Experience
Janney Montgomery Scott   October 2013 - Present
Philadelphia Sports Network  January 2015 - Present
Prudential Financial  November 2009 - October 2013
Critical Cleaning Inc   December 2005 - November 2009
Montgomery County District Attorney's Office  January 2009 - January 2009

Skills
Training, Outlook, Strategic Thinking, Microsoft Office, Problem Solving, Customer Satisfaction, Critical Thinking, Research, Individual Work, Variable Annuities, Data Entry, Fixed Annuities, Lotus Notes, Call Center, Fraud Detection, Forgery, 401k, Asset Allocation, Retirement Planning, Data Analysis, Death Claims, Simple IRA, SEP IRA, Roth IRA, Rollovers, 401k Rollovers, Cisco Jabber, Check Handling, Finance, Microsoft Excel, Social Media, PowerPoint, Management, Customer Service, Microsoft Word, Sales

Education
TEMPLE UNIVERSITY, College of Liberal Arts   2006 — 2009
Bachelors of Arts, History; Criminal Justice

Montgomery County Community College   2004 — 2006
None, Kinesiology and Exercise Science

Perkiomen Valley High School   2000 — 2004
General Studies

Experience
Willistown Conservation Trust  April 2007 - Present
Wealth Strategies LLC   January 2005 - February 2007
Janney Montgomery Scott   December 1999 - January 2005
Wallace Roberts & Todd (WRT)   September 1995 - December 1999
California Department of Transportation (Caltrans)   August 1991 - September 1995

Skills
Sustainability, Project-based Learning, Land Stewardship, Grant Writing, Strategic Planning, Consensus Building, Community Outreach, Construction Oversight, Fundraising, Public Speaking, Community Organizing, Project Management, Volunteering, Management, Project Planning, Nonprofits, Philanthropy, Environmental Education, Report Writing

Education
Georgetown University, Center for Public and Nonprofit Leadership
Nonprofit Management Executive Certificate

University of Pennsylvania   1988 — 1991
Master's of Landscape Architecture, Landscape Architecture

Kenyon College   1982 — 1986
Bachelor of Arts (BA), Biology

The Lawrenceville School   1980 — 1982
HS Diploma

Experience
Janney Montgomery Scott   September 2008 - Present
Morgan Stanley Smith Barney  April 1999 - September 2008
A.G. Edwards and Sons, Inc.   January 1989 - April 1999

Skills
Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management..., Wealth Management, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Alternative Investments, Financial Analysis, Retirement Plans, College Savings Plans, Mutual Funds, Wealth, Long-term Care, Insurance, Series 63, Finance, Estate Planning, Investments, Retirement Planning, Management

Education
Michigan State University   1983 — 1988
Business Administration

St Monica

Experience
Element Partners  May 2013 - Present
Janney Montgomery Scott   November 2011 - May 2013
Greenhill Cogent  2011 - 2011

Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Finance, Due Diligence, LBO

Education
Harvard University   2007 — 2011
A.B., Economics

Experience
Bank of America Merrill Lynch  June 2013 - Present
Bank of America Merrill Lynch  July 2012 - June 2013
Bank of America Merrill Lynch  June 2011 - August 2011
Janney Montgomery Scott   June 2010 - August 2010

Skills
Treasury Services, Research, Microsoft Office, Leadership

Education
Hobart and William Smith Colleges   2008 — 2012
Bachelor's degree, Economics and Asian Languages & Cultures

Experience
Janney Montgomery Scott   January 2008 - Present
A.G. Edwards & Sons, Inc.   September 1994 - December 2007
Paine Webber  December 1993 - August 1994

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Equities, Strategic Financial..., Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Series 63, Securities, Retirement, Financial Analysis, Finance, Investment Management, Financial Planning

Education
Hobart and William Smith Colleges   1989 — 1993
Bachelor of Science (B.S.), Economics

Experience
Janney Montgomery Scott   November 2012 - Present
Morgan Stanley Smith Barney  June 2003 - January 2011
Legg Mason  2003 - 2005
Interstate Johnson Lane  1994 - 2001

Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...

Education
Georgia Institute of Technology

Experience
Janney Montgomery Scott   September 1998 - Present
Janney Montgomery Scott   September 1998 - Present
Prudential Securities  September 1989 - September 1998

Skills
Tactical Asset..., Global Tactical Asset..., Capital Markets, Small Business..., Finance, International..., Wealth Management, Alternative Investments, Risk Management, Risk Assessment, Stocks, Bonds, ETFs, Estate Planning, FINRA, Greater China, Model United Nations

Education
The Wharton School, University of Pennsylvania   2005 — 2006
Accredited Wealth Management Advisor, Wealth Management

Penn State University   1976 — 1978
Post Graduate Coursework in Finance

Kent State University   1973 — 1976
Bachlor of Business Administration, Finance and Capital Markets

Experience
Janney Montgomery Scott   May 2001 - Present

Skills
Financial Planning, Retirement Income..., Stock, Stock Picking, Bonds, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Stocks, Portfolio Management, Asset Allocation, Wealth Management, Investments, Finance, Risk Management, Capital Markets

Education
Michigan State University   1976 — 1978
MBA, Masters in Business Administration

