Leadership
- Planning
- Sales
- Pre Transaction Planning
- Chartered Financial Consultant
- Investments
- Pre Transaction Financial Planning
Gregory Sarian Summary
- Gregory Sarian, based in Wayne, PA, US, is currently a Founder and Partner at 2/13 Strategic Partners. Gregory Sarian brings experience from previous roles at Merrill Lynch. Gregory Sarian holds a The Haverford School. With a robust skill set that includes Certified Exit Planning, Pre-Transaction Financial Planning, Chartered Private Wealth Advisor, Financial Advisory, Strategic Financial Planning and more. Gregory Sarian has 1 emails and 1 mobile phone numbers on RocketReach.
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