Thomas Crossett Email & Phone Number
Director @ Pine Valley Investments, LLC
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Thomas Crossett Location
- Washington Crossing, PA, US
Thomas Crossett Work
- 2019 -now Director @
- 2017 -2019 Managing Director - Univest Retirement Solutions @ Univest Bank and Trust Co./Girard Partners
- 1997 -2019 Director of New Business Development @ Girard Partners, a Univest Wealth Management Firm
Thomas Crossett Education
- Fox School of Business at Temple University
MBA (Finance and Real Estate)
1985-1989 - Drexel University's LeBow College of Business
BS (Finance)
1975-1980
Thomas Crossett Skills
- Series 7
- Sales
- Series 63
- Mutual Funds
- Alternative Investments
- Equities
- Marketing
- Retirement Planning
- Investments
- New Business Development
- Strategic Planning
- Portfolio Management
- Asset Managment
- Capital Markets
- Strategic Financial Planning
- Wealth Management
- 401k
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Investment Management
- Retirement
- Fixed Income
- Marketing Strategy
- Sales Management
- Forecasting
- Investment Strategies
- Financial Services
- Finance
- Relationship Management
- Management
- Securities
- Certified Financial Planner
- Strategic Financial
Thomas Crossett Summary
- Thomas Crossett, based in Washington Crossing, PA, US, is currently a Director at Pine Valley Investments, LLC. Thomas Crossett brings experience from previous roles at Univest Bank and Trust Co./Girard Partners and Girard Partners, a Univest Wealth Management Firm. Thomas Crossett holds a 1985 - 1989 MBA in Finance and Real Estate @ Fox School of Business at Temple University. With a robust skill set that includes Series 7, Sales, Series 63, Mutual Funds, Alternative Investments and more. Thomas Crossett has 2 emails on RocketReach.
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Others Named Thomas Crossett
Thomas Crossett
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Top Pine Valley Investments, LLC Employees
Thomas Crossett
Director
Washington Crossing, PA, US
Victoria Cocciolone
Director Of Client Services and Investment Advisor
Philadelphia, PA, US
Jared Beach
Vice President
Philadelphia, PA, US
Scott Lermack
Vice President, Wealth Advisor
Voorhees, New Jersey, United States
Christopher Bryan
Director
Swarthmore, PA, US
Thomas McElgunn
Financial Advisor
Evesham Township, NJ, US
Bob Moore
Senior Partner-Investment Advisor
Philadelphia, PA, US
Kate Fay
Director Of Financial Planning
Philadelphia, PA, US
Scott Lermack
Vice President, Wealth Advisor
Evesham Township, NJ, US
Noah Modica
Financial Advisor
Philadelphia, PA, US
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