Michael Mallick Email & Phone Number
Managing Director @ Valley Forge Financial Group
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Michael Mallick Location
- Havertown, PA, US
Michael Mallick Work
- Managing Director @ (March 2009 - Present)
- Capital Transactions @ WP Realty (August 2006 - February 2009)
- Finance @ (July 2001 - August 2006)
Michael Mallick Education
- The American College of Financial Services
Chartered Financial Consultant
2019-2022 - The American College of Financial Services
Chartered Life Underwriter
2011-2015 - Questrom School of Business, Boston University
BS (Finance)
1997-2001 - Chaminade High School 1993-1997
Michael Mallick Skills
- Private Equity
- Estate Planning
- Business Planning
- Financial Reporting
- Forecasting
- Managerial Finance
- Accounting
- Finance
- Process Improvement
- Strategic Planning
- Financial Analysis
- Strategy
- Financial Services
- Acquisition Integration
Michael Mallick Summary
- Michael Mallick, based in Havertown, PA, US, is currently a Managing Director at Valley Forge Financial Group. Michael Mallick brings experience from previous roles at WP Realty and GE. Michael Mallick holds a 2019 - 2022 Chartered Financial Consultant @ The American College of Financial Services. With a robust skill set that includes Private Equity, Estate Planning, Business Planning, Financial Reporting, Forecasting and more. Michael Mallick has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Valley Forge Financial Group Employees
Patrick Lannon
Chief Compliance Officer
Chadds Ford, PA, US
Ann Suplee
Office Manager
King of Prussia, PA, US
Michael Mallick
Managing Director
Havertown, PA, US
Stephen Mumford
Managing Director - Valley Forge Investment Consultants, Inc.
Philadelphia, PA, US
Kieran McLaughlin
Vice President, Wealth Transfer
Philadelphia, PA, US
Mike Maher
Investment Advisor
Philadelphia, PA, US
Silva John
VP of Marketing
Royersford, PA, US
Nicole Kelly
Retirement Plan Consultant
Douglassville, PA, US
Patrick Laphen
President
Horsham, PA, US
Trina Hanna
Chief Operating Officer
Philadelphia, PA, US
Micah Godshall
Level 2 Accountant
Harleysville, PA, US
Christopher Paolone
Operations Manager
Bridgeport, PA, US
Rachel E. Kalivas
Principal - Valley Forge Financial Group
Philadelphia, PA, US
Chris Ambrosio
Vice President
United States
Steven Baymor
Investment Analyst
Philadelphia, PA, US
Cameron Miller
Investment Analyst
Philadelphia, PA, US
Sean Maher
Wealth Transfer Consultant
Berwyn, PA, US
Connor Kenny
Head of Investments and Trading
Philadelphia, PA, US
Jonathan Harrison
Vice President, Valley Forge Family Office
Philadelphia, PA, US
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