Janney Montgomery Scott
Industry: Company
DescriptionHeadquarters: Philadelphia, Pennsylvania, United States CEO: Timothy C. Scheve Founded: 1832 Parent organization: Penn Mutual Subsidiaries: HighBank Advisors LLC,
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Janney Montgomery Scott Employees
Employee
Years
Job
Industry
Bradley Rothschild Bradley Rothschild's Janney Montgomery Scott Experience June 2012 - August 2012
Job Summer Intern at Gerstein Fisher
Industry
Experience
Gerstein Fisher April 2015 - Present
Envirochrome Interiors, Inc. June 2011 - Present
CPEX Real Estate April 2014 - January 2015
Janney Montgomery Scott June 2012 - August 2012
Westchester County February 2010 - July 2012
Skills
Highly personable, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Community Service, Fundraising, Event Planning, Customer Service, Windows, English, Social Media Outreach, Mac OS, Instagram, Prezi, Microsoft Office, Public Speaking, Social Media, Teamwork, Business Development, Time Management
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance, General
The Harvey School 2010 — 2013
High School
Gerstein Fisher April 2015 - Present
Envirochrome Interiors, Inc. June 2011 - Present
CPEX Real Estate April 2014 - January 2015
Janney Montgomery Scott June 2012 - August 2012
Westchester County February 2010 - July 2012
Skills
Highly personable, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Community Service, Fundraising, Event Planning, Customer Service, Windows, English, Social Media Outreach, Mac OS, Instagram, Prezi, Microsoft Office, Public Speaking, Social Media, Teamwork, Business Development, Time Management
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance, General
The Harvey School 2010 — 2013
High School
Adam Cooper Adam Cooper's Janney Montgomery Scott Experience May 1997 - August 1999
Job Manage High Performing Teams | Solutions Architect | Transformational IT Leader | Problem Solver | Software Engineer
Industry Computer Software
Experience
Intuit April 2015 - Present
Dell (formerly Quest Software) October 2008 - March 2015
Fox Interactive Media February 2007 - October 2008
Microsoft Corporation January 2005 - February 2007
McKinsey and Company May 2004 - May 2004
Intel Corporation July 2001 - August 2003
Merrill Lynch and Company May 2000 - September 2000
Janney Montgomery Scott May 1997 - August 1999
Skills
.NET, ASP.NET, TFS, Web Content Management, Akamai, Amazon Web Services, C#, Data Structures, Software Project..., Application Architecture, C++, Web Services, SQL, Web Applications, REST, Software Development, Microsoft SQL Server, SharePoint, InfoPath, XML, Integration, Software Design, Mobile Applications, Agile Project Management, Web Development, Agile Methodologies, Cloud Computing, Requirements Analysis, Enterprise Architecture, Java, SDLC, UML, Scrum, Management, Software Engineering, MVC, Visual Studio, IIS, Project Management, WCF, JavaScript, SOA, Design Patterns, Enterprise Software, SEO, Powershell, Java Enterprise Edition, Business Process, Object Oriented Design, Mobile Devices
Education
Columbia University in the City of New York 2004 — 2005
MS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Economics
Intuit April 2015 - Present
Dell (formerly Quest Software) October 2008 - March 2015
Fox Interactive Media February 2007 - October 2008
Microsoft Corporation January 2005 - February 2007
McKinsey and Company May 2004 - May 2004
Intel Corporation July 2001 - August 2003
Merrill Lynch and Company May 2000 - September 2000
Janney Montgomery Scott May 1997 - August 1999
Skills
.NET, ASP.NET, TFS, Web Content Management, Akamai, Amazon Web Services, C#, Data Structures, Software Project..., Application Architecture, C++, Web Services, SQL, Web Applications, REST, Software Development, Microsoft SQL Server, SharePoint, InfoPath, XML, Integration, Software Design, Mobile Applications, Agile Project Management, Web Development, Agile Methodologies, Cloud Computing, Requirements Analysis, Enterprise Architecture, Java, SDLC, UML, Scrum, Management, Software Engineering, MVC, Visual Studio, IIS, Project Management, WCF, JavaScript, SOA, Design Patterns, Enterprise Software, SEO, Powershell, Java Enterprise Edition, Business Process, Object Oriented Design, Mobile Devices
Education
Columbia University in the City of New York 2004 — 2005
MS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Economics
Edward Baumann Edward Baumann's Janney Montgomery Scott Experience August 1997 - September 1998
Job Banking Professional
Industry Banking
Experience
ebaumann913@aol.com October 2012 - Present
KeyBank October 2004 - October 2012
Key Bank Capital Markets July 2002 - October 2012
KeyBank July 2002 - October 2004
Spyder Securities September 1998 - July 2002
Janney Montgomery Scott August 1997 - September 1998
Diawa Securities August 1996 - August 1997
Ted's Coffee Service June 1988 - August 1996
Gribbin Elementary School September 1985 - June 1988
Skills
Banking, Proprietary Trading, Equity Trading, Trading Strategies, Stock Trading
Education
Castleton State College
Bachelor's degree, Education
ebaumann913@aol.com October 2012 - Present
KeyBank October 2004 - October 2012
Key Bank Capital Markets July 2002 - October 2012
KeyBank July 2002 - October 2004
Spyder Securities September 1998 - July 2002
Janney Montgomery Scott August 1997 - September 1998
Diawa Securities August 1996 - August 1997
Ted's Coffee Service June 1988 - August 1996
Gribbin Elementary School September 1985 - June 1988
Skills
Banking, Proprietary Trading, Equity Trading, Trading Strategies, Stock Trading
Education
Castleton State College
Bachelor's degree, Education
Jason Phillips, CFP® Jason Phillips, CFP®'s Janney Montgomery Scott Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Ashley Nikoo Ashley Nikoo's Janney Montgomery Scott Experience June 2013 - March 2014
Job Vice President, Institutional Equities at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Ernest J Stanton , MBA Ernest J Stanton , MBA's Janney Montgomery Scott Experience August 2006 - February 2007
Job Partner Accountant & Business Consultant
Industry Accounting
Experience
Stanton & Cervera LLC - Certified Public Accountants February 2013 - Present
A division of PNC Bank March 2009 - February 2013
Wachovia, A Wells Fargo Company April 2007 - March 2009
Janney Montgomery Scott August 2006 - February 2007
The Citco Group , Citco Mutual Fund Services December 2004 - August 2006
Skills
Financial Analysis, Leadership, Management, Analysis, Budgets, Finance, Forecasting, Financial Reporting, Team Building, Banking, Sales
Education
Arcadia University 2006 — 2008
MBA, International Business Management
University of Maryland Eastern Shore 1999 — 2003
BS, Business Administration
Stanton & Cervera LLC - Certified Public Accountants February 2013 - Present
A division of PNC Bank March 2009 - February 2013
Wachovia, A Wells Fargo Company April 2007 - March 2009
Janney Montgomery Scott August 2006 - February 2007
The Citco Group , Citco Mutual Fund Services December 2004 - August 2006
Skills
Financial Analysis, Leadership, Management, Analysis, Budgets, Finance, Forecasting, Financial Reporting, Team Building, Banking, Sales
Education
Arcadia University 2006 — 2008
MBA, International Business Management
University of Maryland Eastern Shore 1999 — 2003
BS, Business Administration
Qiana Rankins Qiana Rankins's Janney Montgomery Scott Experience January 2000 - April 2005
Job Corporate Trainer at hibu
Industry Marketing and Advertising
Experience
hibu April 2005 - Present
Janney Montgomery Scott January 2000 - April 2005
Skills
Sales, Customer Service, Microsoft Office, Marketing, Social Networking, Facebook, Social Media Marketing, Leadership, Social Media, Public Speaking
Education
University of Pennsylvania 2000 — 2003
Master of Science (MS), Clinical Psychology
Chestnut Hill College 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
hibu April 2005 - Present
Janney Montgomery Scott January 2000 - April 2005
Skills
Sales, Customer Service, Microsoft Office, Marketing, Social Networking, Facebook, Social Media Marketing, Leadership, Social Media, Public Speaking
Education
University of Pennsylvania 2000 — 2003
Master of Science (MS), Clinical Psychology
Chestnut Hill College 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC's Janney Montgomery Scott Experience April 2013 - Present
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
Wells Fargo Advisors May 2009 - April 2013
Merrill Lynch/Bank of America September 1992 - May 2009
Skills
Investment Advisory, Asset Allocation, Certified Financial..., Certified Financial..., Financial Planning, IRAs, ETFs, Investment Strategies, Mutual Funds, 401(k), Alternative Investments, Investment Management, Fixed Income, Estate Planning, Investments, Asset Management, Advanced Retirement..., Series 7, Series 63, Series 65, Life and Health, Wealth Management, Retirement Planning, Asset and Income..., Portfolio Management, Strategic Financial..., Advanced Stock Option..., Corporate Cash..., Life Insurance Analysis, Executive Deferred..., New Comparability/Cross..., Advanced Lending..., Uniform Combined State..., 401k, Microsoft Office, Wealth Management..., Wealth, FINRA, Retirement, Deferred Compensation, Financial Advisory, Cash Management, Securities, Bonds, Life Insurance, CFM
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Double Major - Economics and Sociology
North Brunswick Twp H.S. 1976 — 1980
High School Diploma, General Studies
Janney Montgomery Scott April 2013 - Present
Wells Fargo Advisors May 2009 - April 2013
Merrill Lynch/Bank of America September 1992 - May 2009
Skills
Investment Advisory, Asset Allocation, Certified Financial..., Certified Financial..., Financial Planning, IRAs, ETFs, Investment Strategies, Mutual Funds, 401(k), Alternative Investments, Investment Management, Fixed Income, Estate Planning, Investments, Asset Management, Advanced Retirement..., Series 7, Series 63, Series 65, Life and Health, Wealth Management, Retirement Planning, Asset and Income..., Portfolio Management, Strategic Financial..., Advanced Stock Option..., Corporate Cash..., Life Insurance Analysis, Executive Deferred..., New Comparability/Cross..., Advanced Lending..., Uniform Combined State..., 401k, Microsoft Office, Wealth Management..., Wealth, FINRA, Retirement, Deferred Compensation, Financial Advisory, Cash Management, Securities, Bonds, Life Insurance, CFM
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Double Major - Economics and Sociology
North Brunswick Twp H.S. 1976 — 1980
High School Diploma, General Studies
Jeffrey Rendeiro Jeffrey Rendeiro's Janney Montgomery Scott Experience November 2012 - May 2013
Job Desktop Analyst at AMERIGAS PROPANE INC
Industry Higher Education
Experience
AMERIGAS PROPANE INC May 2015 - Present
AmeriGas Propane January 2015 - May 2015
Amerigas October 2013 - January 2015
Bucks County Community College May 2013 - September 2013
Janney Montgomery Scott November 2012 - May 2013
Bucks County Community College June 2012 - September 2012
Skills
Troubleshooting, Information Technology
Education
Bucks County Community College 2009 — 2012
Associate's degree, Information Technology Studies
Knowledge Solutions International 2009 — 2009
Microsoft Certification, Windows Vista
AMERIGAS PROPANE INC May 2015 - Present
AmeriGas Propane January 2015 - May 2015
Amerigas October 2013 - January 2015
Bucks County Community College May 2013 - September 2013
Janney Montgomery Scott November 2012 - May 2013
Bucks County Community College June 2012 - September 2012
Skills
Troubleshooting, Information Technology
Education
Bucks County Community College 2009 — 2012
Associate's degree, Information Technology Studies
Knowledge Solutions International 2009 — 2009
Microsoft Certification, Windows Vista
Bob Borkowski's Janney Montgomery Scott Experience October 2013 - Present
Job Vice President, Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
James Molloy James Molloy's Janney Montgomery Scott Experience December 2012 - March 2014
Job Managing Director, Specialty Pharmaceuticals & Biotechnology at Laidlaw & Company UK Ltd.
Industry Investment Management
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
John K. Heuisler John K. Heuisler's Janney Montgomery Scott Experience February 2007 - June 2011
Job Wealth Management, American Financial Group
Industry Financial Services
Experience
American Financial Group March 2015 - Present
The Addis Group, LLC. August 2012 - January 2015
Janney Montgomery Scott February 2007 - June 2011
Skills
Retirement Planning, IRA's, Series 63, Mutual Funds, Estate Planning, Long Term Care, Insurance Planning, Wealth Management
Education
College of the Holy Cross 1963 — 1967
AB English, Literature
College of the Holy Cross 1963 — 1967
Bachelor's degree, English Language and Literature/Letters
American Financial Group March 2015 - Present
The Addis Group, LLC. August 2012 - January 2015
Janney Montgomery Scott February 2007 - June 2011
Skills
Retirement Planning, IRA's, Series 63, Mutual Funds, Estate Planning, Long Term Care, Insurance Planning, Wealth Management
Education
College of the Holy Cross 1963 — 1967
AB English, Literature
College of the Holy Cross 1963 — 1967
Bachelor's degree, English Language and Literature/Letters
Raj Chilumula Raj Chilumula's Janney Montgomery Scott Experience July 2010 - Present
Job Head of Development at Janney Montgomery Scott
Industry Information Technology and Services
Experience
Janney Montgomery Scott July 2010 - Present
NYC DOH August 2009 - July 2010
Vitech Systems March 1997 - June 2009
Limited Brands 2006 - 2008
Footstar 1998 - 2004
Tata Consultancy Services (TCS) 1994 - 1997
Skills
SDLC, Strategy, Enterprise Architecture, Cross-functional Team..., Agile Methodologies, Business Analysis, Business Intelligence, Microsoft SQL Server, Project Management, Change Management, Leadership, IT Strategy, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Business Administration, Management, Finance
Bangalore University 1986 — 1990
Engg, Computer Science
M.S.Ramaiah Institute of Tech 1986 — 1990
B.E., Computer Science
St. Georges Home 1977 — 1986
High School
Janney Montgomery Scott July 2010 - Present
NYC DOH August 2009 - July 2010
Vitech Systems March 1997 - June 2009
Limited Brands 2006 - 2008
Footstar 1998 - 2004
Tata Consultancy Services (TCS) 1994 - 1997
Skills
SDLC, Strategy, Enterprise Architecture, Cross-functional Team..., Agile Methodologies, Business Analysis, Business Intelligence, Microsoft SQL Server, Project Management, Change Management, Leadership, IT Strategy, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Business Administration, Management, Finance
Bangalore University 1986 — 1990
Engg, Computer Science
M.S.Ramaiah Institute of Tech 1986 — 1990
B.E., Computer Science
St. Georges Home 1977 — 1986
High School
Evan Feagans Evan Feagans's Janney Montgomery Scott Experience June 2012 - August 2012
Job Associate Analyst at The TCW Group
Industry Investment Management
Experience
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Michelle Szwedko Michelle Szwedko's Janney Montgomery Scott Experience August 2010 - December 2010
Job Security Specialist at PNC
Industry Financial Services
Experience
PNC January 2014 - Present
PNC May 2012 - January 2014
PLS Logistics Services July 2011 - May 2012
Janney Montgomery Scott August 2010 - December 2010
PNC June 2010 - August 2010
Skills
Customer Service, Access, Account Management, Account Reconciliation, Accounting, Analysis, Banking, Customer Satisfaction, Invoicing, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Sales, Research, Time Management
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
PNC January 2014 - Present
PNC May 2012 - January 2014
PLS Logistics Services July 2011 - May 2012
Janney Montgomery Scott August 2010 - December 2010
PNC June 2010 - August 2010
Skills
Customer Service, Access, Account Management, Account Reconciliation, Accounting, Analysis, Banking, Customer Satisfaction, Invoicing, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Sales, Research, Time Management
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Mel Finkelstein Mel Finkelstein's Janney Montgomery Scott Experience December 2008 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2008 - Present
Morgan Stanley Smith Barney May 1989 - December 2008
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Wealth Management
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Janney Montgomery Scott December 2008 - Present
Morgan Stanley Smith Barney May 1989 - December 2008
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Wealth Management
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Adam D. Shelp's Janney Montgomery Scott Experience August 2011 - Present
Job Financial Advisor, CRPC®, RIS
Industry Financial Services
Experience
Janney Montgomery Scott August 2011 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2013 — 2013
CRPC®, Chartered Retirement Planning Counselor
Janney Montgomery Scott 2013 — 2013
RIS, Retirement Income Specialist
Bloomsburg University of Pennsylvania 2008 — 2011
Janney Montgomery Scott August 2011 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2013 — 2013
CRPC®, Chartered Retirement Planning Counselor
Janney Montgomery Scott 2013 — 2013
RIS, Retirement Income Specialist
Bloomsburg University of Pennsylvania 2008 — 2011
Wanda Lee Wanda Lee's Janney Montgomery Scott Experience July 2012 - July 2014
Job VC at Safeguard Scientifics
Industry Venture Capital & Private Equity
Experience
Safeguard Scientifics July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
Skills
Financial Modeling, Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Investments, Private Equity, Economics, Financial Analysis, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions
Education
Bryn Mawr College 2008 — 2012
A.B, Growth and Structure of Cities
Safeguard Scientifics July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
Skills
Financial Modeling, Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Investments, Private Equity, Economics, Financial Analysis, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions
Education
Bryn Mawr College 2008 — 2012
A.B, Growth and Structure of Cities
Adam V Puff Adam V Puff's Janney Montgomery Scott Experience July 2004 - November 2008
Job Principal | LPL Financial Advisor | Puff Wealth Management | Haddonfield Financial Planning
Industry Financial Services
Experience
Haddonfield Financial Planning September 2009 - Present
Merrill Lynch November 2008 - September 2009
Janney Montgomery Scott July 2004 - November 2008
Robotti & Co. May 2003 - August 2003
Skills
Retirement Planning, Portfolio Management, Estate Planning, Financial Analysis, Investments, Wealth Management, Securities, Economics, Asset Management, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Mutual Funds, Financial Planning, Equities, Risk Management, Retirement, Annuities, Insurance, Long Term Care, Fixed Income, Options, 401k, Wealth, IRA's, Retirement Income..., Financial Advisory, Alternative Investments, ETFs, Series 63, FINRA, Financial Services, Finance, Variable Annuities
Education
The American College 2009 — 2015
Certified Financial Planner, Financial Planning and Services
Bucknell University 2000 — 2004
BA, Economics
haddonfield memorial 1996 — 2000
Haddonfield Financial Planning September 2009 - Present
Merrill Lynch November 2008 - September 2009
Janney Montgomery Scott July 2004 - November 2008
Robotti & Co. May 2003 - August 2003
Skills
Retirement Planning, Portfolio Management, Estate Planning, Financial Analysis, Investments, Wealth Management, Securities, Economics, Asset Management, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Mutual Funds, Financial Planning, Equities, Risk Management, Retirement, Annuities, Insurance, Long Term Care, Fixed Income, Options, 401k, Wealth, IRA's, Retirement Income..., Financial Advisory, Alternative Investments, ETFs, Series 63, FINRA, Financial Services, Finance, Variable Annuities
Education
The American College 2009 — 2015
Certified Financial Planner, Financial Planning and Services
Bucknell University 2000 — 2004
BA, Economics
haddonfield memorial 1996 — 2000
Darren Blakley's Janney Montgomery Scott Experience January 2012 - May 2012
Job Pricing Analyst at Direct Energy
Industry Financial Services
Experience
Direct Energy March 2015 - Present
Accenture July 2014 - March 2015
BNY Mellon February 2014 - June 2014
Direct Energy June 2012 - February 2014
Janney Montgomery Scott January 2012 - May 2012
Skills
Natural Gas, Quantitative Analytics, Highly detail oriented, Data Mining, Financial Analysis, Analyze Business Trends..., Staff Training in..., Balance Sheets &..., Leverage Operational..., Global Account..., Data Analysis..., High Organizational..., Microsoft Office, Data Entry, Financial Reporting, Process Improvement..., Cost-Containment, Develop Pricing..., Client Valuation of..., World Class Client..., Building Relationships, Project Management, Energy Markets
Education
Clarion University of Pennsylvania 2008 — 2012
Bachelor's Degree, Finance, 3.82 GPA
Direct Energy March 2015 - Present
Accenture July 2014 - March 2015
BNY Mellon February 2014 - June 2014
Direct Energy June 2012 - February 2014
Janney Montgomery Scott January 2012 - May 2012
Skills
Natural Gas, Quantitative Analytics, Highly detail oriented, Data Mining, Financial Analysis, Analyze Business Trends..., Staff Training in..., Balance Sheets &..., Leverage Operational..., Global Account..., Data Analysis..., High Organizational..., Microsoft Office, Data Entry, Financial Reporting, Process Improvement..., Cost-Containment, Develop Pricing..., Client Valuation of..., World Class Client..., Building Relationships, Project Management, Energy Markets
Education
Clarion University of Pennsylvania 2008 — 2012
Bachelor's Degree, Finance, 3.82 GPA
Leonard Chinski, CIA, CFIRS, CRMA Leonard Chinski, CIA, CFIRS, CRMA's Janney Montgomery Scott Experience June 2013 - February 2014
Job Senior Vice President and Director of Audit at NBT Bank
Industry Financial Services
Experience
NBT Bank February 2014 - Present
Janney Montgomery Scott June 2013 - February 2014
M&T Securities, Inc. April 2009 - June 2013
M&T Bank January 1998 - March 2009
Skills
Series 7, Series 24, Series 53, Series 79, Series 99, Securities, Fixed Income, Capital Markets, Banking, Compliance, Financial Analysis, SOX, Process Improvement, Internal Controls, Operational Risk..., Risk, Risk Management, Audit, Auditing, Regulatory Reporting, Bloomberg, Bonds, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Trading, Treasury Management
Education
Canisius College 1993 — 1997
B.S., Accounting
NBT Bank February 2014 - Present
Janney Montgomery Scott June 2013 - February 2014
M&T Securities, Inc. April 2009 - June 2013
M&T Bank January 1998 - March 2009
Skills
Series 7, Series 24, Series 53, Series 79, Series 99, Securities, Fixed Income, Capital Markets, Banking, Compliance, Financial Analysis, SOX, Process Improvement, Internal Controls, Operational Risk..., Risk, Risk Management, Audit, Auditing, Regulatory Reporting, Bloomberg, Bonds, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Trading, Treasury Management
Education
Canisius College 1993 — 1997
B.S., Accounting
Dan McCrudden Dan McCrudden's Janney Montgomery Scott Experience May 2013 - August 2013
Job Financial Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
Colorado State University January 2014 - May 2014
Janney Montgomery Scott May 2013 - August 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Time Management, Data Analysis, Market Research, Analysis, Valuation, Financial Modeling, Bloomberg
Education
Colorado State University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Investment Analysis and Corporate Finance, Senior
Lampeter Strasbug High School 2006 — 2010
Goldman Sachs June 2014 - Present
Colorado State University January 2014 - May 2014
Janney Montgomery Scott May 2013 - August 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Time Management, Data Analysis, Market Research, Analysis, Valuation, Financial Modeling, Bloomberg
Education
Colorado State University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Investment Analysis and Corporate Finance, Senior
Lampeter Strasbug High School 2006 — 2010
Gerren Johnson Gerren Johnson's Janney Montgomery Scott Experience August 2006 - February 2007
Job Franchise Operations Administrator / Reporting Analyst
Industry Retail
Experience
Confidential Franchise Operations Administrator / Reporting AnalystHuddle HouseMarch 2013 - Present
Velossent, LLC November 2012 - January 2013
CDI April 2007 - August 2012
Janney Montgomery Scott August 2006 - February 2007
Cartier July 2002 - August 2006
Bank of Tokyo-Mitsubishi UFJ February 2002 - May 2002
SilverStream Software January 2001 - January 2002
Skills
Administrative..., Visio, CRM, Microsoft Excel, Access, Microsoft Office, SharePoint, Data Analysis, Pivot Tables, Executive Support, PowerPoint, Databases, Excel Dashboards, Calendar Planning, Office Management, Microsoft Word, Online Research, Business Process..., Tax Preparation, AS400 system, ADP Payroll, Adobe Creative Suite, iGrafx, OneNote, Visual Basic, KPI Dashboards, KPI Reports, Business Correspondence, Executive Reporting, Market Research, Marketing Communications, Sales Presentations, Sales Operations, Incentive Programs, Query Writing, Relational Databases, Collaborative Problem..., Product Management, Retail Sales, Retail Sales Analysis, Slide Preparation, Logistic Support, Work in A Fast Paced..., Work Under Minimal..., Can Do Approach, Wear Many Hats, Internet Savvy, Highly motivated..., Eager to learn new..., Excel Expert
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CUNY New York City College of Technology
Associate of Arts and Sciences (AAS), Legal Studies
Confidential Franchise Operations Administrator / Reporting AnalystHuddle HouseMarch 2013 - Present
Velossent, LLC November 2012 - January 2013
CDI April 2007 - August 2012
Janney Montgomery Scott August 2006 - February 2007
Cartier July 2002 - August 2006
Bank of Tokyo-Mitsubishi UFJ February 2002 - May 2002
SilverStream Software January 2001 - January 2002
Skills
Administrative..., Visio, CRM, Microsoft Excel, Access, Microsoft Office, SharePoint, Data Analysis, Pivot Tables, Executive Support, PowerPoint, Databases, Excel Dashboards, Calendar Planning, Office Management, Microsoft Word, Online Research, Business Process..., Tax Preparation, AS400 system, ADP Payroll, Adobe Creative Suite, iGrafx, OneNote, Visual Basic, KPI Dashboards, KPI Reports, Business Correspondence, Executive Reporting, Market Research, Marketing Communications, Sales Presentations, Sales Operations, Incentive Programs, Query Writing, Relational Databases, Collaborative Problem..., Product Management, Retail Sales, Retail Sales Analysis, Slide Preparation, Logistic Support, Work in A Fast Paced..., Work Under Minimal..., Can Do Approach, Wear Many Hats, Internet Savvy, Highly motivated..., Eager to learn new..., Excel Expert
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CUNY New York City College of Technology
Associate of Arts and Sciences (AAS), Legal Studies
Al Makkay, CFP Al Makkay, CFP's Janney Montgomery Scott Experience October 2003 - Present
Job Certified Financial Planner at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2003 - Present
Skills
Al earned the Certified..., Retirement Planning, Estate Planning, Small Business, Investments, Finance, Strategic Planning, Sales, certified financial...
