Blaine Mooney

Blaine Mooney, CFP® is an experienced wealth manager currently working at Girard, a Univest Wealth Division. In their previous roles at KBW, Natixis, Societe Generale, FBR, and various other companies, Blaine excelled in client relationship management, idea generation, and portfolio risk management in Pan-European financial securities. With a strong background in sales trading and position management, Blaine's expertise in identifying investment opportunities and delivering relationship management strategies has been consistently valuable throughout their career. Their education includes a Bachelor of Arts in International Relations from Roanoke College and a degree in AI in Finance and Fintech from the CFTE - Centre for Finance, Technology and Entrepreneurship.