Michigan State University   1972 — 1976
B BA, Business

Experience
Van Thuyne Consulting   January 2011 - Present
Independence Capital Partners  April 2011 - June 2012
Unisys  June 2009 - January 2010
Bearingpoint  December 2005 - 2009
Janney Montgomery Scott   November 2004 - 2005
Delaware Investments  March 1997 - 2003
KPMG  September 1994 - March 1997

Skills
Deferred Compensation, Succession Planning, Employee Relations, Vendor Management, Process Improvement, Project Management, Operational Excellence, Employee Training, Integrity, Teamwork, Software Selection, Leading Meetings, Outsourcing, Onboarding, Talent Management, HRIS, Human Resources, Workforce Planning, Management Consulting, Change Management, Recruiting, Employee Benefits, Performance Management, HR Policies, Talent Acquisition, Applicant Tracking..., HR Consulting, Executive Coaching, Organizational..., Corrective Exercise, Personal Training, Yoga, Management, Sourcing, Strategic Planning, Organizational..., Personnel Management, Leadership, Interviews, Training, Strategy, Coaching

Education
La Salle University - School of Business Administration
Human Resources and Labor Relations

Lee Hecht Harrison   2012 — 2015
Certified, Career Coach

KPMG
Six Sigma - Lean "Green Belt"

Yale School of Management
Executive Leadership Program

National Academy of Sports Medicine (NASM)
Board Certification: Personal Training, Corrective Exercise

Yoga Alliance   2011 — 2012
RYT 200 - Pranakriya Yoga, (Trainer - Master Yoganand Michael Carroll), Kripalu, Hatha

Experience
Markit  January 2013 - Present
Marcon Group   February 2012 - Present
Ticonderoga Securities   January 2004 - January 2012
Janney Montgomery Scott   January 2002 - January 2004
UBS  July 2000 - October 2001
Morgan Stanley  June 1993 - July 1998

Skills
Sales Management, Key Account Management, Direct Sales, Equity Research, New Business Development, Business Management, Turnaround Situations, Business Change..., Securities, Equities, Marketing Research, Market Planning, Entrepreneurial..., Strategic Planning, Creative Problem Solving, Corporate Finance, Personal Finance, Client Relationship..., Client Acquisition, Culture Change, Series 7, Change Leadership, Team Building, Team Management, Corporate Branding, Corporate Development, Event Management, Product Management, Organizational..., Fixed Income, Bonds, Well-organized, Marketing, CRM, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Financial Markets, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategy, Financial Modeling, Asset Management, Valuation, Financial Analysis

Education
Indiana University - Kelley School of Business   1998 — 2000
MBA, Finance

Manchester Business School   2000 — 2000
Master of Business Administration (MBA), Finance, General

University of California San Diego (UCSD)   1988 — 1992
BA, Economics, European History

Trinity College, Dublin   1991 — 1991
Irish Studies

Experience
Janney Montgomery Scott   2008 - Present
Alley Pond Striders   2014 - 2015
A.G. Edwards   May 1996 - April 2008
Prudential Securities  May 1986 - April 1996
Lebenthal & Co.   September 1980 - May 1986

Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management

Education
NYU
Master of Arts

Iona College
BA, English

Bishop Reilly High School

Experience
Porch  March 2015 - Present
Porch  July 2014 - March 2015
Amazon  April 2013 - July 2014
Boeing  May 2012 - April 2013
Whitman College  January 2010 - May 2012
Whitman Investment Company   January 2009 - May 2012
The Children's Resilience Initiative   August 2011 - December 2011
Boeing  June 2011 - August 2011
Janney Montgomery Scott   June 2010 - July 2010

Skills
Spanish, Data Analysis, Economics, Research, Statistics, Microsoft Excel, Microsoft Office, Public Speaking, Finance, PowerPoint, Financial Analysis, Eviews, Risk Analytics, Teaching, Editing, Management, Budgets, Mergers & Acquisitions, Social Media Marketing, Investments, MySQL, Mentoring, Resume Writing, Networking

Education
Whitman College   2008 — 2012
Bachelor of Arts, Economics

Universidad de Alicante   2011 — 2011
Spanish

Harvard Business School   2011 — 2011
Summer Venture in Management Program

Experience
Catholic Central High School  January 2010 - Present
Troy Savings Bank Music Hall   October 2011 - September 2014
Cetera Financial Group  September 2006 - May 2014
Pioneer Savings Bank  September 2006 - May 2014
Janney Montgomery Scott   October 2001 - September 2006
First Albany Corp  August 1991 - September 2001

Skills
Asset Managment, Series 7, Customer Service, Series 63, Retirement Planning, Mutual Funds, Series 65, Bloomberg, Wealth Management, Securities, Investment Advisory, Series 24

Education
The College of Saint Rose   2003 — 2004
CFP

Marist College   1982 — 1986
BA, Political Science

Experience
Janney Montgomery Scott   June 2012 - Present
Owner  2009 - June 2012
Nonprofit HR Solutions  January 2011 - June 2011
Data Systems Analysts, Inc.   October 2008 - December 2008
The MITRE Corporation  September 1999 - August 2007
Johns Hopkins University Applied Physics Lab  December 1996 - August 1999
American Geophysical Union  December 1992 - August 1996

Skills
Employee Engagement, Personnel Management, Talent Acquisition, Employee Relations, Performance Management, Onboarding, Talent Management, Internal Communications, Human Resources, Management, Employee Benefits, Organizational..., Deferred Compensation, Strategic Planning, Coaching, Change Management, Training, Leadership

Education
Marymount University   1996 — 1999
Master's, Human Resource Management

George Mason University
Bachelor of Individualized Studies (BIS), Human Resource Management

University of New Haven
AA, Business Administration

Experience
Janney Montgomery Scott LLC  January 2015 - Present
The Buckingham Research Group  May 2014 - January 2015
Janney Montgomery Scott   June 2012 - May 2014
BlackRock  May 2011 - August 2011
Philadelphia Investment Partners   May 2010 - August 2010

Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Equities, Series 7, Series 63, Series 86, Series 87

Education
La Salle University - School of Business Administration   2008 — 2012

Northfield Mount Hermon School   2006 — 2008

Experience
Licoln Financial Group   August 2014 - Present
Keller Williams Realty, Inc.   2014 - 2015
Princeton University  April 2014 - August 2014
Penn Mutual  November 2011 - September 2013
Janney Montgomery Scott   January 2004 - November 2011
Advanced AV  2000 - 2004
TRN  1999 - 2001
TRN  1999 - 2001
The Racing Network  1998 - 2000

Skills
Video Editing, Video Production, Videography, Editing, Video, Camera, Television, Post Production, Event Planning, Marketing Communications, Recording, Event Management, Audio Visual Support, Corporate Events, Event Technical Director, Creative Direction, Conference Production, Creative Concept Design, Creative Writing, Creative Services, Live Events, Concept Development, Concept Design, Script-writing, Polycom Video..., Screenwriting, Training, Social Media Marketing, Broadcast, Commercials, Corporate Communications, Camera Operating, Digital Video, Final Cut Studio, Camera Operation

Education
Kutztown University of Pennsylvania   1993 — 1995
B.A. in Telecommunications, Video Production

Upper Dublin High School   1987 — 1990

Experience
JD Mellberg Financial, F2F Financial Advisors   July 2014 - Present
Horter Investment Management, LLC  December 2013 - Present
Synergy Wealth Management Inc.   April 2006 - Present
Fox Financial Management   2008 - December 2013
Synergy Wealth Partners, Inc.   April 2006 - December 2013
Premier Mortgage Solutions, Inc.   April 2007 - June 2010
Janney Montgomery Scott   October 2001 - April 2005

Skills
Financial Advisory, Investment Strategies, Fixed Annuities, Retirement, Financial Planners, Series 7, Financial Goals, Wealth, Income Protection, Fixed Asset Management, CDS, Wholesale Banking, Fixed Income, Insurance, Managerial Finance, Managing Accounts, Small Business, 401k, Asset Allocation, Finance, IRAs, Management, Sales, Series 63, Financial Management, Financial Planning, Financial Advice, Private Placements,..., Income Planning, Fixed Income Products, Insurance Planning, Managed Accounts, conservative, Indexed Accounts, Series 65

Education
Kennesaw State University   1983 — 1985
BAA, Marketing

University of West Georgia   1981 — 1983
BBA, Marketing

North Cobb   1979 — 1981

McEachern HS   1978 — 1979

Experience
Deutsche Bank  August 2015 - Present
Janney Montgomery Scott   August 2010 - June 2015
FBR  May 2008 - July 2010

Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Capital IQ, Capital Markets, Financial Analysis, Bloomberg, Asset Management, Bonds, FINRA, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Investments, Financial Markets, Series 7

Education
James Madison University   2003 — 2007
Bachelor of Business Administration (BBA), Finance, General

Experience
RBC Wealth Management  December 2012 - Present
Janney Montgomery Scott   January 2011 - December 2012
Janney Montgomery Scott LLC  November 2006 - February 2011
Intersections Inc.  September 2005 - November 2006

Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Equities, Education Funding, Series 63, Portfolio Management, Investments, Wealth Management, Asset Allocation, Separately Managed..., Investment Strategies, Financial Advisory, Retirement, Estate Planning, FINRA, ETFs, Asset Management, Bloomberg, 401k, Personal Financial..., Retirement Savings, IRAs, Wealth Accumulation, 401k Rollovers, Roth IRA, Options, 529 Plans, Uniform Combined State..., Series 65

Education
Georgetown University   2010 — 2010

Roanoke College   2001 — 2005
BBA, Business Administration

Experience
Janney Montgomery Scott   January 2009 - Present
The Kings Christian School  March 2012 - Present
Urban Promise  January 2013 - Present
USA Hockey  April 2008 - Present
Smith Barney  June 2006 - January 2009

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 63, Investments, Portfolio Management, Fixed Annuities, Asset Allocation, Insurance, Investment Strategies, Financial Planners, Asset Management, Long-term Care, Financial Analysis, Estate Planning, Asset Managment, 401k Rollovers, Executive Pay, Life Insurance, 401k, IRAs, Mutual Funds, Finance, Small Business, Charities, Multi-generational..., Series 7, Investment Advisory, Uniform Combined State..., Term Life Insurance, Succession Planning, Financial Services, Securities, Relationship Management, Retirement Income, Financial Planning, Charitable Giving, Insurance Planning, Executive Compensation, Biblical Finance, Financial Modeling, Risk Management, Financial Risk, Analysis

Education
Gordon College   2002 — 2006
BA, Finance & Business

Experience
KCSA Strategic Communications  2010 - Present
Cirrus Financial Communications   2008 - 2010
Lippert Heilshorn   2008 - 2008
Adam Friedman Associates  2006 - 2008
The Investor Relations Group  2006 - 2006
JPMorganChase  2003 - 2006
Merrill Lynch  2000 - 2003
Janney Montgomery Scott   1998 - 2000

Skills
Investor Relations, IPO, Capital Markets, Venture Capital, Investment Banking, Equity Research, Asset Management, Equities, Investments, Due Diligence, Portfolio Management, Hedge Funds, Series 7, Institutional Investors, Retail Investors, Roadshows, Strategic..., Social Media, Asset Managment, Strategy, Financial Services, Strategic Communications, Institutional...

Education
Kent State University   1995 — 1998
B.A., Political Science

Jamestown High School   1989 — 1993

Experience
Ritholtz Wealth Management   September 2015 - Present
Van Andel Institute  July 2007 - September 2015
Aileron Ltd   April 2005 - June 2007
Janney Montgomery Scott   August 2003 - December 2003

Skills
Financial Analysis, Financial Reporting, Risk Management, Financial Modeling, Valuation, Strategic Planning, Private Equity, Microsoft Excel, Budgets, Microsoft Office

Education
Grand Valley State University   2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Hope College   2000 — 2004
Bachelors of Arts, Business Administration/Economics/Accounting

Experience
Janney Montgomery Scott   August 2012 - Present
Waypoint Bank  1998 - 2005

Skills
Series 7, Banking, Securities, Series 63, Investments, Equities, Risk Management, Financial Analysis, Financial Services, Retail Banking, Relationship Management, Asset Management, FINRA, AML, Finance, Life Insurance, Mutual Funds, Wealth Management

Education
HACC, Central Pennsylvania's Community College   2013 — 2014
Associate's degree, Business Administration and Management, Finance

Central York High School   1983 — 1987
General, Mathematics

University of Phoenix
Associate's Degree, Business Administration and Management, General

Experience
Board of Pensions of the Presbyterian Church  June 2011 - Present
Janney Montgomery Scott   January 2008 - August 2010
Reimbursement Technologies  June 2007 - January 2008
Kutztown University  August 2003 - May 2007

Skills
Document Management, Software Documentation, Troubleshooting, Invoicing, Newsletters, Nonprofits, PowerPoint, Outlook, Event Planning, Microsoft Office, Access, Microsoft Excel, Public Speaking, Customer Service, Databases, Litigation, Administrative..., Microsoft Word, Leadership, Editing

Education
Kutztown University of Pennsylvania   2002 — 2007
B.A, Communications, Public Relations

Experience
eMoney Advisor  September 2015 - Present
Vanguard Realty Associates   January 2012 - Present
eMoney Advisor  November 2013 - August 2015
Janney Montgomery Scott   May 2013 - November 2013
Janney Montgomery Scott   September 2012 - May 2013
Janney Montgomery Scott   June 2011 - September 2012
1934 Group   March 2010 - April 2011
Turner Investment Partners  September 2007 - March 2010
Valley Forge Asset Management  August 2005 - September 2007

Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Series 7, Direct Marketing, Online Advertising, Strategy, Event Planning, New Business Development, Online Marketing, Management, Wealth Management, Business Development, Uniform Combined State..., Leadership, Investments, Asset Allocation, Email Marketing, Mutual Funds, Advertising, Project Management, Market Research, Digital Marketing, Financial Services, Retirement Planning, Strategic Communications, Digital Strategy, Series 63, Investment Advisory, Alternative Investments, Investment Strategies, Corporate Communications, Brand Management, Analytics, Relationship Management, Public Relations, Media Buying, Customer Service, Internal Communications, Lead Generation, Content Management, Crisis Communications, Contract Negotiation, Vendor Management, PPC, Social Media, Marketing Automation, Inbound Marketing, Technical Communication

Education
James Madison University - College of Business   2001 — 2005
Bachelors Business Administration, Marketing & Communications

Spring Ford High School   1998 — 2001

Experience
Cowen and Company  September 2015 - Present
Janney Montgomery Scott   July 2013 - August 2015
Janney Montgomery Scott   July 2011 - June 2013
FTI Consulting  September 2009 - June 2011
Resource America  June 2008 - August 2008
C.H. Robinson Worldwide, Inc.   May 2007 - August 2007

Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Due Diligence, Corporate Finance, Business Valuation, Investment Banking, Capital Markets, Banking, Mergers & Acquisitions

Education
Villanova University   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Gustavus Adolphus College   2005 — 2006
Economics

Phillips Exeter Academy   2003 — 2005

St. Johnsbury Academy

Experience
Bloomberg LP  September 2014 - Present
Janney Montgomery Scott   June 2013 - August 2013
MC Capital, MCIBC Group   March 2013 - May 2013
Right Angle Research   June 2012 - August 2012

Skills
Microsoft Office, Bloomberg Terminal, SPSS, Capital IQ, Stata, Python, Capital Budgeting, Data Entry, Data Analysis

Education
Lafayette College   2010 — 2014
Bachelor of Arts (BA), Economics, Senior

Experience
Dietz Asset Management   July 2013 - Present
Janney Montgomery Scott   July 2008 - July 2013
Ferris Baker Watts, Inc  June 1995 - July 2008

Skills
Series 7, Investments, Alternative Investments, Equities, Retirement Planning, Securities, Strategic Financial..., Asset Management, Financial Services, Wealth Management..., Risk Management, Credit, Insurance, Life Insurance, Underwriting, Business Analysis, Strategic Planning, New Business Development, Capital Markets, Property & Casualty..., Financial Planning, Management, Mutual Funds

Education
Loyola College in Maryland
Finance

Experience
Deloitte  August 2015 - Present
Deloitte  August 2013 - August 2015
Kalamazoo College  September 2012 - June 2013
Kalamazoo College  September 2010 - June 2013
Towers Watson  May 2012 - August 2012
Janney Montgomery Scott   September 2011 - December 2011
United Actuarial Services, Inc.   June 2011 - August 2011
Ameriprise Financial  June 2010 - July 2010

Skills
Programming, Actuarial Science, Strategic Consulting, R, Statistics, Quantitative Analytics, Data Analysis, Microsoft Excel, Research, PowerPoint, Mandarin, Microsoft Office, Access, Critical Thinking, Matlab, VBA, Financial Modeling, Analysis, Finance

Education
Kalamazoo College   2009 — 2013
BA, Math, Computer Science, Business

Shanghai high school   2006 — 2009

Experience
Janney Montgomery Scott   June 2005 - Present
Kirlin Securities  1991 - 2005
Nassau Community College  1985 - 1998
Marist College  1979 - 1983

Skills
Investments, Wealth Management, Retirement Planning, Retirement, Financial Planning, Long-term Care, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Series 7, Finance, Process Improvement, Fixed Income, Strategy, Analysis, Leadership, Management, Provide investment..., Analyze and structure..., Educate people..., Help people plan for..., Helping people maximize..., Assist in insurance,..., Meeting present and..., Providing care and...

Education
Hofstra University   1970 — 1975
Master of Arts (M.A.), Humanities/ Education

Hofstra University   1968 — 1970
Bachelor of Arts (B.A.), Communications/ Education

Nassau Community College   1966 — 1968
Associate of Arts (A.A.), Communications

Experience
Janney Montgomery Scott   August 2004 - Present

Education
Hofstra University   2000 — 2004
Bachelors, Business Adminstration in Banking & Finance

Experience
Janney Montgomery Scott LLC  October 2014 - Present
Estilo Dance Studio   November 2006 - Present
Janney Montgomery Scott   June 2013 - September 2014
U.S. Department of Justice   December 2008 - June 2013
Wells Fargo Financial  December 2008 - August 2009
Labat-Anderson  October 2008 - December 2008
Golden Carriers Trucking and Logistics   September 2004 - July 2006

Skills
Budgets, Software Documentation, Accounting, Customer Service, Payroll, Auditing, Managerial Finance, Financial Analysis, Training, Internal Controls, Finance, Financial Reporting, Spanish, Invoicing, Research, Analysis

Education
Gwynedd-Mercy College   2014 — 2015
Master of Business Administration (M.B.A.), Management

Rutgers University-New Brunswick   2003 — 2007
Spanish, Literature

Experience
Janney Montgomery Scott LLC  March 2015 - Present
Janney Montgomery Scott   March 2011 - March 2015
Bloomberg  January 2010 - March 2011
ING Nederland  January 2008 - May 2008

Skills
Excel, Bloomberg, Thomson One, Word, Microsoft Office, Access, PowerPoint, Research, Retirement Planning, Operations, Customer Service, Data Analysis, Data Mining, Customer Relations, IFS, Quality Assurance, Bloomberg Terminal, Outlook, Web Based Systems, Mass Mailings, Analytics, Financial Analysis, Investments, Banking, Alternative Investments, Accounting, Leadership, Public Speaking, Event Planning, Equities, Management, Financial Services, Mutual Funds, Microsoft Word, Microsoft Excel, Financial Planning, Social Media, Asset Management, Social Networking, Sales, Fixed Income, Securities, Analysis, Finance, Wealth Management, Team Building, Process Improvement, Financial Modeling, Portfolio Management, Insurance

Education
Immaculata University   2005 — 2008
B.S., Business Adimistration and Finance, 3.2

Experience
Deutsche Bank Securities  2010 - Present
Janney Montgomery Scott   2009 - 2010
WR Hambrecht + Co  2007 - 2009
WR Hambrecht + Co  May 2006 - August 2006

Education
Georgetown University   2003 — 2007
BS, Finance and Accounting

Experience
Deloitte  September 2015 - Present
PHH Mortgage  August 2010 - August 2015
Bayada Nurses  September 2008 - June 2009
Janney Montgomery Scott   December 2006 - August 2008
Open Solutions  August 2005 - October 2006

Skills
Outlook, Project Management, Accounting, Program Management, Management, Business Process..., Microsoft Office, Customer Service, Loans

Education
Gettysburg College   2002 — 2006
Bachelor’s Degree, Management and Political Science

Experience
Janney Montgomery Scott   May 2011 - Present
Capital Trust  June 2009 - April 2011
Deutsche Bank  January 2006 - January 2009
RealFoundations  June 2004 - December 2005
The Blackstone Group  June 1999 - June 2002

Skills
Alternative Investments, Asset Management, Banking, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Real Estate, Structured Finance, Valuation, Venture Capital

Education
Georgetown University - The McDonough School of Business   2002 — 2004
MBA, Finance, General

Georgetown University   1995 — 1999
BSBA, Finance, General

Chaminade HS   1991 — 1995

Experience
Huntington National Bank  2007 - Present
Children's Home Society of West Virginia  2003 - 2011
Janney Montgomery Scott   2005 - 2007
Smith Barney  1996 - 2005

Skills
Wealth Management, Financial Analysis, Portfolio Management, Investments, Banking, Credit, Credit Analysis, Credit Risk, Finance, Commercial Banking, Risk Management, Loans, Commercial Lending

Education
University of Charleston   1983 — 1991

Marshall University   1980 — 1981

George Washington High School   1976 — 1980

Experience
Janney Montgomery Scott   July 2011 - Present

Education
La Roche College
BS

Experience
Express Scripts  May 2013 - Present
Janney Montgomery Scott   January 2011 - May 2013
PHH Corporation  January 2006 - January 2011

Education
Villanova University   2004 — 2004
PHR, Human Resources

Monmouth University   1997 — 2001
B.S. Business Administration, Human Resources

Experience
PJM Interconnection  April 2011 - Present
PJM Interconnection  May 2003 - April 2011
Morgan Stanley  2002 - 2002
Enterprise Systems Center  2001 - 2002
Hajoca Corporation  1998 - 2001
Janney Montgomery Scott   1996 - 1997

Skills
Virtualization, LDAP, Security, Server Architecture, Puppet, AIX, Disaster Recovery, Servers, Red Hat Linux, System Administration, RHEL

Education
Lehigh University   1999 — 2003
Bachelor of Science (B.S.), Computer Engineering

Experience
Stifel Financial Corp.  September 2014 - Present
Janney Montgomery Scott   January 2011 - September 2014
Global Capital Management, Inc.   May 2006 - December 2010
NASD  March 2004 - May 2006
Cambridge Associates  January 2001 - December 2002

Education
James Madison University   1996 — 2000

Experience
The Chemours Company  July 2015 - Present
DuPont  April 2015 - June 2015
Janney Montgomery Scott   April 2013 - February 2015
Janney Montgomery Scott   June 2010 - March 2013
Janney Montgomery Scott   July 2007 - June 2010
Scottrade  September 2006 - July 2007
CFE Equipment Corporation   April 2005 - September 2005

Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Finance, Capital Markets, Investments, Venture Capital, Financial Analysis, Fixed Income, Equities, Alternative Investments, Series 7, Mergers & Acquisitions, Due Diligence, Strategy, Management, Financial Services, Corporate Finance

Education
Hamilton College   2002 — 2006
B.A, Economics

York Suburban High School   1998 — 2002
High School Diploma

Experience
Imperial Capital, LLC  November 2013 - Present
Janney Montgomery Scott   April 2013 - November 2013
Knight Capital Group  June 2008 - April 2013
Credit Derivatives Research LLC   2006 - 2008
Sterne Agee  2006 - 2006
ICAP  2005 - 2006
HSBC Securities  2003 - 2005
Credit Suisse  1996 - 2002
credit suisse asset management  1995 - 2002

Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading

Education
Hofstra University   1998 — 2002
MBA, Finance

Hofstra University   1990 — 1995

Hofstra University   1990 — 1994

Chaminade High School

Experience
Janney Montgomery Scott   March 2012 - December 2014
MF Global  March 2011 - November 2011

Skills
High Yield, Hedge Funds, Fixed Income, Special Situations, Bonds, Series 7, Capital Structure, Equities, Capital Markets, Alternative Investments, Bloomberg, CDS, Arbitrage, Investments, Leveraged Finance

Education
New York University - Leonard N. Stern School of Business   1988 — 1989
MBA, Finance

Franklin & Marshall College   1980 — 1984
BA, Economics/History

Experience
Janney Montgomery Scott   2008 - Present
Wachovia  2003 - 2008

Skills
Financial Modeling, Bloomberg, Valuation, Equities, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Financial Analysis, Investments, Series 7

Education
Harvard University   1993 — 1997
A.B., Government

Experience
BKE Capital, LLC.   July 2015 - Present
Janney Montgomery Scott   July 2005 - June 2015
Katalyst Securities   2003 - 2005
Mirus Capital Advisors  1998 - 2002

Skills
Capital Markets, Valuation, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Corporate Development, Corporate Finance, Equities, IPO, Mergers, Venture Capital, Business Strategy, Due Diligence, Hedge Funds, Investments, Investor Relations, M, Strategy

Education
Gettysburg College   1990 — 1994
Bachelor's degree, Finance

Experience
Pennsylvania Trust Company   March 2011 - Present
D.A. Davidson Companies   January 2008 - Present
Pennsylvania Hospital  January 2007 - Present
Janney Montgomery Scott LLC  2000 - 2007
Janney Montgomery Scott LLC  1991 - 2007
Janney Montgomery Scott   1991 - 1999

Skills
Investments, Equities, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Retirement Planning, Series 7, Securities, Asset Allocation, Mutual Funds, Investment Advisory

Education
New York University   1970 — 1973
Master of Business Administration (MBA), Accounting and Finance

Franklin & Marshall College   1964 — 1968
Bachelor of Arts (BA), Business Administration and Management, General

Experience
McCloskey Financial Group   May 2011 - Present
Janney Montgomery Scott   August 2005 - May 2011
Morgan Stanley  1993 - 2005

Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Retirement, Equities, Investment Strategies, ETFs, Fixed Annuities, Finance, IRAs, Financial Services, Fixed Income

Education
Gettysburg College   1988 — 1992
B.A., Political Science

Conestoga High School   1985 — 1988
HS Diploma

Experience
SunTrust Investment Services, Inc.   August 2010 - Present
Janney Montgomery Scott   May 2006 - August 2010
Pierce & Edwards   1994 - 2010
Wachovia Securities, LLC  August 1998 - May 2006
RBL&W   1992 - 1998

Skills
Account Management, Asset Allocation, Consulting, Finance, Investments, Management, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Strategic Planning, Strategy, Wealth Management, Financial Services, Mutual Funds, Asset Management, Retirement, Strategic Partnerships, Risk Management, Banking

Education
Miami University
Bachelor of Science (B.S.), Accounting and Finance

Experience
Janney Montgomery Scott   1998 - Present
CoreStates Financial Corp  February 1985 - June 1998
Bank of New England - West   1980 - 1985

Skills
Fixed Income, Portfolio Management, Bonds, Series 7, Investments, Banking, Capital Markets, Risk Management, Finance, Economics, Financial Markets, Financial Modeling, Securities, Financial Analysis, Insurance, Asset Management, Bloomberg, Equities, Financial Services

Education
University of Massachusetts at Amherst - Isenberg School of Management   1978 — 1980
MBA, Finance

Stony Brook University   1976 — 1977
BA, Political Science & History

SUNY Plattsburgh   1972 — 1975
History

Berner High School

Experience
TD Bank  September 2014 - Present
TD Bank  April 2012 - September 2014
TD Wealth Management Services Inc.   2001 - May 2010
Janney Montgomery Scott   1991 - August 2001

Skills
Securities, Wealth Management, Mutual Funds, Series 7, FINRA

Education
Holy Family University

Katherine Gibbs

Experience
Eastern State Penitentiary Historic Site, Inc  September 2013 - Present
Impact100 Philadelphia   2011 - Present
Intact Vascular  September 2013 - March 2015
Kensey Nash Corporation  March 1996 - April 2008
Janney Montgomery Scott   January 1994 - February 1996
Foley Mufson Howe   1992 - 1994
Kidder, Peabody & Co.   1986 - 1989

Skills
Medical Devices, Commercialization, Regenerative Medicine, ISO 13485, Market Development, FDA, Orthopedic, Business Strategy, Cardiology, Mergers & Acquisitions, Product Launch, Interventional..., Business Development, Capital Equipment, Biomedical Engineering, Disposables, Surgical Instruments, Vascular, Start-ups, Orthopedics, Strategy, Strategic Planning

Education
Harvard Business School   1989 — 1991
MBA

Trinity College-Hartford   1982 — 1986
BS, Economics, Computer Science

Experience
Nationwide Financial  November 2012 - Present
Salient Partners  March 2011 - November 2012
Janney Montgomery Scott   January 2009 - February 2011
Evergreen Investments  2007 - 2009
Nuveen Investments  2002 - 2007
Delaware Investments, a member of the Macquarie Group  October 1993 - February 2002

Education
Hampden-Sydney College   1982 — 1986
BA, PoliSci/German/English

Experience
Altegra Health  October 2011 - Present
Janney Montgomery Scott   October 2004 - October 2011
Flow-Thru Metals, Inc.   January 1996 - October 2004
Reliance Standard Life Insurance Company  February 1989 - December 1995

Skills
Oracle SQL, Microsoft SQL Server, Linux

Education
Marist College   1983 — 1987
BS, Computer Science

Experience
Forest City Enterprises  March 2010 - Present
Janney Montgomery Scott   November 2005 - April 2009
Advest, Inc.   June 2005 - November 2005

Skills
Administrative..., Event Planning, Office Management, Outlook, Real Estate, Marketing, Sales, Property Management

Education
Katherine Gibbs School

Experience
Morgan Stanley Private Wealth Management  March 2010 - Present
Janney Montgomery Scott   August 2008 - June 2009
Stanford Financial  May 2007 - May 2008
Moors & Cabot  October 1993 - May 2007

Skills
Series 7, Equity Trading, Technical Analysis, CMT Level 2, CMT Level 1, Investments, Trading, Proprietary Trading, Community Bank and..., Series 24, Series 55

Education
Merrimack College   1985 — 1989

Experience
The Weiser Law Firm   September 2011 - Present
Janney Montgomery Scott   May 2007 - September 2011
SEI Investments  January 2007 - May 2007
FactCheck.org - Annenberg Public Policy Center   August 2005 - January 2007

Skills
Securities, Mutual Funds, Legal Research, Investments, Equities, Public Speaking, Research, Finance, Financial Analysis, Due Diligence, Hedge Funds, Alternative Investments, Litigation, Series 7

Education
Temple University - James E. Beasley School of Law   2006 — 2009
JD, Law

George Mason University   2003 — 2005
MPP, Public Policy

The University of Texas at Austin - Red McCombs School of Business   1999 — 2003
BBA, Finance

Experience
Janney Montgomery Scott   1984 - Present
Putnam Investments  1981 - 1984

Skills
Equities, Capital Markets, Asset Allocation, Alternative Investments, Series 7

Education
Wesleyan University   1973 — 1997
BA, Economics and Math

Harvard Business School   1979 — 1981
mba

Experience
Janney Montgomery Scott  

Skills
Retirement Planning, Wealth Management, Series 63, Series 7, Investments, Strategic Financial..., Mutual Funds

Education
Hofstra

Hofstra University
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services

Experience
Janney Montgomery Scott   February 2013 - Present
Gleacher and Co   March 2009 - January 2013
Northeast Bank  September 2007 - February 2009
Barclays Investment Bank  July 2003 - May 2005
Deutsche Bank  May 2002 - May 2003
Deutsche Bank  January 1995 - April 2002
Kidder Peabody  August 1990 - December 1994

Skills
Capital Markets, Equities, Hedge Funds, Fixed Income, Investment Banking, Investments, Portfolio Management, Securities

Education
Kenyon College
BA Political Science

Kenyon College

Experience
Janney Montgomery Scott   October 2012 - Present
KGS-Alpha Capital Markets, L.P.   January 2012 - September 2012
MF Global  April 2010 - November 2011
Cantor Fitzgerald  December 2008 - February 2010
BNP Paribas  June 2001 - November 2008
Morgan Stanley  July 1986 - May 2001
Morgan Stanley Dean Witter  1986 - 2001

Skills
Fixed Income, Bonds, Capital Markets, Series 7, Equities, Securities, Trading, Series 63, Bloomberg, Alternative Investments, Structured Products, Derivatives, Electronic Trading, Hedge Funds, FINRA

Education
Hofstra University   1983 — 1986
BBA, Finance

Experience
RBC  August 2014 - Present
Janney Montgomery Scott   April 2010 - April 2014
Citigroup  2001 - 2010

Skills
Series 7, Series 63, Equities, Bloomberg, Trading, Electronic Trading, Capital Markets, Securities, FINRA, ETFs, Alternative Investments, Series 24, Portfolio Management

Education
Choate Rosemary Hall

Harvard University

Experience
The Advisory Board Company  June 2015 - Present
The Advisory Board Company  February 2014 - Present
M&T Bank  July 2012 - February 2014
Janney Montgomery Scott   June 2011 - July 2011
United States Liability Insurance Group  June 2010 - August 2010
US Realty Capital  June 2009 - August 2009

Skills
Microsoft Office, Capital IQ, SNL Financial, Hyperion Essbase, Finance, Equity Research, Financial Analysis, Financial Modeling

Education
Lafayette College   2008 — 2012
Economics, Finance

Chestnut Hill Academy   1997 — 2008

Experience
RA Capital Management, LLC  November 2014 - Present
KCG Holdings, Inc.   November 2013 - Present
Janney Montgomery Scott   February 2013 - November 2013
Knight Trading Group  November 2002 - February 2013

Skills
Equities, Equity Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Series 63, Trading, Options, ETFs, Bloomberg, Series 24, Capital Markets, Securities, Fixed Income, FINRA, Alternative Investments, Derivatives, Financial Markets, Equity Derivatives, Proprietary Trading, Market Making, Asset Management, Swaps

Education
Georgetown University   1994 — 1998
BA

Experience
Goldman Sachs  September 2014 - Present
UBS Investment Bank  January 2011 - September 2014
Janney Montgomery Scott   June 2010 - August 2010
PPL Energy Plus, LLC   January 2010 - June 2010

Education
Gettysburg College   2007 — 2010
Bachelor of Arts (BA), Economics, Management

Experience
Janney Montgomery Scott   May 2013 - Present
Lender Processing Services, Inc. (LPS)   September 2011 - May 2013
Auntie Anne's, Inc.   February 2007 - September 2011

Skills
Inventory Management, Quality Assurance

Education
Geneva College   2007 — 2010
Bachelor of Business Administration (BBA), Management Information Systems, General

Experience
Janney Montgomery Scott   March 2012 - Present
Smith Barney  July 1984 - March 2012

Education
Furman University   1973 — 1977
Bachelor of Arts (B.A.), Finance and Financial Management Services

Experience
Gloria Nilson & Co Real Estate  April 2014 - Present
Sunglass Hut  June 2007 - July 2013
Janney Montgomery Scott   March 2005 - June 2007
Griswold Special Care  May 2004 - March 2005
Radio Shack  October 2003 - May 2004
Ritz Camera  August 2000 - October 2003
American Insurance Brokerage & Financial Services   May 2001 - November 2001
Bankers Life and Casualty Company  January 2001 - May 2001
Beneficial Finance  June 1998 - June 2000

Skills
Customer Service, Leadership, Management, Sales, Access, Interviews

Education
T.H.E. Technologies
Microsoft Office Suite / Quickbooks

Mercer County Community College   1991 — 1992
Ornamental Horticulture

Howell High School   1987 — 1991
College Prep