Education
Columbia University - Columbia Business School 1988 — 1990
mba
Suffolk University - Sawyer Business School 2002 — 2004
msa, accounting
Lehigh University 1982 — 1986
Choate Rosemary Hall 1980 — 1982
Janney Montgomery Scott October 2003 - Present
Skills
Al earned the Certified..., Retirement Planning, Estate Planning, Small Business, Investments, Finance, Strategic Planning, Sales, certified financial...
Education
Columbia University - Columbia Business School 1988 — 1990
mba
Suffolk University - Sawyer Business School 2002 — 2004
msa, accounting
Lehigh University 1982 — 1986
Choate Rosemary Hall 1980 — 1982
Kate Bernhardt, AWMA® Kate Bernhardt, AWMA®'s Janney Montgomery Scott Experience August 2010 - September 2014
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
Janney Montgomery Scott August 2010 - September 2014
Hanlon Investment Management, Inc. March 2010 - July 2010
Independence Financial Associates June 2009 - February 2010
Janney Montgomery Scott 2008 - 2008
Skills
Trading, ETFs, Investment Strategies, Financial Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Financial Services, FINRA, Alternative Investments, Due Diligence, Finance, Asset Allocation, Fixed Income, Equities, Series 7, Series 63, Securities, Asset Management, Bloomberg, Uniform Combined State..., Investment Management
Education
Bucknell University 2005 — 2009
B.A., Economics
BlackRock September 2014 - Present
Janney Montgomery Scott August 2010 - September 2014
Hanlon Investment Management, Inc. March 2010 - July 2010
Independence Financial Associates June 2009 - February 2010
Janney Montgomery Scott 2008 - 2008
Skills
Trading, ETFs, Investment Strategies, Financial Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Financial Services, FINRA, Alternative Investments, Due Diligence, Finance, Asset Allocation, Fixed Income, Equities, Series 7, Series 63, Securities, Asset Management, Bloomberg, Uniform Combined State..., Investment Management
Education
Bucknell University 2005 — 2009
B.A., Economics
David Caccese, CFP®'s Janney Montgomery Scott Experience January 2009 - Present
Job First Vice PresidentWealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Vern Gibson's Janney Montgomery Scott Experience May 1998 - November 2006
Job BostonComplex Manager Senior VP of Investments at Moors and Cabot
Industry Financial Services
Experience
Moors & Cabot November 2006 - Present
janney montgomery scott May 1998 - November 2006
Merrill Lynch May 1994 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Financial Advisory, Wealth Management, Securities, Equities, Financial Planning
Education
New England Conservatory of Music 1983 — 1985
applied jazz
Bridgewater State College 1980 — 1982
ma, creative arts
Eastern Nazarene College 1967 — 1971
bs, music ed.
Moors & Cabot November 2006 - Present
janney montgomery scott May 1998 - November 2006
Merrill Lynch May 1994 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Financial Advisory, Wealth Management, Securities, Equities, Financial Planning
Education
New England Conservatory of Music 1983 — 1985
applied jazz
Bridgewater State College 1980 — 1982
ma, creative arts
Eastern Nazarene College 1967 — 1971
bs, music ed.
Mark Vibostok Mark Vibostok's Janney Montgomery Scott Experience November 2002 - Present
Job First Vice President / Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott November 2002 - Present
Merrill Lynch June 1999 - October 2002
Thomas Leasing January 1998 - May 1999
Crown American Properties January 1988 - January 1998
Skills
Series 7, Series 65, Series 63, Wealth Management..., Financial Advisory, Financial Planners, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Asset Management, Licensed Life & Health..., Fixed Annuities, Variable Annuities, Wealth Management, Financial Services, FINRA, Uniform Combined State..., Finance, Financial Planning
Education
Indiana University of Pennsylvania 1991 — 1996
MBA, Finance
St. Francis University 1986 — 1991
BS, Accounting
Cambria-Rowe Business College-Johnstown 1984 — 1986
Associate, Business
Janney Montgomery Scott November 2002 - Present
Merrill Lynch June 1999 - October 2002
Thomas Leasing January 1998 - May 1999
Crown American Properties January 1988 - January 1998
Skills
Series 7, Series 65, Series 63, Wealth Management..., Financial Advisory, Financial Planners, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Asset Management, Licensed Life & Health..., Fixed Annuities, Variable Annuities, Wealth Management, Financial Services, FINRA, Uniform Combined State..., Finance, Financial Planning
Education
Indiana University of Pennsylvania 1991 — 1996
MBA, Finance
St. Francis University 1986 — 1991
BS, Accounting
Cambria-Rowe Business College-Johnstown 1984 — 1986
Associate, Business
Joseph G LoTenero Joseph G LoTenero's Janney Montgomery Scott Experience August 1983 - January 1992
Job Travel Agent at AAA MidAtlantic
Industry Consumer Services
Experience
AAA Mid-Atlantic 2003 - September 2009
Janney Montgomery Scott August 1983 - January 1992
Barnes & Noble College Booksellers 1980 - 1983
Education
City University of New York-Hunter College
AAA Mid-Atlantic 2003 - September 2009
Janney Montgomery Scott August 1983 - January 1992
Barnes & Noble College Booksellers 1980 - 1983
Education
City University of New York-Hunter College
David J. Homa David J. Homa's Janney Montgomery Scott Experience June 2010 - Present
Job Certified Financial Planner™, Certified Estate Planner™
Industry Financial Services
Experience
Janney Montgomery Scott June 2010 - Present
Ernst & Young, LLP July 2002 - March 2010
Sterling Financial Group, Inc January 1998 - January 2001
Aegis Consumer Funding Group June 1996 - December 1997
Tokai Financial Services, Inc January 1994 - January 1996
Tokai Financial Services / Master Lease August 1985 - December 1993
Skills
Financial Planning, Wealth Management, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Asset Allocation, Asset Management, Estate Planning, Mutual Funds, Financial Analysis, Investment Strategies, Investment Advisory, Retirement, Financial Reporting, Long Term Care, Economics, Securities, Excel, Microsoft Office, Budgeting, Analysis, Forecasting, Annuities, Strategic Financial..., Alternative Investments, Financial Advisory, Finance, Wealth Management..., Financial Services, 401k, Series 63, Investment Management, High Net Worth..., Personal Financial..., Certified Financial..., Wealth, IRAs, Equities, FINRA, Financial Planners, Bonds, ETFs, Series 65, Uniform Combined State..., Variable Annuities, Hedge Funds, Options, Life Insurance
Education
Bucknell University 1981 — 1985
BS, Business Administration; Management Information Systems
Bishop Kenrick HS
Bishop Kenrick HS
Janney Montgomery Scott June 2010 - Present
Ernst & Young, LLP July 2002 - March 2010
Sterling Financial Group, Inc January 1998 - January 2001
Aegis Consumer Funding Group June 1996 - December 1997
Tokai Financial Services, Inc January 1994 - January 1996
Tokai Financial Services / Master Lease August 1985 - December 1993
Skills
Financial Planning, Wealth Management, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Asset Allocation, Asset Management, Estate Planning, Mutual Funds, Financial Analysis, Investment Strategies, Investment Advisory, Retirement, Financial Reporting, Long Term Care, Economics, Securities, Excel, Microsoft Office, Budgeting, Analysis, Forecasting, Annuities, Strategic Financial..., Alternative Investments, Financial Advisory, Finance, Wealth Management..., Financial Services, 401k, Series 63, Investment Management, High Net Worth..., Personal Financial..., Certified Financial..., Wealth, IRAs, Equities, FINRA, Financial Planners, Bonds, ETFs, Series 65, Uniform Combined State..., Variable Annuities, Hedge Funds, Options, Life Insurance
Education
Bucknell University 1981 — 1985
BS, Business Administration; Management Information Systems
Bishop Kenrick HS
Bishop Kenrick HS
Jessica Craft Jessica Craft's Janney Montgomery Scott Experience January 2008 - January 2010
Job Founding Executive Director at Rock to the Future
Industry Nonprofit Organization Management
Experience
Rock to the Future March 2010 - Present
Cloud Entertainment September 2008 - 2012
Janney Montgomery Scott January 2008 - January 2010
Skills
Music Education, Drums, Program Management, Nonprofits, Music, Social Media, Strategy, Time Management, Microsoft Office, Public Relations, Grants, Band, Non-profits, Film, Teaching, Event Planning, Non-profit Leadership, Fundraising, Public Speaking, Event Management, Bands
Education
Bryn Mawr College 2014 — 2014
Nonprofit Executive Leadership Institute, Certificate Program
Temple University 2004 — 2008
BA, Economics, Business Administration
Upper Darby High School 2000 — 2004
High School Diploma, General studies, drum line, marching band, wind ensemble, orchestra, concert band
Rock to the Future March 2010 - Present
Cloud Entertainment September 2008 - 2012
Janney Montgomery Scott January 2008 - January 2010
Skills
Music Education, Drums, Program Management, Nonprofits, Music, Social Media, Strategy, Time Management, Microsoft Office, Public Relations, Grants, Band, Non-profits, Film, Teaching, Event Planning, Non-profit Leadership, Fundraising, Public Speaking, Event Management, Bands
Education
Bryn Mawr College 2014 — 2014
Nonprofit Executive Leadership Institute, Certificate Program
Temple University 2004 — 2008
BA, Economics, Business Administration
Upper Darby High School 2000 — 2004
High School Diploma, General studies, drum line, marching band, wind ensemble, orchestra, concert band
Catherine F (Petrillo)McIlwain Catherine F (Petrillo)McIlwain's Janney Montgomery Scott Experience 1986 - 2005
Job Business Office Manager/Human Resources at Genesis Health Care
Industry Financial Services
Experience
Genesis Health Care 2011 - Present
Self employed Life Skills Trainer 2008 - 2011
Leon L. Levy & Associates 2005 - 2007
Janney Montgomery Scott 1986 - 2005
Skills
Customer Service, Accounts Payable, Accounts Receivable, Management, Human Resources, Residence Life, Life Insurance, Variable Annuities, Learning Disabilities, Patient Advocacy, Invoicing, Employee Benefits, Sales, Training, Medicare, Elder Care, Healthcare, Healthcare Management, Home Care, Public Speaking, Team Building, Hospitals
Education
Delaware County Community College 1981 — 1982
Business Administration and Management, General
Cabrini College 1979 — 1981
Business Administration and Management, General
Archbishop Prendergast High School 1975 — 1979
diploma, General
Genesis Health Care 2011 - Present
Self employed Life Skills Trainer 2008 - 2011
Leon L. Levy & Associates 2005 - 2007
Janney Montgomery Scott 1986 - 2005
Skills
Customer Service, Accounts Payable, Accounts Receivable, Management, Human Resources, Residence Life, Life Insurance, Variable Annuities, Learning Disabilities, Patient Advocacy, Invoicing, Employee Benefits, Sales, Training, Medicare, Elder Care, Healthcare, Healthcare Management, Home Care, Public Speaking, Team Building, Hospitals
Education
Delaware County Community College 1981 — 1982
Business Administration and Management, General
Cabrini College 1979 — 1981
Business Administration and Management, General
Archbishop Prendergast High School 1975 — 1979
diploma, General
Elizabeth Rivera, LCB CCS Elizabeth Rivera, LCB CCS's Janney Montgomery Scott Experience September 2000 - May 2003
Job Import and Export Compliance Professional
Industry Import and Export
Experience
Cardone Industries October 2010 - Present
Subaru of America May 2003 - September 2010
Wal-Mart Stores, Inc. January 2003 - June 2005
Janney Montgomery Scott September 2000 - May 2003
Skills
Import, Customs Regulations, Trade Compliance, International Trade, Export, Microsoft Office, Oracle Applications, INCO terms, Cross Customs Rulings, Import/Export, Compliance Management, Oracle Discoverer, Queries, MS Project, International Trade..., Free Trade Agreements, Harmonized Tariff..., ECCN, CBSA - Canada Customs, Mexico Imports, NRI - Canada, NAFTA, Management, Import Export, Supply Chain, International Logistics, Process Improvement
Education
Camden County College
AS, Business
Cardone Industries October 2010 - Present
Subaru of America May 2003 - September 2010
Wal-Mart Stores, Inc. January 2003 - June 2005
Janney Montgomery Scott September 2000 - May 2003
Skills
Import, Customs Regulations, Trade Compliance, International Trade, Export, Microsoft Office, Oracle Applications, INCO terms, Cross Customs Rulings, Import/Export, Compliance Management, Oracle Discoverer, Queries, MS Project, International Trade..., Free Trade Agreements, Harmonized Tariff..., ECCN, CBSA - Canada Customs, Mexico Imports, NRI - Canada, NAFTA, Management, Import Export, Supply Chain, International Logistics, Process Improvement
Education
Camden County College
AS, Business
Nikki (Jones) Spradau Nikki (Jones) Spradau's Janney Montgomery Scott Experience September 2011 - October 2012
Job Mortgage Consultant at Princeton Financial
Industry Financial Services
Experience
Princeton Financial October 2012 - Present
Janney Montgomery Scott September 2011 - October 2012
Ameritrust August 2007 - September 2011
Skills
USDA, Loans, Mortgage Lending, Mortgage Banking, Government Loans, VA loans, FHA financing, FHA, Refinance, Loan Origination, Credit, Residential Mortgages, Construction Loans, Certified Mortgage..., Credit Analysis, Banking, Mortgage Underwriting, Commercial Mortgages, Non-Conforming, Underwriting, Home Equity Lines of..., VA Loans, FHA Financing
Education
Art Institute of Philadelphia 2003 — 2004
Fashion Design & Marketing
Center Area High School
Center Area High School
Princeton Financial October 2012 - Present
Janney Montgomery Scott September 2011 - October 2012
Ameritrust August 2007 - September 2011
Skills
USDA, Loans, Mortgage Lending, Mortgage Banking, Government Loans, VA loans, FHA financing, FHA, Refinance, Loan Origination, Credit, Residential Mortgages, Construction Loans, Certified Mortgage..., Credit Analysis, Banking, Mortgage Underwriting, Commercial Mortgages, Non-Conforming, Underwriting, Home Equity Lines of..., VA Loans, FHA Financing
Education
Art Institute of Philadelphia 2003 — 2004
Fashion Design & Marketing
Center Area High School
Center Area High School
Bob Farrell's Janney Montgomery Scott Experience January 2009 - Present
Job Executive Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Smith Barney January 1993 - January 2009
Skills
Retirement Planning, Investment Planning, Estate Planning, Retirement, Investments, Wealth Management, Investment Management, Financial Planners
Education
The University of Chicago - Booth School of Business 2015 — 2015
CPWA, Certified Private Wealth Advisor Program Candidate
College for Financial Planning 1996 — 1998
CFP, Certified Financial Planner
Rutgers, The State University of New Jersey-Camden
BS, Finance
Janney Montgomery Scott January 2009 - Present
Smith Barney January 1993 - January 2009
Skills
Retirement Planning, Investment Planning, Estate Planning, Retirement, Investments, Wealth Management, Investment Management, Financial Planners
Education
The University of Chicago - Booth School of Business 2015 — 2015
CPWA, Certified Private Wealth Advisor Program Candidate
College for Financial Planning 1996 — 1998
CFP, Certified Financial Planner
Rutgers, The State University of New Jersey-Camden
BS, Finance
Jay Euler Jay Euler's Janney Montgomery Scott Experience December 1984 - Present
Job First VicePresident/ Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 1984 - Present
Euler & Co. June 1970 - December 1984
Education
Bucknell University 1966 — 1970
B.A., Economics
The Lawrenceville School 1965 — 1966
Janney Montgomery Scott December 1984 - Present
Euler & Co. June 1970 - December 1984
Education
Bucknell University 1966 — 1970
B.A., Economics
The Lawrenceville School 1965 — 1966
Scott Sibley Scott Sibley's Janney Montgomery Scott Experience November 2000 - November 2007
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Kimberly McDaniels's Janney Montgomery Scott Experience 2009 - 2010
Job Financial Administration Customer Service
Industry Financial Services
Experience
Howard Singer Associates May 2011 - Present
Janney Montgomery Scott 2009 - 2010
Janney Montgomery Scott 1982 - 2010
Skills
Series 7, Securities, Leadership, Human Resources, CRM, Investments, Financial Services, Trading, Time Management, Outlook, Mutual Funds, Bloomberg, Series 63, Life Insurance Agent, Portfolio Center
Education
Caldwell University 1976 — 1980
Bachelor of Arts
Holy Angels
Howard Singer Associates May 2011 - Present
Janney Montgomery Scott 2009 - 2010
Janney Montgomery Scott 1982 - 2010
Skills
Series 7, Securities, Leadership, Human Resources, CRM, Investments, Financial Services, Trading, Time Management, Outlook, Mutual Funds, Bloomberg, Series 63, Life Insurance Agent, Portfolio Center
Education
Caldwell University 1976 — 1980
Bachelor of Arts
Holy Angels
Douglas Brickley Douglas Brickley's Janney Montgomery Scott Experience 1995 - 1998
Job Managing Director at The Claro Group
Industry Management Consulting
Experience
The Claro Group January 2011 - Present
LECG September 2008 - December 2010
Navigant Capital Advisors May 2007 - September 2008
KPMG Advisory 2002 - 2007
FTI Consulting September 2002 - December 2002
Price Waterhouse Coopers 2000 - 2002
De Bellas & Co. 1998 - 2000
Janney Montgomery Scott 1995 - 1998
Price Waterhouse Coopers 1992 - 1995
Skills
Bankruptcy, Restructuring, Turnarounds, Valuation, Litigation Support, Due Diligence, Forensic Investigations, Divestitures, Management, Mergers, Finance, Business Valuation, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Forensic Analysis, Equities, Consulting, Turn Around Management, Management Consulting, Forensic Accounting, Strategy, M&A experience, Financial Analysis, Investment Banking, Banking, Executive Management, Corporate Governance, Financial Modeling, Financial Structuring, Fraud, Analysis, Litigation Consulting, Risk Management, Certified Fraud Examiner, Corporate Development, FCPA, SEC filings, Financial Advisory, Expert Witness, Acquisition Integration, LBO
Education
Baylor University - Hankamer School of Business 1990 — 1992
MBA, Finance
Texas A&M University 1986 — 1990
BS, Political Science
The Claro Group January 2011 - Present
LECG September 2008 - December 2010
Navigant Capital Advisors May 2007 - September 2008
KPMG Advisory 2002 - 2007
FTI Consulting September 2002 - December 2002
Price Waterhouse Coopers 2000 - 2002
De Bellas & Co. 1998 - 2000
Janney Montgomery Scott 1995 - 1998
Price Waterhouse Coopers 1992 - 1995
Skills
Bankruptcy, Restructuring, Turnarounds, Valuation, Litigation Support, Due Diligence, Forensic Investigations, Divestitures, Management, Mergers, Finance, Business Valuation, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Forensic Analysis, Equities, Consulting, Turn Around Management, Management Consulting, Forensic Accounting, Strategy, M&A experience, Financial Analysis, Investment Banking, Banking, Executive Management, Corporate Governance, Financial Modeling, Financial Structuring, Fraud, Analysis, Litigation Consulting, Risk Management, Certified Fraud Examiner, Corporate Development, FCPA, SEC filings, Financial Advisory, Expert Witness, Acquisition Integration, LBO
Education
Baylor University - Hankamer School of Business 1990 — 1992
MBA, Finance
Texas A&M University 1986 — 1990
BS, Political Science
Charles Drysdale Charles Drysdale's Janney Montgomery Scott Experience November 2002 - December 2005
Job Financial Advisor at family wealth advisors
Industry Financial Services
Experience
UNF 2010 - Present
Family Wealth Advisors December 2005 - Present
Janney Montgomery Scott November 2002 - December 2005
Robert W Baird July 1997 - December 2002
Smith Barney July 1993 - July 1997
Shearson Lehman Brothers June 1991 - July 1993
Merryl Lynch December 1989 - June 1991
Kidder Peabody & Co December 1980 - December 1989
Enfield's 3M January 1980 - December 1980
US NAVY December 1973 - January 1980
Skills
Investments, Public Speaking, Financial Advisory, Financial Services, Finance, Securities, Leadership
Education
Auburn University 1969 — 1973
BA, Experimental Psychology
UNF 2010 - Present
Family Wealth Advisors December 2005 - Present
Janney Montgomery Scott November 2002 - December 2005
Robert W Baird July 1997 - December 2002
Smith Barney July 1993 - July 1997
Shearson Lehman Brothers June 1991 - July 1993
Merryl Lynch December 1989 - June 1991
Kidder Peabody & Co December 1980 - December 1989
Enfield's 3M January 1980 - December 1980
US NAVY December 1973 - January 1980
Skills
Investments, Public Speaking, Financial Advisory, Financial Services, Finance, Securities, Leadership
Education
Auburn University 1969 — 1973
BA, Experimental Psychology
Jackie Reeves Jackie Reeves's Janney Montgomery Scott Experience 1992 - 1993
Job Managing Director, 401k Advisor, Portfolio Manager
Industry Financial Services
Experience
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Paul J. McCaw's Janney Montgomery Scott Experience June 2012 - August 2012
Job Health Club Manager at The Fairmont Copley Plaza
Industry Hospitality
Experience
Fairmont Copley Plaza June 2014 - Present
Advocare November 2013 - Present
Cohasset Fitness Club February 2014 - May 2014
Chevy Chase Athletic Club September 2013 - January 2014
Janney Montgomery Scott June 2012 - August 2012
Northwestern Mutual January 2011 - August 2011
Hobart and William Smith Colleges Department of Finance January 2011 - May 2011
United States Census Bureau April 2010 - August 2010
Skills
Investments, Financial Services, Entrepreneurship, Business Development, Sales, Finance, Management, Personal Training, Investment Banking, Fitness, Capital Markets, Analysis, Fitness Consulting, Fitness Training, Economics, Forecasting, Sports, Equity Research, Financial Analysis, PowerPoint, Microsoft Excel, Fixed Income, Health, Sports Nutrition, Sports Management, Sports Marketing, Fashion
Education
Hobart College 2009 — 2012
Major: Economics; Minor: American Studies
Boston College 2011 — 2011
Summer Session, Courses: Financial Accounting, Statistics
The Gunnery 2008 — 2009
Post Graduate Year
Cohasset High School 2004 — 2008
High School
Fairmont Copley Plaza June 2014 - Present
Advocare November 2013 - Present
Cohasset Fitness Club February 2014 - May 2014
Chevy Chase Athletic Club September 2013 - January 2014
Janney Montgomery Scott June 2012 - August 2012
Northwestern Mutual January 2011 - August 2011
Hobart and William Smith Colleges Department of Finance January 2011 - May 2011
United States Census Bureau April 2010 - August 2010
Skills
Investments, Financial Services, Entrepreneurship, Business Development, Sales, Finance, Management, Personal Training, Investment Banking, Fitness, Capital Markets, Analysis, Fitness Consulting, Fitness Training, Economics, Forecasting, Sports, Equity Research, Financial Analysis, PowerPoint, Microsoft Excel, Fixed Income, Health, Sports Nutrition, Sports Management, Sports Marketing, Fashion
Education
Hobart College 2009 — 2012
Major: Economics; Minor: American Studies
Boston College 2011 — 2011
Summer Session, Courses: Financial Accounting, Statistics
The Gunnery 2008 — 2009
Post Graduate Year
Cohasset High School 2004 — 2008
High School
Steve Lellouche Steve Lellouche's Janney Montgomery Scott Experience September 2013 - May 2014
Job Regional Director, BBYO Miami
Industry Nonprofit Organization Management
Experience
BBYO December 2014 - Present
VirtualWorks June 2014 - October 2014
Janney Montgomery Scott September 2013 - May 2014
Aerotek August 2012 - September 2013
MMGY Global May 2012 - June 2012
Pinkberry Ventures, Inc August 2010 - January 2012
Koofers.com January 2011 - May 2011
Apple August 2008 - January 2010
Skills
Facebook, Advertising, Social Media Marketing, Social Media, Public Relations, Event Planning, Digital Marketing, Marketing Communications, Event Management, Email Marketing, Blogging, Social Networking, Recruiting, Globalization, Sales, Management, Training, Time Management, Human Resources, Marketing Strategy, Budgets, Hiring, Negotiation, Temporary Placement, Customer Service, Leadership, Cold Calling, Marketing, Account Management
Education
University of Central Florida 2010 — 2012
Degree: Bachelors of Science, Interpersonal/Organizational Communication
University of Central Florida 2010 — 2012
Minor, Marketing
Broward College 2007 — 2010
Associate's degree, General Studies
BBYO December 2014 - Present
VirtualWorks June 2014 - October 2014
Janney Montgomery Scott September 2013 - May 2014
Aerotek August 2012 - September 2013
MMGY Global May 2012 - June 2012
Pinkberry Ventures, Inc August 2010 - January 2012
Koofers.com January 2011 - May 2011
Apple August 2008 - January 2010
Skills
Facebook, Advertising, Social Media Marketing, Social Media, Public Relations, Event Planning, Digital Marketing, Marketing Communications, Event Management, Email Marketing, Blogging, Social Networking, Recruiting, Globalization, Sales, Management, Training, Time Management, Human Resources, Marketing Strategy, Budgets, Hiring, Negotiation, Temporary Placement, Customer Service, Leadership, Cold Calling, Marketing, Account Management
Education
University of Central Florida 2010 — 2012
Degree: Bachelors of Science, Interpersonal/Organizational Communication
University of Central Florida 2010 — 2012
Minor, Marketing
Broward College 2007 — 2010
Associate's degree, General Studies
Ryan Swartz Ryan Swartz's Janney Montgomery Scott Experience April 2013 - January 2015
Job Owner at Kronos Networks, LLC
Industry Information Technology and Services
Experience
Vertical Screen, Inc. January 2015 - Present
Kronos Networks, LLC June 2013 - Present
Intelisys February 2013 - Present
Janney Montgomery Scott April 2013 - January 2015
Comcast Business Class August 2012 - February 2013
Broadview Networks March 2011 - June 2012
Insight Global December 2010 - January 2011
Sprint Nextel September 2006 - March 2009
TEKsystems November 2005 - September 2006
Wilmark Group June 2005 - November 2005
Skills
CompTIA Network+..., CompTIA A+ Certification, CCNA, CCNA Security, CCNA Voice, VoIP, Servers, Switches, Cisco Technologies, Routers, Networking, WAN, IP, Windows Server, Routing, Troubleshooting, Network Design, MPLS, Network Administration, Active Directory, Wireless, Juniper
Education
Widener University 2000 — 2004
BS, Computer Science
Camden County College
A+, Net+, CCNA
Vertical Screen, Inc. January 2015 - Present
Kronos Networks, LLC June 2013 - Present
Intelisys February 2013 - Present
Janney Montgomery Scott April 2013 - January 2015
Comcast Business Class August 2012 - February 2013
Broadview Networks March 2011 - June 2012
Insight Global December 2010 - January 2011
Sprint Nextel September 2006 - March 2009
TEKsystems November 2005 - September 2006
Wilmark Group June 2005 - November 2005
Skills
CompTIA Network+..., CompTIA A+ Certification, CCNA, CCNA Security, CCNA Voice, VoIP, Servers, Switches, Cisco Technologies, Routers, Networking, WAN, IP, Windows Server, Routing, Troubleshooting, Network Design, MPLS, Network Administration, Active Directory, Wireless, Juniper
Education
Widener University 2000 — 2004
BS, Computer Science
Camden County College
A+, Net+, CCNA
Kevin Mapleton's Janney Montgomery Scott Experience September 2006 - December 2006
Job FABP at XPO Logistics
Industry Logistics and Supply Chain
Experience
XPO Logistics, Inc. December 2012 - Present
PLS Logistics January 2012 - October 2012
PLS Logistics Services January 2012 - October 2012
BNY Mellon February 2008 - January 2012
BNY Mellon Financial Corporation February 2008 - January 2012
Bar Back May 2009 - April 2011
Eric Ryan Corp November 2005 - February 2008
Janney Montgomery Scott September 2006 - December 2006
Skills
Cold Calling, Sales, Customer Service, Transportation, Leadership, Logistics, Microsoft Office, Recruiting, Microsoft Excel, Customer Satisfaction, Team Building, Account Management, Sourcing, Shipping, Inventory Management
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor's degree, Financial Planning and Services
XPO Logistics, Inc. December 2012 - Present
PLS Logistics January 2012 - October 2012
PLS Logistics Services January 2012 - October 2012
BNY Mellon February 2008 - January 2012
BNY Mellon Financial Corporation February 2008 - January 2012
Bar Back May 2009 - April 2011
Eric Ryan Corp November 2005 - February 2008
Janney Montgomery Scott September 2006 - December 2006
Skills
Cold Calling, Sales, Customer Service, Transportation, Leadership, Logistics, Microsoft Office, Recruiting, Microsoft Excel, Customer Satisfaction, Team Building, Account Management, Sourcing, Shipping, Inventory Management
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor's degree, Financial Planning and Services
Clifford F. Ransom II Clifford F. Ransom II's Janney Montgomery Scott Experience 2001 - 2002
Job President and Founder, Ransom Research, Inc. "The Way of Lean Investing"
Industry Research
Experience
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Ryan McNamara, CLTC's Janney Montgomery Scott Experience November 2010 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott November 2010 - Present
United Bankshares, Inc June 2008 - October 2010
PNC Investments May 2007 - August 2007
Skills
Retirement Planning, Finance, Investments, Wealth Management, Financial Services, Estate Planning
Education
WVU College of Business & Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
West Virginia University 2004 — 2008
Bachelor of Science (BS) in Business Administration, Marketing
Peters Township HS 2000 — 2004
Janney Montgomery Scott November 2010 - Present
United Bankshares, Inc June 2008 - October 2010
PNC Investments May 2007 - August 2007
Skills
Retirement Planning, Finance, Investments, Wealth Management, Financial Services, Estate Planning
Education
WVU College of Business & Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
West Virginia University 2004 — 2008
Bachelor of Science (BS) in Business Administration, Marketing
Peters Township HS 2000 — 2004
Clifford Dube' Clifford Dube''s Janney Montgomery Scott Experience August 1996 - Present
Job RETIREMENT INCOME SPECIALIST CHARTERED RETIREMENT PLANNING COUNSELORsm CRPC® CERTIFIED in LONGTERM CARE CLTC
Industry Financial Services
Experience
Janney Montgomery Scott August 1996 - Present
Penn Capital Financial Services September 1993 - September 1995
Hackett Associates June 1987 - September 1993
First Investors Corporation January 1982 - June 1987
Chateau-Gai Wines Ltd August 1973 - August 1981
United States Marine Corps June 1971 - June 1973
Skills
Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Long-term Care, Series 7, Wealth Management, Investment Advisory, Strategic Planning, Mutual Funds, Series 6, Credit, Securities, Investment Strategies, Equities, Insurance, Investments, ETFs, Financial Analysis, IRAs, Personal Finance, Finance, Asset Management, Financial Advisory, Investment Management, 401k, Banking, Estate Planning, Financial Services, Portfolio Management, Fixed Income, Life Insurance, Asset Allocation, Risk Management, Management, Alternative Investments, Public Speaking, Leadership, Team Building
Education
Brock University 1975 — 1977
Labor Relations Programs
Janney Montgomery Scott August 1996 - Present
Penn Capital Financial Services September 1993 - September 1995
Hackett Associates June 1987 - September 1993
First Investors Corporation January 1982 - June 1987
Chateau-Gai Wines Ltd August 1973 - August 1981
United States Marine Corps June 1971 - June 1973
Skills
Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Long-term Care, Series 7, Wealth Management, Investment Advisory, Strategic Planning, Mutual Funds, Series 6, Credit, Securities, Investment Strategies, Equities, Insurance, Investments, ETFs, Financial Analysis, IRAs, Personal Finance, Finance, Asset Management, Financial Advisory, Investment Management, 401k, Banking, Estate Planning, Financial Services, Portfolio Management, Fixed Income, Life Insurance, Asset Allocation, Risk Management, Management, Alternative Investments, Public Speaking, Leadership, Team Building
Education
Brock University 1975 — 1977
Labor Relations Programs
David Saletta CFA, FRM David Saletta CFA, FRM's Janney Montgomery Scott Experience August 1993 - April 1996
Job Assistant Head of Asset and Liability Management at Transamerica Aegon
Industry Financial Services
Experience
Transamerica - Aegon September 2013 - Present
AEGON Asset Management December 2011 - September 2013
PNC Financial Services Group April 1997 - October 2009
Mellon Financial April 1996 - April 1997
Janney Montgomery Scott August 1993 - April 1996
Skills
Interest Rate..., Financial Risk..., Derivatives, Capital Markets, Hedging, Fixed Income, Bloomberg, Hedge Funds, Bonds, Options, Portfolio Management, Financial Modeling, Credit Risk, Trading, Alternative Investments, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
BBA, Finance
Transamerica - Aegon September 2013 - Present
AEGON Asset Management December 2011 - September 2013
PNC Financial Services Group April 1997 - October 2009
Mellon Financial April 1996 - April 1997
Janney Montgomery Scott August 1993 - April 1996
Skills
Interest Rate..., Financial Risk..., Derivatives, Capital Markets, Hedging, Fixed Income, Bloomberg, Hedge Funds, Bonds, Options, Portfolio Management, Financial Modeling, Credit Risk, Trading, Alternative Investments, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
BBA, Finance
Thomas Weirich Thomas Weirich's Janney Montgomery Scott Experience 1985 - 2000
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC 2000 - Present
Janney Montgomery Scott 1985 - 2000
Hahnemann University Hospital 1978 - 1985
John F. Kennedy Community Mental Health Center 1978 - 1985
Skills
Financial Advice, Retirement Planning, Investments, Securities, Mutual Funds, Dynamic Asset Allocation, 401(k) Rollovers, Fixed Income, Leadership, Change Management, Business Strategy, Strategic Planning, Business Planning
Education
University of Pennsylvania 2004 — 2004
Program Certificate, Positive Psychology
University of Pennsylvania - The Wharton School 1983 — 1983
Post Graduate Certificate, Business
Rutgers University-New Brunswick 1969 — 1978
Ph.D. & M.A., Sociology
Colgate University 1965 — 1969
B.A., Sociology
Wells Fargo Advisors LLC 2000 - Present
Janney Montgomery Scott 1985 - 2000
Hahnemann University Hospital 1978 - 1985
John F. Kennedy Community Mental Health Center 1978 - 1985
Skills
Financial Advice, Retirement Planning, Investments, Securities, Mutual Funds, Dynamic Asset Allocation, 401(k) Rollovers, Fixed Income, Leadership, Change Management, Business Strategy, Strategic Planning, Business Planning
Education
University of Pennsylvania 2004 — 2004
Program Certificate, Positive Psychology
University of Pennsylvania - The Wharton School 1983 — 1983
Post Graduate Certificate, Business
Rutgers University-New Brunswick 1969 — 1978
Ph.D. & M.A., Sociology
Colgate University 1965 — 1969
B.A., Sociology
Larry Angert Larry Angert's Janney Montgomery Scott Experience October 2011 - December 2011
Job Staff Technical Writer at Freedom Mortgage
Industry Information Technology and Services
Experience
Pfizer through Insight Global January 2014 - March 2014
Independence Blue Cross February 2013 - October 2013
Pfizer (via LiquidHub Consultants) October 2012 - January 2013
TD Bank Group March 2012 - August 2012
Janney Montgomery Scott October 2011 - December 2011
Numoda Technologies March 2009 - August 2011
Cablevision July 2008 - April 2009
Transaction Payment Systems July 2004 - June 2008
Computer Associates, Inc July 2003 - July 2004
First Consulting Group November 1999 - June 2003
Skills
Creating lucid,..., Microsoft Word, Microsoft Visio, Microsoft Excel, VBA, Microsoft PowerPoint, Adobe FrameMaker, Acrobat Professional, Camtasia, SnagIt, Author-iT, MadCap Flare, HTML/XML, Obtain and understand..., Software, Software Documentation, PowerPoint, Adobe Acrobat, FrameMaker, Visio, Technical Documentation, Technical Writing, Sop, SharePoint, Visual Basic, Quality Assurance, Team Management, Technical Communication, Integration, Online Help, Training, Document Management, Content Management, Program Management, Manuals
Education
Arcadia University 1990 — 1991
Post-Baccalaureate Certificate (completed a second major), Computer Science
Temple University 1976 — 1991
BA, Liberal Arts and Sciences, General Studies and Humanities
Pfizer through Insight Global January 2014 - March 2014
Independence Blue Cross February 2013 - October 2013
Pfizer (via LiquidHub Consultants) October 2012 - January 2013
TD Bank Group March 2012 - August 2012
Janney Montgomery Scott October 2011 - December 2011
Numoda Technologies March 2009 - August 2011
Cablevision July 2008 - April 2009
Transaction Payment Systems July 2004 - June 2008
Computer Associates, Inc July 2003 - July 2004
First Consulting Group November 1999 - June 2003
Skills
Creating lucid,..., Microsoft Word, Microsoft Visio, Microsoft Excel, VBA, Microsoft PowerPoint, Adobe FrameMaker, Acrobat Professional, Camtasia, SnagIt, Author-iT, MadCap Flare, HTML/XML, Obtain and understand..., Software, Software Documentation, PowerPoint, Adobe Acrobat, FrameMaker, Visio, Technical Documentation, Technical Writing, Sop, SharePoint, Visual Basic, Quality Assurance, Team Management, Technical Communication, Integration, Online Help, Training, Document Management, Content Management, Program Management, Manuals
Education
Arcadia University 1990 — 1991
Post-Baccalaureate Certificate (completed a second major), Computer Science
Temple University 1976 — 1991
BA, Liberal Arts and Sciences, General Studies and Humanities
Lori Suzanne S. Lori Suzanne S.'s Janney Montgomery Scott Experience June 2010 - May 2012
Job Student Associate, Product Development & Corporate Innovation, Fidelis Care
Industry Hospital & Health Care
Experience
CareMessage June 2015 - August 2015
NYC Mayor's Office of Management and Budget October 2013 - April 2014
NYC Health and Hospitals Corporation May 2012 - October 2013
Janney Montgomery Scott June 2010 - May 2012
Moody’s Investors Service August 2008 - June 2010
Skills
Analysis, Leadership, Nonprofits, Research, Healthcare Information..., Management
Education
Columbia University Mailman School of Public Health 2014 — 2016
Master's Degree, Public Health
NYU Robert F. Wagner Graduate School of Public Service 2005 — 2007
Master of Public Administration (MPA), Public Finance
Carnegie Mellon University 1999 — 2003
Bachelor's Degree, Bachelor of Humanities and Arts
CareMessage June 2015 - August 2015
NYC Mayor's Office of Management and Budget October 2013 - April 2014
NYC Health and Hospitals Corporation May 2012 - October 2013
Janney Montgomery Scott June 2010 - May 2012
Moody’s Investors Service August 2008 - June 2010
Skills
Analysis, Leadership, Nonprofits, Research, Healthcare Information..., Management
Education
Columbia University Mailman School of Public Health 2014 — 2016
Master's Degree, Public Health
NYU Robert F. Wagner Graduate School of Public Service 2005 — 2007
Master of Public Administration (MPA), Public Finance
Carnegie Mellon University 1999 — 2003
Bachelor's Degree, Bachelor of Humanities and Arts
Yohann Sidhwa Yohann Sidhwa's Janney Montgomery Scott Experience June 2009 - April 2010
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo January 2010 - January 2014
Janney Montgomery Scott June 2009 - April 2010
Skills
Fixed Income, Financial Modeling, Bloomberg, Bonds, Investment Banking, Capital Markets, Valuation, Equities, Series 7, Securities, Derivatives, Portfolio Management, Investments, Alternative Investments, Financial Analysis, Dog Walking, Highly inquisitive, Quick & Eager Learner, Business Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2010
Graduate Certificate, Public Finance
University of Pennsylvania 2005 — 2009
BA, Economics, American Public Policy
Wells Fargo February 2014 - Present
Wells Fargo January 2010 - January 2014
Janney Montgomery Scott June 2009 - April 2010
Skills
Fixed Income, Financial Modeling, Bloomberg, Bonds, Investment Banking, Capital Markets, Valuation, Equities, Series 7, Securities, Derivatives, Portfolio Management, Investments, Alternative Investments, Financial Analysis, Dog Walking, Highly inquisitive, Quick & Eager Learner, Business Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2010
Graduate Certificate, Public Finance
University of Pennsylvania 2005 — 2009
BA, Economics, American Public Policy
Nicole Calantoni Nicole Calantoni's Janney Montgomery Scott Experience April 2000 - December 2014
Job Sales Assistant
Industry Financial Services
Experience
One Financial Services January 2015 - Present
Janney Montgomery Scott April 2000 - December 2014
First Union National Bank 1996 - 2000
Skills
Series 7, Mutual Funds, Customer Service, Wealth Management, Series 63, Investments, Retirement Planning
Education
Bloomsburg University of Pennsylvania 1992 — 1994
Bachelor of Arts (B.A.), Marketing
University of Pittsburgh 1990 — 1992
One Financial Services January 2015 - Present
Janney Montgomery Scott April 2000 - December 2014
First Union National Bank 1996 - 2000
Skills
Series 7, Mutual Funds, Customer Service, Wealth Management, Series 63, Investments, Retirement Planning
Education
Bloomsburg University of Pennsylvania 1992 — 1994
Bachelor of Arts (B.A.), Marketing
University of Pittsburgh 1990 — 1992
Cara Petonic's Janney Montgomery Scott Experience 2009 - 2011
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture 2013 - Present
Accenture June 2012 - August 2012
Janney Montgomery Scott 2009 - 2011
Janney Montgomery Scott 2007 - 2009
Skills
Strategy, Management Consulting, Financial Modeling, Leadership, Business Strategy, Valuation, Fundraising, Higher Education, Consulting, Competitive Analysis, Research, Marketing Strategy, Market Analysis, Management, Analytics, Corporate Finance, Analysis, Market Research, Due Diligence, Finance, Venture Capital
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Instituto de Empresa
Master of Business Administration (M.B.A.)
Bryn Mawr College
B.A.
Accenture 2013 - Present
Accenture June 2012 - August 2012
Janney Montgomery Scott 2009 - 2011
Janney Montgomery Scott 2007 - 2009
Skills
Strategy, Management Consulting, Financial Modeling, Leadership, Business Strategy, Valuation, Fundraising, Higher Education, Consulting, Competitive Analysis, Research, Marketing Strategy, Market Analysis, Management, Analytics, Corporate Finance, Analysis, Market Research, Due Diligence, Finance, Venture Capital
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Instituto de Empresa
Master of Business Administration (M.B.A.)
Bryn Mawr College
B.A.
Alexander Campbell, MBA Alexander Campbell, MBA's Janney Montgomery Scott Experience May 2010 - October 2010
Job Bank of New York Mellon
Industry Management Consulting
Experience
BNY Mellon February 2015 - Present
Cisco November 2014 - December 2014
WinMax Systems July 2013 - December 2014
Coastal Carolina University November 2012 - May 2013
Coastal Carolina University August 2012 - May 2013
Schmid Pipeline Construction, Inc January 2012 - April 2012
Robert Half July 2011 - April 2012
American Eagle Outfitters July 2011 - December 2011
International Business Seminar December 2010 - January 2011
Janney Montgomery Scott May 2010 - October 2010
Skills
IT Solutions, IT Service Management, Corporate Finance, Strategic Consulting, IT Recruitment, Oil & Gas Industry, Personal Financial..., Construction Safety, IT Sourcing, Intercollegiate..., MBA, Change Management, Account Management, Strategy, Sales Operations, Sales Management, Consulting, Sales, Business Development, New Business Development, Technology, Enterprise Software, Professional Services, Staff Augmentation, Mobile, Social, Cloud, Business Analysis, Business Intelligence, Strategic Partnerships, Marketing Strategy, Business Strategy, WWE, NFL, CRM, Big Data, Actian, Big Data Analytics
Education
Coastal Carolina University
Master of Business Administration (M.B.A.), G.P.A. 3.833
University of South Florida OTI Education Center
OSHA 510-Occupational Safety and Health Standards for the Construction Industry
Clarion University of Pennsylvania
Bachelor's Degree, Business Administration; Corporate Finance; Personal Financial Planning Finance
Mars Area High School
BNY Mellon February 2015 - Present
Cisco November 2014 - December 2014
WinMax Systems July 2013 - December 2014
Coastal Carolina University November 2012 - May 2013
Coastal Carolina University August 2012 - May 2013
Schmid Pipeline Construction, Inc January 2012 - April 2012
Robert Half July 2011 - April 2012
American Eagle Outfitters July 2011 - December 2011
International Business Seminar December 2010 - January 2011
Janney Montgomery Scott May 2010 - October 2010
Skills
IT Solutions, IT Service Management, Corporate Finance, Strategic Consulting, IT Recruitment, Oil & Gas Industry, Personal Financial..., Construction Safety, IT Sourcing, Intercollegiate..., MBA, Change Management, Account Management, Strategy, Sales Operations, Sales Management, Consulting, Sales, Business Development, New Business Development, Technology, Enterprise Software, Professional Services, Staff Augmentation, Mobile, Social, Cloud, Business Analysis, Business Intelligence, Strategic Partnerships, Marketing Strategy, Business Strategy, WWE, NFL, CRM, Big Data, Actian, Big Data Analytics
Education
Coastal Carolina University
Master of Business Administration (M.B.A.), G.P.A. 3.833
University of South Florida OTI Education Center
OSHA 510-Occupational Safety and Health Standards for the Construction Industry
Clarion University of Pennsylvania
Bachelor's Degree, Business Administration; Corporate Finance; Personal Financial Planning Finance
Mars Area High School
Howard Gierling Howard Gierling's Janney Montgomery Scott Experience January 1990 - Present
Job Senior Vice President/ Wealth Management at Janney Montgomery Scott AWMA, CRPC
Industry Financial Services
Experience
Janney Montgomery Scott January 1990 - Present
City of Oil City January 1987 - January 1991
Skills
Chartered Retirement..., AWMA, C.L.T.C, Estate Planning, Retirement Planning, Long-term Care, Wealth Management, Series 7, Financial Advisory, Mutual Funds, Series 63, Investment Advisory, Retirement, Asset Allocation, Alternative Investments
Education
College for Financial Planning 2007 — 2011
AWMA, CRPC, waelth management, retirement planning
University of Pennsylvania - The Wharton School 1999 — 2003
SII, finance
Slippery Rock University of Pennsylvania 1966 — 1970
Bachelor of Science (BS), education
board of standards
CLTC, long term care
Janney Montgomery Scott January 1990 - Present
City of Oil City January 1987 - January 1991
Skills
Chartered Retirement..., AWMA, C.L.T.C, Estate Planning, Retirement Planning, Long-term Care, Wealth Management, Series 7, Financial Advisory, Mutual Funds, Series 63, Investment Advisory, Retirement, Asset Allocation, Alternative Investments
Education
College for Financial Planning 2007 — 2011
AWMA, CRPC, waelth management, retirement planning
University of Pennsylvania - The Wharton School 1999 — 2003
SII, finance
Slippery Rock University of Pennsylvania 1966 — 1970
Bachelor of Science (BS), education
board of standards
CLTC, long term care
Aaron Ravenscroft Aaron Ravenscroft's Janney Montgomery Scott Experience June 2000 - May 2003
Job Regional Managing Director Weir Minerals North America
Industry Machinery
Experience
The Weir Group March 2013 - Present
Robbins & Myers (acquired by NOV) September 2011 - February 2013
Gardner Denver January 2010 - September 2011
Gardner Denver December 2008 - January 2010
Wabtec Corporation April 2008 - December 2008
Wabtec Corporation June 2006 - March 2008
Wabtec Corporation January 2005 - June 2006
Wabtec Corporation June 2003 - December 2004
Janney Montgomery Scott June 2000 - May 2003
Skills
Strategic Planning, Product Development, Six Sigma, New Business Development, Business Strategy, Lean Manufacturing, Manufacturing, Cross-functional Team..., Operations Management, Sales Management, Continuous Improvement, Forecasting, Kaizen, Management Consulting, Pumps, Business Development, Supply Chain Management, SAP, Strategic Sourcing, International Sales, Budgets, Value Stream Mapping, Management, Mergers & Acquisitions, Procurement, Supply Chain, Contract Negotiation, Engineering, Strategy, Business Process..., Change Management
Education
Carnegie Mellon University 2007 — 2008
MBA, Marketing
Bucknell University 1996 — 2000
BA, Economics
The Kiski School 1992 — 1996
High School
The Weir Group March 2013 - Present
Robbins & Myers (acquired by NOV) September 2011 - February 2013
Gardner Denver January 2010 - September 2011
Gardner Denver December 2008 - January 2010
Wabtec Corporation April 2008 - December 2008
Wabtec Corporation June 2006 - March 2008
Wabtec Corporation January 2005 - June 2006
Wabtec Corporation June 2003 - December 2004
Janney Montgomery Scott June 2000 - May 2003
Skills
Strategic Planning, Product Development, Six Sigma, New Business Development, Business Strategy, Lean Manufacturing, Manufacturing, Cross-functional Team..., Operations Management, Sales Management, Continuous Improvement, Forecasting, Kaizen, Management Consulting, Pumps, Business Development, Supply Chain Management, SAP, Strategic Sourcing, International Sales, Budgets, Value Stream Mapping, Management, Mergers & Acquisitions, Procurement, Supply Chain, Contract Negotiation, Engineering, Strategy, Business Process..., Change Management
Education
Carnegie Mellon University 2007 — 2008
MBA, Marketing
Bucknell University 1996 — 2000
BA, Economics
The Kiski School 1992 — 1996
High School
Antonina Peshkova's Janney Montgomery Scott Experience June 2010 - August 2010
Job Associate Analyst at Moody's Investors Service
Industry Public Policy
Experience
Moody's Investors Service April 2015 - Present
CBRE March 2013 - February 2015
Priderock Capital Partners June 2011 - February 2013
Janney Montgomery Scott June 2010 - August 2010
Janney Montgomery Scott February 2010 - March 2010
Manter Consulting February 2009 - May 2009
Skills
Financial Modeling, Microsoft Excel, Fixed Income, PowerPoint, Microsoft Office, Economics, Microsoft Word, Argus Modeling, Equity Research, Fixed Income Analysis, Bloomberg, Real Estate, DCF Valuation, Market Research, Stata, Financial Analysis
Education
Ohio Wesleyan University
B.A, Economics Management
Alcorn State University 2006 — 2008
B.A., Business Administration
Moody's Investors Service April 2015 - Present
CBRE March 2013 - February 2015
Priderock Capital Partners June 2011 - February 2013
Janney Montgomery Scott June 2010 - August 2010
Janney Montgomery Scott February 2010 - March 2010
Manter Consulting February 2009 - May 2009
Skills
Financial Modeling, Microsoft Excel, Fixed Income, PowerPoint, Microsoft Office, Economics, Microsoft Word, Argus Modeling, Equity Research, Fixed Income Analysis, Bloomberg, Real Estate, DCF Valuation, Market Research, Stata, Financial Analysis
Education
Ohio Wesleyan University
B.A, Economics Management
Alcorn State University 2006 — 2008
B.A., Business Administration
Gladys van den Berg's Janney Montgomery Scott Experience 2000 - 2002
Job Business Development/Communications Coordinator at Orlando Federal Credit Union
Industry Financial Services
Experience
Orlando Federal Credit Union March 2014 - Present
Orlando Federal Credit Union December 2002 - Present
Quick & Reilly 2002 - 2002
Janney Montgomery Scott 2000 - 2002
Skills
Marketing, Community Outreach, Community Development, IRAs, Public Speaking, Fundraising, Customer Service, Management, Event Planning, Corporate Communications, Newsletters, Microsoft Office, Coaching, Managment, Creativity, Creative Work, Desktop Publishing, Writing, Financial Services, Service Delivery, Communication, Seminars, Analytical Skills, Awareness, Accountability, Brochures, Flexibility, Corel, Church Events, Events Coordination, Tax Preparation, Self-starter, Conscientious, Volunteer Management, Volunteer Training, Volunteering, Dedicated Professional, New Business Development, 401k sales and service, Investments, Technical Writing, Content Management, Leadership, Team Building, Banking
Education
Ashford University 2012 — 2015
Bachelor's Degree, Communication Studies, 3.80 GPA
Philadelphia University 1973 — 1976
Bachelor's Degree, Textile Design
Orlando Federal Credit Union March 2014 - Present
Orlando Federal Credit Union December 2002 - Present
Quick & Reilly 2002 - 2002
Janney Montgomery Scott 2000 - 2002
Skills
Marketing, Community Outreach, Community Development, IRAs, Public Speaking, Fundraising, Customer Service, Management, Event Planning, Corporate Communications, Newsletters, Microsoft Office, Coaching, Managment, Creativity, Creative Work, Desktop Publishing, Writing, Financial Services, Service Delivery, Communication, Seminars, Analytical Skills, Awareness, Accountability, Brochures, Flexibility, Corel, Church Events, Events Coordination, Tax Preparation, Self-starter, Conscientious, Volunteer Management, Volunteer Training, Volunteering, Dedicated Professional, New Business Development, 401k sales and service, Investments, Technical Writing, Content Management, Leadership, Team Building, Banking
Education
Ashford University 2012 — 2015
Bachelor's Degree, Communication Studies, 3.80 GPA
Philadelphia University 1973 — 1976
Bachelor's Degree, Textile Design
Frohman Anderson Frohman Anderson's Janney Montgomery Scott Experience January 2013 - April 2013
Job CoFounder and Project Manager at Ava Anderson NonToxic
Industry Consumer Goods
Experience
Ava Anderson Non-Toxic June 2010 - Present
Janney Montgomery Scott January 2013 - April 2013
Nalari Health, LLC June 2011 - September 2011
Narragansett Brewing Company June 2011 - August 2011
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree, Management In Entrepreneurial Leadership
Moses Brown 2007 — 2010
Ava Anderson Non-Toxic June 2010 - Present
Janney Montgomery Scott January 2013 - April 2013
Nalari Health, LLC June 2011 - September 2011
Narragansett Brewing Company June 2011 - August 2011
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree, Management In Entrepreneurial Leadership
Moses Brown 2007 — 2010
Adrienne Winslow's Janney Montgomery Scott Experience 1999 - 2003
Job Senior Recruiter at URS Corporation
Industry Human Resources
Experience
AECOM August 2014 - Present
One Focus International April 2014 - Present
Virginia Premier Health Plan, Inc. July 2013 - March 2014
Eagle Systems and Services January 2009 - 2012
Stanley-Techrizon 2008 - 2009
CCMH 2007 - 2008
Hospital Albert Einstein October 2003 - February 2006
Janney Montgomery Scott 1999 - 2003
Skills
Technical Recruiting, Benefits Negotiation, Applicant Tracking..., Screening, Talent Acquisition, Staff Augmentation, Screening Resumes, Contract Recruitment, Sourcing, Staffing Services, Recruiting, IT Recruitment, Permanent Placement, Talent Management, Human Resources, Interviews, Resume Writing, Vendor Management, Internet Recruiting, DoD, Security Clearance, Government Contracting, Employee Relations, Employee Engagement, Employee Benefits, Onboarding, Deferred Compensation, Training, Temporary Staffing, Temporary Placement, Job Fairs, Policy, New Hire Orientations
Education
Columbia College
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
AECOM August 2014 - Present
One Focus International April 2014 - Present
Virginia Premier Health Plan, Inc. July 2013 - March 2014
Eagle Systems and Services January 2009 - 2012
Stanley-Techrizon 2008 - 2009
CCMH 2007 - 2008
Hospital Albert Einstein October 2003 - February 2006
Janney Montgomery Scott 1999 - 2003
Skills
Technical Recruiting, Benefits Negotiation, Applicant Tracking..., Screening, Talent Acquisition, Staff Augmentation, Screening Resumes, Contract Recruitment, Sourcing, Staffing Services, Recruiting, IT Recruitment, Permanent Placement, Talent Management, Human Resources, Interviews, Resume Writing, Vendor Management, Internet Recruiting, DoD, Security Clearance, Government Contracting, Employee Relations, Employee Engagement, Employee Benefits, Onboarding, Deferred Compensation, Training, Temporary Staffing, Temporary Placement, Job Fairs, Policy, New Hire Orientations
Education
Columbia College
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
Matt Timpanelli's Janney Montgomery Scott Experience June 2012 - August 2012
Job Institutional Equity Sales at Wolfe Research, LLC
Industry Capital Markets
Experience
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Mary Houston Mary Houston's Janney Montgomery Scott Experience December 2011 - December 2011
Job Marketing Associate Content Marketing & Product Strategy at Moody's Analytics
Industry Investment Management
Experience
Moody's Analytics April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
Bucknell's Career Development Center August 2012 - May 2013
Janney Montgomery Scott December 2011 - December 2011
Robert Half International – Office Team June 2011 - August 2011
Sea Isle City Beach Patrol May 2009 - August 2009
Education
Bucknell University 2009 — 2013
Bachelor of Science in Business Administration
Universitat d'Alacant / Universidad de Alicante 2012 — 2012
Spanish Language
Merion Mercy Academy - Merion Station, PA 2005 — 2009
Moody's Analytics April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
Bucknell's Career Development Center August 2012 - May 2013
Janney Montgomery Scott December 2011 - December 2011
Robert Half International – Office Team June 2011 - August 2011
Sea Isle City Beach Patrol May 2009 - August 2009
Education
Bucknell University 2009 — 2013
Bachelor of Science in Business Administration
Universitat d'Alacant / Universidad de Alicante 2012 — 2012
Spanish Language
Merion Mercy Academy - Merion Station, PA 2005 — 2009
Christopher J. Guandolo, CFP(R) Christopher J. Guandolo, CFP(R)'s Janney Montgomery Scott Experience 2007 - Present
Job Brown, Guandolo, Onuska & Orr The Advisory Partners of Beaver, PA
Industry Financial Services
Experience
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
jenna ray's Janney Montgomery Scott Experience June 2002 - May 2006
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Janney Capital December 2013 - September 2015
Lazard April 2006 - December 2013
Janney Montgomery Scott June 2002 - May 2006
ABN AMRO September 1998 - June 2002
Tucker Anthony 1992 - 1998
Skills
Investments, Equity Research, Capital Markets, Valuation, Asset Managment, Portfolio Management, Bloomberg, Financial Modeling, Investment Banking, Securities, Fixed Income, Private Equity, Equities, Hedge Funds, Alternative Investments, Management, Series 7, Mutual Funds, Series 63, Financial Analysis, Mergers & Acquisitions, Sales
Education
Boston University 1985 — 1989
BS, Communications
Hebron 1983 — 1985
Cantor Fitzgerald September 2015 - Present
Janney Capital December 2013 - September 2015
Lazard April 2006 - December 2013
Janney Montgomery Scott June 2002 - May 2006
ABN AMRO September 1998 - June 2002
Tucker Anthony 1992 - 1998
Skills
Investments, Equity Research, Capital Markets, Valuation, Asset Managment, Portfolio Management, Bloomberg, Financial Modeling, Investment Banking, Securities, Fixed Income, Private Equity, Equities, Hedge Funds, Alternative Investments, Management, Series 7, Mutual Funds, Series 63, Financial Analysis, Mergers & Acquisitions, Sales
Education
Boston University 1985 — 1989
BS, Communications
Hebron 1983 — 1985
Joshua Lipton Joshua Lipton's Janney Montgomery Scott Experience 2004 - 2006
Job Account Manager
Industry Marketing and Advertising
Experience
Silver Creative Group November 2013 - Present
Law Offices of Erica A. Wikstrom 2009 - August 2013
Joshua Lipton 2003 - 2013
GBG- The Corporate Gift Source 2007 - 2008
Janney Montgomery Scott 2004 - 2006
Skills
Marketing, consumer promotions, Marketing Communications, Marketing Strategy, Consumer Marketing, Promotions, Oral & Written..., Quick Study, Quick Thinker, Building Relationships, Responsiveness, Business Analysis, Market Research, Organizational Structure, Customer Service
Education
Southern Connecticut State University
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Bryant University
Marketing
Silver Creative Group November 2013 - Present
Law Offices of Erica A. Wikstrom 2009 - August 2013
Joshua Lipton 2003 - 2013
GBG- The Corporate Gift Source 2007 - 2008
Janney Montgomery Scott 2004 - 2006
Skills
Marketing, consumer promotions, Marketing Communications, Marketing Strategy, Consumer Marketing, Promotions, Oral & Written..., Quick Study, Quick Thinker, Building Relationships, Responsiveness, Business Analysis, Market Research, Organizational Structure, Customer Service
Education
Southern Connecticut State University
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Bryant University
Marketing
Bernadette Reed Bernadette Reed's Janney Montgomery Scott Experience July 1996 - December 1997
Job Senior Vice PresidentPrime Brokerage Sales
Industry Financial Services
Experience
BTIG May 2008 - Present
UBS Investment Bank August 2006 - May 2008
RBC Capital Markets January 1998 - December 2001
Janney Montgomery Scott July 1996 - December 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Series 63, Fixed Income, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Securities, Derivatives, Trading Systems, Financial Services, Fund Administration, Bloomberg Terminal, Operational Due..., Credit Derivatives, Institutional..., Series 55, Series 25, Canadian Securities..., Commodity, FX trading, Hedging, Investment Strategies, Currency, Emerging Markets, Mutual Funds, Trading Strategies, FX Options, Investment Management, Foreign Exchange, Settlement, Private Equity, High Yield, Wealth Management, Financial Analysis, Due Diligence, Equity Valuation, Structured Finance, Securities Lending
Education
City University of New York-Hunter College 1995 — 1996
BA, English/Spanish
Fordham University 1994 — 1995
Muhlenberg College 1992 — 1995
BTIG May 2008 - Present
UBS Investment Bank August 2006 - May 2008
RBC Capital Markets January 1998 - December 2001
Janney Montgomery Scott July 1996 - December 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Series 63, Fixed Income, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Securities, Derivatives, Trading Systems, Financial Services, Fund Administration, Bloomberg Terminal, Operational Due..., Credit Derivatives, Institutional..., Series 55, Series 25, Canadian Securities..., Commodity, FX trading, Hedging, Investment Strategies, Currency, Emerging Markets, Mutual Funds, Trading Strategies, FX Options, Investment Management, Foreign Exchange, Settlement, Private Equity, High Yield, Wealth Management, Financial Analysis, Due Diligence, Equity Valuation, Structured Finance, Securities Lending
Education
City University of New York-Hunter College 1995 — 1996
BA, English/Spanish
Fordham University 1994 — 1995
Muhlenberg College 1992 — 1995
Dawn Mayer Dawn Mayer's Janney Montgomery Scott Experience August 2000 - August 2001
Job Associate Director of Tax Compliance at University of San Francisco
Industry Legal Services
Experience
University of San Francisco January 2014 - Present
University of San Francisco School of Law and School of Management August 2012 - Present
University of San Francisco June 2011 - January 2014
Sheppard Mullin Richter & Hampton LLP August 2007 - June 2011
Drinker Biddle & Reath LLP June 2005 - August 2005
The Vanguard Group, Inc. 2004 - 2004
Commerce Capital Markets August 2001 - April 2003
Janney Montgomery Scott August 2000 - August 2001
Skills
Legal Research, Corporate Law, Research, Tax, Legal Writing
Education
New York University School of Law 2006 — 2007
LLM, Taxation
Temple University - James E. Beasley School of Law 2003 — 2006
JD, Law
Bryn Mawr College 1996 — 2000
BA, Economics
University of San Francisco January 2014 - Present
University of San Francisco School of Law and School of Management August 2012 - Present
University of San Francisco June 2011 - January 2014
Sheppard Mullin Richter & Hampton LLP August 2007 - June 2011
Drinker Biddle & Reath LLP June 2005 - August 2005
The Vanguard Group, Inc. 2004 - 2004
Commerce Capital Markets August 2001 - April 2003
Janney Montgomery Scott August 2000 - August 2001
Skills
Legal Research, Corporate Law, Research, Tax, Legal Writing
Education
New York University School of Law 2006 — 2007
LLM, Taxation
Temple University - James E. Beasley School of Law 2003 — 2006
JD, Law
Bryn Mawr College 1996 — 2000
BA, Economics
Alyssa Prettyman-Ion Alyssa Prettyman-Ion's Janney Montgomery Scott Experience April 2000 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2000 - Present
New England Financial December 1998 - March 2000
Skills
Retirement Planning, Retirement Income..., Series 6, 7, 63, 65, Wealth Management, Life, Health & LTC..., Estate Planning, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, Strategic Financial..., Securities, 401k, Investments, Investment Advisory, Asset Management
Education
Allegheny College 1994 — 1998
BA, political science
Janney Montgomery Scott April 2000 - Present
New England Financial December 1998 - March 2000
Skills
Retirement Planning, Retirement Income..., Series 6, 7, 63, 65, Wealth Management, Life, Health & LTC..., Estate Planning, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, Strategic Financial..., Securities, 401k, Investments, Investment Advisory, Asset Management
Education
Allegheny College 1994 — 1998
BA, political science
Andrea Cameron Andrea Cameron's Janney Montgomery Scott Experience May 2011 - December 2011
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Janney Montgomery Scott May 2011 - December 2011
Janney Montgomery Scott October 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Event Planning, Mutual Funds, Microsoft Office, Human Resources, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2005 — 2009
B.A., Communication Studies
Lansdale School of Business
Janney Montgomery Scott May 2011 - December 2011
Janney Montgomery Scott October 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Event Planning, Mutual Funds, Microsoft Office, Human Resources, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2005 — 2009
B.A., Communication Studies
Lansdale School of Business
Jessica Malewski Jessica Malewski's Janney Montgomery Scott Experience November 2007 - Present
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2007 - Present
Education
Chatham College 1998 — 2003
Bachelor's Degree, Psychology
Janney Montgomery Scott November 2007 - Present
Education
Chatham College 1998 — 2003
Bachelor's Degree, Psychology
Gregory Edmundt Von Hess's Janney Montgomery Scott Experience 2001 - 2005
Job General Manager of US Operations SUVLA Wines of Turkey LLC
Industry Wine and Spirits
Experience
Von Hess Industries 2011 - Present
SUVLA Wines USA LLC December 2013 - Present
LPL Financial July 2013 - January 2014
YN BAR August 2011 - March 2012
Gunn Allen Associates 2005 - 2011
Private Wine Consultant February 2001 - March 2010
Janney Montgomery Scott 2001 - 2005
Wheat First Butcher Singer/First Union Securities March 1997 - July 2001
Tucker Anthony April 1994 - March 1997
Classic Restoration LLC August 1986 - March 1992
Skills
Food and Beverage..., team builder and..., contract negotiator,..., inventory and cost..., company branding ,..., wine and food menu..., client data management..., design patron loyalty..., Vendors, Designs, Client, Management, Social Media, Wine, Wine Lists, Team Building, Menu Development, CRM, Contract Negotiation, Food & Beverage, Food, Sales, Marketing Strategy, Wine & Spirits Industry, Wine Tasting, Entrepreneurship, Social Media Marketing, Alcoholic Beverages, Event Management, Restaurants, New Business Development, Budgets, Event Planning, Retail, Training, Business Planning, Inventory Management, Time Management, Direct Marketing, Investments, Public Relations, Hiring, Leadership, Social Networking, Customer Satisfaction, Market Planning, Finance, Sales Management, Brand Management, Beer
Education
American International College 1986 — 1991
Dual Bachelor's degrees, International Business and International Marketing minor Political Science
Von Hess Industries 2011 - Present
SUVLA Wines USA LLC December 2013 - Present
LPL Financial July 2013 - January 2014
YN BAR August 2011 - March 2012
Gunn Allen Associates 2005 - 2011
Private Wine Consultant February 2001 - March 2010
Janney Montgomery Scott 2001 - 2005
Wheat First Butcher Singer/First Union Securities March 1997 - July 2001
Tucker Anthony April 1994 - March 1997
Classic Restoration LLC August 1986 - March 1992
Skills
Food and Beverage..., team builder and..., contract negotiator,..., inventory and cost..., company branding ,..., wine and food menu..., client data management..., design patron loyalty..., Vendors, Designs, Client, Management, Social Media, Wine, Wine Lists, Team Building, Menu Development, CRM, Contract Negotiation, Food & Beverage, Food, Sales, Marketing Strategy, Wine & Spirits Industry, Wine Tasting, Entrepreneurship, Social Media Marketing, Alcoholic Beverages, Event Management, Restaurants, New Business Development, Budgets, Event Planning, Retail, Training, Business Planning, Inventory Management, Time Management, Direct Marketing, Investments, Public Relations, Hiring, Leadership, Social Networking, Customer Satisfaction, Market Planning, Finance, Sales Management, Brand Management, Beer
Education
American International College 1986 — 1991
Dual Bachelor's degrees, International Business and International Marketing minor Political Science
Hisham Sobhy Hisham Sobhy's Janney Montgomery Scott Experience 1999 - 2001
Job Oldfield Capital Group, President & CEO
Industry Investment Banking
Experience
Generosus Advisors LLC May 2012 - Present
Legend Securities Inc. January 2002 - December 2012
Janney Montgomery Scott 1999 - 2001
Josephthal 1994 - 1998
Skills
Mergers, Private Equity, Business Strategy, New Business Development, Negotiation, Investments, Financial Analysis, Mergers & Acquisitions, Project Finance, Investment Banking, Corporate Finance, Venture Capital, Start-ups, Sports Coaching, Contract Negotiation, Asset Management, Strategy, Valuation, Due Diligence, Hedge Funds, Portfolio Management, Finance, Capital Markets, Leadership
Education
Harvard Business School 2001 — 2001
Executive tranning, Program on Negotiation
AU Berkeley 1992 — 1994
Master of Business Administration (MBA), Managment & Finance
Cairo University 1985 — 1991
B Sc., Architecture
Generosus Advisors LLC May 2012 - Present
Legend Securities Inc. January 2002 - December 2012
Janney Montgomery Scott 1999 - 2001
Josephthal 1994 - 1998
Skills
Mergers, Private Equity, Business Strategy, New Business Development, Negotiation, Investments, Financial Analysis, Mergers & Acquisitions, Project Finance, Investment Banking, Corporate Finance, Venture Capital, Start-ups, Sports Coaching, Contract Negotiation, Asset Management, Strategy, Valuation, Due Diligence, Hedge Funds, Portfolio Management, Finance, Capital Markets, Leadership
Education
Harvard Business School 2001 — 2001
Executive tranning, Program on Negotiation
AU Berkeley 1992 — 1994
Master of Business Administration (MBA), Managment & Finance
Cairo University 1985 — 1991
B Sc., Architecture
Andrew P. Kerai Sr., CFA Andrew P. Kerai Sr., CFA's Janney Montgomery Scott Experience May 2012 - August 2013
Job Portfolio Manager at Full Circle Advisors, LLC
Industry Financial Services
Experience
Full Circle Advisors, LLC July 2014 - Present
National Securities August 2013 - July 2014
Janney Montgomery Scott May 2012 - August 2013
Prudential Investments January 2011 - May 2012
Capital One June 2009 - January 2011
Lehman Brothers June 2008 - August 2008
Accenture June 2007 - August 2007
Skills
Financial Modeling, Finance, Data Analysis, Banking, Investments, Corporate Finance, Valuation, Portfolio Management, Financial Analysis, Equity Research, Analysis, Securities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Finance, Accounting, Summa Cum Laude Honors
Full Circle Advisors, LLC July 2014 - Present
National Securities August 2013 - July 2014
Janney Montgomery Scott May 2012 - August 2013
Prudential Investments January 2011 - May 2012
Capital One June 2009 - January 2011
Lehman Brothers June 2008 - August 2008
Accenture June 2007 - August 2007
Skills
Financial Modeling, Finance, Data Analysis, Banking, Investments, Corporate Finance, Valuation, Portfolio Management, Financial Analysis, Equity Research, Analysis, Securities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Finance, Accounting, Summa Cum Laude Honors
Geoff Beringer Geoff Beringer's Janney Montgomery Scott Experience July 2007 - Present
Job EVPInvestments
Industry Financial Services
Experience
Janney Montgomery Scott July 2007 - Present
Advest Inc May 1988 - July 2007
Skills
Asset Managment, Fixed Income, Wealth Management, Equities, Investment Strategies, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Equity Trading, Bonds, Retirement Planning, Trading, FINRA, Series 65, Series 24, Investment Management, Hedge Funds, Retirement
Education
Colby College 1983 — 1987
BA, Economics/Environmental Studies
Janney Montgomery Scott July 2007 - Present
Advest Inc May 1988 - July 2007
Skills
Asset Managment, Fixed Income, Wealth Management, Equities, Investment Strategies, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Equity Trading, Bonds, Retirement Planning, Trading, FINRA, Series 65, Series 24, Investment Management, Hedge Funds, Retirement
Education
Colby College 1983 — 1987
BA, Economics/Environmental Studies
Amy Perlman's Janney Montgomery Scott Experience 1983 - 1988
Job Director of Operations, A&M Tape & Packaging
Industry Wholesale
Experience
A&M Tape & Packaging August 1989 - Present
Janney Montgomery Scott 1983 - 1988
Skills
Inventory Management, Account Management, Operations Management, Sales Management, Logistics, Strategic Planning, Team Building, Sales Operations, Management, Packaging, Shipping, Cross-functional Team..., Customer Satisfaction, Warehousing, Corrugated, Sales, Wine, Customer Service, Trade Shows, Product Development, Brand Development
Education
Binghamton University
BS Management, Business Management
Hofstra University
MBA Program, Finance
A&M Tape & Packaging August 1989 - Present
Janney Montgomery Scott 1983 - 1988
Skills
Inventory Management, Account Management, Operations Management, Sales Management, Logistics, Strategic Planning, Team Building, Sales Operations, Management, Packaging, Shipping, Cross-functional Team..., Customer Satisfaction, Warehousing, Corrugated, Sales, Wine, Customer Service, Trade Shows, Product Development, Brand Development
Education
Binghamton University
BS Management, Business Management
Hofstra University
MBA Program, Finance
Gayathri Pendyala PMP®'s Janney Montgomery Scott Experience August 2011 - May 2013
Job Sr. QA Manager | Test Manager | Project Manager | Change Manager
Industry Information Technology and Services
Experience
Hewlett-Packard May 2013 - March 2015
Janney Montgomery Scott August 2011 - May 2013
Deloitte Touche Tomatshu July 2005 - June 2011
GMAC Commercial Mortgage May 2003 - June 2004
Fiberlink January 2004 - March 2004
Software Solutions Integrated Limited April 1997 - August 1998
Skills
SDLC, User Acceptance Testing, Quality Center, System Testing, Software Development, Quality Assurance, Integration, Automation Tools, HP Quality Center, QTP, Agile Methodologies, Software Quality..., SQL, ClearQuest, PL/SQL, Translation, Rational Quality Manager, Java, VBScript, Scripting, C++, XMetal, Globalization, Project Management, Leadership, Project Planning, Requirements Analysis
Education
New Jersey Institute of Technology
Masters, Computer Science
St Ann's Degree College For Women
Bachelor's degree, Genetics
Hewlett-Packard May 2013 - March 2015
Janney Montgomery Scott August 2011 - May 2013
Deloitte Touche Tomatshu July 2005 - June 2011
GMAC Commercial Mortgage May 2003 - June 2004
Fiberlink January 2004 - March 2004
Software Solutions Integrated Limited April 1997 - August 1998
Skills
SDLC, User Acceptance Testing, Quality Center, System Testing, Software Development, Quality Assurance, Integration, Automation Tools, HP Quality Center, QTP, Agile Methodologies, Software Quality..., SQL, ClearQuest, PL/SQL, Translation, Rational Quality Manager, Java, VBScript, Scripting, C++, XMetal, Globalization, Project Management, Leadership, Project Planning, Requirements Analysis
Education
New Jersey Institute of Technology
Masters, Computer Science
St Ann's Degree College For Women
Bachelor's degree, Genetics
Jenny Boroda's Janney Montgomery Scott Experience May 2010 - Present
Job
Industry Computer Software
Experience
Janney Montgomery Scott May 2010 - Present
PRICE Systems November 2007 - May 2010
Metrologic January 2006 - November 2007
Metrologic Instruments 2006 - 2007
Inrange Technologies January 2000 - June 2005
McData 2005 - 2005
CNT 2000 - 2005
Brocade/McDATA/CNT/SPX/INRANGE/GSN/Telenex 2000 - 2005
Advanced Energy Inc. 1997 - 2000
RFPP 1997 - 2000
Skills
Agile Methodologies, Software Development, JavaScript, XML, C#, Microsoft SQL Server, .NET, jQuery, Testing, Web Services, ASP.NET, Software Engineering, C++, Embedded Systems, NHibernate, Entity Framework, Ninject, Log4net, Vendor Relationships, Web Applications, MVC 3/4, Ext JS, Ext.Net, SSIS, SSRS, SDLC, Troubleshooting, Requirements Analysis, C, ASP.NET MVC
Education
Rutgers University – Camden 1996 — 2000
BS
Moscow State University of Humanities named after M.A. Sholohov (former Open Pedagogical University) 1989 — 1994
MS
706
Janney Montgomery Scott May 2010 - Present
PRICE Systems November 2007 - May 2010
Metrologic January 2006 - November 2007
Metrologic Instruments 2006 - 2007
Inrange Technologies January 2000 - June 2005
McData 2005 - 2005
CNT 2000 - 2005
Brocade/McDATA/CNT/SPX/INRANGE/GSN/Telenex 2000 - 2005
Advanced Energy Inc. 1997 - 2000
RFPP 1997 - 2000
Skills
Agile Methodologies, Software Development, JavaScript, XML, C#, Microsoft SQL Server, .NET, jQuery, Testing, Web Services, ASP.NET, Software Engineering, C++, Embedded Systems, NHibernate, Entity Framework, Ninject, Log4net, Vendor Relationships, Web Applications, MVC 3/4, Ext JS, Ext.Net, SSIS, SSRS, SDLC, Troubleshooting, Requirements Analysis, C, ASP.NET MVC
Education
Rutgers University – Camden 1996 — 2000
BS
Moscow State University of Humanities named after M.A. Sholohov (former Open Pedagogical University) 1989 — 1994
MS
706
Howard Jeffrey Spivack, MS, CFP®, AAMS®'s Janney Montgomery Scott Experience July 2008 - Present
Job SVP, Head of Wealth Planning at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2008 - Present
Ryan Beck & Co., Inc February 2002 - July 2008
Gruntal & Co December 1997 - February 2002
Merrill Lynch 1995 - 1997
Wheat First Butcher And Singer 1987 - 1996
Skills
Financial Planning, Retirement Planning, Series 7, Portfolio Management, Succession Planning, Asset Management, Investments, Investment Strategies, Insurance, Compliance, Investment Advisory, Securities, Asset Allocation, Wealth Management, Retirement, Equities, Mutual Funds, Estate Planning, Team Building, Coaching, Vendor Management, Talent Management, Leadership Development, Product Management, Sales Management, Financial Advisory, Strategic Financial..., Financial Planners, Certified Financial..., Personal Financial..., Holistic Financial..., Trust Services, Financial Services, Asset Managment, ETFs, Alternative Investments, Wealth, FINRA, Series 65, Wealth Management..., Series 24, 401k, Separately Managed..., Investment Management, Uniform Combined State..., Bonds, Fixed Annuities, Variable Annuities, High Net Worth..., Fixed Income
Education
College for Financial Planning 2008 — 2011
Masters, Personal Financial Planning - Completed 8/2011
Drexel University 1984 — 1987
BS, Finance, Economics, Marketing
George School 1978 — 1985
University of Delaware 1982 — 1984
Janney Montgomery Scott July 2008 - Present
Ryan Beck & Co., Inc February 2002 - July 2008
Gruntal & Co December 1997 - February 2002
Merrill Lynch 1995 - 1997
Wheat First Butcher And Singer 1987 - 1996
Skills
Financial Planning, Retirement Planning, Series 7, Portfolio Management, Succession Planning, Asset Management, Investments, Investment Strategies, Insurance, Compliance, Investment Advisory, Securities, Asset Allocation, Wealth Management, Retirement, Equities, Mutual Funds, Estate Planning, Team Building, Coaching, Vendor Management, Talent Management, Leadership Development, Product Management, Sales Management, Financial Advisory, Strategic Financial..., Financial Planners, Certified Financial..., Personal Financial..., Holistic Financial..., Trust Services, Financial Services, Asset Managment, ETFs, Alternative Investments, Wealth, FINRA, Series 65, Wealth Management..., Series 24, 401k, Separately Managed..., Investment Management, Uniform Combined State..., Bonds, Fixed Annuities, Variable Annuities, High Net Worth..., Fixed Income
Education
College for Financial Planning 2008 — 2011
Masters, Personal Financial Planning - Completed 8/2011
Drexel University 1984 — 1987
BS, Finance, Economics, Marketing
George School 1978 — 1985
University of Delaware 1982 — 1984
Stephen Trempe, CFA's Janney Montgomery Scott Experience May 2009 - April 2010
Job Vice President, Asset Management at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Anne S. Morse's Janney Montgomery Scott Experience 2010 - 2013
Job Managing Director at Melio & Company, LLC
Industry Capital Markets
Experience
Melio & Company, LLC 2013 - Present
Aronwold Partners, LLC 2013 - Present
Janney Montgomery Scott 2010 - 2013
Ambac Assurance Corporation 2003 - 2010
Lehman Brothers Inc. 1998 - 2003
Legg Mason Inc. 1991 - 1997
Skills
Capital Markets, Fixed Income, Investment Banking, Due Diligence, Finance, Financial Analysis, Strategy, Securities, Series 7, Credit, Series 63, Business Development, Management, FINRA, Financial Advisory, Derivatives, Bonds, Structured Finance, Valuation, Alternative Investments, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Brown University 1975 — 1979
B.A.
Melio & Company, LLC 2013 - Present
Aronwold Partners, LLC 2013 - Present
Janney Montgomery Scott 2010 - 2013
Ambac Assurance Corporation 2003 - 2010
Lehman Brothers Inc. 1998 - 2003
Legg Mason Inc. 1991 - 1997
Skills
Capital Markets, Fixed Income, Investment Banking, Due Diligence, Finance, Financial Analysis, Strategy, Securities, Series 7, Credit, Series 63, Business Development, Management, FINRA, Financial Advisory, Derivatives, Bonds, Structured Finance, Valuation, Alternative Investments, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Brown University 1975 — 1979
B.A.
Daniel Roh, CFP's Janney Montgomery Scott Experience May 1996 - May 1999
Job Vice President, Private Client Advisor with JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 1999 - Present
Janney Montgomery Scott May 1996 - May 1999
Education
College for Financial Planning 2003 — 2005
Master's Degree, Financial Planning and Services
Cornell University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Bank, N.A. May 1999 - Present
Janney Montgomery Scott May 1996 - May 1999
Education
College for Financial Planning 2003 — 2005
Master's Degree, Financial Planning and Services
Cornell University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Jason Hach's Janney Montgomery Scott Experience February 2008 - Present
Job Principal Investment Banking/Financial Institutions Group
Industry Investment Banking
Experience
Janney Montgomery Scott February 2008 - Present
National City Bank June 2001 - February 2008
National City Corporation 2001 - 2008
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
Janney Montgomery Scott February 2008 - Present
National City Bank June 2001 - February 2008
National City Corporation 2001 - 2008
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
M. Jay Meaney, CMT's Janney Montgomery Scott Experience 2010 - 2014
Job Capital Markets Professional
Industry Capital Markets
Experience
Janney Montgomery Scott 2010 - 2014
Cantor Fitzgerald & Co. 2004 - 2010
CIBC World Markets 1998 - 2003
Nikko Securities International 1996 - 1998
Deutche Bank 1988 - 1996
Dean Witter Reynolds 1977 - 1988
Skills
Fixed Income, Structured Finance, Bloomberg, Trading, Capital Markets, Hedge Funds, Equities, Series 7, Bonds, Securities, Risk Management, Derivatives, Portfolio Management, Financial Markets, Trading Systems, Options, Asset Management, Electronic Trading, Investments, Technical Analysis, Proprietary Trading, Investment Banking, Equity Trading, Commodity, Series 63, Structured Products, FX Options, ETFs, Hedging, Investment Strategies, Equity Derivatives, Equity Research, FINRA, Alternative Investments, Interest Rate..., Swaps, Credit Derivatives, Trading Strategies
Education
University of Virginia 1972 — 1975
BS, McIntire School of Commerce
Adelphi University 1979 — 1981
MS with Distinction, Banking and Money Management
Garden City High School
Janney Montgomery Scott 2010 - 2014
Cantor Fitzgerald & Co. 2004 - 2010
CIBC World Markets 1998 - 2003
Nikko Securities International 1996 - 1998
Deutche Bank 1988 - 1996
Dean Witter Reynolds 1977 - 1988
Skills
Fixed Income, Structured Finance, Bloomberg, Trading, Capital Markets, Hedge Funds, Equities, Series 7, Bonds, Securities, Risk Management, Derivatives, Portfolio Management, Financial Markets, Trading Systems, Options, Asset Management, Electronic Trading, Investments, Technical Analysis, Proprietary Trading, Investment Banking, Equity Trading, Commodity, Series 63, Structured Products, FX Options, ETFs, Hedging, Investment Strategies, Equity Derivatives, Equity Research, FINRA, Alternative Investments, Interest Rate..., Swaps, Credit Derivatives, Trading Strategies
Education
University of Virginia 1972 — 1975
BS, McIntire School of Commerce
Adelphi University 1979 — 1981
MS with Distinction, Banking and Money Management
Garden City High School
Norman Wilde's Janney Montgomery Scott Experience August 1990 - Present
Job Director/Equity Trading at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott August 1990 - Present
Skills
Trading, Series 63, Equities, Securities, Strategic Planning, Series 7, Investments, Mutual Funds, Portfolio Management, Asset Management, Capital Markets, Private Equity, Fixed Income, Hedge Funds
Education
Bucknell University 1986 — 1990
Janney Montgomery Scott August 1990 - Present
Skills
Trading, Series 63, Equities, Securities, Strategic Planning, Series 7, Investments, Mutual Funds, Portfolio Management, Asset Management, Capital Markets, Private Equity, Fixed Income, Hedge Funds
Education
Bucknell University 1986 — 1990
Vivian Altman's Janney Montgomery Scott Experience September 2009 - Present
Job Managing Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2009 - Present
Edison Redevelopment Agency and Economic Development Council January 2009 - September 2009
JP Morgan October 2005 - October 2007
J.P. Morgan Securities Inc. 2005 - 2007
JPMorgan 2005 - 2007
Altman & Co. January 1991 - September 2005
LFRothschild 1983 - 1987
Skills
Fixed Income, Investment Banking, Named Trail Blazing..., Bonds, Public Finance, Series 7, Securities, Capital Markets, Asset Management, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Hedge Funds, Structured Finance, Valuation, Bloomberg, Credit, Due Diligence, Private Equity, Alternative Investments, Mergers & Acquisitions, Series 63, Derivatives, Financial Markets, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Emerging Markets, Investment Management, Trading, Financial Services, Investor Relations, Investment Advisory, Venture Capital, Equity Research, Wealth Management, Financial Advisory, Structured Products, Options, Project Finance, Private Placements
Education
University of Pennsylvania 1981 — 1982
masters, economics
Barnard College 1979 — 1981
BA, economics
Hunter College High School 1972 — 1977
Janney Montgomery Scott September 2009 - Present
Edison Redevelopment Agency and Economic Development Council January 2009 - September 2009
JP Morgan October 2005 - October 2007
J.P. Morgan Securities Inc. 2005 - 2007
JPMorgan 2005 - 2007
Altman & Co. January 1991 - September 2005
LFRothschild 1983 - 1987
Skills
Fixed Income, Investment Banking, Named Trail Blazing..., Bonds, Public Finance, Series 7, Securities, Capital Markets, Asset Management, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Hedge Funds, Structured Finance, Valuation, Bloomberg, Credit, Due Diligence, Private Equity, Alternative Investments, Mergers & Acquisitions, Series 63, Derivatives, Financial Markets, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Emerging Markets, Investment Management, Trading, Financial Services, Investor Relations, Investment Advisory, Venture Capital, Equity Research, Wealth Management, Financial Advisory, Structured Products, Options, Project Finance, Private Placements
Education
University of Pennsylvania 1981 — 1982
masters, economics
Barnard College 1979 — 1981
BA, economics
Hunter College High School 1972 — 1977
Dan D'Onofrio's Janney Montgomery Scott Experience June 2004 - April 2005
Job Risk Management Consultant at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Wells Fargo June 2013 - March 2014
Bank of America July 2012 - December 2012
Wells Fargo Capital Finance October 2011 - April 2012
Bank of America January 2010 - October 2011
Patriarch Partners LLC February 2008 - 2009
Wachovia Securities, LLC May 2005 - December 2007
Janney Montgomery Scott June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC May 2001 - December 2001
Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management Concentration
Brown University 1994 — 1998
BA, Business Economics & Organizational Behavior and Management
Bank of America May 2014 - Present
Wells Fargo June 2013 - March 2014
Bank of America July 2012 - December 2012
Wells Fargo Capital Finance October 2011 - April 2012
Bank of America January 2010 - October 2011
Patriarch Partners LLC February 2008 - 2009
Wachovia Securities, LLC May 2005 - December 2007
Janney Montgomery Scott June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC May 2001 - December 2001
Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management Concentration
Brown University 1994 — 1998
BA, Business Economics & Organizational Behavior and Management
Mary Anne Forrester, AIF®'s Janney Montgomery Scott Experience July 2001 - Present
Job Financial Consultant with 25+ years experience and a heavy emphasis in the Retirement Plan Market
Industry Financial Services
Experience
Janney Montgomery Scott July 2001 - Present
Scott and Stringfellow November 1997 - July 2001
Lincoln Financial Group January 1992 - November 1997
Skills
Qualified Retirement..., Asset Allocation, Retirement Planning, Mutual Funds, Wealth Management, Investments, Financial Advisory, Employee Benefits, Retirement, Portfolio Management, Insurance, 401k, Financial Planning, Series 7
Education
Chatham College 1975 — 1979
Bachelor of Business Administration (B.B.A.)
Janney Montgomery Scott July 2001 - Present
Scott and Stringfellow November 1997 - July 2001
Lincoln Financial Group January 1992 - November 1997
Skills
Qualified Retirement..., Asset Allocation, Retirement Planning, Mutual Funds, Wealth Management, Investments, Financial Advisory, Employee Benefits, Retirement, Portfolio Management, Insurance, 401k, Financial Planning, Series 7
Education
Chatham College 1975 — 1979
Bachelor of Business Administration (B.B.A.)
Liane Jones's Janney Montgomery Scott Experience August 2009 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Clare Schwemlein, AWMA, CEBS's Janney Montgomery Scott Experience February 2013 - Present
Job First Vice President / Wealth Management at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott February 2013 - Present
Janney Montgomery Scott, LLC June 2008 - Present
Janney Montgomery Scott May 2005 - Present
M&I Bank February 2004 - May 2005
Strong Financial Corporation July 2002 - February 2004
Third Federal Savings June 1999 - July 2002
Panda Communications November 1998 - May 1999
Community Memorial Hospital August 1997 - December 1998
Skills
Investments, Wealth Management..., Financial Advisory, Pensions, Retirement Planning, Employee Benefits, Estate Planning, Employee Relations, Wealth Management, Financial Services, Mergers & Acquisitions, Insurance, Finance, IRAs, Series 7
Education
College for Financial Planning 2007 — 2008
AWMA, Accredited Wealth Management Advisor
Marquette University 1995 — 1999
BS, Communications, English and Human Resources
Gilmour Academy 1991 — 1995
Janney Montgomery Scott February 2013 - Present
Janney Montgomery Scott, LLC June 2008 - Present
Janney Montgomery Scott May 2005 - Present
M&I Bank February 2004 - May 2005
Strong Financial Corporation July 2002 - February 2004
Third Federal Savings June 1999 - July 2002
Panda Communications November 1998 - May 1999
Community Memorial Hospital August 1997 - December 1998
Skills
Investments, Wealth Management..., Financial Advisory, Pensions, Retirement Planning, Employee Benefits, Estate Planning, Employee Relations, Wealth Management, Financial Services, Mergers & Acquisitions, Insurance, Finance, IRAs, Series 7
Education
College for Financial Planning 2007 — 2008
AWMA, Accredited Wealth Management Advisor
Marquette University 1995 — 1999
BS, Communications, English and Human Resources
Gilmour Academy 1991 — 1995
Allison Casey's Janney Montgomery Scott Experience July 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Janney Montgomery Scott July 2007 - Present
Janney Montgomery Scott January 2005 - July 2007
Rorer Asset Management 2001 - 2005
Janney Montgomery Scott June 1998 - August 2000
Skills
Investment Strategies, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Series 7, Series 63, Series 65, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, ETFs, Equities, Estate Planning, Finance, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Management, Long-term Care, Personal Financial..., Portfolio Management, Retirement Planning, Securities, Separately Managed..., Series 6, Trading, Wealth, Wealth Management, Wealth Management..., Financial Planning, Life Insurance, Mutual Funds
Education
College for Financial Planning 2007 — 2010
Personal Financial Planning
Penn State University 1997 — 2001
BS, Finance
Janney Montgomery Scott July 2007 - Present
Janney Montgomery Scott January 2005 - July 2007
Rorer Asset Management 2001 - 2005
Janney Montgomery Scott June 1998 - August 2000
Skills
Investment Strategies, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Series 7, Series 63, Series 65, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, ETFs, Equities, Estate Planning, Finance, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Management, Long-term Care, Personal Financial..., Portfolio Management, Retirement Planning, Securities, Separately Managed..., Series 6, Trading, Wealth, Wealth Management, Wealth Management..., Financial Planning, Life Insurance, Mutual Funds
Education
College for Financial Planning 2007 — 2010
Personal Financial Planning
Penn State University 1997 — 2001
BS, Finance
Peter Lydzinski's Janney Montgomery Scott Experience September 2001 - July 2014
Job Director, GWIM Senior Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Janney Montgomery Scott September 2001 - July 2014
NASD May 1999 - August 2001
Skills
Securities, Investment Advisory, Series 7, AML, Securities Regulation, Estate Planning, Equities, Wealth Management, Hedge Funds, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Uniform Combined State..., Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1996 — 1999
JD, Law
American University - Kogod School of Business 1992 — 1996
BSBA, International Finance
Bank of America Merrill Lynch July 2014 - Present
Janney Montgomery Scott September 2001 - July 2014
NASD May 1999 - August 2001
Skills
Securities, Investment Advisory, Series 7, AML, Securities Regulation, Estate Planning, Equities, Wealth Management, Hedge Funds, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Uniform Combined State..., Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1996 — 1999
JD, Law
American University - Kogod School of Business 1992 — 1996
BSBA, International Finance
Paul Azzaro's Janney Montgomery Scott Experience March 2009 - Present
Job Vice President at Janney Montgomery Scott,LLC
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Joseph G. Witthohn,CFA's Janney Montgomery Scott Experience August 1998 - February 2012
Job VP of Product Development and ETF Strategies at Emerald Asset Management
Industry Financial Services
Experience
Emerald Asset Management February 2012 - Present
Janney Montgomery Scott August 1998 - February 2012
janney montgomery scott 1998 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Philadelphia University 1976 — 1980
Babylon High School
Emerald Asset Management February 2012 - Present
Janney Montgomery Scott August 1998 - February 2012
janney montgomery scott 1998 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Philadelphia University 1976 — 1980
Babylon High School
phillip berk's Janney Montgomery Scott Experience October 2007 - Present
Job sr. vice president investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2007 - Present
Education
Butler University
Master's Program, Finance and Financial Management Services
University of Florida
Bachelor of Business Administration (BBA), Accounting, finance
Janney Montgomery Scott October 2007 - Present
Education
Butler University
Master's Program, Finance and Financial Management Services
University of Florida
Bachelor of Business Administration (BBA), Accounting, finance
William McIntyre's Janney Montgomery Scott Experience 2000 - 2000
Job Securities Compliance Examiner at United States Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission February 2013 - Present
Citibank March 2008 - November 2012
FINRA December 2000 - March 2008
Janney Montgomery Scott 2000 - 2000
Skills
Risk Management, Financial Risk, AML, Process Improvement, Fraud, Financial Services, Bank Secrecy Act, Program Management, Strategy, Finance, Management, USA PATRIOT Act, Forecasting, OFAC, Asset Management, Anti Money Laundering, Banking, Change Management, FINRA, Executive Management, Financial Analysis, Management Consulting, Operations Management, Securities, Treasury
Education
Bloomsburg University of Pennsylvania 1998 — 1999
MBA, Accounting
Clemson University 1993 — 1997
BS, Accounting
Upper Moreland High School 1989 — 1993
US Securities and Exchange Commission February 2013 - Present
Citibank March 2008 - November 2012
FINRA December 2000 - March 2008
Janney Montgomery Scott 2000 - 2000
Skills
Risk Management, Financial Risk, AML, Process Improvement, Fraud, Financial Services, Bank Secrecy Act, Program Management, Strategy, Finance, Management, USA PATRIOT Act, Forecasting, OFAC, Asset Management, Anti Money Laundering, Banking, Change Management, FINRA, Executive Management, Financial Analysis, Management Consulting, Operations Management, Securities, Treasury
Education
Bloomsburg University of Pennsylvania 1998 — 1999
MBA, Accounting
Clemson University 1993 — 1997
BS, Accounting
Upper Moreland High School 1989 — 1993
Karin (Cellupica) Loretz's Janney Montgomery Scott Experience February 2010 - October 2013
Job
Industry Insurance
Experience
Aetna January 2015 - Present
Aetna October 2013 - January 2015
Janney Montgomery Scott February 2010 - October 2013
Sonus September 2007 - August 2009
Unum May 2007 - August 2007
Skills
Investor Relations
Education
University of Hartford 2014 — 2017
Master of Business Administration (M.B.A.), Management
Bentley University 2004 — 2008
Bachelor's Degree, Finance, Minor in International Studies
Semester at Sea (Institute for Shipboard Education) 2006 — 2006
Bachelor’s Degree
Aetna January 2015 - Present
Aetna October 2013 - January 2015
Janney Montgomery Scott February 2010 - October 2013
Sonus September 2007 - August 2009
Unum May 2007 - August 2007
Skills
Investor Relations
Education
University of Hartford 2014 — 2017
Master of Business Administration (M.B.A.), Management
Bentley University 2004 — 2008
Bachelor's Degree, Finance, Minor in International Studies
Semester at Sea (Institute for Shipboard Education) 2006 — 2006
Bachelor’s Degree
Dave Meschini's Janney Montgomery Scott Experience 1995 - 2000
Job Marketing at Business Made EZ
Industry Accounting
Experience
Business Made EZ sales assistantPenn Mutual2000 - 2002
first union 1998 - 2000
wachovia 1998 - 2000
janney montgomery scott 1995 - 2000
janney montgomery scott 1995 - 2000
Education
Camden County College 1994 — 1998
business
Rider University 1993 — 1995
communications
Business Made EZ sales assistantPenn Mutual2000 - 2002
first union 1998 - 2000
wachovia 1998 - 2000
janney montgomery scott 1995 - 2000
janney montgomery scott 1995 - 2000
Education
Camden County College 1994 — 1998
business
Rider University 1993 — 1995
communications
Frank Weckenman's Janney Montgomery Scott Experience CFP AWMAJanney Montgomery Scott1979 - 2014
Job Certified Financial Planner at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott CFP AWMAJanney Montgomery Scott1979 - 2014
Skills
Series 7, Retirement Planning, Mutual Funds, ETFs, Investment Advisory, Estate Planning, Strategic Financial..., Wealth Management, Investment Strategies, Asset Allocation, Series 65, Securities, Fixed Income, Fixed Annuities, 401k, Equities, Series 63, Alternative Investments, Financial Advisory, Certified Financial..., FINRA, Wealth Management..., Investments, Bonds, Retirement, Separately Managed..., Asset Managment, Series 6, Insurance, Wealth Accumulation, Financial Planners, Financial Services, Investment Banking, Uniform Combined State..., Life Insurance, Variable Annuities, AML, Series 24, Financial Modeling, Stocks, Capital Markets, Trading, IRAs, Portfolio Management, Investment Management, Wealth, College Savings Plans, Municipal Bonds, Hedge Funds, Long-term Care
Education
Bucknell University 1973 — 1977
BSBA, accounting
Janney Montgomery Scott CFP AWMAJanney Montgomery Scott1979 - 2014
Skills
Series 7, Retirement Planning, Mutual Funds, ETFs, Investment Advisory, Estate Planning, Strategic Financial..., Wealth Management, Investment Strategies, Asset Allocation, Series 65, Securities, Fixed Income, Fixed Annuities, 401k, Equities, Series 63, Alternative Investments, Financial Advisory, Certified Financial..., FINRA, Wealth Management..., Investments, Bonds, Retirement, Separately Managed..., Asset Managment, Series 6, Insurance, Wealth Accumulation, Financial Planners, Financial Services, Investment Banking, Uniform Combined State..., Life Insurance, Variable Annuities, AML, Series 24, Financial Modeling, Stocks, Capital Markets, Trading, IRAs, Portfolio Management, Investment Management, Wealth, College Savings Plans, Municipal Bonds, Hedge Funds, Long-term Care
Education
Bucknell University 1973 — 1977
BSBA, accounting
Don Walker, CFA's Janney Montgomery Scott Experience 2004 - 2006
Job Managing Director, Investments
Industry Investment Management
Experience
Board of Pensions of the Presbyterian Church (U.S.A.) August 2006 - Present
Janney Montgomery Scott 2004 - 2006
First Albany Companies February 1993 - March 2004
Skills
Alternative Investments, Portfolio Management, Fixed Income, Private Equity, Equities, Investments, Management, Public Speaking, Capital Markets, Nonprofits, Strategic Planning, Asset Allocation, Trading, Asset Management, Financial Analysis, Hedge Funds, Valuation
Education
Villanova University School of Business 2011 — 2013
MBA
Amherst College 1986 — 1990
BA
Board of Pensions of the Presbyterian Church (U.S.A.) August 2006 - Present
Janney Montgomery Scott 2004 - 2006
First Albany Companies February 1993 - March 2004
Skills
Alternative Investments, Portfolio Management, Fixed Income, Private Equity, Equities, Investments, Management, Public Speaking, Capital Markets, Nonprofits, Strategic Planning, Asset Allocation, Trading, Asset Management, Financial Analysis, Hedge Funds, Valuation
Education
Villanova University School of Business 2011 — 2013
MBA
Amherst College 1986 — 1990
BA
Kristen Fioravanti-Bucci's Janney Montgomery Scott Experience January 2006 - June 2006
Job Associate at Offit Capital Advisors
Industry Financial Services
Experience
Offit Capital Advisors May 2013 - Present
APCO Capital/ Strategic Growth Alliance March 2013 - May 2013
Oppenheimer & Co. May 2011 - January 2013
Bank of America Merrill Lynch June 2010 - May 2011
Bank of America Merrill Lynch August 2009 - June 2010
Bank of America Merrill Lynch October 2007 - September 2009
The LJ Companies July 2006 - May 2007
Janney Montgomery Scott January 2006 - June 2006
Skills
Operations Management, Organization Skills, Strategic Communications, Organizational..., Organizational..., Project Management, Marketing Communications, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Investment Banking, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Series 7, Series 66
Education
Bryant University 2003 — 2007
B.S., Finance
St. Mary's Academy Bay View 1999 — 2003
Offit Capital Advisors May 2013 - Present
APCO Capital/ Strategic Growth Alliance March 2013 - May 2013
Oppenheimer & Co. May 2011 - January 2013
Bank of America Merrill Lynch June 2010 - May 2011
Bank of America Merrill Lynch August 2009 - June 2010
Bank of America Merrill Lynch October 2007 - September 2009
The LJ Companies July 2006 - May 2007
Janney Montgomery Scott January 2006 - June 2006
Skills
Operations Management, Organization Skills, Strategic Communications, Organizational..., Organizational..., Project Management, Marketing Communications, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Investment Banking, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Series 7, Series 66
Education
Bryant University 2003 — 2007
B.S., Finance
St. Mary's Academy Bay View 1999 — 2003
Elizabeth DeMarco's Janney Montgomery Scott Experience June 2006 - August 2006
Job Climate Change & Sustainability Services
Industry Management Consulting
Experience
EY June 2015 - Present
North Carolina Sustainable Energy Association July 2014 - May 2015
Duke Dining Services February 2014 - July 2014
The Veloz Group May 2013 - August 2013
Houlihan Lokey March 2010 - July 2012
Bevan, Mosca, Giuditta & Zarillo, P.C. October 2009 - March 2010
Citi May 2008 - August 2008
Smith Barney June 2007 - August 2007
Janney Montgomery Scott June 2006 - August 2006
Skills
Excel, Data Analysis, PowerPoint, Outlook, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Marketing, Economics, Trading, Financial Analysis, Entrepreneurship, Finance, Management, Sustainability, Policy, Microsoft Office, Research, Energy
Education
Duke University 2012 — 2014
Master of Environmental Management, Economics, Policy & Entrepreneurship
Barnard College 2007 — 2009
BA; magna cum laude, Economics, Environmental Science, 3.83
New York University
EY June 2015 - Present
North Carolina Sustainable Energy Association July 2014 - May 2015
Duke Dining Services February 2014 - July 2014
The Veloz Group May 2013 - August 2013
Houlihan Lokey March 2010 - July 2012
Bevan, Mosca, Giuditta & Zarillo, P.C. October 2009 - March 2010
Citi May 2008 - August 2008
Smith Barney June 2007 - August 2007
Janney Montgomery Scott June 2006 - August 2006
Skills
Excel, Data Analysis, PowerPoint, Outlook, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Marketing, Economics, Trading, Financial Analysis, Entrepreneurship, Finance, Management, Sustainability, Policy, Microsoft Office, Research, Energy
Education
Duke University 2012 — 2014
Master of Environmental Management, Economics, Policy & Entrepreneurship
Barnard College 2007 — 2009
BA; magna cum laude, Economics, Environmental Science, 3.83
New York University
Matthew Levin's Janney Montgomery Scott Experience January 2009 - March 2010
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
Robert Eichel's Janney Montgomery Scott Experience 1999 - 2006
Job Consolidation Consultant at John Hancock
Industry Financial Services
Experience
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
Craig Fertel's Janney Montgomery Scott Experience June 2008 - Present
Job Managing Director at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott June 2008 - Present
C-Squared Advisors LLC June 2006 - June 2008
Janney Montgomery Scott June 1993 - June 2006
Provident National Bank (PNC) 1989 - 1993
Irving Trust Company 1982 - 1989
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Securities, Investments, Asset Managment, Investment Banking, Derivatives, Wealth Management, Valuation, Financial Modeling, Private Equity, Banking, Structured Finance, Trading, Loans, Bloomberg, Alternative Investments, Mutual Funds, Asset Management
Education
Boston University Questrom School of Business
BSBA, Finance/Economics
Janney Montgomery Scott June 2008 - Present
C-Squared Advisors LLC June 2006 - June 2008
Janney Montgomery Scott June 1993 - June 2006
Provident National Bank (PNC) 1989 - 1993
Irving Trust Company 1982 - 1989
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Securities, Investments, Asset Managment, Investment Banking, Derivatives, Wealth Management, Valuation, Financial Modeling, Private Equity, Banking, Structured Finance, Trading, Loans, Bloomberg, Alternative Investments, Mutual Funds, Asset Management
Education
Boston University Questrom School of Business
BSBA, Finance/Economics
mike stiuso's Janney Montgomery Scott Experience December 2010 - Present
Job Managing Director Credit Sales at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2010 - Present
JVB Financial May 2009 - December 2010
BNP Paribas February 2008 - January 2009
Calyon Securities January 2006 - January 2008
Education
Binghamton University
BA, Economics
Janney Montgomery Scott December 2010 - Present
JVB Financial May 2009 - December 2010
BNP Paribas February 2008 - January 2009
Calyon Securities January 2006 - January 2008
Education
Binghamton University
BA, Economics
Charlie Mather's Janney Montgomery Scott Experience 2009 - 2015
Job Managing Director, Head of Equity Capital Markets
Industry Financial Services
Experience
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
Jason Hach's Janney Montgomery Scott Experience February 2008 - May 2010
Job Managing Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. August 2014 - Present
Keefe, Bruyette & Woods May 2010 - August 2014
Janney Montgomery Scott February 2008 - May 2010
National City Corp. 2001 - 2008
Federated Investors June 1997 - May 2000
PwC 1995 - 1997
Nabisco 1994 - 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
Bucknell University 1991 — 1995
BS, Accounting
Hermosa Drive Elementary School
Sandler O'Neill & Partners, L.P. August 2014 - Present
Keefe, Bruyette & Woods May 2010 - August 2014
Janney Montgomery Scott February 2008 - May 2010
National City Corp. 2001 - 2008
Federated Investors June 1997 - May 2000
PwC 1995 - 1997
Nabisco 1994 - 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
Bucknell University 1991 — 1995
BS, Accounting
Hermosa Drive Elementary School
Joseph Azor's Janney Montgomery Scott Experience February 2011 - Present
Job Vice President, Capital Markets Operations
Industry Financial Services
Experience
Janney Montgomery Scott February 2011 - Present
Wachovia securities January 2007 - March 2009
Wachovia Securities August 2004 - January 2007
International Operations (Prudential) October 2001 - August 2004
Prudential Securities November 1999 - August 2004
Prudential Securities October 1999 - October 2001
Skills
Settlements, Capital Markets, Back Office, Securities, Equities, Fixed Income, Financial Services
Education
City University of New York City College 1995 — 1999
B. A., Public Administration
Borough of Manhattan Community College
A.A.S, Business Administration
Borough of Manhattan Community College
A.A.S, Business Administration
City College of NY
BA, Public Administration
City College of NY
BA, Public Administration
Janney Montgomery Scott February 2011 - Present
Wachovia securities January 2007 - March 2009
Wachovia Securities August 2004 - January 2007
International Operations (Prudential) October 2001 - August 2004
Prudential Securities November 1999 - August 2004
Prudential Securities October 1999 - October 2001
Skills
Settlements, Capital Markets, Back Office, Securities, Equities, Fixed Income, Financial Services
Education
City University of New York City College 1995 — 1999
B. A., Public Administration
Borough of Manhattan Community College
A.A.S, Business Administration
Borough of Manhattan Community College
A.A.S, Business Administration
City College of NY
BA, Public Administration
City College of NY
BA, Public Administration
Brendon Bareiss-Bodie's Janney Montgomery Scott Experience July 1998 - May 2001
Job Director Pricing Analytics at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage February 2011 - Present
PHH Mortgage November 2006 - February 2011
PHH Mortgage October 2002 - November 2006
Janney Montgomery Scott July 1998 - May 2001
Skills
Pricing, Profitability Analysis, Risk Management, Financial Analysis, Valuation, Investments, Loans, Derivatives, Finance, Mortgage Banking, Process Improvement, Business Strategy, Leadership, Management, Credit, Mortgage Lending, CO-PA, Residential Mortgages, Financial Services
Education
Saint Joseph's University 1998 — 2002
BS, Finance
Case Western Reserve University 1994 — 1996
Aerospace Engineering
PHH Mortgage February 2011 - Present
PHH Mortgage November 2006 - February 2011
PHH Mortgage October 2002 - November 2006
Janney Montgomery Scott July 1998 - May 2001
Skills
Pricing, Profitability Analysis, Risk Management, Financial Analysis, Valuation, Investments, Loans, Derivatives, Finance, Mortgage Banking, Process Improvement, Business Strategy, Leadership, Management, Credit, Mortgage Lending, CO-PA, Residential Mortgages, Financial Services
Education
Saint Joseph's University 1998 — 2002
BS, Finance
Case Western Reserve University 1994 — 1996
Aerospace Engineering
Bacon John's Janney Montgomery Scott Experience December 1986 - Present
Job v.p. at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 1986 - Present
Education
College of the Holy Cross 1956 — 1960
B.S., Economics
Janney Montgomery Scott December 1986 - Present
Education
College of the Holy Cross 1956 — 1960
B.S., Economics
Michael J. Halloran, CFA's Janney Montgomery Scott Experience May 2012 - Present
Job Strategy Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Katrina Griessman's Janney Montgomery Scott Experience October 2009 - December 2013
Job Managing Director, Institutional Fixed Income Sales , Stifel
Industry Financial Services
Experience
Janney Montgomery Scott October 2009 - December 2013
Keefe, Bruyette & Woods June 2003 - June 2008
UBS Warburg 1999 - 2002
Paine Webber 1993 - 1998
Skills
Capital Markets, Investments, Alternative Investments, Fixed Income, Series 7
Education
American University 1979 — 1982
B.A., C.L.E.G., Communications, Law, Economics and Government
Janney Montgomery Scott October 2009 - December 2013
Keefe, Bruyette & Woods June 2003 - June 2008
UBS Warburg 1999 - 2002
Paine Webber 1993 - 1998
Skills
Capital Markets, Investments, Alternative Investments, Fixed Income, Series 7
Education
American University 1979 — 1982
B.A., C.L.E.G., Communications, Law, Economics and Government
Richard Shanahan, MBA, CFP®'s Janney Montgomery Scott Experience May 1993 - September 1999
Job Branch Manager at Raymond James Financial Services
Industry Financial Services
Experience
Shoreline Retirement Group, An Independent Firm May 2002 - Present
UBS/PaineWebber September 1999 - April 2002
Janney Montgomery Scott May 1993 - September 1999
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 24, Series 63, Uniform Combined State..., Retirement, Financial Advisory, Asset Allocation, Securities, Financial Modeling, Series 65, Series 7
Education
University of New Haven 1986 — 1988
Master of Business Administration (MBA), Information Systems
Central Connecticut State University 1972 — 1976
Bachelor's degree, Biology and Chemistry
Shoreline Retirement Group, An Independent Firm May 2002 - Present
UBS/PaineWebber September 1999 - April 2002
Janney Montgomery Scott May 1993 - September 1999
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 24, Series 63, Uniform Combined State..., Retirement, Financial Advisory, Asset Allocation, Securities, Financial Modeling, Series 65, Series 7
Education
University of New Haven 1986 — 1988
Master of Business Administration (MBA), Information Systems
Central Connecticut State University 1972 — 1976
Bachelor's degree, Biology and Chemistry
Jay Haas's Janney Montgomery Scott Experience 1999 - 2004
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC October 2014 - Present
Vanguard 2011 - October 2014
Vanguard June 2006 - February 2011
Ferris, Baker, Watts 2004 - 2006
Janney Montgomery Scott 1999 - 2004
Skills
FINRA, Series 7, Securities, Mutual Funds, AML, Series 63, Equities, Uniform Combined State..., Series 24, Risk Management, Investment Advisory, Financial Risk, Series 14, Series 9, Series 10, Series 55, Fixed Income, ETFs, Alternative Investments
Education
Bentley College 1988 — 1992
BS, Economics/Finance
Cipperman Compliance Services, LLC October 2014 - Present
Vanguard 2011 - October 2014
Vanguard June 2006 - February 2011
Ferris, Baker, Watts 2004 - 2006
Janney Montgomery Scott 1999 - 2004
Skills
FINRA, Series 7, Securities, Mutual Funds, AML, Series 63, Equities, Uniform Combined State..., Series 24, Risk Management, Investment Advisory, Financial Risk, Series 14, Series 9, Series 10, Series 55, Fixed Income, ETFs, Alternative Investments
Education
Bentley College 1988 — 1992
BS, Economics/Finance
Eric Echelmeyer's Janney Montgomery Scott Experience April 2009 - November 2009
Job Sr. Manager at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions June 2014 - Present
State Street Global Advisors June 2013 - May 2014
Brandywine Asset Management August 2011 - August 2012
Brunello Cucinelli November 2009 - August 2011
Janney Montgomery Scott April 2009 - November 2009
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Valuation, Bloomberg, Asset Management, Equity Research, Financial Markets, Investments, Portfolio Management, Trading, Private Equity, Equity Valuation, Emerging Markets, Financial Modeling, Derivatives, Options, Fixed Income, Investment Management, Investment Strategies, Commodity, Finance, Asset Allocation, Bonds, Financial Analysis, Bloomberg Terminal
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut
Bachelor of Arts, Economics
Cognizant Technology Solutions June 2014 - Present
State Street Global Advisors June 2013 - May 2014
Brandywine Asset Management August 2011 - August 2012
Brunello Cucinelli November 2009 - August 2011
Janney Montgomery Scott April 2009 - November 2009
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Valuation, Bloomberg, Asset Management, Equity Research, Financial Markets, Investments, Portfolio Management, Trading, Private Equity, Equity Valuation, Emerging Markets, Financial Modeling, Derivatives, Options, Fixed Income, Investment Management, Investment Strategies, Commodity, Finance, Asset Allocation, Bonds, Financial Analysis, Bloomberg Terminal
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut
Bachelor of Arts, Economics
Chip Becker's Janney Montgomery Scott Experience January 1996 - June 1998
Job Director of Sales at GForce Shipping
Industry Logistics and Supply Chain
Experience
G-Force Shipping October 2014 - Present
Benefitmall April 2012 - October 2014
Kimball & Cross/Bishop & Rosen Investment Management, LLC June 2005 - August 2010
Federal Express February 2007 - March 2010
Coca-Cola Enterprises April 2008 - July 2009
First Dunbar Securities March 2003 - June 2005
Leerink Swann March 2001 - March 2003
First Albany Capital June 1998 - March 2001
Janney Montgomery Scott January 1996 - June 1998
Dean Witter Reynolds June 1994 - January 1996
Skills
Marketing, Leadership, Sales Operations, Strategy, Management, Negotiation, New Business Development, Team Building, Sales, Strategic Planning, Account Management, CRM, Customer Service, Business Development, Cold Calling
Education
Albion College 1980 — 1984
Bachelor's degree, Business/Finance
G-Force Shipping October 2014 - Present
Benefitmall April 2012 - October 2014
Kimball & Cross/Bishop & Rosen Investment Management, LLC June 2005 - August 2010
Federal Express February 2007 - March 2010
Coca-Cola Enterprises April 2008 - July 2009
First Dunbar Securities March 2003 - June 2005
Leerink Swann March 2001 - March 2003
First Albany Capital June 1998 - March 2001
Janney Montgomery Scott January 1996 - June 1998
Dean Witter Reynolds June 1994 - January 1996
Skills
Marketing, Leadership, Sales Operations, Strategy, Management, Negotiation, New Business Development, Team Building, Sales, Strategic Planning, Account Management, CRM, Customer Service, Business Development, Cold Calling
Education
Albion College 1980 — 1984
Bachelor's degree, Business/Finance
Andrew Mignott's Janney Montgomery Scott Experience 2009 - 2010
Job Licensed Real Estate Salesperson at DSA Realty Services
Industry Real Estate
Experience
DSA Realty Services 2015 - Present
styleDeclassified 2012 - Present
DigitalFlashNYC 2009 - Present
Mackenzie Partners 2013 - 2014
Janney Montgomery Scott 2009 - 2010
Banca IMI Securities 2007 - 2008
Kellner Dileo and Co. 1999 - 2007
Barneys New York 1995 - 1999
Skills
Fixed Income, Trading, Investment Banking, Hedge Funds, Securities Lending, Securities, ETFs, Financial Markets, Bloomberg, Capital Markets, Alternative Investments, Emerging Markets, Financial Services, Equities, Electronic Trading
Education
Adelphi University
B.B.A., Finance and Management
DSA Realty Services 2015 - Present
styleDeclassified 2012 - Present
DigitalFlashNYC 2009 - Present
Mackenzie Partners 2013 - 2014
Janney Montgomery Scott 2009 - 2010
Banca IMI Securities 2007 - 2008
Kellner Dileo and Co. 1999 - 2007
Barneys New York 1995 - 1999
Skills
Fixed Income, Trading, Investment Banking, Hedge Funds, Securities Lending, Securities, ETFs, Financial Markets, Bloomberg, Capital Markets, Alternative Investments, Emerging Markets, Financial Services, Equities, Electronic Trading
Education
Adelphi University
B.B.A., Finance and Management
Alyse S. Halpin's Janney Montgomery Scott Experience October 2000 - December 2001
Job English Teacher and Education Consultant; Experienced Writer and Editor
Industry Writing and Editing
Experience
Kennett Consolidated S.D. August 2005 - Present
Home Office September 1991 - Present
Susquehanna International Group September 2003 - August 2005
Janney Montgomery Scott October 2000 - December 2001
William Mercer, division of Marsh & McLennan Companies, Inc. August 1998 - October 2000
Main Line Life, division of Montgomery Newspapers June 1997 - August 1998
Jean D. Richards & Associates August 1995 - January 1998
Altalanos Iskola (Hungary) May 1991 - September 1991
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Teaching
Education
Cabrini College 2003 — 2005
Master of Education (M.Ed.), English (grades 7-12), Elementary Certifications, Summa Cum Laude.0
Eastern University 2001 — 2003
Bachelor of Arts (BA), Organizational Behavior Studies, Summa Cum Laude
Kennett Consolidated S.D. August 2005 - Present
Home Office September 1991 - Present
Susquehanna International Group September 2003 - August 2005
Janney Montgomery Scott October 2000 - December 2001
William Mercer, division of Marsh & McLennan Companies, Inc. August 1998 - October 2000
Main Line Life, division of Montgomery Newspapers June 1997 - August 1998
Jean D. Richards & Associates August 1995 - January 1998
Altalanos Iskola (Hungary) May 1991 - September 1991
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Teaching
Education
Cabrini College 2003 — 2005
Master of Education (M.Ed.), English (grades 7-12), Elementary Certifications, Summa Cum Laude.0
Eastern University 2001 — 2003
Bachelor of Arts (BA), Organizational Behavior Studies, Summa Cum Laude
Judith Fish's Janney Montgomery Scott Experience October 1986 - 1990
Job at
Industry Retail
Experience
JC Penney November 1991 - Present
Janney Montgomery Scott October 1986 - 1990
Woolspun Yarn Company 1983 - 1985
Boston Safe Deposit and Trust Company 1979 - 1983
Skills
Merchandising, Sales Operations, Sales, Visual Merchandising, Time Management, Customer Service, Trend Analysis, Retail, Store Operations, Sales Management, Retail Sales, Customer Experience, Inventory Control, Apparel, Inventory Management, Fashion, Profit, Store Management, Loss Prevention, Customer Satisfaction, Hiring, Trend, Cashiering, Wholesale, Assortment, Merchandise Planning
Education
Bowling Green State University 1974 — 1979
Bachelor of Science, Art Education, French Education
JC Penney November 1991 - Present
Janney Montgomery Scott October 1986 - 1990
Woolspun Yarn Company 1983 - 1985
Boston Safe Deposit and Trust Company 1979 - 1983
Skills
Merchandising, Sales Operations, Sales, Visual Merchandising, Time Management, Customer Service, Trend Analysis, Retail, Store Operations, Sales Management, Retail Sales, Customer Experience, Inventory Control, Apparel, Inventory Management, Fashion, Profit, Store Management, Loss Prevention, Customer Satisfaction, Hiring, Trend, Cashiering, Wholesale, Assortment, Merchandise Planning
Education
Bowling Green State University 1974 — 1979
Bachelor of Science, Art Education, French Education
Nick Butera's Janney Montgomery Scott Experience April 2012 - Present
Job Server Engineer
Industry Financial Services
Experience
Janney Montgomery Scott April 2012 - Present
BNY Mellon May 1999 - April 2012
Eclipse Integrated Systems January 1997 - March 1999
CompUSA February 1994 - January 1997
Skills
Fund Administration, Financial Services, Asset Managment, Bloomberg, Equities, Windows Server, Windows 7, Windows 7 Migration, Windows XP Pro, Windows Security, Windows Scripting, Altiris, Symantec Endpoint..., VMware Workstation, VBScript, SQL, Linux Desktop, Mac, Disaster Recovery, Fixed Income, Alternative Investments, Securities, Mutual Funds, Investments, Risk Management, Series 7, Active Directory, Virtualization, SDLC, Business Continuity, Troubleshooting, DNS management, DHCP, Group Policy, TCP/IP, PGP, VMware ESX, Trading Systems, Asset Management, Microsoft Exchange, Blackberry Enterprise..., Servers, SAN
Education
Computer Learning Center 1996 — 1997
Course Completion, PC Desktop Hands on Training Training, Networking Technologies and Electrical Des
Bergen Community College 1995 — 1997
Computer Science
Don Bosco Prep
Janney Montgomery Scott April 2012 - Present
BNY Mellon May 1999 - April 2012
Eclipse Integrated Systems January 1997 - March 1999
CompUSA February 1994 - January 1997
Skills
Fund Administration, Financial Services, Asset Managment, Bloomberg, Equities, Windows Server, Windows 7, Windows 7 Migration, Windows XP Pro, Windows Security, Windows Scripting, Altiris, Symantec Endpoint..., VMware Workstation, VBScript, SQL, Linux Desktop, Mac, Disaster Recovery, Fixed Income, Alternative Investments, Securities, Mutual Funds, Investments, Risk Management, Series 7, Active Directory, Virtualization, SDLC, Business Continuity, Troubleshooting, DNS management, DHCP, Group Policy, TCP/IP, PGP, VMware ESX, Trading Systems, Asset Management, Microsoft Exchange, Blackberry Enterprise..., Servers, SAN
Education
Computer Learning Center 1996 — 1997
Course Completion, PC Desktop Hands on Training Training, Networking Technologies and Electrical Des
Bergen Community College 1995 — 1997
Computer Science
Don Bosco Prep
Kelly Conte's Janney Montgomery Scott Experience June 2000 - Present
Job First Vice President/Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2000 - Present
Skills
Retirement Planning, Series 7, Estate Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Investment Advisory, Retirement, Investment Strategies, Series 65, Alternative Investments, Fixed Annuities, Securities, 401k, Financial Advisory, FINRA, IRAs, Portfolio Management, Asset Management, Investments
Education
Brookville Area High School
College for Financial Planning
Janney Montgomery Scott June 2000 - Present
Skills
Retirement Planning, Series 7, Estate Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Investment Advisory, Retirement, Investment Strategies, Series 65, Alternative Investments, Fixed Annuities, Securities, 401k, Financial Advisory, FINRA, IRAs, Portfolio Management, Asset Management, Investments
Education
Brookville Area High School
College for Financial Planning
Kimberly Welsh's Janney Montgomery Scott Experience January 2009 - January 2015
Job Municipal Investment Banker
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - January 2015
Morgan Stanley January 2007 - January 2009
PaineWebber June 1988 - January 2007
Skills
Investment Banking, Fixed Income, Municipal Bonds
Education
State University of New York at Albany 1987 — 1989
Master of Business Administration (MBA), Public Finance
Boise State University 1983 — 1987
Bachelor of Science (BS), Finance, General
Janney Montgomery Scott January 2009 - January 2015
Morgan Stanley January 2007 - January 2009
PaineWebber June 1988 - January 2007
Skills
Investment Banking, Fixed Income, Municipal Bonds
Education
State University of New York at Albany 1987 — 1989
Master of Business Administration (MBA), Public Finance
Boise State University 1983 — 1987
Bachelor of Science (BS), Finance, General
Ed Rochford's Janney Montgomery Scott Experience October 2008 - Present
Job V.P Investments
Industry Financial Services
Experience
Janney Montgomery Scott October 2008 - Present
Citigroup Global Markets 1997 - 2007
Skills
Series 7, Series 63, FINRA, Fixed Income, Investment Strategies, Strategic Financial..., Financial Services, Private Equity, Risk Management, Credit, Bloomberg, Mortgage Lending, Financial Analysis, Loans, Retirement, Cash Management, 401k, Hedge Funds, Options, Fixed Annuities, Trading
Education
American University - Kogod School of Business 1965 — 1969
BBS, Business
Janney Montgomery Scott October 2008 - Present
Citigroup Global Markets 1997 - 2007
Skills
Series 7, Series 63, FINRA, Fixed Income, Investment Strategies, Strategic Financial..., Financial Services, Private Equity, Risk Management, Credit, Bloomberg, Mortgage Lending, Financial Analysis, Loans, Retirement, Cash Management, 401k, Hedge Funds, Options, Fixed Annuities, Trading
Education
American University - Kogod School of Business 1965 — 1969
BBS, Business
I. Max Helo's Janney Montgomery Scott Experience June 2011 - May 2012
Job ALTIRIS / SYMANTEC MANAGEMENT PLATFORM 7.1 MIGRATION ENGINEER at CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK
Industry Information Technology and Services
Experience
Credit Agricole Corporate and Investment Bank October 2012 - October 2014
Janney Montgomery Scott June 2011 - May 2012
Library of Congress March 2011 - May 2011
NCO Financial Systems May 2004 - January 2011
First Consulting Group May 2001 - May 2004
Visalign Systems May 1993 - February 2001
Skills
Technical Support, Networking, Management, Active Directory, Vendor Management, Disaster Recovery, Windows Server, VMware, ITIL, Troubleshooting, Servers, Software Documentation, System Administration, Windows XP, Virtualization, Visio, Data Center, Process Improvement, Microsoft Exchange, IT Service Management, Enterprise Software
Education
Chestnut Hill College 1997 — 2001
BS, Computer Science and Certificate in Management
Chestnut Hill College 1997 — 2001
Bachelor of Science (BSc), Computer Science
Credit Agricole Corporate and Investment Bank October 2012 - October 2014
Janney Montgomery Scott June 2011 - May 2012
Library of Congress March 2011 - May 2011
NCO Financial Systems May 2004 - January 2011
First Consulting Group May 2001 - May 2004
Visalign Systems May 1993 - February 2001
Skills
Technical Support, Networking, Management, Active Directory, Vendor Management, Disaster Recovery, Windows Server, VMware, ITIL, Troubleshooting, Servers, Software Documentation, System Administration, Windows XP, Virtualization, Visio, Data Center, Process Improvement, Microsoft Exchange, IT Service Management, Enterprise Software
Education
Chestnut Hill College 1997 — 2001
BS, Computer Science and Certificate in Management
Chestnut Hill College 1997 — 2001
Bachelor of Science (BSc), Computer Science
Michael Stiuso's Janney Montgomery Scott Experience 2010 - Present
Job High Yield Sales, Credit Agricole
Industry Financial Services
Experience
Credit Agricole CIB July 2014 - Present
Janney Montgomery Scott 2010 - Present
Skills
Fixed Income, Credit, High Yield, Leadership
Education
State University of New York at Binghamton
Bachelor of Arts (BA), Economics
Credit Agricole CIB July 2014 - Present
Janney Montgomery Scott 2010 - Present
Skills
Fixed Income, Credit, High Yield, Leadership
Education
State University of New York at Binghamton
Bachelor of Arts (BA), Economics
David Parnes's Janney Montgomery Scott Experience October 2012 - Present
Job VP Sales at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2012 - Present
Tangeray Production H.O.P. Presents #HouseofParnes January 2000 - Present
MPS March 2010 - September 2012
Pali Capital June 2009 - January 2010
Skills
Capital Markets, Bloomberg, Series 63, Funding, Bonds, Securities, Series 7, Trading, Fixed Income, Structured Products, Portfolio Management, Equities, Investments, Alternative Investments, Hedge Funds, Asset Management, Concerts, Music Management, music promotions, artist relations, Music Festivals, Music Industry, Mutual Funds, Enterprise Software, ETFs, Asset Allocation, Series 24
Education
New York University 2000 — 2002
NYU, Entertainment and business
Florida Atlantic University 2005 — 2007
BA, Accounting
Colorado State University 1996 — 1999
BA/BS, Marketing
Janney Montgomery Scott October 2012 - Present
Tangeray Production H.O.P. Presents #HouseofParnes January 2000 - Present
MPS March 2010 - September 2012
Pali Capital June 2009 - January 2010
Skills
Capital Markets, Bloomberg, Series 63, Funding, Bonds, Securities, Series 7, Trading, Fixed Income, Structured Products, Portfolio Management, Equities, Investments, Alternative Investments, Hedge Funds, Asset Management, Concerts, Music Management, music promotions, artist relations, Music Festivals, Music Industry, Mutual Funds, Enterprise Software, ETFs, Asset Allocation, Series 24
Education
New York University 2000 — 2002
NYU, Entertainment and business
Florida Atlantic University 2005 — 2007
BA, Accounting
Colorado State University 1996 — 1999
BA/BS, Marketing
Alan J Chapman's Janney Montgomery Scott Experience January 2012 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2012 - Present
The Mercadien Group July 2011 - January 2012
Morgan Stanley Smith Barney March 2010 - March 2011
AGA Sales Corp July 2006 - March 2010
Artcraft Wire Works Inc. 1996 - 2006
Skills
Securities, Series 7, Investment Management, Uniform Combined State..., Strategic Financial..., Finance, Small Business, Long-term Care, Strategic Planning, Wealth Management
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
Certificate Financial Planning Program
La Salle University - School of Business Administration 1979 — 1983
MBA
Albright College 1970 — 1974
BA, Urban Affairs /Political Science
Stony Brook School 1967 — 1970
Janney Montgomery Scott January 2012 - Present
The Mercadien Group July 2011 - January 2012
Morgan Stanley Smith Barney March 2010 - March 2011
AGA Sales Corp July 2006 - March 2010
Artcraft Wire Works Inc. 1996 - 2006
Skills
Securities, Series 7, Investment Management, Uniform Combined State..., Strategic Financial..., Finance, Small Business, Long-term Care, Strategic Planning, Wealth Management
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
Certificate Financial Planning Program
La Salle University - School of Business Administration 1979 — 1983
MBA
Albright College 1970 — 1974
BA, Urban Affairs /Political Science
Stony Brook School 1967 — 1970
Dudzik Gregory's Janney Montgomery Scott Experience November 1998 - Present
Job Senior Vice President/Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 1998 - Present
Skills
Asset Allocation, Asset Managment
Education
Brown University 1977 — 1981
BA
University of Pennsylvania 1976 — 1977
Economics
Janney Montgomery Scott November 1998 - Present
Skills
Asset Allocation, Asset Managment
Education
Brown University 1977 — 1981
BA
University of Pennsylvania 1976 — 1977
Economics
Fred Woloshin's Janney Montgomery Scott Experience May 1986 - Present
Job First Vice President/ Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 1986 - Present
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Series 63, Finance, Portfolio Management, Series 7, Alternative Investments, Asset Allocation, Securities
Education
Phila college of textiles and science 1970 — 1975
Bachelor of Arts (B.A.)
Arcadia University
Bachelor of Science (BS)
Janney Montgomery Scott May 1986 - Present
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Series 63, Finance, Portfolio Management, Series 7, Alternative Investments, Asset Allocation, Securities
Education
Phila college of textiles and science 1970 — 1975
Bachelor of Arts (B.A.)
Arcadia University
Bachelor of Science (BS)
barry falk's Janney Montgomery Scott Experience December 2002 - Present
Job first v.p. investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2002 - Present
Prudential Financial September 1999 - December 2002
Paine Webber September 1996 - September 1999
Skills
specialize in fixed..., Investments, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Planning, Financial Advisory
Education
Hunter College 1955 — 1959
MSed, secondary ed.
Janney Montgomery Scott December 2002 - Present
Prudential Financial September 1999 - December 2002
Paine Webber September 1996 - September 1999
Skills
specialize in fixed..., Investments, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Planning, Financial Advisory
Education
Hunter College 1955 — 1959
MSed, secondary ed.
Steve Lichtenthal's Janney Montgomery Scott Experience 1968 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Janney Montgomery Scott 1968 - 2012
Education
Brooklyn College 1967 — 1970
Janney Montgomery Scott 1968 - 2012
Education
Brooklyn College 1967 — 1970
Brugler Chris's Janney Montgomery Scott Experience October 2010 - Present
Job Assistant Vice President, Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2010 - Present
Skills
Securities, Series 7, Mutual Funds, Equities, Financial Planning, Financial Services, Investments, Retirement Planning, Asset Allocation, Fixed Income
Education
Central Connecticut State University 1995 — 2000
Finance, General
Janney Montgomery Scott October 2010 - Present
Skills
Securities, Series 7, Mutual Funds, Equities, Financial Planning, Financial Services, Investments, Retirement Planning, Asset Allocation, Fixed Income
Education
Central Connecticut State University 1995 — 2000
Finance, General
Phillip Kazlowski's Janney Montgomery Scott Experience 2011 - 2012
Job Braver Stern Head of Credit Trading
Industry Financial Services
franklin moyer's Janney Montgomery Scott Experience 1989 - 2007
Job Administration and Finance Professional
Industry Retail
Experience
Walmart 2009 - 2010
Ellsworth, Maine 2008 - 2009
Janney Montgomery Scott 1989 - 2007
Prudential Financial 1985 - 1989
Oxford Area School District 1978 - 1985
Oxford Area School Districi 1976 - 1978
Oxford Area School District 1972 - 1976
Bancroft School 1969 - 1970
Willingboro Public Schools 1963 - 1969
Skills
Presidents Sales Club, Chairman's Sales Club, Sales , Training,..., Curriculum Design
Education
University of Pennsylvania 1972 — 1976
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
University of Pennsylvania 1972 — 1974
Master of Science (M.S.), Educational Leadership and Administration, General, A
Rutgers University 1965 — 1969
Master of Arts (M.A.), Educational Leadership and Administration, General, A
Bloomsburg University of Pennsylvania 1959 — 1963
Bachelor's degree, Elementary Education and Teaching
Walmart 2009 - 2010
Ellsworth, Maine 2008 - 2009
Janney Montgomery Scott 1989 - 2007
Prudential Financial 1985 - 1989
Oxford Area School District 1978 - 1985
Oxford Area School Districi 1976 - 1978
Oxford Area School District 1972 - 1976
Bancroft School 1969 - 1970
Willingboro Public Schools 1963 - 1969
Skills
Presidents Sales Club, Chairman's Sales Club, Sales , Training,..., Curriculum Design
Education
University of Pennsylvania 1972 — 1976
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
University of Pennsylvania 1972 — 1974
Master of Science (M.S.), Educational Leadership and Administration, General, A
Rutgers University 1965 — 1969
Master of Arts (M.A.), Educational Leadership and Administration, General, A
Bloomsburg University of Pennsylvania 1959 — 1963
Bachelor's degree, Elementary Education and Teaching
Wayne Neff's Janney Montgomery Scott Experience January 1985 - December 1987
Job Senior Partner at Heritage Wealth Advisers, LLC
Industry Investment Management
Experience
Heritage Wealth Advisers, LLC December 2004 - Present
NewEngland Securities January 1988 - March 2005
Janney Montgomery Scott January 1985 - December 1987
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Financial Planning
University of Maryland College Park 1970 — 1973
Doctoral Studies, Management & Planning
Penn State University 1966 — 1968
Masters Degree, Administration
Shippensburg University of Pennsylvania 1960 — 1964
Bachelor of Science (BS), Education
Heritage Wealth Advisers, LLC December 2004 - Present
NewEngland Securities January 1988 - March 2005
Janney Montgomery Scott January 1985 - December 1987
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Financial Planning
University of Maryland College Park 1970 — 1973
Doctoral Studies, Management & Planning
Penn State University 1966 — 1968
Masters Degree, Administration
Shippensburg University of Pennsylvania 1960 — 1964
Bachelor of Science (BS), Education
Lisa Traynor's Janney Montgomery Scott Experience January 1983 - August 1986
Job Journal Manager at Elsevier
Industry Publishing
Experience
Elsevier March 1992 - Present
American Directory Systems June 1988 - February 1992
Mutual Press Clipping Service September 1986 - August 1988
Janney Montgomery Scott January 1983 - August 1986
Skills
Editorial, Graphic Arts, Proofreading, Medical Terminology, Typesetting, Publishing, Project Management, Communication, Advertising, Layout, Copywriting, Magazines, Publications
Education
The University of the Arts 1993 — 1996
Continuing Education Program, Graphic Communications
Art Institute of Philadelphia 1986 — 1988
Associate's degree, Design and Visual Communications, General
Kutztown University of Pennsylvania 1979 — 1981
undergraduate, Liberal Arts and Sciences, General Studies and Humanities
Elsevier March 1992 - Present
American Directory Systems June 1988 - February 1992
Mutual Press Clipping Service September 1986 - August 1988
Janney Montgomery Scott January 1983 - August 1986
Skills
Editorial, Graphic Arts, Proofreading, Medical Terminology, Typesetting, Publishing, Project Management, Communication, Advertising, Layout, Copywriting, Magazines, Publications
Education
The University of the Arts 1993 — 1996
Continuing Education Program, Graphic Communications
Art Institute of Philadelphia 1986 — 1988
Associate's degree, Design and Visual Communications, General
Kutztown University of Pennsylvania 1979 — 1981
undergraduate, Liberal Arts and Sciences, General Studies and Humanities
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY