Don Richard Naimoli
Nessuna posizione attualmente
Profilo
Prior to joining Girard in 1998, Mr. Naimoli served as Senior Vice President and Assistant Secretary of The Fairfield Group, a fund management company that pioneered the development of bank mutual funds.
He also enjoyed a 20-year career at Girard Bank (now Bank of New York Mellon) where, as Vice President of the Trust Department, he served in numerous management positions with a focus on taxes, accounting and operations.
Mr. Naimoli is a graduate of St Joseph's University.
Throughout his 40-year career, he has served as a lecturer for the Pennsylvania Bankers Association Trust School and the Mid-Atlantic Bankers Tax Association.
Precedenti posizioni note di Don Richard Naimoli
| Società | Posizione | Fine |
|---|---|---|
Fairfield Group, Inc.
 Fairfield Group, Inc. Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993. | Corporate Officer/Principal | - |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Direttore operativo | 10/11/2010 |
Formazione di Don Richard Naimoli
| St. Joseph's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Fairfield Group, Inc.
Fairfield Group, Inc. Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993. | Finance |
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