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
Connor Darragh Connor Darragh's Janney Montgomery Scott Experience May 2013 - July 2013
Job Private Wealth Management Associate
Industry Financial Services
Experience
KLS Professional Advisors, LLC July 2014 - Present
Janney Montgomery Scott May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Research, Public Speaking
Education
Elon University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
KLS Professional Advisors, LLC July 2014 - Present
Janney Montgomery Scott May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Research, Public Speaking
Education
Elon University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Samantha Berger Samantha Berger's Janney Montgomery Scott Experience March 2011 - September 2011
Job Project Manager at Philadelphia Sign Company
Industry Higher Education
Experience
Philadelphia Sign Company October 2012 - Present
Janney Montgomery Scott March 2011 - September 2011
Pennsylvania Health Care Quality Alliance March 2010 - September 2010
Society of Hospital Medicine March 2009 - September 2009
Skills
Brand Management, Social Media Marketing, Compliance, Adobe LiveCycle, Adobe inDesign, Microsoft Excel, PowerPoint, Budget, Internal & External..., Public Relations, Marketing, Advertising, Newsletters, Marketing Communications, Adobe Creative Suite, Nonprofits, Social Media, Project Management, Healthcare, Google Analytics, Internal Communications, Brand Awareness, Public Speaking, Budgets, InDesign, Social Networking, Marketing Strategy
Education
Drexel University - College of Business and Administration 2007 — 2012
Holy Cross High School 2003 — 2007
HS Diploma
Philadelphia Sign Company October 2012 - Present
Janney Montgomery Scott March 2011 - September 2011
Pennsylvania Health Care Quality Alliance March 2010 - September 2010
Society of Hospital Medicine March 2009 - September 2009
Skills
Brand Management, Social Media Marketing, Compliance, Adobe LiveCycle, Adobe inDesign, Microsoft Excel, PowerPoint, Budget, Internal & External..., Public Relations, Marketing, Advertising, Newsletters, Marketing Communications, Adobe Creative Suite, Nonprofits, Social Media, Project Management, Healthcare, Google Analytics, Internal Communications, Brand Awareness, Public Speaking, Budgets, InDesign, Social Networking, Marketing Strategy
Education
Drexel University - College of Business and Administration 2007 — 2012
Holy Cross High School 2003 — 2007
HS Diploma
AJ Fiore AJ Fiore's Janney Montgomery Scott Experience June 2012 - June 2012
Job Account Executive Southeast at VMTurbo
Industry Computer Software
Experience
VMTurbo November 2014 - Present
VMTurbo September 2014 - October 2014
VMTurbo July 2014 - October 2014
VMTurbo July 2014 - October 2014
Cornell Men's Lacrosse August 2013 - December 2013
Nike June 2013 - August 2013
Janney Montgomery Scott June 2012 - June 2012
Sam Peter Furniture June 2010 - September 2010
Skills
Sales, Coaching, Leadership, Fundraising, Teamwork, Market Research, Negotiation, New Business Development, Microsoft Excel, Project Management, Marketing Communications, Business Strategy, VMTurbo, Virtualization, Business Development, SaaS
Education
Cornell University 2009 — 2013
Bachelor's degree, Business
Ithaca High School 2006 — 2009
VMTurbo November 2014 - Present
VMTurbo September 2014 - October 2014
VMTurbo July 2014 - October 2014
VMTurbo July 2014 - October 2014
Cornell Men's Lacrosse August 2013 - December 2013
Nike June 2013 - August 2013
Janney Montgomery Scott June 2012 - June 2012
Sam Peter Furniture June 2010 - September 2010
Skills
Sales, Coaching, Leadership, Fundraising, Teamwork, Market Research, Negotiation, New Business Development, Microsoft Excel, Project Management, Marketing Communications, Business Strategy, VMTurbo, Virtualization, Business Development, SaaS
Education
Cornell University 2009 — 2013
Bachelor's degree, Business
Ithaca High School 2006 — 2009
Barbara Layton Barbara Layton's Janney Montgomery Scott Experience March 2005 - Present
Job First Vice President/Financial Advisor/Wealth Management Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2005 - Present
Parker/Hunter March 1989 - March 2005
Cunningham Schmertz & Co, Pittsburgh, Pa. April 1975 - March 1989
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Annuities, Life Insurance
Education
Edinboro University of Pennsylvania
Janney Montgomery Scott March 2005 - Present
Parker/Hunter March 1989 - March 2005
Cunningham Schmertz & Co, Pittsburgh, Pa. April 1975 - March 1989
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Annuities, Life Insurance
Education
Edinboro University of Pennsylvania
Barbara Murphy-Warrington Barbara Murphy-Warrington's Janney Montgomery Scott Experience July 2009 - October 2010
Job Chief Executive Officer, Girl Scouts of Greater New York
Industry Nonprofit Organization Management
Experience
Girl Scouts of Greater New York June 2011 - Present
The MiraLite Group April 2007 - June 2011
Janney Montgomery Scott July 2009 - October 2010
Catholic Health East April 2005 - April 2007
CARE USA April 1998 - April 2005
The Ford Foundation March 1996 - April 1998
The Ford Foundation April 1986 - March 1996
Attorney General of New Jersey, Civil Division 1984 - 1986
Skills
Executive Coaching, Organizational..., Change Management, Leadership Development, Servant Leadership, Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Human Resources, Personnel Management, Deferred Compensation, Recruiting, Organizational..., Nonprofits, Leadership, Coaching, Team Building, Emotional Intelligence, Strategic Planning, Management, Organizational Design, Strategy, Training
Education
Fielding Graduate University 2008 — 2009
Graduate Certificate, Organizational Development, Evidence-Based Executive Coaching
Cornell University 1996 — 1996
Certificate, HR Executive Program, Industrial Relations
New York University School of Law 1992 — 1996
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Newark 1980 — 1983
Juris Doctorate, Law
Girl Scouts of Greater New York June 2011 - Present
The MiraLite Group April 2007 - June 2011
Janney Montgomery Scott July 2009 - October 2010
Catholic Health East April 2005 - April 2007
CARE USA April 1998 - April 2005
The Ford Foundation March 1996 - April 1998
The Ford Foundation April 1986 - March 1996
Attorney General of New Jersey, Civil Division 1984 - 1986
Skills
Executive Coaching, Organizational..., Change Management, Leadership Development, Servant Leadership, Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Human Resources, Personnel Management, Deferred Compensation, Recruiting, Organizational..., Nonprofits, Leadership, Coaching, Team Building, Emotional Intelligence, Strategic Planning, Management, Organizational Design, Strategy, Training
Education
Fielding Graduate University 2008 — 2009
Graduate Certificate, Organizational Development, Evidence-Based Executive Coaching
Cornell University 1996 — 1996
Certificate, HR Executive Program, Industrial Relations
New York University School of Law 1992 — 1996
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Newark 1980 — 1983
Juris Doctorate, Law
Brigid Lau Brigid Lau's Janney Montgomery Scott Experience October 1997 - Present
Job Administrative Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 1997 - Present
University of Pennsylvania 1993 - 1996
Skills
Administrative..., Travel Arrangements, Expense Reports, Outlook, Spreadsheets, Microsoft Excel, Access, PowerPoint, Microsoft Office, Office Equipment, Accounting
Education
Community College of Philadelphia 1991 — 1992
General Studies
Little Flower Catholic High School for Girls 1987 — 1991
Janney Montgomery Scott October 1997 - Present
University of Pennsylvania 1993 - 1996
Skills
Administrative..., Travel Arrangements, Expense Reports, Outlook, Spreadsheets, Microsoft Excel, Access, PowerPoint, Microsoft Office, Office Equipment, Accounting
Education
Community College of Philadelphia 1991 — 1992
General Studies
Little Flower Catholic High School for Girls 1987 — 1991
Colin X. Morse Colin X. Morse's Janney Montgomery Scott Experience January 2012 - Present
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2012 - Present
First Empire Securities January 2010 - December 2011
New England Financial September 2008 - January 2010
Altanes Investments, LLC November 2006 - May 2007
Skills
Fixed Income, Capital Markets, Trading, Finance, MBS, Series 7, Equities, Series 63, Hedge Funds, Investments, Alternative Investments, Securities
Education
Fordham University
B.A., Political Science, Economics
Janney Montgomery Scott January 2012 - Present
First Empire Securities January 2010 - December 2011
New England Financial September 2008 - January 2010
Altanes Investments, LLC November 2006 - May 2007
Skills
Fixed Income, Capital Markets, Trading, Finance, MBS, Series 7, Equities, Series 63, Hedge Funds, Investments, Alternative Investments, Securities
Education
Fordham University
B.A., Political Science, Economics
Leonard DeProspo, CFA Leonard DeProspo, CFA's Janney Montgomery Scott Experience May 2006 - June 2014
Job Equity Research Associate, Vice President at CLSA
Industry Investment Management
Experience
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
Patrick R. Noonan, CFP® Patrick R. Noonan, CFP®'s Janney Montgomery Scott Experience September 2011 - June 2014
Job Advanced Planning at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2014 - Present
Janney Montgomery Scott September 2011 - June 2014
Merrill Lynch June 2003 - August 2011
Skills
Personal Financial..., Life Insurance, Asset Allocation, Estate Planning, College Funding..., Personal Tax Planning, Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Retirement Plan..., 529 Plans, Employee Stock Options, Notary Public
Education
Fairfield University 1999 — 2003
Catholic Memorial High School 1994 — 1999
Commonwealth Financial Network July 2014 - Present
Janney Montgomery Scott September 2011 - June 2014
Merrill Lynch June 2003 - August 2011
Skills
Personal Financial..., Life Insurance, Asset Allocation, Estate Planning, College Funding..., Personal Tax Planning, Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Retirement Plan..., 529 Plans, Employee Stock Options, Notary Public
Education
Fairfield University 1999 — 2003
Catholic Memorial High School 1994 — 1999
Gresh4 O'Malley Gresh4 O'Malley's Janney Montgomery Scott Experience May 1995 - March 2004
Job Intern at City of Philadelphia
Industry Security and Investigations
Experience
City of Philadelphia October 2012 - Present
AlliedBarton Security Services September 2008 - March 2012
I-lead September 2006 - June 2008
UPS February 2008 - March 2008
Janney Montgomery Scott May 1995 - March 2004
Janney Montgomery Scott February 1995 - May 1997
Foulke Asssociates September 1993 - March 1994
Skills
Security Operations, Physical Security, Security Training, Security, Crime Prevention, Counterterrorism, Access Control, Emergency Management, First Aid, Risk Assessment, Investigation, Private Investigations, Surveillance, Criminal Justice, Computer Forensics, Policy, Risk Management, Fraud, Security Management, Crisis Management, Enforcement, Criminal Investigations, Government, Intelligence Analysis, Homeland Security, Firearms, Police, Executive Protection, First Responder
Education
Delaware County Community College 2008 — 2012
Paralegal certificate, Paralegal Studies
Harcum College 2005 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Moravian College 1989 — 1993
Bachelor's degree, American History (United States)
Westtown School 1985 — 1989
High school, Mathematics
City of Philadelphia October 2012 - Present
AlliedBarton Security Services September 2008 - March 2012
I-lead September 2006 - June 2008
UPS February 2008 - March 2008
Janney Montgomery Scott May 1995 - March 2004
Janney Montgomery Scott February 1995 - May 1997
Foulke Asssociates September 1993 - March 1994
Skills
Security Operations, Physical Security, Security Training, Security, Crime Prevention, Counterterrorism, Access Control, Emergency Management, First Aid, Risk Assessment, Investigation, Private Investigations, Surveillance, Criminal Justice, Computer Forensics, Policy, Risk Management, Fraud, Security Management, Crisis Management, Enforcement, Criminal Investigations, Government, Intelligence Analysis, Homeland Security, Firearms, Police, Executive Protection, First Responder
Education
Delaware County Community College 2008 — 2012
Paralegal certificate, Paralegal Studies
Harcum College 2005 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Moravian College 1989 — 1993
Bachelor's degree, American History (United States)
Westtown School 1985 — 1989
High school, Mathematics
Evan Luwisch Evan Luwisch's Janney Montgomery Scott Experience 2000 - 2002
Job Marketing at Sotheby's International Realty
Industry Real Estate
Experience
Allied Inspection Corp April 2015 - Present
M & E Photography Inc. June 2014 - Present
Sotheby's International Realty April 2014 - Present
ING October 2012 - 2014
Raymond James Financial Inc. 2004 - 2006
Janney Montgomery Scott 2000 - 2002
Skills
Strategic Partnerships, Salesforce.com, Business Development, Series 7, Start-ups, Strategy, New Business Development, Lead Generation, Product Management, E-commerce, Online Advertising, Marketing Strategy, Account Management, SaaS, Digital Marketing, Digital Strategy, Series 63, Series 65, Life & Health Insurance..., Online Marketing, Green Building, Construction Engineering, Residential Roofing, Plumbing Design, Electrical Engineering, HVAC Design, Residential Homes, Home Inspections, Septic Systems, Well Testing
Education
Florida International University 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
Marlboro HS
Allied Inspection Corp April 2015 - Present
M & E Photography Inc. June 2014 - Present
Sotheby's International Realty April 2014 - Present
ING October 2012 - 2014
Raymond James Financial Inc. 2004 - 2006
Janney Montgomery Scott 2000 - 2002
Skills
Strategic Partnerships, Salesforce.com, Business Development, Series 7, Start-ups, Strategy, New Business Development, Lead Generation, Product Management, E-commerce, Online Advertising, Marketing Strategy, Account Management, SaaS, Digital Marketing, Digital Strategy, Series 63, Series 65, Life & Health Insurance..., Online Marketing, Green Building, Construction Engineering, Residential Roofing, Plumbing Design, Electrical Engineering, HVAC Design, Residential Homes, Home Inspections, Septic Systems, Well Testing
Education
Florida International University 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
Marlboro HS
Clark Stoltzfus's Janney Montgomery Scott Experience November 2008 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott November 2008 - Present
Smith Barney March 2005 - November 2008
Stoltzfus Meats, Inc February 2002 - February 2005
Hostetter Management Co 2000 - 2002
Skills
Financial Advisory, Financial Markets, Estate Planning, Fixed Income, Retirement Planning, Investments, Investment Management, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Portfolio Management
Education
Franklin & Marshall College 1996 — 2000
BA, Business Management
American University, Washington DC 1998 — 1998
Economic Policy
Janney Montgomery Scott November 2008 - Present
Smith Barney March 2005 - November 2008
Stoltzfus Meats, Inc February 2002 - February 2005
Hostetter Management Co 2000 - 2002
Skills
Financial Advisory, Financial Markets, Estate Planning, Fixed Income, Retirement Planning, Investments, Investment Management, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Portfolio Management
Education
Franklin & Marshall College 1996 — 2000
BA, Business Management
American University, Washington DC 1998 — 1998
Economic Policy
Shaun Menkhaus Shaun Menkhaus's Janney Montgomery Scott Experience September 2012 - March 2013
Job Experienced Tax Associate at PwC
Industry Accounting
Experience
PwC January 2014 - October 2014
PwC June 2013 - August 2013
Janney Montgomery Scott September 2012 - March 2013
ACE Group April 2012 - September 2012
PECO Energy September 2009 - March 2012
Outback Steakhous March 2007 - May 2008
Whitemarsh Country Club July 2004 - August 2007
Skills
Financial Reporting, Investments, Financial Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, Forecasting, Data Analysis, Microsoft Office, Risk Management, Portfolio Management, PowerPoint, Budgets, Process Improvement, Microsoft Word, Accounting, Access
Education
Drexel University 2008 — 2013
B.S. in Business Administration, Finance and Accounting, Graduated Summa Cum Laude
La Salle College High School 2004 — 2008
PwC January 2014 - October 2014
PwC June 2013 - August 2013
Janney Montgomery Scott September 2012 - March 2013
ACE Group April 2012 - September 2012
PECO Energy September 2009 - March 2012
Outback Steakhous March 2007 - May 2008
Whitemarsh Country Club July 2004 - August 2007
Skills
Financial Reporting, Investments, Financial Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, Forecasting, Data Analysis, Microsoft Office, Risk Management, Portfolio Management, PowerPoint, Budgets, Process Improvement, Microsoft Word, Accounting, Access
Education
Drexel University 2008 — 2013
B.S. in Business Administration, Finance and Accounting, Graduated Summa Cum Laude
La Salle College High School 2004 — 2008
David Penn David Penn's Janney Montgomery Scott Experience May 2009 - August 2014
Job Senior Vice President/ Wealth Management at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott May 2009 - August 2014
Legg Mason May 2007 - May 2009
Smith Barney December 2005 - April 2007
Skills
Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Asset Management, Equities, Securities, Retirement, Retirement Planning, Investment Management, Estate Planning, ETFs, Strategic Financial..., Hedge Funds, Portfolio Management, Insurance, Financial Planners, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Drexel University 1977 — 1982
BS, Accounting
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott May 2009 - August 2014
Legg Mason May 2007 - May 2009
Smith Barney December 2005 - April 2007
Skills
Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Asset Management, Equities, Securities, Retirement, Retirement Planning, Investment Management, Estate Planning, ETFs, Strategic Financial..., Hedge Funds, Portfolio Management, Insurance, Financial Planners, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Drexel University 1977 — 1982
BS, Accounting
James Nolen James Nolen's Janney Montgomery Scott Experience 1994 - 2013
Job Senior Sales Trader at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC May 2013 - Present
Investment Traders Association of Philadelphia 1994 - 2015
Janney Montgomery Scott 1994 - 2013
Skills
Financial Markets, Series 63, Trading, Equities, Securities, Series 7, FINRA, Bloomberg, Equity Trading, Series 24, Capital Markets
Education
Drexel University
Drexel Hamilton, LLC May 2013 - Present
Investment Traders Association of Philadelphia 1994 - 2015
Janney Montgomery Scott 1994 - 2013
Skills
Financial Markets, Series 63, Trading, Equities, Securities, Series 7, FINRA, Bloomberg, Equity Trading, Series 24, Capital Markets
Education
Drexel University
Susana Garmen Chan's Janney Montgomery Scott Experience August 2012 - April 2014
Job Investment Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Greg Brissette Greg Brissette's Janney Montgomery Scott Experience June 2003 - Present
Job VPInvestments/CRPC®
Industry Investment Management
Experience
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Jeremy De Falco AWMA®, CRPC® Jeremy De Falco AWMA®, CRPC®'s Janney Montgomery Scott Experience April 2009 - Present
Job Associate Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Smith Barney August 2005 - April 2009
Morgan Stanley July 2001 - August 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Investment Strategies, Pensions, Series 7, Securities, Asset Allocation, Series 63, Financial Planning, 401k, Mutual Funds, Alternative Investments, Investment Advisory, Series 65, Wealth Management..., Retirement, FINRA, ETFs, Uniform Combined State..., IRAs, Equities, Variable Annuities, Money Management, Fixed Annuities, Series 66
Education
East Carolina University 1993 — 1997
Bachelor's Degree, Finance and Financial Management Services
Janney Montgomery Scott April 2009 - Present
Smith Barney August 2005 - April 2009
Morgan Stanley July 2001 - August 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Investment Strategies, Pensions, Series 7, Securities, Asset Allocation, Series 63, Financial Planning, 401k, Mutual Funds, Alternative Investments, Investment Advisory, Series 65, Wealth Management..., Retirement, FINRA, ETFs, Uniform Combined State..., IRAs, Equities, Variable Annuities, Money Management, Fixed Annuities, Series 66
Education
East Carolina University 1993 — 1997
Bachelor's Degree, Finance and Financial Management Services
Nigel Mills's Janney Montgomery Scott Experience September 2013 - November 2013
Job Business Development Associate at CEB
Industry Management Consulting
Experience
CEB August 2015 - Present
Dartmouth Entrepreneurial Network January 2015 - April 2015
Dartmouth College January 2014 - March 2014
Janney Montgomery Scott September 2013 - November 2013
Dartmouth College December 2012 - September 2013
Skills
Research, Stata, Qualitative Research, Economics, Microsoft Excel, Project Management, Microsoft Word, Sociology, Data Analysis, Analysis, Quantitative Research
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Sociology Modified with Religion
CEB August 2015 - Present
Dartmouth Entrepreneurial Network January 2015 - April 2015
Dartmouth College January 2014 - March 2014
Janney Montgomery Scott September 2013 - November 2013
Dartmouth College December 2012 - September 2013
Skills
Research, Stata, Qualitative Research, Economics, Microsoft Excel, Project Management, Microsoft Word, Sociology, Data Analysis, Analysis, Quantitative Research
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Sociology Modified with Religion
Hillary Sabetta Hillary Sabetta's Janney Montgomery Scott Experience April 2012 - December 2013
Job Digital Content Strategist at Freelance
Industry Public Relations and Communications
Experience
Tosoh Bioscience LLC September 2015 - Present
Freelance September 2014 - Present
eMoney Advisor December 2013 - September 2014
Janney Montgomery Scott April 2012 - December 2013
Drexel PRSSA September 2010 - April 2012
Drexel University Freedom Rings Partnership April 2011 - September 2011
WKDU 91.7 April 2010 - March 2011
Skills
Press Releases, Public Relations, Strategic Communications, Corporate Communications, Copywriting, Social Media, Newsletters, InDesign, Event Management, Public Speaking, Technical Editing, Science Writing, Branding & Identity, Microsoft Office, Internal Communications, Research, Twitter, Media Relations, Event Planning, Cision, PowerPoint, Community Relations, Radian6, Facebook, LinkedIn, Google+, Google Analytics, Photoshop, Basic HTML, SEO Copywriting, Sprout Social
Education
Drexel University 2012 — 2014
Master of Science (MS), Communication - Science and Technical, 3.5
Drexel University 2009 — 2014
Bachelor of Science (BS), Communication - Corporate and Public Relations, 3.5
Brooke Point High School 2006 — 2009
4.0
Tosoh Bioscience LLC September 2015 - Present
Freelance September 2014 - Present
eMoney Advisor December 2013 - September 2014
Janney Montgomery Scott April 2012 - December 2013
Drexel PRSSA September 2010 - April 2012
Drexel University Freedom Rings Partnership April 2011 - September 2011
WKDU 91.7 April 2010 - March 2011
Skills
Press Releases, Public Relations, Strategic Communications, Corporate Communications, Copywriting, Social Media, Newsletters, InDesign, Event Management, Public Speaking, Technical Editing, Science Writing, Branding & Identity, Microsoft Office, Internal Communications, Research, Twitter, Media Relations, Event Planning, Cision, PowerPoint, Community Relations, Radian6, Facebook, LinkedIn, Google+, Google Analytics, Photoshop, Basic HTML, SEO Copywriting, Sprout Social
Education
Drexel University 2012 — 2014
Master of Science (MS), Communication - Science and Technical, 3.5
Drexel University 2009 — 2014
Bachelor of Science (BS), Communication - Corporate and Public Relations, 3.5
Brooke Point High School 2006 — 2009
4.0
Brandon M. Morrison's Janney Montgomery Scott Experience August 2010 - Present
Job Director of Corporate Services at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2010 - Present
Janney Montgomery Scott June 2006 - July 2010
Janney Montgomery Scott LLC October 2004 - May 2006
Equity Properties July 2003 - September 2004
Skills
Organizational..., Change Management, Project Management, Corporate Real Estate, Business Development, Recruiting, Coaching, Vendor Management, Facilities Management, Lease Negotiation, Lease Administration, Employee Relations, New Business Development, Strategy, Leadership, Management, Cross-functional Team..., Asset Management, Finance, Financial Analysis, Team Building, Program Management, Portfolio Management
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (BA), Business Management & Administration
Upper Merion High School 1995 — 1999
Diploma
Janney Montgomery Scott August 2010 - Present
Janney Montgomery Scott June 2006 - July 2010
Janney Montgomery Scott LLC October 2004 - May 2006
Equity Properties July 2003 - September 2004
Skills
Organizational..., Change Management, Project Management, Corporate Real Estate, Business Development, Recruiting, Coaching, Vendor Management, Facilities Management, Lease Negotiation, Lease Administration, Employee Relations, New Business Development, Strategy, Leadership, Management, Cross-functional Team..., Asset Management, Finance, Financial Analysis, Team Building, Program Management, Portfolio Management
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (BA), Business Management & Administration
Upper Merion High School 1995 — 1999
Diploma
Brian Mattesich Brian Mattesich's Janney Montgomery Scott Experience September 2011 - June 2013
Job Associate Analyst at Moody's Investors Service
Industry Investment Management
Experience
Moody's Investors Service 2015 - Present
MORGAN STANLEY October 2013 - June 2014
Janney Montgomery Scott September 2011 - June 2013
Vining Sparks, IBG October 2010 - June 2011
CETG (CREDIT EQUITY TRADING GROUP) May 2010 - September 2010
Apache Trading LLC March 2003 - March 2010
Andover Brokerage, LLC May 2001 - February 2003
Skills
Fixed Income, Trading, Financial Analysis, Financial Modeling, ETFs
Education
Columbia University in the City of New York 2010 — 2011
Postbaccalaureate Business Program
Indiana University Bloomington 1993 — 1996
Bachelor of Arts (B.A.), Psychology
Moody's Investors Service 2015 - Present
MORGAN STANLEY October 2013 - June 2014
Janney Montgomery Scott September 2011 - June 2013
Vining Sparks, IBG October 2010 - June 2011
CETG (CREDIT EQUITY TRADING GROUP) May 2010 - September 2010
Apache Trading LLC March 2003 - March 2010
Andover Brokerage, LLC May 2001 - February 2003
Skills
Fixed Income, Trading, Financial Analysis, Financial Modeling, ETFs
Education
Columbia University in the City of New York 2010 — 2011
Postbaccalaureate Business Program
Indiana University Bloomington 1993 — 1996
Bachelor of Arts (B.A.), Psychology
Sarah Sipes, LMSW's Janney Montgomery Scott Experience June 2011 - August 2011
Job Health Care Integrator at New Alternatives For Children
Industry Individual & Family Services
Experience
New Alternatives For Children June 2013 - Present
The Committee for Hispanic Children and Families, Inc. September 2012 - May 2013
YMCA of Greater New York June 2012 - August 2012
Sanctuary for Families October 2011 - May 2012
Janney Montgomery Scott June 2011 - August 2011
Elwyn June 2010 - August 2010
Janney Montgomery Scott June 2010 - August 2010
City of Philadelphia May 2009 - August 2009
Skills
Counseling, Writing, Public Speaking, Organizing, Attention To Detail, Observation, Working With Children, Working with adults, Working with women, Psychotherapy, Youth Development, Social Services, Psychology, Adolescents
Education
Columbia University in the City of New York 2011 — 2013
MSW, Social Work, 3.85
Hofstra University 2007 — 2011
BA, Psychology, 3.8
New Alternatives For Children June 2013 - Present
The Committee for Hispanic Children and Families, Inc. September 2012 - May 2013
YMCA of Greater New York June 2012 - August 2012
Sanctuary for Families October 2011 - May 2012
Janney Montgomery Scott June 2011 - August 2011
Elwyn June 2010 - August 2010
Janney Montgomery Scott June 2010 - August 2010
City of Philadelphia May 2009 - August 2009
Skills
Counseling, Writing, Public Speaking, Organizing, Attention To Detail, Observation, Working With Children, Working with adults, Working with women, Psychotherapy, Youth Development, Social Services, Psychology, Adolescents
Education
Columbia University in the City of New York 2011 — 2013
MSW, Social Work, 3.85
Hofstra University 2007 — 2011
BA, Psychology, 3.8
Tim Flynn Tim Flynn's Janney Montgomery Scott Experience January 1986 - January 1988
Job CEO at Allied Wire & Cable
Industry Electrical/Electronic Manufacturing
Experience
Allied Wire & Cable January 1988 - Present
Janney Montgomery Scott January 1986 - January 1988
Janney Montgomery Scott January 1986 - January 1988
Skills
Manufacturing, Purchasing, Sales, Management, Negotiation, Competitive Analysis, Strategic Planning, Entrepreneurship, Finance, Advertising, New Business Development, Digital Marketing, Sales Management, SEO Audits, SEO, salesfo, Internet Entrepreneur, Start-ups, Sales Operations, International Sales, Telephone Skills, Charity Work, Charity, Account Management, Operating Systems, Public Speaking, Salesforce.com, Business Development, Sales Process, Client Relations Skills, Contract Negotiation, Leadership, Sales Leadership..., Sales Presentations, Selling, Operations Management, Inventory Management, Solution Selling, Cold Calling, Pricing, Marketing, Product Marketing, Cables, Team Building, Team Leadership, Product Development, Key Account Management, Direct Sales, Product Management, Power Cables
Education
Drexel University 1980 — 1985
Conestoga High School 1978 — 1980
Business Administration and Management, General
Allied Wire & Cable January 1988 - Present
Janney Montgomery Scott January 1986 - January 1988
Janney Montgomery Scott January 1986 - January 1988
Skills
Manufacturing, Purchasing, Sales, Management, Negotiation, Competitive Analysis, Strategic Planning, Entrepreneurship, Finance, Advertising, New Business Development, Digital Marketing, Sales Management, SEO Audits, SEO, salesfo, Internet Entrepreneur, Start-ups, Sales Operations, International Sales, Telephone Skills, Charity Work, Charity, Account Management, Operating Systems, Public Speaking, Salesforce.com, Business Development, Sales Process, Client Relations Skills, Contract Negotiation, Leadership, Sales Leadership..., Sales Presentations, Selling, Operations Management, Inventory Management, Solution Selling, Cold Calling, Pricing, Marketing, Product Marketing, Cables, Team Building, Team Leadership, Product Development, Key Account Management, Direct Sales, Product Management, Power Cables
Education
Drexel University 1980 — 1985
Conestoga High School 1978 — 1980
Business Administration and Management, General
Pat Thorogood Pat Thorogood's Janney Montgomery Scott Experience December 2001 - Present
Job 1st V.P. of Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2001 - Present
Tucker Anthony July 1999 - December 2001
Advest INC January 1986 - June 1999
Skills
Securities, Investments, Portfolio Management, Equities, Fixed Income, Asset Managment, Financial Markets, Retirement Planning, Long Term Care Insurance, Series 7, Bonds, Estate Planning, Strategic Financial..., Fixed Annuities, Insurance, Wealth Management, Asset Management, Retirement
Education
Franklin & Marshall College 1975 — 1979
Bachelor of Arts (B.A.), American Studies
Janney Montgomery Scott December 2001 - Present
Tucker Anthony July 1999 - December 2001
Advest INC January 1986 - June 1999
Skills
Securities, Investments, Portfolio Management, Equities, Fixed Income, Asset Managment, Financial Markets, Retirement Planning, Long Term Care Insurance, Series 7, Bonds, Estate Planning, Strategic Financial..., Fixed Annuities, Insurance, Wealth Management, Asset Management, Retirement
Education
Franklin & Marshall College 1975 — 1979
Bachelor of Arts (B.A.), American Studies
Keith Livengood Keith Livengood's Janney Montgomery Scott Experience April 2009 - Present
Job Accredited Wealth Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney March 1988 - April 2009
Burlington Industries June 1983 - April 1988
Skills
Strategic Planning, Product Management, Business Strategy, Negotiation, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Wealth, Retirement, Finance, Financial Planning, Small Business, 401k, Investment Management, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2010
AWMA, Accredited Wealth Management
Duke University - Fuqua School of Business 1985 — 1987
MBA, Business Administration
University of North Carolina at Chapel Hill 1973 — 1977
BS, Business Administration
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney March 1988 - April 2009
Burlington Industries June 1983 - April 1988
Skills
Strategic Planning, Product Management, Business Strategy, Negotiation, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Wealth, Retirement, Finance, Financial Planning, Small Business, 401k, Investment Management, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2010
AWMA, Accredited Wealth Management
Duke University - Fuqua School of Business 1985 — 1987
MBA, Business Administration
University of North Carolina at Chapel Hill 1973 — 1977
BS, Business Administration
Daniel Winnicki's Janney Montgomery Scott Experience April 2013 - September 2014
Job Tax Staff at EY
Industry Financial Services
Experience
EY October 2014 - Present
Janney Montgomery Scott April 2013 - September 2014
Hartman & Winnicki, P.C. June 2010 - August 2012
William Patterson University June 2011 - August 2011
Skills
Access, Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, DBC, SDC Platinum, Research, Finance, Data Analysis, Outlook
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Taxation
Fordham University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Loyola Marymount University 2009 — 2011
Accounting
EY October 2014 - Present
Janney Montgomery Scott April 2013 - September 2014
Hartman & Winnicki, P.C. June 2010 - August 2012
William Patterson University June 2011 - August 2011
Skills
Access, Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, DBC, SDC Platinum, Research, Finance, Data Analysis, Outlook
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Taxation
Fordham University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Loyola Marymount University 2009 — 2011
Accounting
Sophia Pearson's Janney Montgomery Scott Experience July 1999 - August 2000
Job Business Reporter at Bloomberg LP
Industry Writing and Editing
Experience
Bloomberg LP 2004 - Present
Bloomberg News 2003 - 2004
Bloomberg News 2000 - 2003
Janney Montgomery Scott July 1999 - August 2000
Skills
Journalism, Media Relations, Crisis Management, Issues Management, Financial Reporting, Litigation, Editing, Creative Writing, Event Planning, Blogging, Internal Communications, Copy Editing, Social Media, Strategic Communications, Research, Public Relations, Crisis Communications, News Writing, AP Style, Press Releases, Storytelling, Breaking News, Newspapers, Feature Articles, Online Journalism, Editorial, Business Journalism, Headline Writing, Web Content, Investigative Reporting, Publications, New Media, Magazines
Education
Columbia University in the City of New York
Master of Science (M.S.), Strategic Communications
University of Pennsylvania - The Wharton School
Wharton Seminars for Business Journalists
Loyola Law School, Los Angeles
Journalism Fellowship
Lehigh University
Bachelor of Arts (B.A.), Journalism
Bloomberg LP 2004 - Present
Bloomberg News 2003 - 2004
Bloomberg News 2000 - 2003
Janney Montgomery Scott July 1999 - August 2000
Skills
Journalism, Media Relations, Crisis Management, Issues Management, Financial Reporting, Litigation, Editing, Creative Writing, Event Planning, Blogging, Internal Communications, Copy Editing, Social Media, Strategic Communications, Research, Public Relations, Crisis Communications, News Writing, AP Style, Press Releases, Storytelling, Breaking News, Newspapers, Feature Articles, Online Journalism, Editorial, Business Journalism, Headline Writing, Web Content, Investigative Reporting, Publications, New Media, Magazines
Education
Columbia University in the City of New York
Master of Science (M.S.), Strategic Communications
University of Pennsylvania - The Wharton School
Wharton Seminars for Business Journalists
Loyola Law School, Los Angeles
Journalism Fellowship
Lehigh University
Bachelor of Arts (B.A.), Journalism
Jay Lugosch Jay Lugosch's Janney Montgomery Scott Experience January 2011 - April 2011
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
Thomas Frick Thomas Frick's Janney Montgomery Scott Experience June 2008 - August 2008
Job Treasury Desk Manager Promontory Interfinancial
Industry Financial Services
Experience
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Charles M Jenkins Charles M Jenkins's Janney Montgomery Scott Experience April 2013 - Present
Job Vice President Wealth Management / Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Gina Genese Gina Genese's Janney Montgomery Scott Experience December 2008 - January 2010
Job Administrative Assistant at Unichem Pharmaceuticals USA
Industry Pharmaceuticals
Experience
Unichem Pharmaceuticals USA September 2011 - Present
Janney Montgomery Scott December 2008 - January 2010
Skills
Administrative..., Microsoft Excel, Outlook, Customer Service, Social Media, Sales
Education
Fashion Institute of Technology 1998 — 2002
Merchandising management, Merchandising management
Unichem Pharmaceuticals USA September 2011 - Present
Janney Montgomery Scott December 2008 - January 2010
Skills
Administrative..., Microsoft Excel, Outlook, Customer Service, Social Media, Sales
Education
Fashion Institute of Technology 1998 — 2002
Merchandising management, Merchandising management
Angela Wagner Angela Wagner's Janney Montgomery Scott Experience February 2007 - Present
Job at
Industry Law Practice
Experience
Wagner Law Office September 1997 - Present
The Catholic University of America January 2013 - Present
Janney Montgomery Scott February 2007 - Present
Bolton Capital Corporation January 1998 - January 2000
Skills
Estate Planning, Wills, Trusts, Legal Research, Probate, Powers of Attorney, Estate Administration, Corporate Governance, Elder Law, Legal Services, Succession Planning, Real Estate Transactions, LLC, Business Formation, Legal Assistance, Estate Tax Planning, Probation, Investments, Financial Advisory, Financial Planners, Wealth Management, Wealth, Retirement Planning, Estate Law, Financial Services, Retirement, High Net Worth..., IRAs, Trust Services, Strategic Financial..., 401k, Asset Allocation, Investment Strategies, Wealth Management..., Small Business, Pensions, Inheritance Tax Planning, Asset Protection, Asset, Wealth Accumulation, Personal Financial..., Tax Law, Bonds, FINRA, Investment Advisory, Long-term Care, Mutual Funds, Securities, Tax, Alternative Investments
Education
Widener University School of Law 1988 — 1992
JD
Drexel University 1984 — 1988
BS, History, Political Science, Pre-Law
Wagner Law Office September 1997 - Present
The Catholic University of America January 2013 - Present
Janney Montgomery Scott February 2007 - Present
Bolton Capital Corporation January 1998 - January 2000
Skills
Estate Planning, Wills, Trusts, Legal Research, Probate, Powers of Attorney, Estate Administration, Corporate Governance, Elder Law, Legal Services, Succession Planning, Real Estate Transactions, LLC, Business Formation, Legal Assistance, Estate Tax Planning, Probation, Investments, Financial Advisory, Financial Planners, Wealth Management, Wealth, Retirement Planning, Estate Law, Financial Services, Retirement, High Net Worth..., IRAs, Trust Services, Strategic Financial..., 401k, Asset Allocation, Investment Strategies, Wealth Management..., Small Business, Pensions, Inheritance Tax Planning, Asset Protection, Asset, Wealth Accumulation, Personal Financial..., Tax Law, Bonds, FINRA, Investment Advisory, Long-term Care, Mutual Funds, Securities, Tax, Alternative Investments
Education
Widener University School of Law 1988 — 1992
JD
Drexel University 1984 — 1988
BS, History, Political Science, Pre-Law
Beverly S. Mack Beverly S. Mack's Janney Montgomery Scott Experience August 1999 - June 2005
Job Investment Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Pat Ehret's Janney Montgomery Scott Experience March 2009 - Present
Job First Vice President of Investments
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
breathing room foundation 2009 - 2014
Wachovia Securities Financial Network March 2006 - 2009
UBS Wealth Management May 1993 - March 2006
EF Hutton 1981 - 1987
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Bonds, Financial Advisory, Retirement
Education
Duke University 1976 — 1980
BS
The Lawrenceville School
Janney Montgomery Scott March 2009 - Present
breathing room foundation 2009 - 2014
Wachovia Securities Financial Network March 2006 - 2009
UBS Wealth Management May 1993 - March 2006
EF Hutton 1981 - 1987
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Bonds, Financial Advisory, Retirement
Education
Duke University 1976 — 1980
BS
The Lawrenceville School
gary schwab gary schwab's Janney Montgomery Scott Experience December 1985 - February 2008
Job Registered Investment Advisor
Industry Investment Management
Experience
Valley Forge Capital Management March 2008 - Present
Janney Montgomery Scott December 1985 - February 2008
Moseley Hallgarten & Estabrook January 1976 - December 1985
Education
Drexel University - College of Business and Administration 1969 — 1974
BS, Business
Drexel University
Valley Forge Capital Management March 2008 - Present
Janney Montgomery Scott December 1985 - February 2008
Moseley Hallgarten & Estabrook January 1976 - December 1985
Education
Drexel University - College of Business and Administration 1969 — 1974
BS, Business
Drexel University
Eric Angle Eric Angle's Janney Montgomery Scott Experience April 2000 - Present
Job Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2000 - Present
JB Hanauer & Co. September 1994 - April 2000
United States Navy April 1985 - April 1989
Skills
Asset Allocation, Municipal Bonds, Series 7, Wealth Management, Retirement Planning, ETFs, Investment Advisory, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management..., Estate Planning, Investments, Securities, Retirement
Education
Northern Arizona University 1991 — 1993
B.S.B.A., Finance
Corning Community College 1989 — 1991
A.S., Accounting
Janney Montgomery Scott April 2000 - Present
JB Hanauer & Co. September 1994 - April 2000
United States Navy April 1985 - April 1989
Skills
Asset Allocation, Municipal Bonds, Series 7, Wealth Management, Retirement Planning, ETFs, Investment Advisory, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management..., Estate Planning, Investments, Securities, Retirement
Education
Northern Arizona University 1991 — 1993
B.S.B.A., Finance
Corning Community College 1989 — 1991
A.S., Accounting
Richard Crittenden Jr, AIF Richard Crittenden Jr, AIF's Janney Montgomery Scott Experience April 2009 - Present
Job Senior Vice President/Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth, Retirement, Financial Services, Mutual Funds, Series 7, Securities, Finance, Estate Planning, Financial Planning, Investment Advisory, FINRA, Asset Management, ETFs, Insurance, Financial Advisory, Alternative Investments, 401k, Equities, Wealth Management..., Fixed Income, Investment Banking, Series 63, Portfolio Management, Series 65, Fixed Annuities, Uniform Combined State...
Education
Elon University 1974 — 1978
Bachelor of Arts (B.A.), Social Sciences/ Econ
Janney Montgomery Scott April 2009 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth, Retirement, Financial Services, Mutual Funds, Series 7, Securities, Finance, Estate Planning, Financial Planning, Investment Advisory, FINRA, Asset Management, ETFs, Insurance, Financial Advisory, Alternative Investments, 401k, Equities, Wealth Management..., Fixed Income, Investment Banking, Series 63, Portfolio Management, Series 65, Fixed Annuities, Uniform Combined State...
Education
Elon University 1974 — 1978
Bachelor of Arts (B.A.), Social Sciences/ Econ
Jay Falcone Jay Falcone's Janney Montgomery Scott Experience October 2006 - January 2011
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
James Stauss's Janney Montgomery Scott Experience March 2010 - November 2011
Job Senior Director Sales at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors November 2014 - Present
Optimal Blue Secondary Services (formerly Secondary Interactive) January 2012 - October 2014
Janney Montgomery Scott March 2010 - November 2011
Raymond James & Associates, Inc. April 2009 - March 2010
Bear Stearns & Company, Inc. November 2004 - March 2008
Dorado Corp 2001 - 2005
Pedestal, Inc. 1999 - 2001
GE Capital Mortgage Corp. 1992 - 1994
Shearson Lehman Mortgage Conduit 1989 - 1992
NorthEastern Mortgage 1986 - 1989
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bloomberg
Education
Denison University 1982 — 1986
B.A, Psychology
Deerfield Academy 1981 — 1982
Falmouth High School
Newbold Advisors November 2014 - Present
Optimal Blue Secondary Services (formerly Secondary Interactive) January 2012 - October 2014
Janney Montgomery Scott March 2010 - November 2011
Raymond James & Associates, Inc. April 2009 - March 2010
Bear Stearns & Company, Inc. November 2004 - March 2008
Dorado Corp 2001 - 2005
Pedestal, Inc. 1999 - 2001
GE Capital Mortgage Corp. 1992 - 1994
Shearson Lehman Mortgage Conduit 1989 - 1992
NorthEastern Mortgage 1986 - 1989
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bloomberg
Education
Denison University 1982 — 1986
B.A, Psychology
Deerfield Academy 1981 — 1982
Falmouth High School
Bruce Goodman Bruce Goodman's Janney Montgomery Scott Experience 1998 - 2003
Job Private Investor
Industry Financial Services
Experience
Merrill Lynch 2012 - 2013
TIAA-CREF 2007 - 2010
Janney Montgomery Scott 1998 - 2003
Smith Barney 1988 - 1998
Hay Group 1984 - 1988
Federal Reserve System 1983 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Annuities, Financial Advisory, Securities, Retirement, Investments, Investment Management, Wealth Management..., Finance, Asset Management, Strategic Financial..., Hedge Funds, Portfolio Management, Financial Planners
Education
Drexel University
MBA
Saint Joseph's University
Bachelor of Science (BS), Accounting
Merrill Lynch 2012 - 2013
TIAA-CREF 2007 - 2010
Janney Montgomery Scott 1998 - 2003
Smith Barney 1988 - 1998
Hay Group 1984 - 1988
Federal Reserve System 1983 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Annuities, Financial Advisory, Securities, Retirement, Investments, Investment Management, Wealth Management..., Finance, Asset Management, Strategic Financial..., Hedge Funds, Portfolio Management, Financial Planners
Education
Drexel University
MBA
Saint Joseph's University
Bachelor of Science (BS), Accounting
Jeff LaBrot's Janney Montgomery Scott Experience June 1998 - November 2004
Job Managing Director, Nasdaq Corporate Client Group New Listings & Capital Markets
Industry Capital Markets
Experience
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Jenna Bickford's Janney Montgomery Scott Experience February 2005 - October 2005
Job Project Manager Specialist at SAP
Industry Information Technology and Services
Experience
SAP February 2014 - Present
SAP January 2012 - Present
SAP January 2011 - January 2012
Drexel University September 2008 - December 2010
SAP February 2007 - October 2007
Janney Montgomery Scott February 2005 - October 2005
Skills
Market Research, Program Management, Analysis, Research, Business Analysis, Leadership, Management, Sales, Social Media, Team Leadership, Recruiting, Marketing Strategy, Business Development, Process Improvement, Account Management, Financial Analysis, Microsoft Word, Salesforce.com, Event Planning, Coaching, New Business Development, Team Building, Entrepreneurship
Education
Drexel University
BSBA, Finance & Marketing
Drexel University
MSHE, Financial Management
SAP February 2014 - Present
SAP January 2012 - Present
SAP January 2011 - January 2012
Drexel University September 2008 - December 2010
SAP February 2007 - October 2007
Janney Montgomery Scott February 2005 - October 2005
Skills
Market Research, Program Management, Analysis, Research, Business Analysis, Leadership, Management, Sales, Social Media, Team Leadership, Recruiting, Marketing Strategy, Business Development, Process Improvement, Account Management, Financial Analysis, Microsoft Word, Salesforce.com, Event Planning, Coaching, New Business Development, Team Building, Entrepreneurship
Education
Drexel University
BSBA, Finance & Marketing
Drexel University
MSHE, Financial Management
Jon Leise, Sr. Jon Leise, Sr.'s Janney Montgomery Scott Experience 2005 - Present
Job Executive Vice President/Investments and Assistant Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2005 - Present
Janney Montgomery Scott 1992 - Present
Legg Mason 1989 - 1992
Dean Witter 1980 - 1989
RCA Service Company 1977 - 1980
Education
Drexel University
MBA, Investment Management
Franklin & Marshall College
BA, Accounting/Finance
Janney Montgomery Scott 2005 - Present
Janney Montgomery Scott 1992 - Present
Legg Mason 1989 - 1992
Dean Witter 1980 - 1989
RCA Service Company 1977 - 1980
Education
Drexel University
MBA, Investment Management
Franklin & Marshall College
BA, Accounting/Finance
Julie Dellisant-Flugel, CFP® Julie Dellisant-Flugel, CFP®'s Janney Montgomery Scott Experience 2013 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® (CDFA)™
Industry Financial Services
Experience
Janney Montgomery Scott 2013 - Present
Morgan Stanley/Smith Barney 2005 - 2013
Lehman Brothers 1992 - 2004
Skills
Series 7, Series 63, PA Insurance License, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Fixed Income, Investment Strategies, Fixed Annuities, Variable Annuities, Securities, Equities, Alternative Investments, Wealth Management..., Financial Planning, Certified Divorce...
Education
Drexel University 1987 — 1992
BS in Business Administration, Finance
Louis E. Dieruff High School 1983 — 1987
Janney Montgomery Scott 2013 - Present
Morgan Stanley/Smith Barney 2005 - 2013
Lehman Brothers 1992 - 2004
Skills
Series 7, Series 63, PA Insurance License, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Fixed Income, Investment Strategies, Fixed Annuities, Variable Annuities, Securities, Equities, Alternative Investments, Wealth Management..., Financial Planning, Certified Divorce...
