Nathan Rosenberg

Role: Vice President, Director of Investment Research at Girard, a Univest Wealth Division
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President, Director of Investment Research
Girard, a Univest Wealth Division
Present

Education

Indiana University of Pennsylvania
Bachelor of Science - Cum Laude, Finance

Skills

Time Management
Public Speaking
Management
Apple Iwork
Perseverance
Problem Solving
Customer Satisfaction
Making Connections
Bloomberg Api
Dcf Valuation
Customer Service
Iwork
Powerpoint
Microsoft Excel
Bloomberg Terminal
Muay Thai
Learning Quickly
Financial Modeling
Factset
Critical Thinking
Leadership
Microsoft Word
Social Media
Research
Financial Analysis
Inventory Management
Client Services
Microsoft Office
Morningstar Direct
Finance

Contact information

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Work email
•••••@meetgirard.com
Personal email
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Current company

Girard, a Univest Wealth Division

Financial Services · 62 employees · Founded 1996 · Souderton, Pennsylvania, United States

We focus on what you value, not on what you’re worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it’s a promise to deliver service that’s true to our character. Relatable We’re financial advisors, but we’re people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most. Trustworthy As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. Transparent We’re sincere, honest, and unambiguous. Period. Modern Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today. Girard is large enough to support you through a lifetime and small enough to truly care — a winning combination that’s been helping individuals, businesses, and families achieve their financial dreams for generations. Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.

meetgirard.com

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Experience

Vice President, Director of Investment Research

Education

Indiana University of Pennsylvania

Skills

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