Irene Giman Email & Phone Number
Senior Wealth Advisor @ RTD Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Irene Giman Location
- Philadelphia, PA, US
Irene Giman Work
- Senior Wealth Advisor @ (March 2016 - Present)
- Senior Advisor @ (August 2011 - March 2016)
- Member, Board of Trustees @ Mkor Shalom (January 2010 - January 2011)
- Director, Private Placements @ (September 1988 - January 1998)
- Account Executive @ Dean Witter Reynolds (November 1983 - July 1986)
Irene Giman Education
- The Wharton School
MBA (Finance)
1986-1988 - Mount Holyoke College
A.B. (Economics)
1979-1983
Irene Giman Skills
- fee-only holistic financial planning and wealth management
- Wealth Management
- Financial Analysis
- Mergers
- Financial Advisory
- Analysis
- Asset Managment
- Investments
- Portfolio Management
- Investment Management
- Mutual Funds
- Fixed Income
- Estate Planning
- Strategic Financial Planning
- Risk Management
- Asset Allocation
- Asset Management
- Executive Management
- Credit Analysis
- Structured Finance
- Capital Markets
- Budgets
- Finance
- Mergers & Acquisitions
- Retirement Planning
- Financial Planning
- Banking
- Accounting
- Financial Services
- Nonprofits
- Fee Only Holistic Financial Planning And Wealth Management
- Mergers and Acquisitions
- Services
Irene Giman Summary
- Irene Giman, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor at RTD Financial. Irene Giman brings experience from previous roles at Pinnacle Financial Advisors, Mkor Shalom, TIAA-CREF and Dean Witter Reynolds. Irene Giman holds a 1986 - 1988 MBA in Finance @ The Wharton School. With a robust skill set that includes fee-only holistic financial planning and wealth management, Wealth Management, Financial Analysis, Mergers, Financial Advisory and more. Irene Giman has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Irene Giman?
Find contact details for 700 million professionals.
Top RTD Financial Employees
Christopher Vassallo
Vice President of Client Development
Philadelphia, PA, US
Michelle King
Director of Client Services
Philadelphia, PA, US
Willie Black
Director of Talent Management
Elkton, MD, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co