Education
Drexel University 1987 — 1992
BS in Business Administration, Finance
Louis E. Dieruff High School 1983 — 1987
Jean Good Jean Good's Janney Montgomery Scott Experience August 2007 - Present
Job Branch Operations Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2007 - Present
Skills
Financial Services, Retirement Planning, Banking, Strategic Financial..., Investment Advisory, Relationship Management, Asset Management, Wealth Management, Securities, Mutual Funds, Asset Allocation, Series 7, Portfolio Management, Financial Planning, Investments, Finance
Education
Elizabethtown College 2013 — 2016
Currently enrolled, Business Administration
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist
Janney Montgomery Scott August 2007 - Present
Skills
Financial Services, Retirement Planning, Banking, Strategic Financial..., Investment Advisory, Relationship Management, Asset Management, Wealth Management, Securities, Mutual Funds, Asset Allocation, Series 7, Portfolio Management, Financial Planning, Investments, Finance
Education
Elizabethtown College 2013 — 2016
Currently enrolled, Business Administration
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist
Antony Joffe Antony Joffe's Janney Montgomery Scott Experience September 1997 - December 2005
Job President of Sterling Trustees LLC
Industry Investment Management
Experience
Sterling Trustees July 2008 - Present
WealthCloud June 2013 - Present
Bryant Park Capital January 2007 - 2007
F/B Capital Partners January 2006 - October 2006
Janney Montgomery Scott September 1997 - December 2005
Skills
Trustee, Investment Management, Accounting, Taxation of Trusts, Personal Trust..., Investment Banking, Private Equity, Trust Services, Corporate Trust, Trust Management, Charitable Trusts, Irrevocable Life..., GRATs, Trustee Investments, International Tax
Education
Temple University - Fox School of Business and Management 1996 — 1998
MBA, Finance
Emory University - Goizueta Business School 1987 — 1991
BBA, Accounting
Harriton High School 1983 — 1987
Sterling Trustees July 2008 - Present
WealthCloud June 2013 - Present
Bryant Park Capital January 2007 - 2007
F/B Capital Partners January 2006 - October 2006
Janney Montgomery Scott September 1997 - December 2005
Skills
Trustee, Investment Management, Accounting, Taxation of Trusts, Personal Trust..., Investment Banking, Private Equity, Trust Services, Corporate Trust, Trust Management, Charitable Trusts, Irrevocable Life..., GRATs, Trustee Investments, International Tax
Education
Temple University - Fox School of Business and Management 1996 — 1998
MBA, Finance
Emory University - Goizueta Business School 1987 — 1991
BBA, Accounting
Harriton High School 1983 — 1987
Scott Hadfield Scott Hadfield's Janney Montgomery Scott Experience April 1998 - May 2000
Job Managing Director at G.C. Andersen Partners LLC
Industry Investment Banking
Experience
G.C. Andersen Partners LLC April 2004 - Present
Ryan Beck & Co. February 2002 - April 2004
Prudential Financial May 2000 - August 2001
Janney Montgomery Scott April 1998 - May 2000
Arthur Andersen 1993 - 1996
Skills
Capital Raising, Investment Banking, Middle Market, Corporate Finance, Valuation, Private Equity, Venture Capital, Due Diligence, Capital Markets, Mergers & Acquisitions, M&A experience, Private Placements, Corporate Development
Education
Connecticut College 1989 — 1993
Bachelor of Science (BS), Economics
London School of Economics and Political Science 1990 — 1990
East greenwich
East greenwich
East greenwich
G.C. Andersen Partners LLC April 2004 - Present
Ryan Beck & Co. February 2002 - April 2004
Prudential Financial May 2000 - August 2001
Janney Montgomery Scott April 1998 - May 2000
Arthur Andersen 1993 - 1996
Skills
Capital Raising, Investment Banking, Middle Market, Corporate Finance, Valuation, Private Equity, Venture Capital, Due Diligence, Capital Markets, Mergers & Acquisitions, M&A experience, Private Placements, Corporate Development
Education
Connecticut College 1989 — 1993
Bachelor of Science (BS), Economics
London School of Economics and Political Science 1990 — 1990
East greenwich
East greenwich
East greenwich
Daniel W Spainhour's Janney Montgomery Scott Experience August 2009 - Present
Job Chartered Advisor in Philanthropy®, Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Brendan A. Reynolds Brendan A. Reynolds's Janney Montgomery Scott Experience May 2001 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2001 - Present
Gruntal & Co June 1995 - May 2001
Skills
Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., 401k, Securities, Investments, IRAs, Series 7, Finance, Mutual Funds, Equities, ETFs, Asset Management, Financial Advisory, Financial Planning
Education
Fordham University 1991 — 1995
BS, Finance, Business Administration
Long Island University, C.W. Post Campus
Continuing Education and Professional Studies, Financial Planning
st anthony's high school
Janney Montgomery Scott May 2001 - Present
Gruntal & Co June 1995 - May 2001
Skills
Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., 401k, Securities, Investments, IRAs, Series 7, Finance, Mutual Funds, Equities, ETFs, Asset Management, Financial Advisory, Financial Planning
Education
Fordham University 1991 — 1995
BS, Finance, Business Administration
Long Island University, C.W. Post Campus
Continuing Education and Professional Studies, Financial Planning
st anthony's high school
Blake Huber Blake Huber's Janney Montgomery Scott Experience April 2010 - September 2010
Job Analyst at MainLine Private Wealth
Industry Financial Services
Experience
MainLine Private Wealth March 2012 - Present
Lincoln Investment Planning June 2011 - March 2012
Janney Montgomery Scott April 2010 - September 2010
Northwestern Mutual March 2009 - September 2009
Kildare Capital March 2008 - March 2009
Skills
Financial Analysis, Series 7, Microsoft Excel, Bloomberg, Asset Allocation, Financial Modeling, Insurance, Hedge Funds, Economics, Chartered Financial..., Mutual Funds, Equities, PowerPoint, Data Analysis, Portfolio Management, Fixed Income, ETFs, Asset Managment, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Morningstar, Finance, Asset Management, Investments, Microsoft Office, Customer Service, Financial Services, Alternative Investments, Managing Finances
Education
Drexel University 2006 — 2011
BSBA, Finance and Legal Studies
MainLine Private Wealth March 2012 - Present
Lincoln Investment Planning June 2011 - March 2012
Janney Montgomery Scott April 2010 - September 2010
Northwestern Mutual March 2009 - September 2009
Kildare Capital March 2008 - March 2009
Skills
Financial Analysis, Series 7, Microsoft Excel, Bloomberg, Asset Allocation, Financial Modeling, Insurance, Hedge Funds, Economics, Chartered Financial..., Mutual Funds, Equities, PowerPoint, Data Analysis, Portfolio Management, Fixed Income, ETFs, Asset Managment, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Morningstar, Finance, Asset Management, Investments, Microsoft Office, Customer Service, Financial Services, Alternative Investments, Managing Finances
Education
Drexel University 2006 — 2011
BSBA, Finance and Legal Studies
Malik Padgett P.A. Malik Padgett P.A.'s Janney Montgomery Scott Experience 2000 - 2004
Job Real Estate Consultant and Client Advocate at Century 21 Premier Elite
Industry Real Estate
Experience
CENTURY 21® February 2014 - Present
The Kilam Group, LLC September 2008 - January 2014
JPMorgan Chase December 2005 - January 2009
Bank Atlantic October 2004 - December 2005
Janney Montgomery Scott 2000 - 2004
AB Film Productions 1995 - 2000
Autoland of Springfiled, NJ 1992 - April 1995
Skills
Investments, Equities, Business Planning, Management, Financial Analysis, Banking, Credit, Coaching, Asset Managment, Due Diligence, Negotiation, Mergers, Leadership, Strategy, Portfolio Management, Risk Management, Business Development, Project Management, Investment Banking, Retail Banking, Real Estate, Management Consulting, Sales, Sales Management, Business, New Business Development, Financial Risk, Business Strategy, Finance, Financial Modeling, Relationship Management, Analytics, Financial Services, Vendor Management, Small Business, Process Improvement, Loans, Marketing, Insurance, Wealth Management, Mortgage Lending, Valuation, Mutual Funds, Public Relations, Corporate Finance, Business Analysis, Team Building, Strategic Financial..., Budgets, Strategic Planning
Education
Fordham University 1998 — 2002
BA, Sociology/Legal Policies&Studies
Middlesex County College 1994 — 1996
Criminal Law
CENTURY 21® February 2014 - Present
The Kilam Group, LLC September 2008 - January 2014
JPMorgan Chase December 2005 - January 2009
Bank Atlantic October 2004 - December 2005
Janney Montgomery Scott 2000 - 2004
AB Film Productions 1995 - 2000
Autoland of Springfiled, NJ 1992 - April 1995
Skills
Investments, Equities, Business Planning, Management, Financial Analysis, Banking, Credit, Coaching, Asset Managment, Due Diligence, Negotiation, Mergers, Leadership, Strategy, Portfolio Management, Risk Management, Business Development, Project Management, Investment Banking, Retail Banking, Real Estate, Management Consulting, Sales, Sales Management, Business, New Business Development, Financial Risk, Business Strategy, Finance, Financial Modeling, Relationship Management, Analytics, Financial Services, Vendor Management, Small Business, Process Improvement, Loans, Marketing, Insurance, Wealth Management, Mortgage Lending, Valuation, Mutual Funds, Public Relations, Corporate Finance, Business Analysis, Team Building, Strategic Financial..., Budgets, Strategic Planning
Education
Fordham University 1998 — 2002
BA, Sociology/Legal Policies&Studies
Middlesex County College 1994 — 1996
Criminal Law
Kelly Hendrickson-Walker, PMP's Janney Montgomery Scott Experience September 2003 - December 2006
Job Sr. Project Controls Engineer Cost at PSEG
Industry Civil Engineering
Experience
PSEG August 2014 - Present
Burns & McDonnell May 2013 - July 2014
Hamon Custodis, Inc. and Research Cottrell Cooling, Inc. March 2008 - May 2013
Hamon Custodis, Inc. December 2006 - March 2008
Janney Montgomery Scott September 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Construction, Project Planning, Microsoft Word, Project Management, Customer Service, Public Speaking, Contract Management, PowerPoint, Budgets
Education
Drexel University 2001 — 2005
Bachelors, International Area Studies
DVRHS 1998 — 2001
High School Diploma
PSEG August 2014 - Present
Burns & McDonnell May 2013 - July 2014
Hamon Custodis, Inc. and Research Cottrell Cooling, Inc. March 2008 - May 2013
Hamon Custodis, Inc. December 2006 - March 2008
Janney Montgomery Scott September 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Construction, Project Planning, Microsoft Word, Project Management, Customer Service, Public Speaking, Contract Management, PowerPoint, Budgets
Education
Drexel University 2001 — 2005
Bachelors, International Area Studies
DVRHS 1998 — 2001
High School Diploma
Laura Kottkamp Laura Kottkamp's Janney Montgomery Scott Experience 1999 - 2001
Job Executive Director of the School of Business Foundation at Virginia Commonwealth University
Industry Education Management
Experience
Virginia Commonwealth University, School of Business July 2014 - Present
Virginia Commonwealth University, School of Business August 2013 - Present
College of William and Mary March 2011 - August 2013
Mason School of Business, College of William and Mary July 2010 - March 2011
Dominion 2009 - 2010
Dominion 2006 - 2009
Dominion 2004 - 2005
Dominion 2003 - 2004
Janney Montgomery Scott 1999 - 2001
Yanni-Bilkey Investment Consulting 1997 - 1999
Skills
Process Improvement, Six Sigma, Investor Relations, Change Management, Corporate Communications, Strategy, Leadership, Strategic Partnerships, Strategic Planning, Finance, Public Speaking, Strategic Communications, Executive Management, Research, Leadership Development, Business Strategy, Human Resources, Program Management, Fundraising, Management Consulting, Public Relations, Organizational..., Nonprofits, Data Analysis, Higher Education
Education
Duke University - The Fuqua School of Business
MBA, Finance, Strategy
St. Catherine's School
High School
The College of William and Mary
AB, History, French
Université de Lausanne
n/a, Post-graduate study
Virginia Commonwealth University, School of Business July 2014 - Present
Virginia Commonwealth University, School of Business August 2013 - Present
College of William and Mary March 2011 - August 2013
Mason School of Business, College of William and Mary July 2010 - March 2011
Dominion 2009 - 2010
Dominion 2006 - 2009
Dominion 2004 - 2005
Dominion 2003 - 2004
Janney Montgomery Scott 1999 - 2001
Yanni-Bilkey Investment Consulting 1997 - 1999
Skills
Process Improvement, Six Sigma, Investor Relations, Change Management, Corporate Communications, Strategy, Leadership, Strategic Partnerships, Strategic Planning, Finance, Public Speaking, Strategic Communications, Executive Management, Research, Leadership Development, Business Strategy, Human Resources, Program Management, Fundraising, Management Consulting, Public Relations, Organizational..., Nonprofits, Data Analysis, Higher Education
Education
Duke University - The Fuqua School of Business
MBA, Finance, Strategy
St. Catherine's School
High School
The College of William and Mary
AB, History, French
Université de Lausanne
n/a, Post-graduate study
Stephen Olore Stephen Olore's Janney Montgomery Scott Experience 1994 - 2000
Job Senior Portfolio Manager, Senior Vice President at People's United Bank
Industry Investment Management
Experience
People's United Bank October 2013 - Present
Frederick Capital Partners March 2010 - Present
Winslow, Evans & Crocker 2005 - 2010
RBC/Tucker Anthony 2000 - 2005
Janney Montgomery Scott 1994 - 2000
Skills
Alternative Investments, Equities, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investments, Fixed Income, Financial Analysis, Investment Strategies, Securities, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Wealth Management, Financial Advisory
Education
Fairfield University 1982 — 1986
BS, Finance
Holy Cross High School 1978 — 1982
People's United Bank October 2013 - Present
Frederick Capital Partners March 2010 - Present
Winslow, Evans & Crocker 2005 - 2010
RBC/Tucker Anthony 2000 - 2005
Janney Montgomery Scott 1994 - 2000
Skills
Alternative Investments, Equities, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investments, Fixed Income, Financial Analysis, Investment Strategies, Securities, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Wealth Management, Financial Advisory
Education
Fairfield University 1982 — 1986
BS, Finance
Holy Cross High School 1978 — 1982
Ann Marie Slavick's Janney Montgomery Scott Experience December 1994 - April 2004
Job Mid Accountant payroll Dept. at Confidential services company
Industry Human Resources
Experience
Confidential services company August 2014 - Present
Confidential services industry August 2014 - Present
Arbonne International March 2010 - Present
Global Employment USA April 2010 - August 2014
Lehigh County Republican Committee 2009 - October 2013
CIGNA Group Insurance May 2005 - August 2007
Greater Lehigh Valley Chamber of Commerce 2000 - 2006
Janney Montgomery Scott December 1994 - April 2004
Skills
Data Analysis, Diagnostics, Business Strategy, Microsoft Excel, Recruiting, Marketing, Strategic Planning, Event Planning, Team Building, Process Improvement, Forecasting, Budgets, Customer Service, Financial Analysis, Contract Negotiation, Negotiation, Project Management, Analysis, Inventory Management, Sales, Interviews, Account Management, Business Planning, Risk Management, Procurement, Logistics, Supply Chain Management, Finance, Hardware Diagnostics, Purchasing, Operations Management, Business Development, Fundraising, Coaching, New Business Development, Team Leadership, Start-ups, Sourcing, Training, Leadership, Organizational..., Project Planning, Employee Relations, Cross-functional Team..., Performance Management, Entrepreneurship, Human Resources, Strategy, Hiring, Pricing
Education
DeSales University 2011 — 2014
MBA, Business and management
King's College 1990 — 1994
BS, Economics
Confidential services company August 2014 - Present
Confidential services industry August 2014 - Present
Arbonne International March 2010 - Present
Global Employment USA April 2010 - August 2014
Lehigh County Republican Committee 2009 - October 2013
CIGNA Group Insurance May 2005 - August 2007
Greater Lehigh Valley Chamber of Commerce 2000 - 2006
Janney Montgomery Scott December 1994 - April 2004
Skills
Data Analysis, Diagnostics, Business Strategy, Microsoft Excel, Recruiting, Marketing, Strategic Planning, Event Planning, Team Building, Process Improvement, Forecasting, Budgets, Customer Service, Financial Analysis, Contract Negotiation, Negotiation, Project Management, Analysis, Inventory Management, Sales, Interviews, Account Management, Business Planning, Risk Management, Procurement, Logistics, Supply Chain Management, Finance, Hardware Diagnostics, Purchasing, Operations Management, Business Development, Fundraising, Coaching, New Business Development, Team Leadership, Start-ups, Sourcing, Training, Leadership, Organizational..., Project Planning, Employee Relations, Cross-functional Team..., Performance Management, Entrepreneurship, Human Resources, Strategy, Hiring, Pricing
Education
DeSales University 2011 — 2014
MBA, Business and management
King's College 1990 — 1994
BS, Economics
Derek Moyer's Janney Montgomery Scott Experience May 1999 - June 2009
Job Account Executive at Valley Forge Asset Management
Industry Financial Services
Experience
Valley Forge Asset Management June 2014 - Present
Valley Forge Asset Management July 2012 - Present
ESPN Wide World of Sports June 2011 - May 2012
University of Florida January 2011 - April 2011
University of Florida Athletic Association January 2011 - April 2011
Dick's Sporting Goods November 2009 - May 2010
LPL June 2009 - November 2009
Janney Montgomery Scott May 1999 - June 2009
Skills
Sports Management, Volunteer Management, Marketing, Sports, Strategic Planning, Strategy, Leadership, Event Management, Sports Marketing, Finance, Time Management, Customer Service, Analysis, Sales Operations, Microsoft Excel, Management, Financial Analysis, Sales, Account Reconciliation, Investments, Microsoft Office, SAP
Education
University of Florida 2010 — 2012
Master of Science, Sport Management
Temple University 1994 — 1996
Bachelor Business Administration, Marketing and Business Law
Drexel University 1992 — 1993
Oxford Area School District 1989 — 1992
Valley Forge Asset Management June 2014 - Present
Valley Forge Asset Management July 2012 - Present
ESPN Wide World of Sports June 2011 - May 2012
University of Florida January 2011 - April 2011
University of Florida Athletic Association January 2011 - April 2011
Dick's Sporting Goods November 2009 - May 2010
LPL June 2009 - November 2009
Janney Montgomery Scott May 1999 - June 2009
Skills
Sports Management, Volunteer Management, Marketing, Sports, Strategic Planning, Strategy, Leadership, Event Management, Sports Marketing, Finance, Time Management, Customer Service, Analysis, Sales Operations, Microsoft Excel, Management, Financial Analysis, Sales, Account Reconciliation, Investments, Microsoft Office, SAP
Education
University of Florida 2010 — 2012
Master of Science, Sport Management
Temple University 1994 — 1996
Bachelor Business Administration, Marketing and Business Law
Drexel University 1992 — 1993
Oxford Area School District 1989 — 1992
Fred Poorman, CFA's Janney Montgomery Scott Experience 1995 - 2002
Job CEO at Basel Risk Advisors
Industry Banking
Experience
Basel Risk Advisors 2014 - Present
Basel Risk Advisors Institute (in formation) 2014 - Present
The ALM Network 2005 - 2013
Chestnut Ridge Advisors 2003 - 2007
Deutsche Bank 2002 - 2003
Janney Montgomery Scott 1995 - 2002
Eastern Savings Bank 1991 - 1995
Southeast Bank 1989 - 1991
Citizens Savings Financial Corp 1987 - 1989
Federated Department Stores 1983 - 1987
Education
The Johns Hopkins University - Carey Business School 1993 — 1995
Post graduate
Florida International University - College of Business 1986 — 1990
M.S.
University of Florida 1981 — 1983
B.S.
New College of Florida 1978 — 1980
Basel Risk Advisors 2014 - Present
Basel Risk Advisors Institute (in formation) 2014 - Present
The ALM Network 2005 - 2013
Chestnut Ridge Advisors 2003 - 2007
Deutsche Bank 2002 - 2003
Janney Montgomery Scott 1995 - 2002
Eastern Savings Bank 1991 - 1995
Southeast Bank 1989 - 1991
Citizens Savings Financial Corp 1987 - 1989
Federated Department Stores 1983 - 1987
Education
The Johns Hopkins University - Carey Business School 1993 — 1995
Post graduate
Florida International University - College of Business 1986 — 1990
M.S.
University of Florida 1981 — 1983
B.S.
New College of Florida 1978 — 1980
Lawrence Weisman Lawrence Weisman's Janney Montgomery Scott Experience September 2004 - May 2013
Job First Vice President Wealth Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Janney Montgomery Scott LLC May 2013 - September 2015
Janney Montgomery Scott September 2004 - May 2013
McDonnell Douglas 1985 - 1991
Skills
Wealth Management, Series 7, Finance, Securities, Financial Services, Series 63, Financial Advisory, Bonds, Options, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Retirement, Investment Advisory
Education
Embry-Riddle Aeronautical University 1982 — 1985
BSAE, Aeronautical Engineering
Wells Fargo Advisors September 2015 - Present
Janney Montgomery Scott LLC May 2013 - September 2015
Janney Montgomery Scott September 2004 - May 2013
McDonnell Douglas 1985 - 1991
Skills
Wealth Management, Series 7, Finance, Securities, Financial Services, Series 63, Financial Advisory, Bonds, Options, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Retirement, Investment Advisory
Education
Embry-Riddle Aeronautical University 1982 — 1985
BSAE, Aeronautical Engineering
Tanay Ganga Tanay Ganga's Janney Montgomery Scott Experience January 2012 - March 2012
Job Associate at Irving Place Capital
Industry Investment Management
Experience
Irving Place Capital August 2015 - Present
Deutsche Bank Securities July 2013 - Present
Deutsche Bank Securities June 2012 - August 2012
Janney Montgomery Scott January 2012 - March 2012
Health Dialog January 2011 - March 2011
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Investment Banking, Stata, Corporate Finance, PowerPoint, Microsoft Excel, Capital IQ, Data Analysis, Capital Markets, Market Research, Equities, Mergers, Research, Private Equity, Microsoft Office, Investments, Analysis, LBO, Bloomberg
Education
Dartmouth College 2009 — 2013
B.A., Economics
Neuqua Valley High School 2005 — 2009
Irving Place Capital August 2015 - Present
Deutsche Bank Securities July 2013 - Present
Deutsche Bank Securities June 2012 - August 2012
Janney Montgomery Scott January 2012 - March 2012
Health Dialog January 2011 - March 2011
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Investment Banking, Stata, Corporate Finance, PowerPoint, Microsoft Excel, Capital IQ, Data Analysis, Capital Markets, Market Research, Equities, Mergers, Research, Private Equity, Microsoft Office, Investments, Analysis, LBO, Bloomberg
Education
Dartmouth College 2009 — 2013
B.A., Economics
Neuqua Valley High School 2005 — 2009
Raymond Bryan's Janney Montgomery Scott Experience January 2013 - June 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott January 2013 - June 2015
Freedom Communications Inc. 2000 - 2010
Freedom Technology Media Group April 2001 - April 2002
Freedom Technology Media Group February 2000 - April 2001
Freedom Technology Media Group January 1998 - January 2000
Skills
Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Strategic Planning, Financial Planning, Strategy, Asset Management, Financial Advisory, Executive Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance and Media and Communications
Skidmore College 1990 — 1994
BA, History
Stanford University Graduate School of Business
Executive Publishing Program
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott January 2013 - June 2015
Freedom Communications Inc. 2000 - 2010
Freedom Technology Media Group April 2001 - April 2002
Freedom Technology Media Group February 2000 - April 2001
Freedom Technology Media Group January 1998 - January 2000
Skills
Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Strategic Planning, Financial Planning, Strategy, Asset Management, Financial Advisory, Executive Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance and Media and Communications
Skidmore College 1990 — 1994
BA, History
Stanford University Graduate School of Business
Executive Publishing Program
Trevor Wampler Trevor Wampler's Janney Montgomery Scott Experience June 2008 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2008 - Present
Northwestern Mutual December 2006 - May 2008
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Asset Allocation, IRAs
Education
Eastern University
B.A., B.S., Marketing and Management
Janney Montgomery Scott June 2008 - Present
Northwestern Mutual December 2006 - May 2008
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Asset Allocation, IRAs
Education
Eastern University
B.A., B.S., Marketing and Management
Andrew Nehrbas Andrew Nehrbas's Janney Montgomery Scott Experience June 2009 - Present
Job Executive VP Investments & Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2009 - Present
Citi Smith Barney February 2006 - June 2009
Education
Franklin & Marshall College
BA, Government
Janney Montgomery Scott June 2009 - Present
Citi Smith Barney February 2006 - June 2009
Education
Franklin & Marshall College
BA, Government
Garrett Ellsweig's Janney Montgomery Scott Experience May 2012 - June 2012
Job Business Owner
Industry Retail
Experience
Clickers4sale January 2013 - Present
Ryan 2014 - 2014
Waddell & Reed May 2013 - November 2013
Student Investment Fund FSU May 2013 - August 2013
Janney Montgomery Scott May 2012 - June 2012
Jewish Community Center May 2009 - August 2011
Skills
Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Word, Critical Thinking, Customer Service, Time Management, Teamwork, Finance, Leadership, Sales, Analysis, Financial Analysis
Education
Florida State University 2010 — 2015
Bachelor's Degree, Real Estate, 3.9
Florida State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.9
Florida State University
Bachelors of Science, Finance
Clickers4sale January 2013 - Present
Ryan 2014 - 2014
Waddell & Reed May 2013 - November 2013
Student Investment Fund FSU May 2013 - August 2013
Janney Montgomery Scott May 2012 - June 2012
Jewish Community Center May 2009 - August 2011
Skills
Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Word, Critical Thinking, Customer Service, Time Management, Teamwork, Finance, Leadership, Sales, Analysis, Financial Analysis
Education
Florida State University 2010 — 2015
Bachelor's Degree, Real Estate, 3.9
Florida State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.9
Florida State University
Bachelors of Science, Finance
David Over David Over's Janney Montgomery Scott Experience July 2013 - February 2015
Job Financial Advisor at Ambassador Advisors
Industry Financial Services
Experience
Ambassador Advisors, LLC February 2015 - Present
Manheim Township Mat Club 2012 - Present
Janney Montgomery Scott July 2013 - February 2015
Merrill Lynch Wealth Management December 2011 - June 2013
Independence Planning Group 2010 - 2011
Floor Trader December 2004 - September 2010
Skills
Trading, Options, Derivatives, Finance, Options Strategies, Series 7, Proprietary Trading, Securities, Volatility, Traders, Equities, Wealth Management, Estate Planning, Risk Management, Alternative Investments, Commodity, Trading Strategies, 401k, Mutual Funds
Education
Drexel University 1990 — 1995
Bachelor's degree, Civil Engineering
Springfield High School 1986 — 1990
Ambassador Advisors, LLC February 2015 - Present
Manheim Township Mat Club 2012 - Present
Janney Montgomery Scott July 2013 - February 2015
Merrill Lynch Wealth Management December 2011 - June 2013
Independence Planning Group 2010 - 2011
Floor Trader December 2004 - September 2010
Skills
Trading, Options, Derivatives, Finance, Options Strategies, Series 7, Proprietary Trading, Securities, Volatility, Traders, Equities, Wealth Management, Estate Planning, Risk Management, Alternative Investments, Commodity, Trading Strategies, 401k, Mutual Funds
Education
Drexel University 1990 — 1995
Bachelor's degree, Civil Engineering
Springfield High School 1986 — 1990
Jennifer Colesar Jennifer Colesar's Janney Montgomery Scott Experience September 2001 - December 2004
Job Finance Operations Supervisor at Dechert LLP
Industry Law Practice
Experience
Dechert February 2015 - Present
Dechert LLP July 2014 - February 2015
Dechert LLP January 2009 - July 2014
Dechert LLP December 2004 - January 2009
Janney Montgomery Scott September 2001 - December 2004
Pet Valu January 1997 - January 2002
Skills
Financial Analysis, Microsoft Excel, Marketing, Management, Analysis, Financial Reporting, Customer Service, Outlook, Due Diligence, Accounting, Finance, Microsoft Word, Account Reconciliation, Process Improvement, Sales, Project Management, Mergers & Acquisitions, Payroll, Legal Research
Education
Drexel University - College of Business and Administration 2000 — 2002
BS, Marketing
Fairleigh Dickinson University 1998 — 2000
Business Administration/ Marketing
Dechert February 2015 - Present
Dechert LLP July 2014 - February 2015
Dechert LLP January 2009 - July 2014
Dechert LLP December 2004 - January 2009
Janney Montgomery Scott September 2001 - December 2004
Pet Valu January 1997 - January 2002
Skills
Financial Analysis, Microsoft Excel, Marketing, Management, Analysis, Financial Reporting, Customer Service, Outlook, Due Diligence, Accounting, Finance, Microsoft Word, Account Reconciliation, Process Improvement, Sales, Project Management, Mergers & Acquisitions, Payroll, Legal Research
Education
Drexel University - College of Business and Administration 2000 — 2002
BS, Marketing
Fairleigh Dickinson University 1998 — 2000
Business Administration/ Marketing
Lawrence Horan Lawrence Horan's Janney Montgomery Scott Experience June 2005 - June 2006
Job Founder & President at Real Economic Solutions for Small Businesses and SCORE mentor
Industry Research
Experience
Real Economic Solutions for Small Businesses January 2013 - Present
SCORE Monterey Bay Area 2013 - Present
Experts in Financial Management & Analysis in Northern Cailfornia 2013 - Present
Triumph Enterprises, Inc. August 2010 - Present
National Investment Center May 2007 - June 2009
Janney Montgomery Scott June 2005 - June 2006
Parker/Hunter January 1999 - January 2005
Prudential Financial August 1989 - December 1998
Smith Barney Harris Upham January 1983 - August 1989
Skills
LIMDEP Econometric..., MS Office Suite, Security Industry..., Econometrics, Management Consulting, Research, Financial Analysis, Equity Research, Strategic Planning, Economics, Financial Modeling, Financial Markets, Investments, Quantitative Research, Qualitative Data, Microsoft Office, Management, Analysis, Equity Valuation, Government, Policy, Leadership, Finance, Mergers & Acquisitions, Program Management, Training, Forecasting, CRM, Access, Marketing, Consulting, Risk Management, Executive Management, Equities, Macroeconomics, Economic Research, Proposal Writing, Data Analysis, Entrepreneurship, Business Strategy, Business Development
Education
Columbia University in the City of New York 1972 — 1980
PhD, Economics, Econometrics, Finance
Santa Clara University
BS, Economics, Math
Real Economic Solutions for Small Businesses January 2013 - Present
SCORE Monterey Bay Area 2013 - Present
Experts in Financial Management & Analysis in Northern Cailfornia 2013 - Present
Triumph Enterprises, Inc. August 2010 - Present
National Investment Center May 2007 - June 2009
Janney Montgomery Scott June 2005 - June 2006
Parker/Hunter January 1999 - January 2005
Prudential Financial August 1989 - December 1998
Smith Barney Harris Upham January 1983 - August 1989
Skills
LIMDEP Econometric..., MS Office Suite, Security Industry..., Econometrics, Management Consulting, Research, Financial Analysis, Equity Research, Strategic Planning, Economics, Financial Modeling, Financial Markets, Investments, Quantitative Research, Qualitative Data, Microsoft Office, Management, Analysis, Equity Valuation, Government, Policy, Leadership, Finance, Mergers & Acquisitions, Program Management, Training, Forecasting, CRM, Access, Marketing, Consulting, Risk Management, Executive Management, Equities, Macroeconomics, Economic Research, Proposal Writing, Data Analysis, Entrepreneurship, Business Strategy, Business Development
Education
Columbia University in the City of New York 1972 — 1980
PhD, Economics, Econometrics, Finance
Santa Clara University
BS, Economics, Math
Justin Allphin Justin Allphin's Janney Montgomery Scott Experience May 2010 - December 2012
Job Practice Management Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC December 2012 - May 2014
Irish Pub 2009 - 2014
Janney Montgomery Scott May 2010 - December 2012
Avalon Beach Patrol 2001 - 2009
Skills
Equities, PowerPoint, Word, Excel, Economics, Microsoft Word, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Securities, Management, Series 7, Microsoft Office, Mutual Funds, Financial Planning
Education
Temple University 2007 — 2010
Fox School of Business
Eastern University 2005 — 2007
Business/Managerial Economics
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC December 2012 - May 2014
Irish Pub 2009 - 2014
Janney Montgomery Scott May 2010 - December 2012
Avalon Beach Patrol 2001 - 2009
Skills
Equities, PowerPoint, Word, Excel, Economics, Microsoft Word, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Securities, Management, Series 7, Microsoft Office, Mutual Funds, Financial Planning
Education
Temple University 2007 — 2010
Fox School of Business
Eastern University 2005 — 2007
Business/Managerial Economics
Carolyn Frzop's Janney Montgomery Scott Experience 1987 - Present
Job First Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 1987 - Present
Skills
Strategic Planning, Retirement Planning, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
Connecticut College
B.A., English, Sociology
Janney Montgomery Scott 1987 - Present
Skills
Strategic Planning, Retirement Planning, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
Connecticut College
B.A., English, Sociology
Farjad Mir Farjad Mir's Janney Montgomery Scott Experience September 2011 - August 2012
Job Finance and Economics at Drexel University
Industry Financial Services
Experience
Mufson Howe Hunter & Company September 2013 - March 2014
BlackRock September 2012 - April 2013
Janney Montgomery Scott September 2011 - August 2012
Skills
Capital IQ, SNL, Equities, Investments, Fixed Income, Microsoft Excel, Mutual Funds, Financial Analysis, Economics, Mathematics, Research, PowerPoint, Microsoft Word
Education
Drexel University 2010 — 2014
Bachelor of Science in Business Administration (BSBA)
Mufson Howe Hunter & Company September 2013 - March 2014
BlackRock September 2012 - April 2013
Janney Montgomery Scott September 2011 - August 2012
Skills
Capital IQ, SNL, Equities, Investments, Fixed Income, Microsoft Excel, Mutual Funds, Financial Analysis, Economics, Mathematics, Research, PowerPoint, Microsoft Word
Education
Drexel University 2010 — 2014
Bachelor of Science in Business Administration (BSBA)
Joseph Bucolo Joseph Bucolo's Janney Montgomery Scott Experience May 2004 - July 2005
Job Channel Marketing Analyst
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
Hartford Funds August 2012 - January 2015
The Hartford January 2011 - August 2012
ING July 2005 - November 2010
Janney Montgomery Scott May 2004 - July 2005
Skills
Series 63, Investments, Insurance, Mutual Funds, Financial Services, Retirement, Retirement Planning, Fixed Annuities, Series 6, Series 7
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
Communication Studies
Hartford Funds January 2015 - Present
Hartford Funds August 2012 - January 2015
The Hartford January 2011 - August 2012
ING July 2005 - November 2010
Janney Montgomery Scott May 2004 - July 2005
Skills
Series 63, Investments, Insurance, Mutual Funds, Financial Services, Retirement, Retirement Planning, Fixed Annuities, Series 6, Series 7
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
Communication Studies
JANET RISER JANET RISER's Janney Montgomery Scott Experience January 2009 - Present
Job FINANCIAL ADVISOR
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
MERRILL LYNCH May 1981 - January 2009
Skills
Equities, Retirement Planning, Series 7, Mutual Funds, Asset Allocation
Education
Drexel University 1978 — 1981
MBA, FINANCE
University of Pittsburgh 1970 — 1974
BACHELOR OF ARTS
Janney Montgomery Scott January 2009 - Present
MERRILL LYNCH May 1981 - January 2009
Skills
Equities, Retirement Planning, Series 7, Mutual Funds, Asset Allocation
Education
Drexel University 1978 — 1981
MBA, FINANCE
University of Pittsburgh 1970 — 1974
BACHELOR OF ARTS
John J.T. Rogers, CFA John J.T. Rogers, CFA's Janney Montgomery Scott Experience July 2008 - July 2014
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School August 2014 - Present
Janney Montgomery Scott July 2008 - July 2014
Ferris Baker Watts February 2006 - June 2008
Mercantile Bank & Trust Co. June 2004 - February 2006
Skills
Series 7, Series 63, Series 86, Series 87, Equity Research, CFA, Chartered Financial..., Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Washington and Lee University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gilman School 1989 — 2000
Columbia Business School August 2014 - Present
Janney Montgomery Scott July 2008 - July 2014
Ferris Baker Watts February 2006 - June 2008
Mercantile Bank & Trust Co. June 2004 - February 2006
Skills
Series 7, Series 63, Series 86, Series 87, Equity Research, CFA, Chartered Financial..., Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Washington and Lee University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gilman School 1989 — 2000
Dan Heller Dan Heller's Janney Montgomery Scott Experience July 2000 - July 2001
Job Chief Financial Officer at Lamb Financial Group
Industry Insurance
Experience
Lamb Financial Group April 2012 - Present
Diamond Equity Partners December 2009 - April 2012
RAF Industries July 2007 - December 2009
SCP Private Equity Partners July 2006 - August 2006
Avaya May 2006 - July 2006
Commerce Capital markets July 2001 - April 2005
Janney Montgomery Scott July 2000 - July 2001
Skills
M&A experience, LBO, Business Analysis, Private Equity, Valuation, Mergers, Investment Banking, Equities, Investments, Financial Advisory, Deal Sourcing, Fairness Opinions, Deal Structuring, Financial Modeling, Structuring, Due Diligence, DCF, Venture Capital, Business Valuation, Capital, Portfolio Management, Restructuring, Private Placements, Financial Analysis, Buyouts, Equity Valuation, M&A due diligence, Leveraged Finance, Sell Side, Deal Execution, Strategic Advisory, Corporate Finance, Strategy, Financial Structuring, Mergers & Acquisitions, Negotiation, Start-ups, Entrepreneurship, Finance, Acquisitions, Funding, Acquisition Integration, Turn Around Management, IPO, Executive Management, Asset Based Lending, Capital Raising
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Lehigh University 1996 — 2000
BA, Finance and Marketing
Upper Dublin High School 1992 — 1996
Lamb Financial Group April 2012 - Present
Diamond Equity Partners December 2009 - April 2012
RAF Industries July 2007 - December 2009
SCP Private Equity Partners July 2006 - August 2006
Avaya May 2006 - July 2006
Commerce Capital markets July 2001 - April 2005
Janney Montgomery Scott July 2000 - July 2001
Skills
M&A experience, LBO, Business Analysis, Private Equity, Valuation, Mergers, Investment Banking, Equities, Investments, Financial Advisory, Deal Sourcing, Fairness Opinions, Deal Structuring, Financial Modeling, Structuring, Due Diligence, DCF, Venture Capital, Business Valuation, Capital, Portfolio Management, Restructuring, Private Placements, Financial Analysis, Buyouts, Equity Valuation, M&A due diligence, Leveraged Finance, Sell Side, Deal Execution, Strategic Advisory, Corporate Finance, Strategy, Financial Structuring, Mergers & Acquisitions, Negotiation, Start-ups, Entrepreneurship, Finance, Acquisitions, Funding, Acquisition Integration, Turn Around Management, IPO, Executive Management, Asset Based Lending, Capital Raising
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Lehigh University 1996 — 2000
BA, Finance and Marketing
Upper Dublin High School 1992 — 1996
W Carl Meyer's Janney Montgomery Scott Experience February 2009 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2009 - Present
Morgan Stanley Smith Barney December 2001 - February 2009
Prudential Securities April 1996 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Retirement
Education
Drexel University 1981 — 2004
Commerce and Engineering
Janney Montgomery Scott February 2009 - Present
Morgan Stanley Smith Barney December 2001 - February 2009
Prudential Securities April 1996 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Retirement
Education
Drexel University 1981 — 2004
Commerce and Engineering
Caitlin Bryson Caitlin Bryson's Janney Montgomery Scott Experience July 2010 - December 2010
Job Vice President, Wealth Management Distribution at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Nathaniel Robinson Nathaniel Robinson's Janney Montgomery Scott Experience 1998 - 2001
Job Private Equity Investing: Research, Development & Execution
Industry Venture Capital & Private Equity
Experience
Virgo Capital 2010 - Present
Morgan Stanley 2007 - 2010
PhillyCarShare (acquired by Enterprise Holdings) 2002 - 2007
Janney Montgomery Scott 1998 - 2001
Skills
Private Equity, Start-ups, Divestitures, Venture Capital, Private Placements, Competitive Analysis, Mergers & Acquisitions, Business Modeling, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Buyouts, Entrepreneurship, Mezzanine, Investments, Growth Capital, Deal Sourcing, Business Development, Sales, IPO, Negotiation, Business Strategy, Competitive Research, Market Analysis, Strategy, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2004 — 2007
MPP, Political and Economic Development
The Tuck School of Business at Dartmouth 2004 — 2007
MBA with Distinction, Management
Drexel University - LeBow College of Business 1994 — 1998
BSBA, Finance and Accounting
Virgo Capital 2010 - Present
Morgan Stanley 2007 - 2010
PhillyCarShare (acquired by Enterprise Holdings) 2002 - 2007
Janney Montgomery Scott 1998 - 2001
Skills
Private Equity, Start-ups, Divestitures, Venture Capital, Private Placements, Competitive Analysis, Mergers & Acquisitions, Business Modeling, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Buyouts, Entrepreneurship, Mezzanine, Investments, Growth Capital, Deal Sourcing, Business Development, Sales, IPO, Negotiation, Business Strategy, Competitive Research, Market Analysis, Strategy, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2004 — 2007
MPP, Political and Economic Development
The Tuck School of Business at Dartmouth 2004 — 2007
MBA with Distinction, Management
Drexel University - LeBow College of Business 1994 — 1998
BSBA, Finance and Accounting
Krissi Wessel Krissi Wessel's Janney Montgomery Scott Experience June 2010 - Present
Job Supervisor of Desktop Engineering at Janney Montgomery Scott
Industry Information Technology and Services
Experience
Janney Montgomery Scott June 2010 - Present
Group One Trading, LP 2008 - 2010
PDS Software 2006 - 2008
Capmark (Formerly GMAC Commercial Mortgage) September 2004 - April 2006
Skills
Windows Server, Virtualization, Disaster Recovery, SQL, Equities, Microsoft SQL Server, Active Directory, VMware ESX, VMware, SharePoint, Troubleshooting, Integration, Data Center, Servers, DNS, Derivatives, SDLC, IIS, Linux, Operating Systems, System Administration, Windows 7, Hardware, Software Documentation, Vendor Management, VPN, Blackberry Enterprise..., Windows XP, Visio, Citrix, Microsoft Exchange, Firewalls, Technical Support
Education
Drexel University 2001 — 2004
Information Systems
Janney Montgomery Scott June 2010 - Present
Group One Trading, LP 2008 - 2010
PDS Software 2006 - 2008
Capmark (Formerly GMAC Commercial Mortgage) September 2004 - April 2006
Skills
Windows Server, Virtualization, Disaster Recovery, SQL, Equities, Microsoft SQL Server, Active Directory, VMware ESX, VMware, SharePoint, Troubleshooting, Integration, Data Center, Servers, DNS, Derivatives, SDLC, IIS, Linux, Operating Systems, System Administration, Windows 7, Hardware, Software Documentation, Vendor Management, VPN, Blackberry Enterprise..., Windows XP, Visio, Citrix, Microsoft Exchange, Firewalls, Technical Support
Education
Drexel University 2001 — 2004
Information Systems
Kristin Frazier Kristin Frazier's Janney Montgomery Scott Experience April 2010 - June 2012
Job Assistant Branch Manager
Industry Financial Services
Experience
Regions Bank August 2015 - Present
PNC July 2012 - July 2015
Janney Montgomery Scott April 2010 - June 2012
UBS Financial Services January 2009 - January 2010
Morgan Stanley Smith Barney April 2008 - January 2009
Skills
Uniform Combined State..., Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Sales, Financial Planning, Equities, Financial Services, KYC, Gallup Strengths, Phone Etiquette, Outbound Marketing, Consumer Lending
Education
Florida State University 2000 — 2004
B.S., Psychology
Regions Bank August 2015 - Present
PNC July 2012 - July 2015
Janney Montgomery Scott April 2010 - June 2012
UBS Financial Services January 2009 - January 2010
Morgan Stanley Smith Barney April 2008 - January 2009
Skills
Uniform Combined State..., Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Sales, Financial Planning, Equities, Financial Services, KYC, Gallup Strengths, Phone Etiquette, Outbound Marketing, Consumer Lending
Education
Florida State University 2000 — 2004
B.S., Psychology
Casey Wren's Janney Montgomery Scott Experience April 2013 - Present
Job Associate, Cash Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
State Street March 2012 - April 2013
Susquehanna International Group September 2009 - January 2012
Susquehanna International Group September 2006 - August 2009
Skills
Series 7, Securities, Equities, Reconciliation, Microsoft Office, Excel, Access, Word, Outlook, Oasys, Fidessa, Brass, Microsoft Excel, Cash Management, Investments, Account Reconciliation, Financial Services, Analysis, Data Analysis, Finance, Microsoft Word, Options, Trading, PowerPoint
Education
Drexel University 2004 — 2009
B.S, Business Administration; Finance
Drexel University - LeBow College of Business 2004 — 2009
Bachelor's, Finance
Janney Montgomery Scott April 2013 - Present
State Street March 2012 - April 2013
Susquehanna International Group September 2009 - January 2012
Susquehanna International Group September 2006 - August 2009
Skills
Series 7, Securities, Equities, Reconciliation, Microsoft Office, Excel, Access, Word, Outlook, Oasys, Fidessa, Brass, Microsoft Excel, Cash Management, Investments, Account Reconciliation, Financial Services, Analysis, Data Analysis, Finance, Microsoft Word, Options, Trading, PowerPoint
Education
Drexel University 2004 — 2009
B.S, Business Administration; Finance
Drexel University - LeBow College of Business 2004 — 2009
Bachelor's, Finance
Roger Powell Roger Powell's Janney Montgomery Scott Experience February 2008 - Present
Job Experienced Advisor to Finance Companies and Banks
Industry Financial Services
Experience
Janney Montgomery Scott February 2008 - Present
Moroil Technologies January 1974 - Present
Gorilla Doctors July 2005 - Present
Maryland Institute College of Art October 2004 - Present
Johns Hopkins Medical Institutions March 1996 - Present
Skills
Corporate Finance, Investment Banking, Finance, Project Planning, Portfolio Management, Investments, Management, Strategy, Auditing, Banking, Entrepreneurship, Equities, Strategic Planning, Leadership, Financial Advisory, Hedge Funds, Mergers & Acquisitions, Executive Management, Corporate Development, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence
Education
Davidson College 1967 — 1971
B.A.
North Carolina School of Banking
Certificate
Janney Montgomery Scott February 2008 - Present
Moroil Technologies January 1974 - Present
Gorilla Doctors July 2005 - Present
Maryland Institute College of Art October 2004 - Present
Johns Hopkins Medical Institutions March 1996 - Present
Skills
Corporate Finance, Investment Banking, Finance, Project Planning, Portfolio Management, Investments, Management, Strategy, Auditing, Banking, Entrepreneurship, Equities, Strategic Planning, Leadership, Financial Advisory, Hedge Funds, Mergers & Acquisitions, Executive Management, Corporate Development, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence
Education
Davidson College 1967 — 1971
B.A.
North Carolina School of Banking
Certificate
Cynthia Debor, PHR Cynthia Debor, PHR's Janney Montgomery Scott Experience July 2004 - February 2006
Job Executive Assistant at GENCO Marketplace
Industry Executive Office
Experience
GENCO Marketplace September 2013 - Present
GENCO Marketplace September 2013 - Present
Janney Montgomery Scott LLC February 2006 - November 2012
Janney Montgomery Scott July 2004 - February 2006
Stargate Technologies May 2003 - June 2004
Marconi March 2000 - May 2003
UPMC 1998 - 1999
Robicon 1985 - 1998
Skills
Coaching, Editing, Employee Relations, Team Building, Human Resources, Process Improvement, Change Management, Workshop Facilitation, Management, Project Management, Strategic Planning, Vendor Management, Budgets, Training, Software Documentation, Leadership, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Performance Management, Policy, Sales, Time Management, Outlook, Organizational..., System Administration, Employee Training, Business Analysis, PowerPoint, Quality Assurance
Education
Duquesne University 1997 — 2000
BS, Organizational Behavior
Robert Morris University 1968 — 1969
AA, Secretarial Science
GENCO Marketplace September 2013 - Present
GENCO Marketplace September 2013 - Present
Janney Montgomery Scott LLC February 2006 - November 2012
Janney Montgomery Scott July 2004 - February 2006
Stargate Technologies May 2003 - June 2004
Marconi March 2000 - May 2003
UPMC 1998 - 1999
Robicon 1985 - 1998
Skills
Coaching, Editing, Employee Relations, Team Building, Human Resources, Process Improvement, Change Management, Workshop Facilitation, Management, Project Management, Strategic Planning, Vendor Management, Budgets, Training, Software Documentation, Leadership, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Performance Management, Policy, Sales, Time Management, Outlook, Organizational..., System Administration, Employee Training, Business Analysis, PowerPoint, Quality Assurance
Education
Duquesne University 1997 — 2000
BS, Organizational Behavior
Robert Morris University 1968 — 1969
AA, Secretarial Science
Amy Bennecoff Amy Bennecoff's Janney Montgomery Scott Experience March 1999 - August 2002
Job Attorney with Kimmel & Silverman
Industry Law Practice
Experience
Kimmel & Silverman, The Lemon Law Attorneys April 2007 - Present
Homestarr Realty March 2007 - Present
Law Offices of Samuel Brown January 2006 - March 2007
Michael P. Morton PA June 2003 - January 2006
Riley & Lifrak January 2004 - July 2005
Thomson West June 2003 - May 2005
Janney Montgomery Scott March 1999 - August 2002
Skills
Consumer Law, Litigation, Legal Writing, Commercial Litigation, Investment Properties, Medical Malpractice, Legal Research, Estate Planning, Personal Injury, Westlaw, Real Estate, Real Estate Transactions
Education
Widener University School of Law 2002 — 2005
JD, Law
Drexel University 1997 — 2002
BS, International Area Studies and Political Science
Hamburg High School
Kimmel & Silverman, The Lemon Law Attorneys April 2007 - Present
Homestarr Realty March 2007 - Present
Law Offices of Samuel Brown January 2006 - March 2007
Michael P. Morton PA June 2003 - January 2006
Riley & Lifrak January 2004 - July 2005
Thomson West June 2003 - May 2005
Janney Montgomery Scott March 1999 - August 2002
Skills
Consumer Law, Litigation, Legal Writing, Commercial Litigation, Investment Properties, Medical Malpractice, Legal Research, Estate Planning, Personal Injury, Westlaw, Real Estate, Real Estate Transactions
Education
Widener University School of Law 2002 — 2005
JD, Law
Drexel University 1997 — 2002
BS, International Area Studies and Political Science
Hamburg High School
Carroll Allen Carroll Allen's Janney Montgomery Scott Experience June 2003 - Present
Job V.P. / Branch Manager/ Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2003 - Present
Skills
Series 7, Customer Service, Wealth Management, Retirement Planning, Retirement, Series 63, Investment Advisory, Mutual Funds, Fixed Annuities, Securities, Investments, Estate Planning, Asset Allocation, Asset Management, Financial Planning
Education
Eastern Michigan University 1971 — 1973
Master of Education (MEd), Educational Leadership and Administration, General
Eastern Michigan University 1967 — 1970
bs, psychology
Michigan State University 1966 — 1967
Michigan State University 1966 — 1967
Janney Montgomery Scott June 2003 - Present
Skills
Series 7, Customer Service, Wealth Management, Retirement Planning, Retirement, Series 63, Investment Advisory, Mutual Funds, Fixed Annuities, Securities, Investments, Estate Planning, Asset Allocation, Asset Management, Financial Planning
Education
Eastern Michigan University 1971 — 1973
Master of Education (MEd), Educational Leadership and Administration, General
Eastern Michigan University 1967 — 1970
bs, psychology
Michigan State University 1966 — 1967
Michigan State University 1966 — 1967
Bernard Buckley, Jr. Bernard Buckley, Jr.'s Janney Montgomery Scott Experience May 1998 - Present
Job Financial Consultant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 1998 - Present
Merrill Lynch January 1995 - May 1998
Skills
Strategic Financial..., Tax Free Income, Retirement Planning, Variable Annuities, Equities, Investment Strategies, Asset Allocation, Networking, Public Speaking, Event Management, Securities, Financial Services, Investments, Mutual Funds, Strategy, Retirement, Investment Advisory, Finance, Series 63, Wealth Management, Uniform Combined State..., ETFs, Series 7, Financial Planning
Education
Fordham University 1984 — 1988
B.A.
St. Joseph's Preparatory School 1980 — 1984
Janney Montgomery Scott May 1998 - Present
Merrill Lynch January 1995 - May 1998
Skills
Strategic Financial..., Tax Free Income, Retirement Planning, Variable Annuities, Equities, Investment Strategies, Asset Allocation, Networking, Public Speaking, Event Management, Securities, Financial Services, Investments, Mutual Funds, Strategy, Retirement, Investment Advisory, Finance, Series 63, Wealth Management, Uniform Combined State..., ETFs, Series 7, Financial Planning
Education
Fordham University 1984 — 1988
B.A.
St. Joseph's Preparatory School 1980 — 1984
Jonathan Ferrell's Janney Montgomery Scott Experience October 2009 - Present
Job VP | Retail Corporate Bond Trading at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott October 2009 - Present
Bear Stearns J.P. Morgan Chase April 2007 - June 2009
Susquehanna International Group September 2002 - November 2006
Education
Drexel University
B.S., Finance + Economics
Janney Montgomery Scott October 2009 - Present
Bear Stearns J.P. Morgan Chase April 2007 - June 2009
Susquehanna International Group September 2002 - November 2006
Education
Drexel University
B.S., Finance + Economics
Rich Spirio Rich Spirio's Janney Montgomery Scott Experience October 2006 - December 2006
Job Sr Financial Analyst at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. October 2013 - Present
Williams-Sonoma, Inc. February 2013 - October 2013
Williams-Sonoma, Inc. July 2011 - February 2013
Allion Healthcare, Inc. October 2007 - July 2011
WLOY Loyola College Radio September 2006 - May 2007
Janney Montgomery Scott October 2006 - December 2006
Wachovia Securities May 2006 - August 2006
Skills
P&L, Forecasting, Excel, Financial Reporting, Finance, Analysis, Marketing Strategy, Cash Flow, Sales, Account Reconciliation, Financial Analysis, Financial Modeling, Marketing, Budgets, Accounting, Strategic Financial..., Essbase, Income Statement, Business Planning, Strategic Planning, Process Improvement, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Microsoft Office, Mergers & Acquisitions, Business Strategy
Education
Hofstra University 2008 — 2010
MS, Quantitative Finance
Erasmus Universiteit Rotterdam 2009 — 2009
Loyola University Maryland 2003 — 2007
BBA, Finance
University of Auckland 2005 — 2005
Williams-Sonoma, Inc. October 2013 - Present
Williams-Sonoma, Inc. February 2013 - October 2013
Williams-Sonoma, Inc. July 2011 - February 2013
Allion Healthcare, Inc. October 2007 - July 2011
WLOY Loyola College Radio September 2006 - May 2007
Janney Montgomery Scott October 2006 - December 2006
Wachovia Securities May 2006 - August 2006
Skills
P&L, Forecasting, Excel, Financial Reporting, Finance, Analysis, Marketing Strategy, Cash Flow, Sales, Account Reconciliation, Financial Analysis, Financial Modeling, Marketing, Budgets, Accounting, Strategic Financial..., Essbase, Income Statement, Business Planning, Strategic Planning, Process Improvement, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Microsoft Office, Mergers & Acquisitions, Business Strategy
Education
Hofstra University 2008 — 2010
MS, Quantitative Finance
Erasmus Universiteit Rotterdam 2009 — 2009
Loyola University Maryland 2003 — 2007
BBA, Finance
University of Auckland 2005 — 2005
Robert Battista, CFA Robert Battista, CFA's Janney Montgomery Scott Experience February 2012 - May 2013
Job Head of Product & Research at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Evan Eastman Evan Eastman's Janney Montgomery Scott Experience June 2006 - August 2006
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
Jeremy Molish's Janney Montgomery Scott Experience 1997 - 1998
Job Vice President, Operations at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services May 2013 - December 2014
Pershing, a BNY Mellon company March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.), 2003 - 2010
US Trust 1998 - 2003
Janney Montgomery Scott 1997 - 1998
Morgan Stanley Smith Barney 1994 - 1997
Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities
Education
Drexel University 1999 — 2003
MBA, Finance-Investment Management
Ithaca College 1989 — 1993
BS, Economics - Management
Professional Capital Services May 2013 - December 2014
Pershing, a BNY Mellon company March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.), 2003 - 2010
US Trust 1998 - 2003
Janney Montgomery Scott 1997 - 1998
Morgan Stanley Smith Barney 1994 - 1997
Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities
Education
Drexel University 1999 — 2003
MBA, Finance-Investment Management
Ithaca College 1989 — 1993
BS, Economics - Management
JD Nelson's Janney Montgomery Scott Experience March 2012 - February 2015
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2012 - February 2015
Janney Montgomery Scott June 2008 - February 2012
Ferris, Baker Watts, Inc. June 2005 - June 2008
Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments
Education
Cornell University 2001 — 2005
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2012 - February 2015
Janney Montgomery Scott June 2008 - February 2012
Ferris, Baker Watts, Inc. June 2005 - June 2008
Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments
Education
Cornell University 2001 — 2005
Rob Steelman, CFA's Janney Montgomery Scott Experience February 2002 - April 2003
Job Senior Investment Analyst at CIFC Asset Management
Industry Investment Management
Experience
CIFC Asset Management March 2006 - Present
ABNAMRO Bank NV April 2003 - March 2006
Janney Montgomery Scott February 2002 - April 2003
JPMorgan Securities July 1997 - October 2001
Tague Securities March 1994 - April 1995
First USA Bank July 1992 - March 1994
Skills
Portfolio Management, Mergers, Credit, Financial Structuring, Finance, Equity Research, Banking, Loans, Strategy, LBO, Leveraged Finance, Capital Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Swarthmore College 1989 — 1992
BA, Economics and Mathematics
Mendham High School 1984 — 1988
CIFC Asset Management March 2006 - Present
ABNAMRO Bank NV April 2003 - March 2006
Janney Montgomery Scott February 2002 - April 2003
JPMorgan Securities July 1997 - October 2001
Tague Securities March 1994 - April 1995
First USA Bank July 1992 - March 1994
Skills
Portfolio Management, Mergers, Credit, Financial Structuring, Finance, Equity Research, Banking, Loans, Strategy, LBO, Leveraged Finance, Capital Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Swarthmore College 1989 — 1992
BA, Economics and Mathematics
Mendham High School 1984 — 1988
Wade Milnes's Janney Montgomery Scott Experience February 1998 - 1999
Job Systems Adminstrator
Industry Pharmaceuticals
Experience
Icon Clinical Research March 2000 - Present
Icon Clinical Research 1999 - 2008
Janney Montgomery Scott February 1998 - 1999
Skills
Active Directory, IIS, SharePoint, XP, ITIL, Integration, Troubleshooting, Database Administration, Firewalls, Networking, Security, IT Service Management, IT Operations, Database Design, VPN, VMware ESX, Microsoft SQL Server, CRO, Windows XP
Education
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Engineering (B.E.), MIS
Community College of Philadelphia 1994 — 1997
Assoc., Eviromental Science
Icon Clinical Research March 2000 - Present
Icon Clinical Research 1999 - 2008
Janney Montgomery Scott February 1998 - 1999
Skills
Active Directory, IIS, SharePoint, XP, ITIL, Integration, Troubleshooting, Database Administration, Firewalls, Networking, Security, IT Service Management, IT Operations, Database Design, VPN, VMware ESX, Microsoft SQL Server, CRO, Windows XP
Education
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Engineering (B.E.), MIS
Community College of Philadelphia 1994 — 1997
Assoc., Eviromental Science
Wardell Holt's Janney Montgomery Scott Experience May 1997 - September 1997
Job HR and IT Professional | Project Management Leadership | Experienced SAP Professional | Speaker | Coach |
Industry Information Technology and Services
Experience
Comcast Cable June 2015 - Present
Accenture April 2003 - May 2015
Grom Associates (self employed) April 2002 - April 2003
PriceWaterhouseCoopers 1999 - 2002
Janney Montgomery Scott May 1997 - September 1997
PPL Corporation May 1996 - September 1996
Skills
Software Development..., SAP, SAP R/3, ERP, SAP ERP, Integration, SAP Implementation, ABAP, Requirements Analysis, IDOC, Enterprise Software, Software Development, IT Strategy, Business Intelligence, Solution Architecture, PMO, SAP BW, Consulting, Management, Program Management, Project Management, Management Consulting, SDLC, Leadership
Education
Drexel University - LeBow College of Business 1997 — 1999
MBA, Management Information Systems
Drexel University 1992 — 1997
BS, Commerce and Engineering
Central High School (251) 1988 — 1992
Diploma, Academic
General Louis Wagner Middle School 1986 — 1988
Comcast Cable June 2015 - Present
Accenture April 2003 - May 2015
Grom Associates (self employed) April 2002 - April 2003
PriceWaterhouseCoopers 1999 - 2002
Janney Montgomery Scott May 1997 - September 1997
PPL Corporation May 1996 - September 1996
Skills
Software Development..., SAP, SAP R/3, ERP, SAP ERP, Integration, SAP Implementation, ABAP, Requirements Analysis, IDOC, Enterprise Software, Software Development, IT Strategy, Business Intelligence, Solution Architecture, PMO, SAP BW, Consulting, Management, Program Management, Project Management, Management Consulting, SDLC, Leadership
Education
Drexel University - LeBow College of Business 1997 — 1999
MBA, Management Information Systems
Drexel University 1992 — 1997
BS, Commerce and Engineering
Central High School (251) 1988 — 1992
Diploma, Academic
General Louis Wagner Middle School 1986 — 1988
Andrew DiJohn's Janney Montgomery Scott Experience April 2009 - October 2010
Job
Industry Financial Services
Experience
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Ana Baron Woolston's Janney Montgomery Scott Experience June 2004 - May 2008
Job Conference Center Manger at PHMC
Industry Health, Wellness and Fitness
Experience
Public Health Management Corporation April 2014 - Present
Steve's Original February 2014 - May 2014
Take Care Health Systems July 2009 - October 2013
Walgreens July 2009 - October 2013
Universum October 2008 - April 2009
Janney Montgomery Scott June 2004 - May 2008
Skills
Marketing Communications, Strategic Planning, Social Media Marketing, Marketing, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Outlook, Social Media, Marketing Strategy, Social Networking, PowerPoint
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Marketing
Drexel University 1998 — 2003
BS, Marketing Communication
Drexel University - College of Business and Administration 1998 — 2003
BS, Marketing Communications
Public Health Management Corporation April 2014 - Present
Steve's Original February 2014 - May 2014
Take Care Health Systems July 2009 - October 2013
Walgreens July 2009 - October 2013
Universum October 2008 - April 2009
Janney Montgomery Scott June 2004 - May 2008
Skills
Marketing Communications, Strategic Planning, Social Media Marketing, Marketing, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Outlook, Social Media, Marketing Strategy, Social Networking, PowerPoint
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Marketing
Drexel University 1998 — 2003
BS, Marketing Communication
Drexel University - College of Business and Administration 1998 — 2003
BS, Marketing Communications
Bryan Pennock, CPA's Janney Montgomery Scott Experience October 2000 - March 2001
Job Manager at Duane Morris LLP
Industry Accounting
Experience
Duane Morris LLP June 2002 - Present
Janney Montgomery Scott October 2000 - March 2001
Skills
Tax Preparation, International Tax, Income Tax, Tax, Corporate Tax, Accounting, IRS, Financial Reporting, Partnership Taxation, Due Diligence, Financial Analysis, Tax Research, Financial Accounting, Tax Accounting, Tax Advisory, Bookkeeping, Financial Statements, Journal Entries, Small Business, Payroll Taxes, US Tax, Tax Returns, General Ledger, Account Reconciliation, High Net Worth..., CPA, Trusts, S Corporations, ProSystem fx Tax, QuickBooks, Sales Tax, Payroll, Expatriate Tax, State Tax, Personal Income Tax..., Preparation, Business Advisory, Foreign Tax Credit, State Tax Planning, Compilation, IRS problem resolution, Entity Selection, Tax Audit Representation, Internal Controls, Litigation Support, Personal Tax Planning, Forensic Accounting, Trust Taxation, Internal Revenue Code, Taxation of Trusts
Education
Villanova University 2012 — 2016
Master's degree, Taxation
Drexel University 1997 — 2002
B.S, Business Administration; Accounting and Finance
Duane Morris LLP June 2002 - Present
Janney Montgomery Scott October 2000 - March 2001
Skills
Tax Preparation, International Tax, Income Tax, Tax, Corporate Tax, Accounting, IRS, Financial Reporting, Partnership Taxation, Due Diligence, Financial Analysis, Tax Research, Financial Accounting, Tax Accounting, Tax Advisory, Bookkeeping, Financial Statements, Journal Entries, Small Business, Payroll Taxes, US Tax, Tax Returns, General Ledger, Account Reconciliation, High Net Worth..., CPA, Trusts, S Corporations, ProSystem fx Tax, QuickBooks, Sales Tax, Payroll, Expatriate Tax, State Tax, Personal Income Tax..., Preparation, Business Advisory, Foreign Tax Credit, State Tax Planning, Compilation, IRS problem resolution, Entity Selection, Tax Audit Representation, Internal Controls, Litigation Support, Personal Tax Planning, Forensic Accounting, Trust Taxation, Internal Revenue Code, Taxation of Trusts
Education
Villanova University 2012 — 2016
Master's degree, Taxation
Drexel University 1997 — 2002
B.S, Business Administration; Accounting and Finance
Chris Chirichella's Janney Montgomery Scott Experience 1989 - 1999
Job Sales Trader at Bluefin Research Partners
Industry Financial Services
Experience
Bluefin Research Partners November 2003 - Present
Susquehanna International Group 1999 - 2003
Janney Montgomery Scott 1989 - 1999
Education
Drexel University - LeBow College of Business 2000 — 2003
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Bluefin Research Partners November 2003 - Present
Susquehanna International Group 1999 - 2003
Janney Montgomery Scott 1989 - 1999
Education
Drexel University - LeBow College of Business 2000 — 2003
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Barry J. Quirk's Janney Montgomery Scott Experience December 2006 - November 2008
Job Director of Internal Audit at Coface North America Insurance Company
Industry Financial Services
Experience
Coface North America Insurance Company January 2009 - Present
Janney Montgomery Scott December 2006 - November 2008
Commerce Bancorp 1997 - 2006
PNC Financial Services Group 1990 - 1997
Skills
Auditing, Internal Controls, Financial Risk, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Accounting, AML, Banking, Risk Assessment, COSO, CISA, IT Audit, Sarbanes-Oxley, Financial Accounting, Due Diligence, Certified Fraud Examiner, Credit Risk, Finance, Financial Audits
Education
Fairleigh Dickinson University
BS, Management
William Paterson University of New Jersey
BA, Accounting
Coface North America Insurance Company January 2009 - Present
Janney Montgomery Scott December 2006 - November 2008
Commerce Bancorp 1997 - 2006
PNC Financial Services Group 1990 - 1997
Skills
Auditing, Internal Controls, Financial Risk, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Accounting, AML, Banking, Risk Assessment, COSO, CISA, IT Audit, Sarbanes-Oxley, Financial Accounting, Due Diligence, Certified Fraud Examiner, Credit Risk, Finance, Financial Audits
Education
Fairleigh Dickinson University
BS, Management
William Paterson University of New Jersey
BA, Accounting
Alexandra Forte's Janney Montgomery Scott Experience 2010 - Present
Job Financial Services Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott 2010 - Present
Skills
Portfolio Management, Investments, Customer Service, Microsoft Office, Financial Analysis, Finance, Risk Management, Leadership, Project Management, Banking
Education
Fordham University 1998 — 2002
Janney Montgomery Scott 2010 - Present
Skills
Portfolio Management, Investments, Customer Service, Microsoft Office, Financial Analysis, Finance, Risk Management, Leadership, Project Management, Banking
Education
Fordham University 1998 — 2002
Anthony Lopez-Ona's Janney Montgomery Scott Experience 1998 - 2001
Job Managing Director at Mufson Howe Hunter & Co
Industry Investment Banking
Experience
Mufson Howe Hunter & Co DirectorCommerce Capital MarketsJuly 2001 - July 2002
Janney Montgomery Scott 1998 - 2001
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Accounting
Penn State University 1985 — 1987
B.S., Economics
Franklin & Marshall College 1983 — 1985
Economics
Radnor High School 1979 — 1983
Mufson Howe Hunter & Co DirectorCommerce Capital MarketsJuly 2001 - July 2002
Janney Montgomery Scott 1998 - 2001
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Accounting
Penn State University 1985 — 1987
B.S., Economics
Franklin & Marshall College 1983 — 1985
Economics
Radnor High School 1979 — 1983
Wilson Smith, CFA's Janney Montgomery Scott Experience 2000 - 2001
Job Director of Financial Planning at West Laurel Hill Cemetery
Industry Financial Services
Experience
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
Noam Saxonhouse's Janney Montgomery Scott Experience November 2010 - Present
Job Director Real Estate Investment Banking at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Brendan Tierney's Janney Montgomery Scott Experience June 2008 - Present
Job Managing Director Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Han Do's Janney Montgomery Scott Experience Performance Reporting AnalystJanney Montgomery ScottFebruary 2011 - Present
Job Performance Reporting Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott Performance Reporting AnalystJanney Montgomery ScottFebruary 2011 - Present
Skills
Accounting, Investments, Management, Portfolio Management, Quality Assurance, Testing, Analysis, Financial Risk, Risk Management
Education
Drexel University - LeBow College of Business
Janney Montgomery Scott Performance Reporting AnalystJanney Montgomery ScottFebruary 2011 - Present
Skills
Accounting, Investments, Management, Portfolio Management, Quality Assurance, Testing, Analysis, Financial Risk, Risk Management
Education
Drexel University - LeBow College of Business
Jason Weber, CFA, FRM's Janney Montgomery Scott Experience 2008 - 2010
Job Senior Vice President at Susquehanna Bancshares
Industry Banking
Experience
Susquehanna Bank 2013 - Present
TD 2013 - 2013
Capital One 2010 - 2013
Janney Montgomery Scott 2008 - 2010
Citi 2006 - 2007
UBS Investment Bank 2005 - 2006
JPMorgan 2004 - 2005
Ryan Beck & Co. 2000 - 2003
Skills
Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Banking
Education
Drexel University - College of Business and Administration
MBA
James Madison University
BBA, Finance
Susquehanna Bank 2013 - Present
TD 2013 - 2013
Capital One 2010 - 2013
Janney Montgomery Scott 2008 - 2010
Citi 2006 - 2007
UBS Investment Bank 2005 - 2006
JPMorgan 2004 - 2005
Ryan Beck & Co. 2000 - 2003
Skills
Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Banking
Education
Drexel University - College of Business and Administration
MBA
James Madison University
BBA, Finance
BARBARA BREWER's Janney Montgomery Scott Experience October 1994 - September 2003
Job Sr. Reg. Client Associate at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management September 2003 - Present
Janney Montgomery Scott October 1994 - September 2003
Skills
Investments, Series 7, Retirement Planning, New Business Development, Insurance, Mutual Funds, Financial Analysis, Wealth Management, Risk Management
Education
Penn State University 1997 — 1998
business
Delaware County Community College 1976 — 1978
Associates, Legal/Business
RBC Wealth Management September 2003 - Present
Janney Montgomery Scott October 1994 - September 2003
Skills
Investments, Series 7, Retirement Planning, New Business Development, Insurance, Mutual Funds, Financial Analysis, Wealth Management, Risk Management
Education
Penn State University 1997 — 1998
business
Delaware County Community College 1976 — 1978
Associates, Legal/Business
Connie Berens's Janney Montgomery Scott Experience 1998 - 2000
Job Cross/Stitchery Shop Designs
Industry Executive Office
Experience
Cross/Stitchery Shop Designs January 2013 - Present
The Judge Group February 2010 - November 2012
American Campus Communites (formerly GMH Communities) October 2007 - February 2009
Merion Mercy Academy September 2004 - October 2007
Edward Jones 2003 - 2004
Skipping Stone 2001 - 2002
Mayer and Associates 1999 - 2000
Janney Montgomery Scott 1998 - 2000
Skills
Negotiation, Outlook, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Management, Microsoft Word, Human Resources, Sales, Research, System Administration, Process Scheduler, QuickBooks, Administrative..., Accounts Payable, Event Planning, Administrative..., Public Speaking
Education
Temple University 1979 — 1981
M.A., Social Psychology
Eckerd College 1975 — 1979
B.A., Psychology
Cross/Stitchery Shop Designs January 2013 - Present
The Judge Group February 2010 - November 2012
American Campus Communites (formerly GMH Communities) October 2007 - February 2009
Merion Mercy Academy September 2004 - October 2007
Edward Jones 2003 - 2004
Skipping Stone 2001 - 2002
Mayer and Associates 1999 - 2000
Janney Montgomery Scott 1998 - 2000
Skills
Negotiation, Outlook, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Management, Microsoft Word, Human Resources, Sales, Research, System Administration, Process Scheduler, QuickBooks, Administrative..., Accounts Payable, Event Planning, Administrative..., Public Speaking
Education
Temple University 1979 — 1981
M.A., Social Psychology
Eckerd College 1975 — 1979
B.A., Psychology
A. David Banks's Janney Montgomery Scott Experience June 2002 - Present
Job Executive Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2002 - Present
Tucker Anthony Inc 1998 - 2002
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Asset Allocation, Investment Strategies
Education
Fairfield University
Bachelor of Arts (B.A.), Economics
Seton Hall Preparatory School
Janney Montgomery Scott June 2002 - Present
Tucker Anthony Inc 1998 - 2002
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Asset Allocation, Investment Strategies
Education
Fairfield University
Bachelor of Arts (B.A.), Economics
Seton Hall Preparatory School
Marion Halliday's Janney Montgomery Scott Experience January 2009 - April 2014
Job Chief Compliance Officer at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
Nadia Dodenova, CFA's Janney Montgomery Scott Experience May 2007 - August 2007
Job Business Initiatives Analyst at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management January 2014 - Present
Sands Capital Management December 2011 - December 2013
Sands Capital Management February 2011 - December 2011
Sands Capital Management July 2008 - February 2011
Janney Montgomery Scott May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Asset Managment, Financial Analysis, Economics, Capital Markets, Portfolio Management, Investment Strategies
Education
Dickinson College 2004 — 2008
BA, International Business and Management
Sands Capital Management January 2014 - Present
Sands Capital Management December 2011 - December 2013
Sands Capital Management February 2011 - December 2011
Sands Capital Management July 2008 - February 2011
Janney Montgomery Scott May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Asset Managment, Financial Analysis, Economics, Capital Markets, Portfolio Management, Investment Strategies
Education
Dickinson College 2004 — 2008
BA, International Business and Management
Gary Wei's Janney Montgomery Scott Experience 2012 - 2013
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) 2014 - Present
Janney Montgomery Scott 2012 - 2013
Susquehanna International Group 2011 - 2012
Brean Murray Carret & Co 2009 - 2011
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Equity Valuation, Financial Analysis, DCF
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
Master of Science, Quantitative Finance
University of New South Wales 2001 — 2004
Bachelor, Accounting and Finance
Susquehanna International Group, LLP (SIG) 2014 - Present
Janney Montgomery Scott 2012 - 2013
Susquehanna International Group 2011 - 2012
Brean Murray Carret & Co 2009 - 2011
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Equity Valuation, Financial Analysis, DCF
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
Master of Science, Quantitative Finance
University of New South Wales 2001 — 2004
Bachelor, Accounting and Finance
Kevin M. Hart Jr.'s Janney Montgomery Scott Experience September 2000 - April 2002
Job Senior Relationship Manager
Industry Financial Services
Experience
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Mike Bezak's Janney Montgomery Scott Experience October 2011 - Present
Job Team Lead of NOC Engineering at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott October 2011 - Present
J.G. Wentworth February 2004 - October 2011
Skills
Networking, Project Management, CRM, Cisco Technologies, Active Directory, Data Center, Disaster Recovery, Management, Process Improvement
Education
Delaware County Community College 2013 — 2017
Associate's degree, Computer Science
CHI 1999 — 2001
Assoc., Computer Network Engineering
Cardinal O'Hara High School 1995 — 1999
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott October 2011 - Present
J.G. Wentworth February 2004 - October 2011
Skills
Networking, Project Management, CRM, Cisco Technologies, Active Directory, Data Center, Disaster Recovery, Management, Process Improvement
Education
Delaware County Community College 2013 — 2017
Associate's degree, Computer Science
CHI 1999 — 2001
Assoc., Computer Network Engineering
Cardinal O'Hara High School 1995 — 1999
Matt Battipaglia's Janney Montgomery Scott Experience 2007 - 2011
Job Analyst at Washington Crossing Advisors
Industry Financial Services
Experience
Washington Crossing Advisors August 2011 - Present
Janney Montgomery Scott 2007 - 2011
SEI December 2006 - August 2007
Education
Dartmouth College 2001 — 2005
BA, Economics
Drexel University 2009 — 2011
MBA, Finance
Washington Crossing Advisors August 2011 - Present
Janney Montgomery Scott 2007 - 2011
SEI December 2006 - August 2007
Education
Dartmouth College 2001 — 2005
BA, Economics
Drexel University 2009 — 2011
MBA, Finance
Brent Giese's Janney Montgomery Scott Experience March 2010 - May 2011
Job Executive Director Fixed Income at Daiwa Capital Markets America
Industry Financial Services
Experience
Daiwa Capital Markets America June 2011 - Present
Janney Montgomery Scott March 2010 - May 2011
MountainView Capital Group August 2008 - March 2010
Bear Stearns & Co March 1998 - June 2008
UBS Securities February 1992 - March 1998
JPMorgan Securities May 1986 - February 1992
Education
Duke University 1982 — 1986
BA, Economics
Daiwa Capital Markets America June 2011 - Present
Janney Montgomery Scott March 2010 - May 2011
MountainView Capital Group August 2008 - March 2010
Bear Stearns & Co March 1998 - June 2008
UBS Securities February 1992 - March 1998
JPMorgan Securities May 1986 - February 1992
Education
Duke University 1982 — 1986
BA, Economics
Elissa Patterson's Janney Montgomery Scott Experience January 2005 - Present
Job Executive Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2005 - Present
Borders Books January 2003 - December 2004
Borders Books January 2000 - December 2001
Skills
Outlook, Event Planning, Microsoft Office, Recruiting, Human Resources, Training, Nonprofits, Budgets, Event Management, Marketing, Fundraising, Leadership, Marketing Communications, Team Building, Editing
Education
Community College of Philadelphia 1992 — 1994
Associate’s Degree, General Studies; Honors Curriculum
Janney Montgomery Scott January 2005 - Present
Borders Books January 2003 - December 2004
Borders Books January 2000 - December 2001
Skills
Outlook, Event Planning, Microsoft Office, Recruiting, Human Resources, Training, Nonprofits, Budgets, Event Management, Marketing, Fundraising, Leadership, Marketing Communications, Team Building, Editing
Education
Community College of Philadelphia 1992 — 1994
Associate’s Degree, General Studies; Honors Curriculum
Mark Corpus's Janney Montgomery Scott Experience September 2005 - February 2006
Job Associate Treasury Analyst
Industry Insurance
Experience
MetLife Inc. (Formerly American Life Insurance Company) February 2010 - Present
Sungard Data Systems July 2006 - February 2010
Janney Montgomery Scott September 2005 - February 2006
SEI Investments September 2004 - February 2005
Education
Drexel University - LeBow College of Business 2001 — 2006
BS in Business and Administration, Finance
Drexel University
B.S, Finance
MetLife Inc. (Formerly American Life Insurance Company) February 2010 - Present
Sungard Data Systems July 2006 - February 2010
Janney Montgomery Scott September 2005 - February 2006
SEI Investments September 2004 - February 2005
Education
Drexel University - LeBow College of Business 2001 — 2006
BS in Business and Administration, Finance
Drexel University
B.S, Finance
Charles McGee's Janney Montgomery Scott Experience January 2009 - Present
Job Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Smith Barney February 2006 - January 2009
Legg Mason April 1996 - February 2006
Paine Webber October 1986 - April 1996
EF Hutton December 1984 - October 1986
Skills
Wealth Management, Retirement, Financial Analysis, Asset Allocation, Investment Management
Education
DeSales University 1968 — 1972
BA
Janney Montgomery Scott January 2009 - Present
Smith Barney February 2006 - January 2009
Legg Mason April 1996 - February 2006
Paine Webber October 1986 - April 1996
EF Hutton December 1984 - October 1986
Skills
Wealth Management, Retirement, Financial Analysis, Asset Allocation, Investment Management
Education
DeSales University 1968 — 1972
BA
William Sutherland's Janney Montgomery Scott Experience 1993 - 2001
Job Managing Director at Emerging Growth Equities
Industry Capital Markets
Experience
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Julia Meyn's Janney Montgomery Scott Experience September 2010 - March 2011
Job Healthcare Underwriter with CNA Insurance
Industry Pharmaceuticals
Experience
CNA Insurance June 2014 - Present
NSM Insurance Group June 2012 - June 2014
Janney Montgomery Scott September 2010 - March 2011
BioClinica September 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Access, Sarbanes-Oxley Act, Data Management, Capital Budgeting, Microsoft Excel, Data Analysis, Auditing, SAP, Microsoft Office, Pharmaceutical Industry, Underwriting, Property & Casualty..., Customer Service, Risk Management, Insurance, PowerPoint, General Insurance
Education
Drexel University 2007 — 2012
Bachelor of Science (B.S.), Marketing
CNA Insurance June 2014 - Present
NSM Insurance Group June 2012 - June 2014
Janney Montgomery Scott September 2010 - March 2011
BioClinica September 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Access, Sarbanes-Oxley Act, Data Management, Capital Budgeting, Microsoft Excel, Data Analysis, Auditing, SAP, Microsoft Office, Pharmaceutical Industry, Underwriting, Property & Casualty..., Customer Service, Risk Management, Insurance, PowerPoint, General Insurance
Education
Drexel University 2007 — 2012
Bachelor of Science (B.S.), Marketing
Jessica Weckenman's Janney Montgomery Scott Experience June 2010 - October 2010
Job Store Manager at Starbucks
Industry Food & Beverages
Experience
Starbucks August 2013 - Present
Starbucks September 2012 - August 2013
Starbucks October 2010 - August 2012
Janney Montgomery Scott June 2010 - October 2010
Education
College of Business Administration 2006 — 2009
Bachelor of Science, Business Administration; Management
Fordham University 2006 — 2009
BS, Business Administration
Temple University 2005 — 2006
Starbucks August 2013 - Present
Starbucks September 2012 - August 2013
Starbucks October 2010 - August 2012
Janney Montgomery Scott June 2010 - October 2010
Education
College of Business Administration 2006 — 2009
Bachelor of Science, Business Administration; Management
Fordham University 2006 — 2009
BS, Business Administration
Temple University 2005 — 2006
Kimberly Termine's Janney Montgomery Scott Experience 2002 - Present
Job Vice President/Director of the Managed Solutions Group
Industry Financial Services
Experience
Janney Montgomery Scott 2002 - Present
Skills
Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Securities, Portfolio Management, Series 7, Series 66
Education
Drexel University - College of Business and Administration 1997 — 2002
B.S. Business Adminstration
Janney Montgomery Scott 2002 - Present
Skills
Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Securities, Portfolio Management, Series 7, Series 66
Education
Drexel University - College of Business and Administration 1997 — 2002
B.S. Business Adminstration
Arthur Leahy's Janney Montgomery Scott Experience August 1996 - Present
Job Financial Advisor/Dramatist
Industry Investment Banking
Experience
Janney Montgomery Scott August 1996 - Present
home 2009 - Present
Merrill Lynch May 1984 - August 1996
U.S.A.F. Secuirty Srevice 65-69 May 1965 - February 1969
Skills
Wealth Management, Securities, Retirement Planning, Estate Planning, Strategic Financial..., Asset Management, Fixed Income, Series 7, Alternative Investments, Portfolio Management, Finance, Financial Services, Valuation, Series 63, Financial Analysis, Fixed Income Analysis, Investment Advisory, Asset Allocation, Fixed Annuities, Private Equity, Investments, Asset Managment, Insurance Brokerage, Long-term Care, ETFs, Investment Strategies
Education
Drexel University 1969 — 1978
MBA 78, BBA 74, Acoounting and Finance
Janney Montgomery Scott August 1996 - Present
home 2009 - Present
Merrill Lynch May 1984 - August 1996
U.S.A.F. Secuirty Srevice 65-69 May 1965 - February 1969
Skills
Wealth Management, Securities, Retirement Planning, Estate Planning, Strategic Financial..., Asset Management, Fixed Income, Series 7, Alternative Investments, Portfolio Management, Finance, Financial Services, Valuation, Series 63, Financial Analysis, Fixed Income Analysis, Investment Advisory, Asset Allocation, Fixed Annuities, Private Equity, Investments, Asset Managment, Insurance Brokerage, Long-term Care, ETFs, Investment Strategies
Education
Drexel University 1969 — 1978
MBA 78, BBA 74, Acoounting and Finance
Bill Freeman's Janney Montgomery Scott Experience June 1996 - March 1998
Job at JP Morgan
Industry
Philip McCrabb's Janney Montgomery Scott Experience January 2012 - July 2012
Job Available for Human Resources, Compensation and HRIS full time or consulting positions
Industry Human Resources
Experience
Independent Consulting July 2012 - Present
Janney Montgomery Scott January 2012 - July 2012
Independent Consultant January 2011 - February 2012
SPS Technologies July 2001 - August 2010
SPS Technologies January 1994 - July 2001
Philadelphia Survey Group 1982 - 1992
Federal-Mogul 1976 - 1978
Skills
ADP Enterprise V, Excel, PowerPoint, Word, Compensation..., HRIS, Job Evaluation, Personnel Management, Deferred Compensation, Microsoft Excel, Job Descriptions, Lean Manufacturing, User Acceptance Testing, Employee Relations
Education
Temple University 1981 — 1987
MBA, Human Resources
Drexel University 1970 — 1976
BS, Commerce & Engineering
Independent Consulting July 2012 - Present
Janney Montgomery Scott January 2012 - July 2012
Independent Consultant January 2011 - February 2012
SPS Technologies July 2001 - August 2010
SPS Technologies January 1994 - July 2001
Philadelphia Survey Group 1982 - 1992
Federal-Mogul 1976 - 1978
Skills
ADP Enterprise V, Excel, PowerPoint, Word, Compensation..., HRIS, Job Evaluation, Personnel Management, Deferred Compensation, Microsoft Excel, Job Descriptions, Lean Manufacturing, User Acceptance Testing, Employee Relations
Education
Temple University 1981 — 1987
MBA, Human Resources
Drexel University 1970 — 1976
BS, Commerce & Engineering
Marilyn Mantziaris's Janney Montgomery Scott Experience February 2009 - Present
Job Senior Registered Private Client at Janney Montgomery Scott
Industry
Experience
Janney Montgomery Scott February 2009 - Present
Education
Fordham University 1989 — 1993
Janney Montgomery Scott February 2009 - Present
Education
Fordham University 1989 — 1993
Sherika McLean's Janney Montgomery Scott Experience June 2005 - December 2008
Job at
Industry Financial Services
Experience
Ascensus June 2013 - Present
Penn State University September 2011 - Present
Hartford Steam Boiler February 2012 - March 2013
Urban League of Philadelphia May 2009 - June 2011
Child Care information Services 2009 - 2011
Janney Montgomery Scott June 2005 - December 2008
Skills
Nonprofits, Microsoft Excel, Time Management, Outlook, Microsoft Word, Microsoft Office
Education
Penn State University 2008 — 2011
BS, Business/Financial Studies
Community College of Philadelphia 2002 — 2005
AS, IST
Ascensus June 2013 - Present
Penn State University September 2011 - Present
Hartford Steam Boiler February 2012 - March 2013
Urban League of Philadelphia May 2009 - June 2011
Child Care information Services 2009 - 2011
Janney Montgomery Scott June 2005 - December 2008
Skills
Nonprofits, Microsoft Excel, Time Management, Outlook, Microsoft Word, Microsoft Office
Education
Penn State University 2008 — 2011
BS, Business/Financial Studies
Community College of Philadelphia 2002 — 2005
AS, IST
Bradley Tesoriero, CFA's Janney Montgomery Scott Experience January 2009 - June 2010
Job Research Associate at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group June 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Janney Montgomery Scott January 2009 - June 2010
Skills
Chartered Financial..., Equities, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Capital Markets, Finance, Investments
Education
University of Richmond - Robins School of Business 2006 — 2008
MBA
University of Richmond School of Law 2005 — 2008
JD - Cum Laude
Cornell University 2001 — 2005
BA
CRT Capital Group June 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Janney Montgomery Scott January 2009 - June 2010
Skills
Chartered Financial..., Equities, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Capital Markets, Finance, Investments
Education
University of Richmond - Robins School of Business 2006 — 2008
MBA
University of Richmond School of Law 2005 — 2008
JD - Cum Laude
Cornell University 2001 — 2005
BA
Joe Bosch's Janney Montgomery Scott Experience January 2012 - Present
Job Managing Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2012 - Present
Skills
Series 7, Equities, Investments, Wealth Management, Fixed Income, Alternative Investments, Capital Markets, Securities, Mutual Funds, Portfolio Management, Asset Allocation, Series 63
Education
Duke University 1969 — 1973
Bachelor's degree, Political Science
Pascack Hills High School 1965 — 1969
Janney Montgomery Scott January 2012 - Present
Skills
Series 7, Equities, Investments, Wealth Management, Fixed Income, Alternative Investments, Capital Markets, Securities, Mutual Funds, Portfolio Management, Asset Allocation, Series 63
Education
Duke University 1969 — 1973
Bachelor's degree, Political Science
Pascack Hills High School 1965 — 1969
Sean McGovern's Janney Montgomery Scott Experience September 2012 - Present
Job Securities Lending Trader at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney April 1997 - July 2012
Washington Generals 1995 - 1997
Education
Elmira College 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice and Corrections
red bank catholic
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney April 1997 - July 2012
Washington Generals 1995 - 1997
Education
Elmira College 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice and Corrections
red bank catholic
Jay Donnaruma's Janney Montgomery Scott Experience January 2004 - Present
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
First Albany Corp September 1970 - June 2000
Education
Fairfield University
Bachelor's degree, English Literature (British and Commonwealth)
Institute of Finance
Janney Montgomery Scott January 2004 - Present
First Albany Corp September 1970 - June 2000
Education
Fairfield University
Bachelor's degree, English Literature (British and Commonwealth)
Institute of Finance
Michael Curran, CFP®'s Janney Montgomery Scott Experience April 2004 - September 2004
Job Senior Case Consultant, Financial Planning at MetLife
Industry Insurance
Experience
MetLife November 2012 - Present
MetLife February 2010 - November 2012
MetLife July 2007 - January 2010
Delaware Investments, a member of the Macquarie Group April 2006 - September 2006
Heffler, Radetich & Saitta LLP March 2005 - September 2005
Janney Montgomery Scott April 2004 - September 2004
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Property & Casualty..., Term Life Insurance, Health Insurance, General Insurance, Reinsurance, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Casualty, Whole Life, Portfolio Management, Financial Advisory, Financial Services, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, 401k
Education
Drexel University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance
Penn State University 2002 — 2003
MetLife November 2012 - Present
MetLife February 2010 - November 2012
MetLife July 2007 - January 2010
Delaware Investments, a member of the Macquarie Group April 2006 - September 2006
Heffler, Radetich & Saitta LLP March 2005 - September 2005
Janney Montgomery Scott April 2004 - September 2004
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Property & Casualty..., Term Life Insurance, Health Insurance, General Insurance, Reinsurance, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Casualty, Whole Life, Portfolio Management, Financial Advisory, Financial Services, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, 401k
Education
Drexel University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance
Penn State University 2002 — 2003
M. Joseph Mensack's Janney Montgomery Scott Experience June 2004 - August 2006
Job Mathematics Graduate with Extensive Customer Service Experience
Industry Financial Services
Experience
AAA South Jersey May 2010 - Present
Janney Montgomery Scott June 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Windows, Mathematics, Database Research, Asset Allocations, Customer Support, Finance, Databases
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor's Degree, Mathematics, 3.0
AAA South Jersey May 2010 - Present
Janney Montgomery Scott June 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Windows, Mathematics, Database Research, Asset Allocations, Customer Support, Finance, Databases
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor's Degree, Mathematics, 3.0
Fleury (Tricia)'s Janney Montgomery Scott Experience July 2012 - Present
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2012 - Present
Morgan Keegan & Co., Inc. August 2005 - July 2012
Legg Mason May 2000 - August 2005
Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles
Winchester High School
Janney Montgomery Scott July 2012 - Present
Morgan Keegan & Co., Inc. August 2005 - July 2012
Legg Mason May 2000 - August 2005
Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles
Winchester High School
Chad Moseng's Janney Montgomery Scott Experience May 2011 - Present
Job Advisory Trading & Trade Support Specialist at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2011 - Present
Global Capital Management, Inc. 2006 - 2009
SEI 2002 - 2006
Evergreen Investments 1999 - 2002
Skills
Series 7, Trading, Client Reporting, Performance Measurement
Education
Drexel University
Bachelor's degree, Finance, General
Janney Montgomery Scott May 2011 - Present
Global Capital Management, Inc. 2006 - 2009
SEI 2002 - 2006
Evergreen Investments 1999 - 2002
Skills
Series 7, Trading, Client Reporting, Performance Measurement
Education
Drexel University
Bachelor's degree, Finance, General
michael tilson's Janney Montgomery Scott Experience June 2002 - June 2005
Job marketing review analyst at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY