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
Rachel Dudle Rachel Dudle's Janney Montgomery Scott Experience February 2013 - December 2014
Job Financial Analyst at FedEx Ground
Industry Financial Services
Experience
FedEx Ground December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The National Society of Leadership and Success September 2012 - December 2014
The National Society of Leadership and Success September 2012 - May 2014
Camp Speers-Eljabar YMCA May 2011 - August 2013
University of Pittsburgh August 2011 - April 2013
Skills
Public Speaking, Customer Service, Community Outreach, Event Planning, Nonprofits, Fundraising, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Volunteer Management, Social Media, Facebook, SPSS, Minitab, R, Data Analysis, Data Modeling, Statistics, Statistical Data..., Statistical Modeling, Econometrics, Economic Modeling, Financial Accounting, Lifeguarding, Non-profits, Volunteering, First Aid, Cpr Certified, AED
Education
Northwestern University 2015 — 2017
Master’s Degree, Statistics and Predictive Analytics
University of Pittsburgh 2011 — 2014
Bachelor's Degree, Economics and Statistics; Business
Delaware Valley High School 2007 — 2011
High School Diploma
FedEx Ground December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The National Society of Leadership and Success September 2012 - December 2014
The National Society of Leadership and Success September 2012 - May 2014
Camp Speers-Eljabar YMCA May 2011 - August 2013
University of Pittsburgh August 2011 - April 2013
Skills
Public Speaking, Customer Service, Community Outreach, Event Planning, Nonprofits, Fundraising, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Volunteer Management, Social Media, Facebook, SPSS, Minitab, R, Data Analysis, Data Modeling, Statistics, Statistical Data..., Statistical Modeling, Econometrics, Economic Modeling, Financial Accounting, Lifeguarding, Non-profits, Volunteering, First Aid, Cpr Certified, AED
Education
Northwestern University 2015 — 2017
Master’s Degree, Statistics and Predictive Analytics
University of Pittsburgh 2011 — 2014
Bachelor's Degree, Economics and Statistics; Business
Delaware Valley High School 2007 — 2011
High School Diploma
Paul Tomick Paul Tomick's Janney Montgomery Scott Experience May 2002 - Present
Job Vice President/ Investments at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott May 2002 - Present
H.C. Wainwright January 2001 - March 2002
Sylvan Prometric January 1998 - December 2000
Education
Randolph-Macon College 1989 — 1993
BA, Business
Loyola University Maryland
Executive MBA
Janney Montgomery Scott May 2002 - Present
H.C. Wainwright January 2001 - March 2002
Sylvan Prometric January 1998 - December 2000
Education
Randolph-Macon College 1989 — 1993
BA, Business
Loyola University Maryland
Executive MBA
Jeffrey Britt Jeffrey Britt's Janney Montgomery Scott Experience December 1987 - Present
Job Financial Advisor/ExVP at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 1987 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Securities, Portfolio Management, Estate Planning, Equities, Financial Advisory, Alternative Investments, Fixed Income, Asset Management
Education
Penn State University 1963 — 1967
Bachelor of Business Administration (BBA), Finance
Springfield High School 1959 — 1963
Diploma, College Prep
Janney Montgomery Scott December 1987 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Securities, Portfolio Management, Estate Planning, Equities, Financial Advisory, Alternative Investments, Fixed Income, Asset Management
Education
Penn State University 1963 — 1967
Bachelor of Business Administration (BBA), Finance
Springfield High School 1959 — 1963
Diploma, College Prep
Jacqueline Nonnemacher, CFS® Jacqueline Nonnemacher, CFS®'s Janney Montgomery Scott Experience 1992 - 1998
Job Financial Advisor | Franchise Owner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Janney Montgomery Scott 1992 - 1998
National Penn Bank 1988 - 1992
Mellon Bank 1984 - 1988
Education
Muhlenberg College 1987 — 1992
B.A., Business Management
Ameriprise Financial Services, Inc. 1998 - Present
Janney Montgomery Scott 1992 - 1998
National Penn Bank 1988 - 1992
Mellon Bank 1984 - 1988
Education
Muhlenberg College 1987 — 1992
B.A., Business Management
Sena Ababio Sena Ababio's Janney Montgomery Scott Experience September 2011 - December 2011
Job Student at Ohio Wesleyan University
Industry Investment Banking
Experience
Bullion Financial Services July 2012 - August 2012
Janney Montgomery Scott September 2011 - December 2011
intercontinental bank PLC June 2010 - August 2010
Skills
Research Information, Capital IQ, SNL, Microsoft Applications, Research, Communication, Microsoft Office, Teamwork, Team-oriented, Discipline, Data Analysis, Event Planning, Fundraising, Market Research, Investment Banking, PowerPoint, Accounting, Public Speaking, Data Entry, Marketing, Bloomberg, Financial Analysis, Morningstar
Education
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Economics Management
Lincoln Community School 2006 — 2009
Faith montessori school
Bullion Financial Services July 2012 - August 2012
Janney Montgomery Scott September 2011 - December 2011
intercontinental bank PLC June 2010 - August 2010
Skills
Research Information, Capital IQ, SNL, Microsoft Applications, Research, Communication, Microsoft Office, Teamwork, Team-oriented, Discipline, Data Analysis, Event Planning, Fundraising, Market Research, Investment Banking, PowerPoint, Accounting, Public Speaking, Data Entry, Marketing, Bloomberg, Financial Analysis, Morningstar
Education
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Economics Management
Lincoln Community School 2006 — 2009
Faith montessori school
Alan Schankel Alan Schankel's Janney Montgomery Scott Experience April 1987 - Present
Job Muni Bond Strategist at Janney Capital Markets
Industry Financial Services
Experience
Janney Montgomery Scott April 1987 - Present
Janney Capital Markets 1987 - Present
N D Meyer July 1985 - March 1987
Tucker Anthony March 1980 - June 1985
Butcher and Singer January 1975 - January 1980
Hornblower and Weeks - Hemphil, Noyes September 1971 - January 1975
United States Navy March 1970 - September 1971
Hornblower and Weeks - Hemphill, Noyes September 1967 - September 1969
Skills
Bonds, Fixed Income, Trading, Strategy, Financial Services, Fixed Income Analysis, Management, Series 7, Equities, Capital Markets, Securities, Investments
Education
Rutgers University – Camden 2007 — 2009
MBA Candidate
Temple University 2000 — 2001
History
University of Pennsylvania 1997 — 1998
Education
University of Pennsylvania - The Wharton School 1972 — 1977
BBA, Finance, Economics
Janney Montgomery Scott April 1987 - Present
Janney Capital Markets 1987 - Present
N D Meyer July 1985 - March 1987
Tucker Anthony March 1980 - June 1985
Butcher and Singer January 1975 - January 1980
Hornblower and Weeks - Hemphil, Noyes September 1971 - January 1975
United States Navy March 1970 - September 1971
Hornblower and Weeks - Hemphill, Noyes September 1967 - September 1969
Skills
Bonds, Fixed Income, Trading, Strategy, Financial Services, Fixed Income Analysis, Management, Series 7, Equities, Capital Markets, Securities, Investments
Education
Rutgers University – Camden 2007 — 2009
MBA Candidate
Temple University 2000 — 2001
History
University of Pennsylvania 1997 — 1998
Education
University of Pennsylvania - The Wharton School 1972 — 1977
BBA, Finance, Economics
Neepa Dalal Patel Neepa Dalal Patel's Janney Montgomery Scott Experience August 1997 - August 1999
Job Sales Associate, Business Development Executive
Industry Real Estate
Experience
Alacra December 2003 - December 2005
Fame, Inc. May 2001 - October 2003
Salomon Smith Barney October 2000 - May 2001
Janney Montgomery Scott August 1997 - August 1999
Skills
Market Research, Training, Sales, Business Development, Project Management, Business Strategy, New Business Development, Consulting, Advertising, Market Analysis, Account Management, Mergers & Acquisitions, Selling
Education
Rutgers University-New Brunswick 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Business Administration
Alacra December 2003 - December 2005
Fame, Inc. May 2001 - October 2003
Salomon Smith Barney October 2000 - May 2001
Janney Montgomery Scott August 1997 - August 1999
Skills
Market Research, Training, Sales, Business Development, Project Management, Business Strategy, New Business Development, Consulting, Advertising, Market Analysis, Account Management, Mergers & Acquisitions, Selling
Education
Rutgers University-New Brunswick 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Business Administration
Jason Bender Jason Bender's Janney Montgomery Scott Experience September 2010 - Present
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2010 - Present
Janney Montgomery Scott LLC May 2007 - September 2010
Janney Montgomery Scott January 2005 - May 2007
Janney Montgomery Scott February 2004 - December 2004
Automated Business Development August 2002 - August 2003
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Investments, FINRA, Financial Services, Wealth Management..., Portfolio Management, Estate Planning, Financial Analysis, Retirement, Asset Management, Equities, Finance, Alternative Investments, Financial Advisory, Trading, Series 63, Fixed Income, Investment Strategies, Strategic Financial..., ETFs, Series 24, Investment Advisory, Bonds, Series 65, Options, 401k, Investment Management, Variable Annuities, Wealth, Valuation, Capital Markets, Fixed Annuities, Private Equity, Financial Modeling, Hedge Funds, Equity Research, Financial Markets, Trading Systems, IRAs, Relationship Management, Investment Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
BSBA, Finance
University of Sydney 2000 — 2000
None, Study Abroad
Janney Montgomery Scott September 2010 - Present
Janney Montgomery Scott LLC May 2007 - September 2010
Janney Montgomery Scott January 2005 - May 2007
Janney Montgomery Scott February 2004 - December 2004
Automated Business Development August 2002 - August 2003
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Investments, FINRA, Financial Services, Wealth Management..., Portfolio Management, Estate Planning, Financial Analysis, Retirement, Asset Management, Equities, Finance, Alternative Investments, Financial Advisory, Trading, Series 63, Fixed Income, Investment Strategies, Strategic Financial..., ETFs, Series 24, Investment Advisory, Bonds, Series 65, Options, 401k, Investment Management, Variable Annuities, Wealth, Valuation, Capital Markets, Fixed Annuities, Private Equity, Financial Modeling, Hedge Funds, Equity Research, Financial Markets, Trading Systems, IRAs, Relationship Management, Investment Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
BSBA, Finance
University of Sydney 2000 — 2000
None, Study Abroad
Davisson Hammond, CFP® Davisson Hammond, CFP®'s Janney Montgomery Scott Experience October 2003 - May 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Janney Montgomery Scott October 2003 - May 2009
MBNA September 2002 - June 2003
Education
Penn State University 1995 — 2003
Bachelor of Science, Industrial Engineering
Thomas Jefferson High School 1991 — 1995
Ameriprise Financial Services, Inc. May 2009 - Present
Janney Montgomery Scott October 2003 - May 2009
MBNA September 2002 - June 2003
Education
Penn State University 1995 — 2003
Bachelor of Science, Industrial Engineering
Thomas Jefferson High School 1991 — 1995
David Debreceni David Debreceni's Janney Montgomery Scott Experience April 2013 - June 2014
Job AVP, Equity Investment Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Janney Montgomery Scott April 2013 - June 2014
Susquehanna International Group January 2011 - March 2013
Susquehanna International Group June 2007 - May 2011
Delaware Investments April 2003 - June 2007
IDP October 2002 - March 2003
Reynolds & Reynolds November 2001 - October 2002
United Messaging July 1999 - November 2001
Dell October 1998 - May 1999
US Army October 1994 - October 1998
Skills
SQL, Microsoft SQL Server, Web Services, C#, XML, Project Management, Visual Basic, JavaScript, Trading, Equities, Options, Databases, .NET, ASP.NET, Web Applications, Requirements Gathering, Java, Software Design, Perl, Oracle, Solution Architecture, HTML, Business Analysis, Access, Equity Trading
Education
Rutgers University – Camden 2004 — 2007
BS, Finance
Wellington Management June 2014 - Present
Janney Montgomery Scott April 2013 - June 2014
Susquehanna International Group January 2011 - March 2013
Susquehanna International Group June 2007 - May 2011
Delaware Investments April 2003 - June 2007
IDP October 2002 - March 2003
Reynolds & Reynolds November 2001 - October 2002
United Messaging July 1999 - November 2001
Dell October 1998 - May 1999
US Army October 1994 - October 1998
Skills
SQL, Microsoft SQL Server, Web Services, C#, XML, Project Management, Visual Basic, JavaScript, Trading, Equities, Options, Databases, .NET, ASP.NET, Web Applications, Requirements Gathering, Java, Software Design, Perl, Oracle, Solution Architecture, HTML, Business Analysis, Access, Equity Trading
Education
Rutgers University – Camden 2004 — 2007
BS, Finance
Tiana Fair Tiana Fair's Janney Montgomery Scott Experience July 2011 - March 2013
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2013 - Present
Janney Montgomery Scott July 2011 - March 2013
CIBER February 2010 - July 2011
BlazePortfolio (formerly Fascet Chicago) December 2009 - February 2010
Pershing Managed Account Solutions September 2008 - November 2009
Pershing Managed Account Solutions August 2006 - September 2008
SEI January 2005 - July 2006
SEI Investments May 2003 - January 2005
SEI Investments September 2000 - April 2003
SEI Investments October 1999 - September 2000
Skills
Series 7, Business Requirements, Wealth Management, Financial Services, Series 63, series 24, series 99, Project Management, Business Analysis, Banking, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Alternative Investments, Investments, IT Investment Management, Analysis, Business Intelligence, Trading, CRM, Financial Markets, Series 24, Fixed Income, Business Process, Back Office, Strategy, Equities, Financial Risk, SDLC, Securities, Software Documentation
Education
Saint Joseph's University 2001 — 2003
MBA, Finance
Penn State University 1994 — 1998
Bachelor of Science, Finance
Voya Financial March 2013 - Present
Janney Montgomery Scott July 2011 - March 2013
CIBER February 2010 - July 2011
BlazePortfolio (formerly Fascet Chicago) December 2009 - February 2010
Pershing Managed Account Solutions September 2008 - November 2009
Pershing Managed Account Solutions August 2006 - September 2008
SEI January 2005 - July 2006
SEI Investments May 2003 - January 2005
SEI Investments September 2000 - April 2003
SEI Investments October 1999 - September 2000
Skills
Series 7, Business Requirements, Wealth Management, Financial Services, Series 63, series 24, series 99, Project Management, Business Analysis, Banking, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Alternative Investments, Investments, IT Investment Management, Analysis, Business Intelligence, Trading, CRM, Financial Markets, Series 24, Fixed Income, Business Process, Back Office, Strategy, Equities, Financial Risk, SDLC, Securities, Software Documentation
Education
Saint Joseph's University 2001 — 2003
MBA, Finance
Penn State University 1994 — 1998
Bachelor of Science, Finance
Leslie Archard Leslie Archard's Janney Montgomery Scott Experience August 2012 - October 2013
Job Institutional Sales Taxable Fixed Income
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott August 2012 - October 2013
Janney Montgomery Scott January 2012 - August 2012
Janney Montgomery Scott January 2011 - January 2012
Thrivent Financial February 2010 - January 2011
Golkow Technologies, Inc. August 2009 - February 2010
DuPont January 2008 - August 2008
College Pro January 2006 - December 2006
Skills
Marketing Communications, Operations Management, Mutual Funds, Securities, FINRA, Public Relations, Brand Management
Education
Penn State University 2005 — 2009
B.S., Marketing, Finance
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott August 2012 - October 2013
Janney Montgomery Scott January 2012 - August 2012
Janney Montgomery Scott January 2011 - January 2012
Thrivent Financial February 2010 - January 2011
Golkow Technologies, Inc. August 2009 - February 2010
DuPont January 2008 - August 2008
College Pro January 2006 - December 2006
Skills
Marketing Communications, Operations Management, Mutual Funds, Securities, FINRA, Public Relations, Brand Management
Education
Penn State University 2005 — 2009
B.S., Marketing, Finance
Sandeep R Merugu Sandeep R Merugu's Janney Montgomery Scott Experience March 2011 - Present
Job SQL Developer at Janney Montgomery Scott
Industry Information Technology and Services
Experience
Janney Montgomery Scott March 2011 - Present
Northern Illinois University December 2008 - January 2011
Cognizant Technology Solutions January 2007 - July 2008
Skills
SSIS, SSRS, SSAS, Brio, Erwin, Access, SQL, Microsoft SQL Server, Hyperion Enterprise, Performance Tuning, SQL Tuning, Profiler, C#, .NET, Data Analysis, Analysis Services, Integration, ETL, Databases
Education
Northern Illinois University 2009 — 2010
Masters, Electrical and Electronics Engineering
Osmania University
Bachelor's degree, Electrical, Electronics and Communications Engineering
Janney Montgomery Scott March 2011 - Present
Northern Illinois University December 2008 - January 2011
Cognizant Technology Solutions January 2007 - July 2008
Skills
SSIS, SSRS, SSAS, Brio, Erwin, Access, SQL, Microsoft SQL Server, Hyperion Enterprise, Performance Tuning, SQL Tuning, Profiler, C#, .NET, Data Analysis, Analysis Services, Integration, ETL, Databases
Education
Northern Illinois University 2009 — 2010
Masters, Electrical and Electronics Engineering
Osmania University
Bachelor's degree, Electrical, Electronics and Communications Engineering
Andrew LeVeen Andrew LeVeen's Janney Montgomery Scott Experience February 2013 - Present
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2013 - Present
Weeden & Co. March 2008 - February 2013
Citi March 2006 - February 2008
Citi August 2001 - March 2006
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Equity Trading, Series 24, Electronic Trading, Equities, Trading Systems, Investments, Hedge Funds, ETFs, Trading, Securities, Options, Derivatives, Equity Research, Portfolio Management, Financial Analysis, Investment Banking
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (BA), International Business
Manhasset High School 1992 — 1996
Janney Montgomery Scott February 2013 - Present
Weeden & Co. March 2008 - February 2013
Citi March 2006 - February 2008
Citi August 2001 - March 2006
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Equity Trading, Series 24, Electronic Trading, Equities, Trading Systems, Investments, Hedge Funds, ETFs, Trading, Securities, Options, Derivatives, Equity Research, Portfolio Management, Financial Analysis, Investment Banking
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (BA), International Business
Manhasset High School 1992 — 1996
Gerald Barkley Gerald Barkley's Janney Montgomery Scott Experience July 2004 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2004 - Present
Skills
Portfolio Management, Finance, Team Building, Insurance, Performance Management, Retirement Planning, Series 7, Strategic Planning, Wealth Management, Leadership, Retirement, Marketing, Management, Analysis, Asset Allocation, Public Speaking, Series 63
Education
Penn State University 1990 — 1995
Bachelor’s Degree
Janney Montgomery Scott July 2004 - Present
Skills
Portfolio Management, Finance, Team Building, Insurance, Performance Management, Retirement Planning, Series 7, Strategic Planning, Wealth Management, Leadership, Retirement, Marketing, Management, Analysis, Asset Allocation, Public Speaking, Series 63
Education
Penn State University 1990 — 1995
Bachelor’s Degree
Brad Buttner's Janney Montgomery Scott Experience October 2008 - Present
Job Senior Vice President/Investments Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott October 2008 - Present
Mayflower Bancorp, Inc. 1985 - Present
Moors & Cabot July 2002 - October 2008
Legg Mason February 1995 - July 2002
Education
Rollins College
Bachelor of Science, Business Administration
Janney Montgomery Scott October 2008 - Present
Mayflower Bancorp, Inc. 1985 - Present
Moors & Cabot July 2002 - October 2008
Legg Mason February 1995 - July 2002
Education
Rollins College
Bachelor of Science, Business Administration
Joe Zinicola Joe Zinicola's Janney Montgomery Scott Experience April 2002 - August 2005
Job
Industry Automotive
Experience
Stamford Auto Group March 2015 - Present
Riley Automotive Car Care March 2014 - Present
Garavel Auto Group, Subaru June 2012 - November 2013
Hyundai, Stamford April 2011 - June 2012
Toyota 2005 - 2011
Janney Montgomery Scott April 2002 - August 2005
Citicorp Private Bank January 1993 - April 2002
Skills
Start-ups, Marketing Strategy, Portfolio Management, Strategic Planning, Finance, Hedge Funds, Investments, Sales Management, Automobile, Automotive, Financial Modeling, Sales, Financial Analysis, Strategic Financial..., Customer Service, Series 7, Asset Allocation, Fixed Income, Mutual Funds, Customer Satisfaction, Marketing, Corporate Finance, Risk Management, Equities, New Business Development, Insurance, Microsoft Excel
Education
Pace University 1986 — 1991
BBA, International Management
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Bachelor of Business Administration (BBA), Manangement
Stamford Auto Group March 2015 - Present
Riley Automotive Car Care March 2014 - Present
Garavel Auto Group, Subaru June 2012 - November 2013
Hyundai, Stamford April 2011 - June 2012
Toyota 2005 - 2011
Janney Montgomery Scott April 2002 - August 2005
Citicorp Private Bank January 1993 - April 2002
Skills
Start-ups, Marketing Strategy, Portfolio Management, Strategic Planning, Finance, Hedge Funds, Investments, Sales Management, Automobile, Automotive, Financial Modeling, Sales, Financial Analysis, Strategic Financial..., Customer Service, Series 7, Asset Allocation, Fixed Income, Mutual Funds, Customer Satisfaction, Marketing, Corporate Finance, Risk Management, Equities, New Business Development, Insurance, Microsoft Excel
Education
Pace University 1986 — 1991
BBA, International Management
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Bachelor of Business Administration (BBA), Manangement
Chiara Russo Chiara Russo's Janney Montgomery Scott Experience February 2013 - May 2014
Job Director Healthcare Research at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC May 2014 - March 2015
Janney Montgomery Scott February 2013 - May 2014
ThinkEquity LLC July 2012 - October 2012
Babson College May 2011 - May 2012
Twin Focus Capital Partners LLC January 2012 - April 2012
Cubist Pharmaceuticals June 2011 - February 2012
State Street August 2009 - August 2010
State Street Bank October 2007 - August 2009
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Business Strategy, Market Research, Analysis, Strategy, Competitive Analysis, Financial Services, Private Equity, Equity Research
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, MBA
New York University 1999 — 2002
Bachelor of Arts, Philosophy
Cantor Fitzgerald September 2015 - Present
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC May 2014 - March 2015
Janney Montgomery Scott February 2013 - May 2014
ThinkEquity LLC July 2012 - October 2012
Babson College May 2011 - May 2012
Twin Focus Capital Partners LLC January 2012 - April 2012
Cubist Pharmaceuticals June 2011 - February 2012
State Street August 2009 - August 2010
State Street Bank October 2007 - August 2009
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Business Strategy, Market Research, Analysis, Strategy, Competitive Analysis, Financial Services, Private Equity, Equity Research
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, MBA
New York University 1999 — 2002
Bachelor of Arts, Philosophy
Lawrence Giordano's Janney Montgomery Scott Experience September 2008 - Present
Job Senior Vice President ,CLTC
Industry Financial Services
Experience
Janney Montgomery Scott September 2008 - Present
Citigroup Global Markets May 1989 - September 2008
Drexel Burhman Lambert January 1985 - May 1989
Skills
Securities, Insurance, Financial Services, Business Planning, Strategy, Finance, Wealth, FINRA, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 63, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Series 65
Education
Pace University-Pleasantville/Briarcliff Campus
Finance
Janney Montgomery Scott September 2008 - Present
Citigroup Global Markets May 1989 - September 2008
Drexel Burhman Lambert January 1985 - May 1989
Skills
Securities, Insurance, Financial Services, Business Planning, Strategy, Finance, Wealth, FINRA, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 63, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Series 65
Education
Pace University-Pleasantville/Briarcliff Campus
Finance
Preston Galarneau, Jr. Preston Galarneau, Jr.'s Janney Montgomery Scott Experience 1996 - 1998
Job
Industry Information Technology and Services
Experience
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
Eleanor Avery's Janney Montgomery Scott Experience January 2004 - June 2006
Job Executive Assistant at City of Philadelphia
Industry Nonprofit Organization Management
Experience
City of Philadelphia May 2012 - Present
Jewish Federation of Greater Philadelphia 2006 - 2011
Janney Montgomery Scott January 2004 - June 2006
Marcus & Millichap September 2001 - August 2002
Skills
Microsoft Office, Coordinating meetings, Travel Arrangements, Internet Research, Travel and expense..., Typing, Order Management, Google Docs, Dictaphone, Administrative Support, Administrative..., Coordinating Meetings, Proposal Writing, PowerPoint, Online Research, Administration, Spreadsheets, Fax, Data Entry, Management, Executive...
Education
Murrell Dobbins AVTS 1982 — 1986
Diploma, Information Technology
Peirce College
Business Administration and Management, General
City of Philadelphia May 2012 - Present
Jewish Federation of Greater Philadelphia 2006 - 2011
Janney Montgomery Scott January 2004 - June 2006
Marcus & Millichap September 2001 - August 2002
Skills
Microsoft Office, Coordinating meetings, Travel Arrangements, Internet Research, Travel and expense..., Typing, Order Management, Google Docs, Dictaphone, Administrative Support, Administrative..., Coordinating Meetings, Proposal Writing, PowerPoint, Online Research, Administration, Spreadsheets, Fax, Data Entry, Management, Executive...
Education
Murrell Dobbins AVTS 1982 — 1986
Diploma, Information Technology
Peirce College
Business Administration and Management, General
Jane Panasiti-Watkins Jane Panasiti-Watkins's Janney Montgomery Scott Experience January 1990 - January 1991
Job Owner and Manager at Bittersweet Farm
Industry Furniture
Experience
Bittersweet Farm October 2004 - Present
UBS Financial Services January 1991 - June 2004
Janney Montgomery Scott January 1990 - January 1991
Skills
Purchasing, Bookkeeping, Portfolio Management, Marketing Communications, Trading, Business Planning, Small Business, Business Process, Furnishings, Retail Buying, Value Based Selling, Selling Skills, Instructor-led Training, Strategic Financial...
Education
St. Joseph's University 1986 — 1991
Business, Finance
Penn State University
Bittersweet Farm October 2004 - Present
UBS Financial Services January 1991 - June 2004
Janney Montgomery Scott January 1990 - January 1991
Skills
Purchasing, Bookkeeping, Portfolio Management, Marketing Communications, Trading, Business Planning, Small Business, Business Process, Furnishings, Retail Buying, Value Based Selling, Selling Skills, Instructor-led Training, Strategic Financial...
Education
St. Joseph's University 1986 — 1991
Business, Finance
Penn State University
Mark Harwanko Mark Harwanko's Janney Montgomery Scott Experience December 1983 - June 2006
Job Independent Financial Advisor / Retirement Planning / Wealth Management to "Win by Not Losing"
Industry Financial Services
Experience
Black River Financial, LLC September 2010 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2010
Ameriprise Financial Services, Inc. November 2008 - January 2010
H&R Block Financial Advisors June 2006 - October 2008
Janney Montgomery Scott December 1983 - June 2006
Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Asset Management, Retirement, Small Business, Investment Advisory, Leadership, Finance, Insurance, Annuity Sales, 401k Rollovers, Risk Management, Fixed Income, Investment Management, Asset Allocation, Fixed Annuities, Indexed Annuities, Variable Annuities, IRAs, Roth IRA, Life Insurance, Municipal Bonds, Mutual Funds, Securities, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1990
MBA, Finance
University of Delaware 1975 — 1980
BSCE, Civil Engineering
Black River Financial, LLC September 2010 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2010
Ameriprise Financial Services, Inc. November 2008 - January 2010
H&R Block Financial Advisors June 2006 - October 2008
Janney Montgomery Scott December 1983 - June 2006
Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Asset Management, Retirement, Small Business, Investment Advisory, Leadership, Finance, Insurance, Annuity Sales, 401k Rollovers, Risk Management, Fixed Income, Investment Management, Asset Allocation, Fixed Annuities, Indexed Annuities, Variable Annuities, IRAs, Roth IRA, Life Insurance, Municipal Bonds, Mutual Funds, Securities, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1990
MBA, Finance
University of Delaware 1975 — 1980
BSCE, Civil Engineering
Kurt Kleinle Kurt Kleinle's Janney Montgomery Scott Experience September 1995 - June 2013
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
Lindsay Broder's Janney Montgomery Scott Experience 1998 - 1999
Job Principal The Occupreneur® Coach: Executive Coaching
Industry Management Consulting
Experience
The Occupreneur® Coach July 2011 - Present
Direct Access Partners September 2008 - December 2011
Nylon Cooks LLC August 2006 - April 2008
Goldman Sachs June 1999 - January 2006
Janney Montgomery Scott 1998 - 1999
Skills
Executive Coaching, Leadership Development, Coaching, Entrepreneurship, Staff Development, Training, Personal Development, Organizational..., Workshop Facilitation, Management Consulting, Strategy, Public Speaking, Small Business, Leadership, Organizational..., Strategic Communications, Career Development, Team Building, Employee Training, Emotional Intelligence, Employee Engagement, Executive Development, Career Counseling, Consulting, Management, Change Management, Strategic Planning
Education
Penn State University 2015 — 2017
Master of Professional Studies, Organization Development and Change
IPEC (Institute for Professional Excellence in Coaching) 2011 — 2011
Certified Professional Coach (CPC)
University of Wisconsin-Madison 1994 — 1998
Bachelor of Science (B.Sc.), International Relations and Political Science
The Occupreneur® Coach July 2011 - Present
Direct Access Partners September 2008 - December 2011
Nylon Cooks LLC August 2006 - April 2008
Goldman Sachs June 1999 - January 2006
Janney Montgomery Scott 1998 - 1999
Skills
Executive Coaching, Leadership Development, Coaching, Entrepreneurship, Staff Development, Training, Personal Development, Organizational..., Workshop Facilitation, Management Consulting, Strategy, Public Speaking, Small Business, Leadership, Organizational..., Strategic Communications, Career Development, Team Building, Employee Training, Emotional Intelligence, Employee Engagement, Executive Development, Career Counseling, Consulting, Management, Change Management, Strategic Planning
Education
Penn State University 2015 — 2017
Master of Professional Studies, Organization Development and Change
IPEC (Institute for Professional Excellence in Coaching) 2011 — 2011
Certified Professional Coach (CPC)
University of Wisconsin-Madison 1994 — 1998
Bachelor of Science (B.Sc.), International Relations and Political Science
Elizabeth Gunnip Elizabeth Gunnip's Janney Montgomery Scott Experience January 2008 - Present
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. 1994 - 2008
Morgan Stanley Wealth Management 1992 - 1995
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Financial Planning, Series 63, Asset Allocation, Customer Service
Education
Onondaga Community College 1989 — 1991
Westhill Syracuse, NY 1984 — 1988
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. 1994 - 2008
Morgan Stanley Wealth Management 1992 - 1995
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Financial Planning, Series 63, Asset Allocation, Customer Service
Education
Onondaga Community College 1989 — 1991
Westhill Syracuse, NY 1984 — 1988
Charles White Jr Charles White Jr's Janney Montgomery Scott Experience April 2008 - August 2008
Job Desktop Support at University of Pennsylvania Health System
Industry Information Technology and Services
Experience
Hospital of the University of Pennsylvania August 2008 - Present
Janney Montgomery Scott April 2008 - August 2008
Uncommon Schools 2006 - 2006
Skills
Active Directory, Troubleshooting, Computer Hardware, Windows 7, Blackberry, XP, Outlook, Citrix, Windows, Microsoft Office, Access, Visio, Customer Service, iPhone, Android, Technical Support, A Certified, Operating Systems, Windows Server, Network Administration, Backup Exec, Computer Repair, DNS, VMware, TCP/IP, Server Administration, Security+, Network + Certified
Education
Peirce College 2009 — 2012
Information Technology, Network Administration and Security
Bronx Community College 2003 — 2005
Associates, Liberal Arts - Education
Hospital of the University of Pennsylvania August 2008 - Present
Janney Montgomery Scott April 2008 - August 2008
Uncommon Schools 2006 - 2006
Skills
Active Directory, Troubleshooting, Computer Hardware, Windows 7, Blackberry, XP, Outlook, Citrix, Windows, Microsoft Office, Access, Visio, Customer Service, iPhone, Android, Technical Support, A Certified, Operating Systems, Windows Server, Network Administration, Backup Exec, Computer Repair, DNS, VMware, TCP/IP, Server Administration, Security+, Network + Certified
Education
Peirce College 2009 — 2012
Information Technology, Network Administration and Security
Bronx Community College 2003 — 2005
Associates, Liberal Arts - Education
Peg Caucci Peg Caucci's Janney Montgomery Scott Experience April 2007 - Present
Job Vice President, Operations at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2007 - Present
1717 Capital Management Company 2002 - 2007
Nationwide Financial 2001 - 2002
Provident Mutual Life Insurance Company 1997 - 2001
Provident Mutual Life 1981 - 1997
Skills
Series 7, FINRA, Securities, Wealth Management, Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Equities, Retirement, Operations Management, Cross-functional Team..., Staff Development, Process Improvement, Leadership, Portfolio Management, Risk Management
Education
Neumann College 2002 — 2004
Master of Science (MS), Strategic Leadership
Neumann College 1996 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Upper Darby High School
Janney Montgomery Scott April 2007 - Present
1717 Capital Management Company 2002 - 2007
Nationwide Financial 2001 - 2002
Provident Mutual Life Insurance Company 1997 - 2001
Provident Mutual Life 1981 - 1997
Skills
Series 7, FINRA, Securities, Wealth Management, Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Equities, Retirement, Operations Management, Cross-functional Team..., Staff Development, Process Improvement, Leadership, Portfolio Management, Risk Management
Education
Neumann College 2002 — 2004
Master of Science (MS), Strategic Leadership
Neumann College 1996 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Upper Darby High School
Lindsey Ezell Lindsey Ezell's Janney Montgomery Scott Experience August 2005 - March 2006
Job ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ben Onwubalili Ben Onwubalili's Janney Montgomery Scott Experience January 2007 - May 2007
Job Associate at Fortress Investment Group
Industry Accounting
Experience
Fortress Investment Group January 2015 - Present
Fortress Investment Group July 2012 - February 2015
Deloitte & Touche October 2010 - July 2012
Fluor Corporation October 2008 - July 2009
Parente Randolph June 2007 - August 2007
Janney Montgomery Scott January 2007 - May 2007
Skills
Auditing, Accounting, Financial Services, Financial Modeling, Assurance, Financial Analysis, CPA, Hedge Funds, Fund Of Funds, Alternative Investments, Networking, Financial Reporting, Analysis, Investments, Risk Management, Valuation, Mergers, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 2009 — 2010
Masters, Accounting & Information Technology
Ohio Wesleyan University 2004 — 2008
Bachelor of Arts, Accounting
King's College, Lagos
Uxbridge college
Fortress Investment Group January 2015 - Present
Fortress Investment Group July 2012 - February 2015
Deloitte & Touche October 2010 - July 2012
Fluor Corporation October 2008 - July 2009
Parente Randolph June 2007 - August 2007
Janney Montgomery Scott January 2007 - May 2007
Skills
Auditing, Accounting, Financial Services, Financial Modeling, Assurance, Financial Analysis, CPA, Hedge Funds, Fund Of Funds, Alternative Investments, Networking, Financial Reporting, Analysis, Investments, Risk Management, Valuation, Mergers, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 2009 — 2010
Masters, Accounting & Information Technology
Ohio Wesleyan University 2004 — 2008
Bachelor of Arts, Accounting
King's College, Lagos
Uxbridge college
John Boland, CFA John Boland, CFA's Janney Montgomery Scott Experience February 1989 - January 1998
Job President at Maple Capital Management, Inc.
Industry Investment Management
Experience
Maple Capital Management, Inc. July 2004 - Present
NL Capital Management February 1998 - July 2004
Janney Montgomery Scott February 1989 - January 1998
Skills
Asset Allocation, Portfolio Management, Investments, Estate Planning, Alternative Investments, Asset Management, Equities, Investment Management, Strategic Financial..., Trading, Financial Services, Wealth Management, Fixed Income, Mutual Funds, Securities, Finance, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Bonds, Derivatives, Capital Markets
Education
University of Scranton 1990 — 1992
mba, finance
Penn State University 1980 — 1984
bs, finance
west hazleton high school
west hazleton high school
Maple Capital Management, Inc. July 2004 - Present
NL Capital Management February 1998 - July 2004
Janney Montgomery Scott February 1989 - January 1998
Skills
Asset Allocation, Portfolio Management, Investments, Estate Planning, Alternative Investments, Asset Management, Equities, Investment Management, Strategic Financial..., Trading, Financial Services, Wealth Management, Fixed Income, Mutual Funds, Securities, Finance, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Bonds, Derivatives, Capital Markets
Education
University of Scranton 1990 — 1992
mba, finance
Penn State University 1980 — 1984
bs, finance
west hazleton high school
west hazleton high school
Kyle Quinn Kyle Quinn's Janney Montgomery Scott Experience January 2010 - January 2010
Job Underwriter at Greater New York Insurance Companies
Industry Insurance
Experience
Greater New York Insurance Companies February 2012 - January 2015
Providence Investment Management June 2011 - November 2011
Noble Associates, LLC June 2010 - June 2011
Janney Montgomery Scott January 2010 - January 2010
Statewide Roofing June 2009 - August 2009
East Islip H.S. June 2001 - August 2007
Skills
Risk Management, Insurance, Portfolio Management, Finance, Hedge Funds, Financial Analysis, Analysis, Microsoft Excel
Education
Quinnipiac University - School of Business 2006 — 2010
B.S., Finance
Greater New York Insurance Companies February 2012 - January 2015
Providence Investment Management June 2011 - November 2011
Noble Associates, LLC June 2010 - June 2011
Janney Montgomery Scott January 2010 - January 2010
Statewide Roofing June 2009 - August 2009
East Islip H.S. June 2001 - August 2007
Skills
Risk Management, Insurance, Portfolio Management, Finance, Hedge Funds, Financial Analysis, Analysis, Microsoft Excel
Education
Quinnipiac University - School of Business 2006 — 2010
B.S., Finance
John M Olson, AWMA®, CLTC John M Olson, AWMA®, CLTC's Janney Montgomery Scott Experience June 2003 - Present
Job Vice President, Wealth Management / Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott June 2003 - Present
Upper Bucks Chamber of Commerce January 2009 - Present
Upper Bucks Chamber of Commerce January 2014 - December 2014
Prudential Securities November 2002 - April 2003
US ARMY, B-Co 2-14th Infantry Division October 1995 - March 1998
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Trusts, Investment Strategies, 401k, Series 7, Financial Planners, Asset Protection, Roth IRA, IRAs, Alternative Investments, Wealth, Insurance, Long-term Care, Pensions, Personal Financial..., Life Insurance, Asset Management, Variable Annuities, Annuities, Long Term Care, IRA's, Insurance Planning, Wealth Transfer, Asset Managment
Education
Penn State University 1998 — 2003
B.S. Business Management, Financial Services Focus
Clearfield High
Janney Montgomery Scott June 2003 - Present
Upper Bucks Chamber of Commerce January 2009 - Present
Upper Bucks Chamber of Commerce January 2014 - December 2014
Prudential Securities November 2002 - April 2003
US ARMY, B-Co 2-14th Infantry Division October 1995 - March 1998
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Trusts, Investment Strategies, 401k, Series 7, Financial Planners, Asset Protection, Roth IRA, IRAs, Alternative Investments, Wealth, Insurance, Long-term Care, Pensions, Personal Financial..., Life Insurance, Asset Management, Variable Annuities, Annuities, Long Term Care, IRA's, Insurance Planning, Wealth Transfer, Asset Managment
Education
Penn State University 1998 — 2003
B.S. Business Management, Financial Services Focus
Clearfield High
Devin Lancit Devin Lancit's Janney Montgomery Scott Experience March 2013 - Present
Job Registered Client Service Associate for Stedmark Partners at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2013 - Present
Boenning & Scattergood, Inc. October 2007 - March 2013
Janney Montgomery Scott October 2006 - October 2007
PNC May 2005 - October 2006
PNC March 2004 - June 2005
PNC March 2002 - May 2004
AMC Theatres June 2000 - November 2002
Skills
Series 7, Series 63, Investments, Portfolio Management, Securities, Banking, Alternative Investments, Equities, Bloomberg, Fixed Income, Wealth Management, Asset Managment
Education
Penn State University 2002 — 2004
Business Administration and Management, General, 3.65
Bill good marketing
Chichester High School
High School Diploma
Penn State University
Janney Montgomery Scott March 2013 - Present
Boenning & Scattergood, Inc. October 2007 - March 2013
Janney Montgomery Scott October 2006 - October 2007
PNC May 2005 - October 2006
PNC March 2004 - June 2005
PNC March 2002 - May 2004
AMC Theatres June 2000 - November 2002
Skills
Series 7, Series 63, Investments, Portfolio Management, Securities, Banking, Alternative Investments, Equities, Bloomberg, Fixed Income, Wealth Management, Asset Managment
Education
Penn State University 2002 — 2004
Business Administration and Management, General, 3.65
Bill good marketing
Chichester High School
High School Diploma
Penn State University
Edward Walters's Janney Montgomery Scott Experience April 2007 - January 2014
Job Senior Product Administration Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Janney Montgomery Scott LLC January 2014 - April 2015
Janney Montgomery Scott April 2007 - January 2014
Ferris Baker Watts, Inc. October 2005 - April 2007
KPMG October 2002 - October 2005
Legg Mason October 1997 - October 2002
Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning
Education
Morgan State University 1992 — 1996
BA, Economics
Saint Joseph's University
Master of Business Administration (MBA), Management
T. Rowe Price April 2015 - Present
Janney Montgomery Scott LLC January 2014 - April 2015
Janney Montgomery Scott April 2007 - January 2014
Ferris Baker Watts, Inc. October 2005 - April 2007
KPMG October 2002 - October 2005
Legg Mason October 1997 - October 2002
Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning
Education
Morgan State University 1992 — 1996
BA, Economics
Saint Joseph's University
Master of Business Administration (MBA), Management
Elliott Roman Elliott Roman's Janney Montgomery Scott Experience 1998 - 2000
Job Managing Partner at The Access Organization T.A.O.
Industry Hospital & Health Care
Experience
The Access Organization T.A.O. January 2015 - Present
Corom Inc. May 2014 - Present
Direct Access Partners LLC July 2013 - May 2015
Direct Access Partners October 2002 - July 2013
Adams Harkness Inc. 2000 - 2004
Janney Montgomery Scott 1998 - 2000
Bank of Yokohama 1997 - 1998
Aldridge Investments 1996 - 1997
Valores Finamex, Casa de Bolsa Finamex February 1996 - November 1996
Dime Securities of NY, Inc. 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Series 7, Electronic Trading, Fixed Income, Asset Managment, Trading, Investments, Securities, Bloomberg, Financial Markets, Investment Banking, Investor Relations, Prime Brokerage, Equity Trading, Series 63, Options, ETFs, Investment Management, Equity Research, Trading Strategies, FINRA, Emerging Markets, Series 24, Trading Systems, Asset Allocation, Asset Management, Private Equity, Mutual Funds, Financial Services, Fund Of Funds, Wealth Management, Portfolio Management, Investment Advisory, Institutional..., Commodity, Proprietary Trading, Valuation, Investment Strategies, Hedging, Equity Capital Markets, Bonds, Currency, Structured Finance, Middle Office
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Arts (B.A.), Economics & Sociology
The Access Organization T.A.O. January 2015 - Present
Corom Inc. May 2014 - Present
Direct Access Partners LLC July 2013 - May 2015
Direct Access Partners October 2002 - July 2013
Adams Harkness Inc. 2000 - 2004
Janney Montgomery Scott 1998 - 2000
Bank of Yokohama 1997 - 1998
Aldridge Investments 1996 - 1997
Valores Finamex, Casa de Bolsa Finamex February 1996 - November 1996
Dime Securities of NY, Inc. 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Series 7, Electronic Trading, Fixed Income, Asset Managment, Trading, Investments, Securities, Bloomberg, Financial Markets, Investment Banking, Investor Relations, Prime Brokerage, Equity Trading, Series 63, Options, ETFs, Investment Management, Equity Research, Trading Strategies, FINRA, Emerging Markets, Series 24, Trading Systems, Asset Allocation, Asset Management, Private Equity, Mutual Funds, Financial Services, Fund Of Funds, Wealth Management, Portfolio Management, Investment Advisory, Institutional..., Commodity, Proprietary Trading, Valuation, Investment Strategies, Hedging, Equity Capital Markets, Bonds, Currency, Structured Finance, Middle Office
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Arts (B.A.), Economics & Sociology
Cori Moore Cori Moore's Janney Montgomery Scott Experience July 2012 - February 2014
Job Certified Quality Assurance Analyst & I.T. Intranet Content Mgr at Janney LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
Janney Montgomery Scott July 2012 - February 2014
Janney Montgomery Scott LLC March 2010 - July 2012
Janney Montgomery Scott LLC February 2008 - March 2010
Associates LLC November 2007 - February 2008
Lucille Roberts Health Club February 2004 - April 2007
Skills
Quality Assurance, Access, Microsoft Excel, Customer Service, Troubleshooting, Investments, Data Entry, Financial Services, Mutual Funds, Equities, Series 7, Insurance, Adobe LiveCycle Designer, Visual Basic, Data Analysis, Visio, Microsoft Office, Financial Analysis, Visual Basic 2008, Strategic Planning, Marketing, Recruiting, Team Leadership, Vendor Management, Retirement Planning, Wealth Management
Education
Penn State University 2000 — 2004
BA, English
Pennsylvania State University 2000 — 2004
BACHELOR OF ENGLISH
Janney Montgomery Scott LLC February 2014 - Present
Janney Montgomery Scott July 2012 - February 2014
Janney Montgomery Scott LLC March 2010 - July 2012
Janney Montgomery Scott LLC February 2008 - March 2010
Associates LLC November 2007 - February 2008
Lucille Roberts Health Club February 2004 - April 2007
Skills
Quality Assurance, Access, Microsoft Excel, Customer Service, Troubleshooting, Investments, Data Entry, Financial Services, Mutual Funds, Equities, Series 7, Insurance, Adobe LiveCycle Designer, Visual Basic, Data Analysis, Visio, Microsoft Office, Financial Analysis, Visual Basic 2008, Strategic Planning, Marketing, Recruiting, Team Leadership, Vendor Management, Retirement Planning, Wealth Management
Education
Penn State University 2000 — 2004
BA, English
Pennsylvania State University 2000 — 2004
BACHELOR OF ENGLISH
Michael Vergari AWMA®, CLTC's Janney Montgomery Scott Experience August 2011 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2011 - Present
Edward Jones May 2009 - February 2010
Skills
Investment Management, Estate Planning, Insurance, Retirement Planning, Financial Advisory, Income for Life, Long-term Care, Variable Annuities, Stocks, Mutual Funds, Municipal Bonds, Series 7, Investments, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Finance
Education
Penn State University 2004 — 2005
Masters of Architectural Engineering, Construction Management
Penn State University 2001 — 2005
Bachelor of Architectural Engineering, Construction Management
Janney Montgomery Scott August 2011 - Present
Edward Jones May 2009 - February 2010
Skills
Investment Management, Estate Planning, Insurance, Retirement Planning, Financial Advisory, Income for Life, Long-term Care, Variable Annuities, Stocks, Mutual Funds, Municipal Bonds, Series 7, Investments, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Finance
Education
Penn State University 2004 — 2005
Masters of Architectural Engineering, Construction Management
Penn State University 2001 — 2005
Bachelor of Architectural Engineering, Construction Management
Michael Ginsburg's Janney Montgomery Scott Experience February 2013 - July 2013
Job Financial Analyst at The Topps Company
Industry Financial Services
Experience
The Topps Company August 2013 - Present
Janney Montgomery Scott February 2013 - July 2013
Janney Montgomery Scott April 2012 - February 2013
Janney Montgomery Scott December 2010 - April 2012
Cedar Fair Entertainment Company May 2008 - August 2008
Skills
Microsoft Office, Finance, Accounting, Valuation, Auditing, Securities, Bloomberg, Capital Markets, Financial Analysis, Microsoft Excel, Access, Project Planning, Data Analysis, Analysis, Forecasting, PowerPoint
Education
Penn State University 2006 — 2010
B.S., Finance, International Business
The Topps Company August 2013 - Present
Janney Montgomery Scott February 2013 - July 2013
Janney Montgomery Scott April 2012 - February 2013
Janney Montgomery Scott December 2010 - April 2012
Cedar Fair Entertainment Company May 2008 - August 2008
Skills
Microsoft Office, Finance, Accounting, Valuation, Auditing, Securities, Bloomberg, Capital Markets, Financial Analysis, Microsoft Excel, Access, Project Planning, Data Analysis, Analysis, Forecasting, PowerPoint
Education
Penn State University 2006 — 2010
B.S., Finance, International Business
Bob Steinke, CRPC® Bob Steinke, CRPC®'s Janney Montgomery Scott Experience August 2009 - Present
Job Senior VP at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Genworth Financial July 2008 - August 2009
Smith Barney December 2005 - 2008
Legg Mason September 1999 - December 2005
Skills
Series 63, Wealth Management, Mutual Funds, Series 65, Series 7, Retirement, Retirement Planning, Fixed Annuities, Strategic Financial..., Investments
Education
St. John's University
BA, Humanities
Janney Montgomery Scott August 2009 - Present
Genworth Financial July 2008 - August 2009
Smith Barney December 2005 - 2008
Legg Mason September 1999 - December 2005
Skills
Series 63, Wealth Management, Mutual Funds, Series 65, Series 7, Retirement, Retirement Planning, Fixed Annuities, Strategic Financial..., Investments
Education
St. John's University
BA, Humanities
Fred A Froewiss Fred A Froewiss's Janney Montgomery Scott Experience 1995 - 1999
Job VP Institutional Sales & Wealth Management at R F Lafferty
Industry Financial Services
Experience
RF Lafferty & Co., Inc October 2005 - Present
Bannockburn Partners LLC April 2003 - September 2005
Kinetics Asset Management 1999 - September 2003
Janney Montgomery Scott 1995 - 1999
Citibank 1970 - 1980
Skills
Series 63, Mutual Funds, Bloomberg, Finance, Equity Trading, ETFs, Alternative Investments, Hedge Funds, Fixed Income, series 24
Education
Pace University - Lubin School of Business 1969 — 1971
MBA, Finance
Pace University 1963 — 1967
BBA, Accounting / Finance
RF Lafferty & Co., Inc October 2005 - Present
Bannockburn Partners LLC April 2003 - September 2005
Kinetics Asset Management 1999 - September 2003
Janney Montgomery Scott 1995 - 1999
Citibank 1970 - 1980
Skills
Series 63, Mutual Funds, Bloomberg, Finance, Equity Trading, ETFs, Alternative Investments, Hedge Funds, Fixed Income, series 24
Education
Pace University - Lubin School of Business 1969 — 1971
MBA, Finance
Pace University 1963 — 1967
BBA, Accounting / Finance
Joseph Vergnetti Joseph Vergnetti's Janney Montgomery Scott Experience June 2005 - April 2006
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
Ted Binder Ted Binder's Janney Montgomery Scott Experience February 2006 - Present
Job Financial Planner/ Wealth Management Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2006 - Present
McDonald Financial Group June 1999 - February 2006
Key Investment Services February 1991 - June 1999
Mirage 1989 - 1991
Mirage 1989 - 1991
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, High Net Worth..., Strategic Financial..., Fixed Annuities, Investment Advisory, Series 7, Asset Allocation, Series 65, Investment Strategies, 401k, Retirement, Mutual Funds, Series 63
Education
Syracuse University 1989 — 1991
Business, Accounting
Onondaga Community College 1987 — 1989
Business, Economics
Fayetteville Manlius High School 1982 — 1986
Janney Montgomery Scott February 2006 - Present
McDonald Financial Group June 1999 - February 2006
Key Investment Services February 1991 - June 1999
Mirage 1989 - 1991
Mirage 1989 - 1991
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, High Net Worth..., Strategic Financial..., Fixed Annuities, Investment Advisory, Series 7, Asset Allocation, Series 65, Investment Strategies, 401k, Retirement, Mutual Funds, Series 63
Education
Syracuse University 1989 — 1991
Business, Accounting
Onondaga Community College 1987 — 1989
Business, Economics
Fayetteville Manlius High School 1982 — 1986
Rick Kearney, AWMA® Rick Kearney, AWMA®'s Janney Montgomery Scott Experience September 1991 - Present
Job VicePresident/Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 1991 - Present
R. H. Donnelley January 1985 - September 1991
Skills
Estate Planning, Equities, Deferred Compensation, Fixed Annuities, Strategic Financial..., Wealth, Mutual Funds, Wealth Management, Bonds, Life Insurance, Investments, Retirement, Series 63, Insurance, Series 7, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investment Advisory, Financial Services, Financial Planning, 401k, Financial Advisory, Finance, Financial Analysis, Retirement Planning, Securities
Education
The University of Pennsylvania - The Wharton School/College for Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
Penn State University 1981 — 1984
BS, Marketing
Bishop Klonowski High School 1977 — 1981
Janney Montgomery Scott September 1991 - Present
R. H. Donnelley January 1985 - September 1991
Skills
Estate Planning, Equities, Deferred Compensation, Fixed Annuities, Strategic Financial..., Wealth, Mutual Funds, Wealth Management, Bonds, Life Insurance, Investments, Retirement, Series 63, Insurance, Series 7, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investment Advisory, Financial Services, Financial Planning, 401k, Financial Advisory, Finance, Financial Analysis, Retirement Planning, Securities
Education
The University of Pennsylvania - The Wharton School/College for Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
Penn State University 1981 — 1984
BS, Marketing
Bishop Klonowski High School 1977 — 1981
Sarah Arot's Janney Montgomery Scott Experience June 2013 - Present
Job Wealth Management Marketing Coordinator at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2013 - Present
Gap Inc. October 2012 - June 2013
Law Offices of Eric A. Shore, PC August 2011 - March 2012
Panera Bread November 2009 - August 2011
South Jersey Magazine June 2009 - August 2009
Skills
Time Management, Microsoft Word, Event Planning, Customer Service, PowerPoint, Fashion, Social Networking, Outlook, Data Entry, Retail, Customer Satisfaction, Microsoft Excel, Visual Merchandising, Writing, Phone Etiquette
Education
Rowan University 2009 — 2011
BA, Journalism
Burlington County College 2006 — 2008
AA, Liberal Arts and Sciences/Liberal Studies
Janney Montgomery Scott June 2013 - Present
Gap Inc. October 2012 - June 2013
Law Offices of Eric A. Shore, PC August 2011 - March 2012
Panera Bread November 2009 - August 2011
South Jersey Magazine June 2009 - August 2009
Skills
Time Management, Microsoft Word, Event Planning, Customer Service, PowerPoint, Fashion, Social Networking, Outlook, Data Entry, Retail, Customer Satisfaction, Microsoft Excel, Visual Merchandising, Writing, Phone Etiquette
Education
Rowan University 2009 — 2011
BA, Journalism
Burlington County College 2006 — 2008
AA, Liberal Arts and Sciences/Liberal Studies
Scott Rubin's Janney Montgomery Scott Experience July 2011 - Present
Job Tax Reporting/Cost Basis at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2011 - Present
J.P. Morgan March 2009 - July 2011
The Wolf Group January 2008 - May 2008
Clipper Magazine May 2006 - August 2006
Skills
Series 7, Series 66, Financial Services, Microsoft Excel, Options, Options Strategies, Index Options, Wealth Management, Leadership
Education
Penn State University 2004 — 2008
Bachelors, Finance, International Business
Maastricht University
Economics and Politics of the European Union Integration
Janney Montgomery Scott July 2011 - Present
J.P. Morgan March 2009 - July 2011
The Wolf Group January 2008 - May 2008
Clipper Magazine May 2006 - August 2006
Skills
Series 7, Series 66, Financial Services, Microsoft Excel, Options, Options Strategies, Index Options, Wealth Management, Leadership
Education
Penn State University 2004 — 2008
Bachelors, Finance, International Business
Maastricht University
Economics and Politics of the European Union Integration
David J. Nuddle David J. Nuddle's Janney Montgomery Scott Experience December 1983 - Present
Job First Vice President/Investments Accredited Wealth Management Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 1983 - Present
Skills
Pensions, Personal Finance, Wealth Management, Fixed Annuities, Retirement Planning, Series 7, Asset Allocation, Investments, 401k, Strategic Financial..., Risk Management, Wealth Management..., Employee Benefits, Investment Strategies, Financial Analysis, Insurance, Finance, Financial Services, Small Business, Wealth, Retirement, Life Insurance, Investment Management, Estate Planning, Tax
Education
Temple University - Fox School of Business and Management 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Philadelphia University 1981 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
Janney Montgomery Scott December 1983 - Present
Skills
Pensions, Personal Finance, Wealth Management, Fixed Annuities, Retirement Planning, Series 7, Asset Allocation, Investments, 401k, Strategic Financial..., Risk Management, Wealth Management..., Employee Benefits, Investment Strategies, Financial Analysis, Insurance, Finance, Financial Services, Small Business, Wealth, Retirement, Life Insurance, Investment Management, Estate Planning, Tax
Education
Temple University - Fox School of Business and Management 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Philadelphia University 1981 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
Theresa Caruolo's Janney Montgomery Scott Experience July 2010 - July 2013
Job Corporate Recruiter at Internet Brands (Officite)
Industry Internet
Experience
Internet Brands May 2014 - Present
Career Group Inc. September 2013 - January 2014
Janney Montgomery Scott July 2010 - July 2013
St. Maximilian Kolbe School June 2007 - June 2010
Skills
Recruiting, Social Networking, Talent Acquisition, Social Media Marketing, Customer Service, Event Planning, Marketing, Screening Resumes, Microsoft Office, Phone Screening, Microsoft Word, Interviews, Outlook, Management, Hiring, Microsoft Excel, Marketing Communications, Community Outreach, Social Media, Sales, Communication, Administrative..., Website Building, Website Creation, Private Client Services, Client Service Oriented, People-oriented, Private Events, Community Organizing, Receptionist Duties, Integrating Technology..., Study Abroad Programs, Volunteering, Google Analytics, Conducting Interviews, Appointment Scheduling, Reference Checking, Resume Writing, Sourcing, Parent-Teacher..., People Skills, Events, Community Engagement, Teaching, Classroom Management, Social Media Outreach, Administrative..., Internet Recruiting, Career Development..., Screening
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Elementary Education
Temple University 2006 — 2006
Study Abroad Program- Rome, Italy
Archbishop John Carroll High School 1999 — 2003
High School Diploma
Internet Brands May 2014 - Present
Career Group Inc. September 2013 - January 2014
Janney Montgomery Scott July 2010 - July 2013
St. Maximilian Kolbe School June 2007 - June 2010
Skills
Recruiting, Social Networking, Talent Acquisition, Social Media Marketing, Customer Service, Event Planning, Marketing, Screening Resumes, Microsoft Office, Phone Screening, Microsoft Word, Interviews, Outlook, Management, Hiring, Microsoft Excel, Marketing Communications, Community Outreach, Social Media, Sales, Communication, Administrative..., Website Building, Website Creation, Private Client Services, Client Service Oriented, People-oriented, Private Events, Community Organizing, Receptionist Duties, Integrating Technology..., Study Abroad Programs, Volunteering, Google Analytics, Conducting Interviews, Appointment Scheduling, Reference Checking, Resume Writing, Sourcing, Parent-Teacher..., People Skills, Events, Community Engagement, Teaching, Classroom Management, Social Media Outreach, Administrative..., Internet Recruiting, Career Development..., Screening
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Elementary Education
Temple University 2006 — 2006
Study Abroad Program- Rome, Italy
Archbishop John Carroll High School 1999 — 2003
High School Diploma
Mark Gress Mark Gress's Janney Montgomery Scott Experience December 1999 - Present
Job VicePresident Operations at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 1999 - Present
Philadelphia Stock Exchange 1984 - 1999
Skills
Series 7, Securities, Strategic Financial..., Financial Services, FINRA, Retirement Planning, Risk Management, Portfolio Management, Capital Markets, Retirement, Liquidity Risk, Treasury Services, Corporate Actions, Cash Management, Tax Reporting, Cost Basis Reporting, Project Management, Strategic Planning
Education
Peirce College 1978 — 1980
Associate of Science (A.S.), Accounting
Janney Montgomery Scott December 1999 - Present
Philadelphia Stock Exchange 1984 - 1999
Skills
Series 7, Securities, Strategic Financial..., Financial Services, FINRA, Retirement Planning, Risk Management, Portfolio Management, Capital Markets, Retirement, Liquidity Risk, Treasury Services, Corporate Actions, Cash Management, Tax Reporting, Cost Basis Reporting, Project Management, Strategic Planning
Education
Peirce College 1978 — 1980
Associate of Science (A.S.), Accounting
Matthew Callahan Matthew Callahan's Janney Montgomery Scott Experience June 2010 - August 2010
Job Credit Research Analyst at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
Fika Tees June 2008 - Present
BlackRock August 2011 - December 2014
Janney Montgomery Scott June 2010 - August 2010
Skills
Investments, Financial Modeling, Valuation, Microsoft Excel, Bloomberg, Social Media, Financial Analysis, Research, Investment Banking, Capital Markets, Fixed Income, Credit
Education
Princeton University 2007 — 2011
Bachelor of Arts (BA), Politics - International Relations
Princeton High School 2002 — 2006
BlackRock January 2015 - Present
Fika Tees June 2008 - Present
BlackRock August 2011 - December 2014
Janney Montgomery Scott June 2010 - August 2010
Skills
Investments, Financial Modeling, Valuation, Microsoft Excel, Bloomberg, Social Media, Financial Analysis, Research, Investment Banking, Capital Markets, Fixed Income, Credit
Education
Princeton University 2007 — 2011
Bachelor of Arts (BA), Politics - International Relations
Princeton High School 2002 — 2006
Marco Capaldi's Janney Montgomery Scott Experience July 1999 - May 2000
Job Actively Seeking Financial Services Position
Industry Financial Services
Experience
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
Wayne Thress's Janney Montgomery Scott Experience June 2013 - Present
Job Tax Reporting/Cost Basis Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2013 - Present
Janney Montgomery Scott August 2012 - June 2013
Janney Montgomery Scott January 2012 - August 2012
Riverton Country Club May 2005 - December 2011
Skills
Investments, Microsoft Excel, Mutual Funds, Marketing, Tax, Customer Service, FINRA, Management, Securities, PowerPoint, Outlook, Strategic Planning, Microsoft Word, Team Building, Microsoft Office, Alternative Investments, Series 99, Series 7
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2010
Bachelors, Criminal Justice
Janney Montgomery Scott June 2013 - Present
Janney Montgomery Scott August 2012 - June 2013
Janney Montgomery Scott January 2012 - August 2012
Riverton Country Club May 2005 - December 2011
Skills
Investments, Microsoft Excel, Mutual Funds, Marketing, Tax, Customer Service, FINRA, Management, Securities, PowerPoint, Outlook, Strategic Planning, Microsoft Word, Team Building, Microsoft Office, Alternative Investments, Series 99, Series 7
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2010
Bachelors, Criminal Justice
Shaunette N. Onuska's Janney Montgomery Scott Experience November 1997 - Present
Job 1st Vice President/Wealth Mgmt & CoBranch Manager at Janney Montgomery Scott, LLC
Industry Investment Management
Experience
Janney Montgomery Scott November 1997 - Present
Advest, Inc. April 1982 - October 1997
Skills
Mutual Funds, Series 63, Series 7, Finance, Financial Advisory, Investment Strategies, Fixed Annuities, Securities, Retirement, Wealth Management, Financial Services, Retirement Planning, Insurance, ETFs, Fixed Income
Education
Penn State University 1970 — 1971
Elementary Education
Beaver Area High School 1966 — 1970
Janney Montgomery Scott November 1997 - Present
Advest, Inc. April 1982 - October 1997
Skills
Mutual Funds, Series 63, Series 7, Finance, Financial Advisory, Investment Strategies, Fixed Annuities, Securities, Retirement, Wealth Management, Financial Services, Retirement Planning, Insurance, ETFs, Fixed Income
Education
Penn State University 1970 — 1971
Elementary Education
Beaver Area High School 1966 — 1970
Alex Gerson Alex Gerson's Janney Montgomery Scott Experience June 2012 - August 2012
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital March 2015 - Present
Pomona Capital July 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - July 2014
The Daily Princetonian January 2012 - February 2013
Janney Montgomery Scott June 2012 - August 2012
The Daily Princetonian April 2010 - January 2012
Glenmede 2011 - 2011
Congressman Joe Sestak June 2010 - September 2010
Skills
Investment Banking, Spanish, Business Management..., Finance, Trombone, Managing Accounts, Social Media, Research, Tuba, Motorcycle, Speed Reading, Hedge Funds, Capital Markets, Economics, PowerPoint
Education
Princeton University 2009 — 2013
AB, History
Lower Merion High SchoolArdmore 2005 — 2009
Pomona Capital March 2015 - Present
Pomona Capital July 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - July 2014
The Daily Princetonian January 2012 - February 2013
Janney Montgomery Scott June 2012 - August 2012
The Daily Princetonian April 2010 - January 2012
Glenmede 2011 - 2011
Congressman Joe Sestak June 2010 - September 2010
Skills
Investment Banking, Spanish, Business Management..., Finance, Trombone, Managing Accounts, Social Media, Research, Tuba, Motorcycle, Speed Reading, Hedge Funds, Capital Markets, Economics, PowerPoint
Education
Princeton University 2009 — 2013
AB, History
Lower Merion High SchoolArdmore 2005 — 2009
James Janesky James Janesky's Janney Montgomery Scott Experience 2001 - 2004
Job Managing Director Investment Banking at Corporate Fuel Advisors
Industry Investment Banking
Experience
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Susan A. Whitesell Susan A. Whitesell's Janney Montgomery Scott Experience March 1997 - Present
Job Chartered Retirement Plan Counselor, Vice President , AWMA, CLTC at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott March 1997 - Present
Fleet Securities Corporation September 1994 - March 1997
PNC Securities/First Eastern Capital Markets May 1986 - September 1994
Goldman Sachs June 1982 - April 1986
Skills
Retirement Planning, Fixed Income, Portfolio Optimization, Series 7, Asset Allocation, ETFs, Wealth Management, Mutual Funds, Investment Strategies, Separately Managed..., Alternative Investments, Retirement, Estate Planning, Equities, Securities, Strategic Financial..., 401k, Bonds, Wealth Management..., Investments, Fixed Annuities, Finance, Series 63, Capital Markets, Financial Planning
Education
The Wharton School/College of Financial Planning 2006 — 2006
AWMAsm, Accredited Wealth Management Advisor
Penn State University 1976 — 1980
BA, Political Science, French
Northwest Area High School 1974 — 1976
diploma, Academics
Janney Montgomery Scott March 1997 - Present
Fleet Securities Corporation September 1994 - March 1997
PNC Securities/First Eastern Capital Markets May 1986 - September 1994
Goldman Sachs June 1982 - April 1986
Skills
Retirement Planning, Fixed Income, Portfolio Optimization, Series 7, Asset Allocation, ETFs, Wealth Management, Mutual Funds, Investment Strategies, Separately Managed..., Alternative Investments, Retirement, Estate Planning, Equities, Securities, Strategic Financial..., 401k, Bonds, Wealth Management..., Investments, Fixed Annuities, Finance, Series 63, Capital Markets, Financial Planning
Education
The Wharton School/College of Financial Planning 2006 — 2006
AWMAsm, Accredited Wealth Management Advisor
Penn State University 1976 — 1980
BA, Political Science, French
Northwest Area High School 1974 — 1976
diploma, Academics
Kevin Keough Kevin Keough's Janney Montgomery Scott Experience January 1997 - April 2000
Job Regional Vice President at INERTECH SYSTEMS
Industry Semiconductors
Experience
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Cindy W. Pastin, CLTC Cindy W. Pastin, CLTC's Janney Montgomery Scott Experience 2005 - Present
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2005 - Present
Parker/Hunter 1980 - 2005
Skills
Fixed Income, Retirement Planning, Series 7, Wealth Management, Strategic Planning, Finance, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Securities
Education
Robert Morris University
Bachelor of Science (BS)
Janney Montgomery Scott 2005 - Present
Parker/Hunter 1980 - 2005
Skills
Fixed Income, Retirement Planning, Series 7, Wealth Management, Strategic Planning, Finance, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Securities
Education
Robert Morris University
Bachelor of Science (BS)
Stefanie Simkins Aycox, CDR, CIR, PRC Stefanie Simkins Aycox, CDR, CIR, PRC's Janney Montgomery Scott Experience March 2007 - June 2008
Job Talent Acquisition Manager at Aramark Business Dining
Industry Food & Beverages
Experience
Aramark February 2015 - Present
ARAMARK September 2013 - Present
Philadelphia Insurance Companies May 2013 - September 2013
International SOS January 2012 - May 2013
TD Bank May 2011 - January 2012
The RightThing, Inc. May 2010 - August 2011
Elsevier May 2009 - September 2009
Grant Thornton September 2008 - January 2009
Janney Montgomery Scott March 2007 - June 2008
Skills
Talent Acquisition, Financial Services, Informatics, Biotechnology
Education
Philadelphia University 1987 — 1991
Bachelors, Finance
Aramark February 2015 - Present
ARAMARK September 2013 - Present
Philadelphia Insurance Companies May 2013 - September 2013
International SOS January 2012 - May 2013
TD Bank May 2011 - January 2012
The RightThing, Inc. May 2010 - August 2011
Elsevier May 2009 - September 2009
Grant Thornton September 2008 - January 2009
Janney Montgomery Scott March 2007 - June 2008
Skills
Talent Acquisition, Financial Services, Informatics, Biotechnology
Education
Philadelphia University 1987 — 1991
Bachelors, Finance
William Benjamin IV's Janney Montgomery Scott Experience June 2010 - September 2012
Job Private Wealth Management and Lending at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
Bob Thielmann Bob Thielmann's Janney Montgomery Scott Experience July 2008 - Present
Job Chief Information Officer, Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2008 - Present
AIG Advisor Group October 2003 - July 2008
Pershing 1989 - 2003
Skills
Financial Services, SDLC, IT Strategy, Vendor Management, Governance, Business Intelligence, Business Analysis, Program Management, Outsourcing, Business Process..., Portfolio Management, Analytics, Project Portfolio..., IT Management, Disaster Recovery, Risk Management, Executive Management, Process Improvement, CRM, Data Center, Strategy, Integration, Enterprise Architecture, Enterprise Software
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS Finance
Janney Montgomery Scott July 2008 - Present
AIG Advisor Group October 2003 - July 2008
Pershing 1989 - 2003
Skills
Financial Services, SDLC, IT Strategy, Vendor Management, Governance, Business Intelligence, Business Analysis, Program Management, Outsourcing, Business Process..., Portfolio Management, Analytics, Project Portfolio..., IT Management, Disaster Recovery, Risk Management, Executive Management, Process Improvement, CRM, Data Center, Strategy, Integration, Enterprise Architecture, Enterprise Software
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS Finance
Brendan Stancato Brendan Stancato's Janney Montgomery Scott Experience May 2007 - June 2007
Job Analyst at Eureka Growth Capital
Industry Financial Services
Experience
Eureka Growth Capital September 2013 - Present
Harris Williams & Co. August 2010 - July 2013
Harris Williams & Co. July 2010 - August 2010
Boys and Girls Clubs of America June 2008 - August 2008
Twining valley golf course May 2005 - August 2008
Janney Montgomery Scott May 2007 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, Economics, Data Analysis
Education
Penn State University 2007 — 2011
B.S. Economics, Economics
Eureka Growth Capital September 2013 - Present
Harris Williams & Co. August 2010 - July 2013
Harris Williams & Co. July 2010 - August 2010
Boys and Girls Clubs of America June 2008 - August 2008
Twining valley golf course May 2005 - August 2008
Janney Montgomery Scott May 2007 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, Economics, Data Analysis
Education
Penn State University 2007 — 2011
B.S. Economics, Economics
Bill Steen Bill Steen's Janney Montgomery Scott Experience May 2013 - Present
Job Financial Advisor / PCA at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2013 - Present
ERM Golf Corp - Sand Barrens Golf Course March 2010 - July 2013
Jack's Beach Service April 2006 - June 2013
Skills
Customer Service..., Business Analysis, Finance, Accounting, Stock Market Analysis, Stock Trading, Personal Finance, Research, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Series 7, Financial Planning, Customer Service, Financial Analysis, Management, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Wildwood Catholic H.S. 2001 — 2005
Janney Montgomery Scott May 2013 - Present
ERM Golf Corp - Sand Barrens Golf Course March 2010 - July 2013
Jack's Beach Service April 2006 - June 2013
Skills
Customer Service..., Business Analysis, Finance, Accounting, Stock Market Analysis, Stock Trading, Personal Finance, Research, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Series 7, Financial Planning, Customer Service, Financial Analysis, Management, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Wildwood Catholic H.S. 2001 — 2005
Andrew Carrolus's Janney Montgomery Scott Experience May 2004 - Present
Job Vice President, CRPC®, CLTC, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott May 2004 - Present
DuPont June 2000 - April 2004
BASF January 1998 - June 2000
Skills
Retirement, Wealth Management, Retirement Planning, Personal Financial..., Stocks, Bonds, Municipal Bonds, Mutual Funds, Asset Allocation, Investment Strategies, IRAs, Income Protection, Long Term Care Insurance, Financial Advisory, Series 7, Six Sigma, Cross-functional Team..., Investments, Finance, Operations Management, Process Improvement, Strategy, Leadership
Education
Penn State University 1993 — 1997
BS, Business Logistics
Cumberland Valley High School
Diploma
Janney Montgomery Scott May 2004 - Present
DuPont June 2000 - April 2004
BASF January 1998 - June 2000
Skills
Retirement, Wealth Management, Retirement Planning, Personal Financial..., Stocks, Bonds, Municipal Bonds, Mutual Funds, Asset Allocation, Investment Strategies, IRAs, Income Protection, Long Term Care Insurance, Financial Advisory, Series 7, Six Sigma, Cross-functional Team..., Investments, Finance, Operations Management, Process Improvement, Strategy, Leadership
Education
Penn State University 1993 — 1997
BS, Business Logistics
Cumberland Valley High School
Diploma
Jonathon Leise, Jr Jonathon Leise, Jr's Janney Montgomery Scott Experience 2008 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2008 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Investments, Securities, Fixed Annuities, Equities
Education
Rider University 2004 — 2008
Bachelor, Finance
Janney Montgomery Scott 2008 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Investments, Securities, Fixed Annuities, Equities
Education
Rider University 2004 — 2008
Bachelor, Finance
Howard Ross Howard Ross's Janney Montgomery Scott Experience April 2007 - September 2009
Job Development Director at O3 World
Industry Internet
Experience
O3 World April 2013 - Present
WebLinc September 2009 - April 2013
Janney Montgomery Scott April 2007 - September 2009
Fire Engine Red January 2005 - January 2006
ARAMARK August 2005 - November 2005
CSC 2004 - January 2005
Skills
Web Development, Agile Methodologies, eCommerce, Ruby on Rails, Python, Django, ColdFusion, CSS, HTML, User Experience, XML, jQuery, MySQL, PHP, JavaScript, Java, Payment Systems, Web Services, Unix, .NET, Git, Version Control, Build Automation, Software Deployment, E-commerce, Microsoft SQL Server, Linux, Web Applications, SQL, Apache, IIS, Open Source
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Computer Science
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Computer Science
O3 World April 2013 - Present
WebLinc September 2009 - April 2013
Janney Montgomery Scott April 2007 - September 2009
Fire Engine Red January 2005 - January 2006
ARAMARK August 2005 - November 2005
CSC 2004 - January 2005
Skills
Web Development, Agile Methodologies, eCommerce, Ruby on Rails, Python, Django, ColdFusion, CSS, HTML, User Experience, XML, jQuery, MySQL, PHP, JavaScript, Java, Payment Systems, Web Services, Unix, .NET, Git, Version Control, Build Automation, Software Deployment, E-commerce, Microsoft SQL Server, Linux, Web Applications, SQL, Apache, IIS, Open Source
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Computer Science
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Michael Slaymaker's Janney Montgomery Scott Experience May 2013 - Present
Job
Industry Financial Services
Experience
Janney Montgomery Scott May 2013 - Present
Skills
Investment Management, Asset Managment, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investments, Estate Planning, Financial Modeling, Equities, Series 7, Finance, Financial Analysis, Risk Management, Valuation
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business-Finance
Penn State University 1987 — 1991
BS, Electrical Engineering, With Distinction
Janney Montgomery Scott May 2013 - Present
Skills
Investment Management, Asset Managment, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investments, Estate Planning, Financial Modeling, Equities, Series 7, Finance, Financial Analysis, Risk Management, Valuation
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business-Finance
Penn State University 1987 — 1991
BS, Electrical Engineering, With Distinction
Craig Charlton's Janney Montgomery Scott Experience March 2002 - April 2006
Job Marketing Consultant at Bondview
Industry Financial Services
Experience
Duncan-Williams, Inc. June 2009 - Present
J.P. McGowan & Company, Inc. March 2006 - May 2009
Janney Montgomery Scott March 2002 - April 2006
Ambac Financial Group 1986 - 1998
Education
New York University 1979 — 1987
Bachelor of the Arts, History
New York University 1979 — 1987
Master's in Public Administration, Public Finance
Duncan-Williams, Inc. June 2009 - Present
J.P. McGowan & Company, Inc. March 2006 - May 2009
Janney Montgomery Scott March 2002 - April 2006
Ambac Financial Group 1986 - 1998
Education
New York University 1979 — 1987
Bachelor of the Arts, History
New York University 1979 — 1987
Master's in Public Administration, Public Finance
Chris Strauss's Janney Montgomery Scott Experience August 2008 - January 2010
Job Practice Management and Technology Specialist at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC January 2011 - Present
Equinox Fund Management January 2010 - January 2011
Janney Montgomery Scott August 2008 - January 2010
Janney Montgomery Scott July 2006 - August 2008
Skills
Asset Management, Investments, Portfolio Management, Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Finance, Equities, Financial Advisory, Investment Strategies, Securities
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Economics, Political Science
Janney Montgomery Scott, LLC January 2011 - Present
Equinox Fund Management January 2010 - January 2011
Janney Montgomery Scott August 2008 - January 2010
Janney Montgomery Scott July 2006 - August 2008
Skills
Asset Management, Investments, Portfolio Management, Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Finance, Equities, Financial Advisory, Investment Strategies, Securities
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Economics, Political Science
Maryann T. Jacobs's Janney Montgomery Scott Experience July 1994 - March 1996
Job Experienced Professional in Print, Web & Electronic Publishing
Industry Publishing
Experience
Secret Service Band December 2002 - January 2015
The Asterism Group October 2013 - December 2013
Psychological Services Bureau March 2012 - July 2012
LexisNexis October 2011 - January 2012
FlexTime Solutions April 2008 - May 2009
Commonwealth Business Media, Inc. October 1998 - April 2008
NAPCO March 1996 - October 1998
Janney Montgomery Scott July 1994 - March 1996
Skills
Advertising, Editing, Research, Proofreading, Test Development, Customer Support, Social Media, Content Development, Copy Editing, Press Releases, Media Relations, Web Content, Publishing, Publications, B2B, Project Management, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Office, Item Writing, Retail, Web Design, Web Development, Copywriting, Newsletters, Magazines, Web-based Research, AP Style, Management, Marketing Communications, Blogging
Education
Rowan University
Bachelor of Arts, Communications - Radio/TV/Film
Cherry Hill High School West
Secret Service Band December 2002 - January 2015
The Asterism Group October 2013 - December 2013
Psychological Services Bureau March 2012 - July 2012
LexisNexis October 2011 - January 2012
FlexTime Solutions April 2008 - May 2009
Commonwealth Business Media, Inc. October 1998 - April 2008
NAPCO March 1996 - October 1998
Janney Montgomery Scott July 1994 - March 1996
Skills
Advertising, Editing, Research, Proofreading, Test Development, Customer Support, Social Media, Content Development, Copy Editing, Press Releases, Media Relations, Web Content, Publishing, Publications, B2B, Project Management, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Office, Item Writing, Retail, Web Design, Web Development, Copywriting, Newsletters, Magazines, Web-based Research, AP Style, Management, Marketing Communications, Blogging
Education
Rowan University
Bachelor of Arts, Communications - Radio/TV/Film
Cherry Hill High School West
Yun Kim's Janney Montgomery Scott Experience October 2012 - January 2014
Job Senior Research Analyst at Lake Street Capital Markets, LLC
Industry Financial Services
Experience
Lake Street Capital Markets, LLC October 2015 - Present
Jefferies LLC July 2014 - October 2015
B. Riley & Co. February 2014 - July 2014
Janney Montgomery Scott October 2012 - January 2014
ThinkEquity LLC September 2011 - October 2012
Gleacher & Co. March 2009 - August 2011
Pacific Growth Equitiies September 2006 - March 2009
Accenture 1996 - 2000
Education
Northwestern University
Master of Science (M.S.), Biomedical Engineering
University of California, Berkeley
B.S., Research Honors, Bioengineering
University of California, Santa Cruz
B.A. with Honors, Business Economics
Lake Street Capital Markets, LLC October 2015 - Present
Jefferies LLC July 2014 - October 2015
B. Riley & Co. February 2014 - July 2014
Janney Montgomery Scott October 2012 - January 2014
ThinkEquity LLC September 2011 - October 2012
Gleacher & Co. March 2009 - August 2011
Pacific Growth Equitiies September 2006 - March 2009
Accenture 1996 - 2000
Education
Northwestern University
Master of Science (M.S.), Biomedical Engineering
University of California, Berkeley
B.S., Research Honors, Bioengineering
University of California, Santa Cruz
B.A. with Honors, Business Economics
Joseph P. McErlean's Janney Montgomery Scott Experience February 1999 - Present
Job Executive Vice President Investments/ Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott February 1999 - Present
Skills
Financial Services, Retirement, Series 63, Finance, Retirement Planning, Mutual Funds, Investments, Series 7, Employee Benefits, Management, Alternative Investments, 401k, Asset Allocation, CRPC, Wealth Management
Education
Princeton University 1979 — 1985
Janney Montgomery Scott February 1999 - Present
Skills
Financial Services, Retirement, Series 63, Finance, Retirement Planning, Mutual Funds, Investments, Series 7, Employee Benefits, Management, Alternative Investments, 401k, Asset Allocation, CRPC, Wealth Management
Education
Princeton University 1979 — 1985
Doug Gregory's Janney Montgomery Scott Experience 1996 - 1997
Job Strategy & Corporate Development/M&A Executive
Industry Financial Services
Experience
The Riderwood Group 2010 - Present
Needlebot, Inc. 2007 - Present
ADP 2005 - 2006
Prudential Financial 1997 - 2004
Janney Montgomery Scott 1996 - 1997
Tuxedo Industries LLC 1995 - 1996
Skills
Mergers, Due Diligence, Valuation, Joint Ventures, Financial Analysis, Strategic Planning, Corporate Development, Investment Banking, Mergers & Acquisitions, Strategy, Start-ups, Private Equity, Financial Modeling, Investments, Entrepreneurship
Education
The University of Chicago - Booth School of Business
MBA, Finance
Pace University - Lubin School of Business
BBA, Finance, 1st in Class - GPA 3.96
The Riderwood Group 2010 - Present
Needlebot, Inc. 2007 - Present
ADP 2005 - 2006
Prudential Financial 1997 - 2004
Janney Montgomery Scott 1996 - 1997
Tuxedo Industries LLC 1995 - 1996
Skills
Mergers, Due Diligence, Valuation, Joint Ventures, Financial Analysis, Strategic Planning, Corporate Development, Investment Banking, Mergers & Acquisitions, Strategy, Start-ups, Private Equity, Financial Modeling, Investments, Entrepreneurship
Education
The University of Chicago - Booth School of Business
MBA, Finance
Pace University - Lubin School of Business
BBA, Finance, 1st in Class - GPA 3.96
Christopher E. Moses, CFA's Janney Montgomery Scott Experience March 2010 - Present
Job Director MBS Trading at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2010 - Present
Bank of America Merrill Lynch February 2008 - April 2010
WaMu Capital Corp March 2007 - January 2008
The Winter Group June 2004 - January 2007
Skills
Valuation, Trading, Mortgage Lending, ABS, Fixed Income, Series 7, Capital Markets, Series 63, Bloomberg, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Investments, Asset Management, Mutual Funds, Financial Analysis, Bonds, Derivatives
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance, Economics Minor
Janney Montgomery Scott March 2010 - Present
Bank of America Merrill Lynch February 2008 - April 2010
WaMu Capital Corp March 2007 - January 2008
The Winter Group June 2004 - January 2007
Skills
Valuation, Trading, Mortgage Lending, ABS, Fixed Income, Series 7, Capital Markets, Series 63, Bloomberg, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Investments, Asset Management, Mutual Funds, Financial Analysis, Bonds, Derivatives
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance, Economics Minor
Josh Brien's Janney Montgomery Scott Experience February 2013 - Present
Job Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2013 - Present
UBS Financial Services, Inc. January 2007 - February 2013
UBS Financial Services, Inc. December 2004 - January 2007
Skills
Series 7, Series 66, Mutual Funds, Strategic Financial..., Financial Modeling, Financial Analysis, Finance, Wealth Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Securities, Equities, Fixed Income
Education
North Carolina State University 1999 — 2004
BS, Business Management
Janney Montgomery Scott February 2013 - Present
UBS Financial Services, Inc. January 2007 - February 2013
UBS Financial Services, Inc. December 2004 - January 2007
Skills
Series 7, Series 66, Mutual Funds, Strategic Financial..., Financial Modeling, Financial Analysis, Finance, Wealth Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Securities, Equities, Fixed Income
Education
North Carolina State University 1999 — 2004
BS, Business Management
Brian Carr's Janney Montgomery Scott Experience July 2013 - January 2014
Job Senior Research Analyst at PFM Asset Management
Industry Investment Management
Experience
Janney Montgomery Scott July 2013 - January 2014
Veritable, LP January 2005 - December 2012
Veritable, LP 2003 - 2012
Veritable, LP 1997 - 2003
Skills
Hedge Funds, Alternative Investment..., Portfolio Management, Mutual Funds, Alternative Investments, Equities, Fund Of Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Management, Series 7, Fixed Income, Private Equity, Asset Allocation, Valuation, Investment Strategies, Series 63, Strategy, Due Diligence
Education
Saint Joseph's University
Bachelor's degree
Janney Montgomery Scott July 2013 - January 2014
Veritable, LP January 2005 - December 2012
Veritable, LP 2003 - 2012
Veritable, LP 1997 - 2003
Skills
Hedge Funds, Alternative Investment..., Portfolio Management, Mutual Funds, Alternative Investments, Equities, Fund Of Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Management, Series 7, Fixed Income, Private Equity, Asset Allocation, Valuation, Investment Strategies, Series 63, Strategy, Due Diligence
Education
Saint Joseph's University
Bachelor's degree
Huy Khieu's Janney Montgomery Scott Experience September 2006 - March 2008
Job
Industry Information Technology and Services
Experience
Robert Half International – Gemalto Account April 2008 - Present
Janney Montgomery Scott September 2006 - March 2008
IBM Global Services June 2000 - May 2006
Education
Rutgers University-New Brunswick 1989 — 1993
Robert Half International – Gemalto Account April 2008 - Present
Janney Montgomery Scott September 2006 - March 2008
IBM Global Services June 2000 - May 2006
Education
Rutgers University-New Brunswick 1989 — 1993
David Grimmig's Janney Montgomery Scott Experience 2008 - Present
Job Managing Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott 2008 - Present
SIG 2002 - 2007
Skills
Fixed Income, Bloomberg, Series 7, Trading, Bonds, Equities, Securities, Options, Portfolio Management, Series 63, Capital Markets, Investments
Education
New York Institute of Technology-Old Westbury 1986 — 1990
Bachelor of Science, Business Administration and Management, General
Janney Montgomery Scott 2008 - Present
SIG 2002 - 2007
Skills
Fixed Income, Bloomberg, Series 7, Trading, Bonds, Equities, Securities, Options, Portfolio Management, Series 63, Capital Markets, Investments
Education
New York Institute of Technology-Old Westbury 1986 — 1990
Bachelor of Science, Business Administration and Management, General
Raluca Ratiu's Janney Montgomery Scott Experience June 2005 - December 2006
Job Vice President, Overlay Portfolio Manager at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
Pershing, a BNY Mellon company April 2013 - June 2013
Pershing, a BNY Mellon company May 2007 - June 2013
The McNamara Group LLC December 2006 - May 2007
Janney Montgomery Scott June 2005 - December 2006
Rorer Asset Management August 2001 - June 2005
Skills
Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Wealth Management, Asset Allocation, Securities, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Camden 1997 — 2001
Bachelor of Science (B.S.), Finance, General
PNC July 2013 - Present
Pershing, a BNY Mellon company April 2013 - June 2013
Pershing, a BNY Mellon company May 2007 - June 2013
The McNamara Group LLC December 2006 - May 2007
Janney Montgomery Scott June 2005 - December 2006
Rorer Asset Management August 2001 - June 2005
Skills
Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Wealth Management, Asset Allocation, Securities, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Camden 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Harry Carroll's Janney Montgomery Scott Experience September 1995 - September 2005
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of Metlife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife November 2005 - Present
Janney Montgomery Scott September 1995 - September 2005
Carroll-McIlhinney September 1992 - September 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
B.S., Politcal Science
St. Joseph's Prep High School 1982 — 1986
Creative Financial Group, an office of MetLife November 2005 - Present
Janney Montgomery Scott September 1995 - September 2005
Carroll-McIlhinney September 1992 - September 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
B.S., Politcal Science
St. Joseph's Prep High School 1982 — 1986
Alexey Melishchuk's Janney Montgomery Scott Experience 2005 - 2007
Job Associate Director, Licensing at Drexel University
Industry Biotechnology
Experience
Drexel University August 2007 - Present
Janney Montgomery Scott 2005 - 2007
Science Center 2004 - 2005
University of Pennsylvania July 2000 - August 2003
University of Pennsylvania 1994 - 2000
Skills
Biotechnology, Technology Transfer, Commercialization, Licensing, Lifesciences, Intellectual Property, Biomaterials, Start-ups, Medical Devices, Innovation Management, Neuroscience, Strategy, Biochemistry, Mergers & Acquisitions, Molecular Biology, R&D, Nanotechnology, Patents, Biopharmaceuticals, Drug Development, Venture Capital, Drug Discovery, Immunology, Biophysics, Pharmaceutical Industry, Life Sciences
Education
Bogomoletz Institute of Physiology, Kiev, Ukraine 1987 — 1993
PhD, Biophysics
Moscow Institute of Physics and Technology (State University) (MIPT) 1983 — 1989
BS, MS, Applied physics & mathematics
Drexel University August 2007 - Present
Janney Montgomery Scott 2005 - 2007
Science Center 2004 - 2005
University of Pennsylvania July 2000 - August 2003
University of Pennsylvania 1994 - 2000
Skills
Biotechnology, Technology Transfer, Commercialization, Licensing, Lifesciences, Intellectual Property, Biomaterials, Start-ups, Medical Devices, Innovation Management, Neuroscience, Strategy, Biochemistry, Mergers & Acquisitions, Molecular Biology, R&D, Nanotechnology, Patents, Biopharmaceuticals, Drug Development, Venture Capital, Drug Discovery, Immunology, Biophysics, Pharmaceutical Industry, Life Sciences
Education
Bogomoletz Institute of Physiology, Kiev, Ukraine 1987 — 1993
PhD, Biophysics
Moscow Institute of Physics and Technology (State University) (MIPT) 1983 — 1989
BS, MS, Applied physics & mathematics
Jeffrey Stundel's Janney Montgomery Scott Experience November 2006 - December 2008
Job Editorial Marketing Manager at Pershing LLC
Industry Financial Services
Experience
Pershing LLC December 2008 - Present
Janney Montgomery Scott November 2006 - December 2008
Merrill Lynch 2006 - 2006
Ryan Beck & Co., Inc. 2004 - 2006
Education
New York University 1989 — 1991
Masters, English Literature
The College of New Jersey 1982 — 1986
Pershing LLC December 2008 - Present
Janney Montgomery Scott November 2006 - December 2008
Merrill Lynch 2006 - 2006
Ryan Beck & Co., Inc. 2004 - 2006
Education
New York University 1989 — 1991
Masters, English Literature
The College of New Jersey 1982 — 1986
Hallie Britton's Janney Montgomery Scott Experience May 2002 - December 2006
Job Relationship Manager
Industry Financial Services
Experience
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Andrew Maddaloni's Janney Montgomery Scott Experience October 2012 - Present
Job Director of Research at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Sid Bakst's Janney Montgomery Scott Experience April 2013 - September 2015
Job Fixed Income Sales at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2015 - Present
Janney Montgomery Scott April 2013 - September 2015
Knight Capital Group August 2008 - April 2013
Robeco April 1995 - May 2008
Robeco Investment Management (f/k/a Weiss, Peck & Greer) 1995 - 2008
New York Life Insurance Company July 1989 - April 1995
Skills
Bonds, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Securities
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Decision Sciences, Organizational Management
Oppenheimer & Co. Inc. September 2015 - Present
Janney Montgomery Scott April 2013 - September 2015
Knight Capital Group August 2008 - April 2013
Robeco April 1995 - May 2008
Robeco Investment Management (f/k/a Weiss, Peck & Greer) 1995 - 2008
New York Life Insurance Company July 1989 - April 1995
Skills
Bonds, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Securities
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Decision Sciences, Organizational Management
Lauren LeComte's Janney Montgomery Scott Experience April 2005 - April 2006
Job Corporate and Creative Professional
Industry Banking
Experience
Citizens Bank June 2015 - Present
Bank of America Merrill Lynch May 2010 - Present
Razberries 2003 - Present
Kelly Outsourcing & Consulting Group May 2007 - March 2009
Recap Advisors, LLC November 2006 - May 2007
Janney Montgomery Scott April 2005 - April 2006
John M. Horack, Jr., D.M.D. March 2001 - April 2005
UBS July 1999 - March 2001
Skills
Applicant Tracking..., Training, Talent Acquisition, Recruiting, Human Resources, Microsoft Office, Customer Service, Interviews, Sales, Onboarding, Hiring, Time Management, Sales Operations, Social Media, Leadership
Education
Plymouth State University 1993 — 1998
Bachelor's degree, Graphic Design
Citizens Bank June 2015 - Present
Bank of America Merrill Lynch May 2010 - Present
Razberries 2003 - Present
Kelly Outsourcing & Consulting Group May 2007 - March 2009
Recap Advisors, LLC November 2006 - May 2007
Janney Montgomery Scott April 2005 - April 2006
John M. Horack, Jr., D.M.D. March 2001 - April 2005
UBS July 1999 - March 2001
Skills
Applicant Tracking..., Training, Talent Acquisition, Recruiting, Human Resources, Microsoft Office, Customer Service, Interviews, Sales, Onboarding, Hiring, Time Management, Sales Operations, Social Media, Leadership
Education
Plymouth State University 1993 — 1998
Bachelor's degree, Graphic Design
Itseore Aleogena's Janney Montgomery Scott Experience May 2012 - March 2014
Job Inside Support Engineer at Ancero
Industry Information Technology and Services
Experience
Ancero January 2015 - Present
Arraya Solutions March 2014 - December 2014
Janney Montgomery Scott May 2012 - March 2014
Geek Squad July 2009 - May 2012
Skills
Computer Hardware, Windows XP, Windows Server, Active Directory, XP, Windows, Network Administration, Microsoft Office, A+ Certified, Networking, Troubleshooting, JavaScript, PowerPoint, ThomsonOne, Group Policy, ITIL, CCENT, CCNA, Information Technology, CompTIA A+, Technical Support, VMware, Servers, Windows 7
Education
Kaplan University 2008 — 2010
Associate of Science, Information Technology
New Jersey Institute of Technology 2006 — 2007
Ancero January 2015 - Present
Arraya Solutions March 2014 - December 2014
Janney Montgomery Scott May 2012 - March 2014
Geek Squad July 2009 - May 2012
Skills
Computer Hardware, Windows XP, Windows Server, Active Directory, XP, Windows, Network Administration, Microsoft Office, A+ Certified, Networking, Troubleshooting, JavaScript, PowerPoint, ThomsonOne, Group Policy, ITIL, CCENT, CCNA, Information Technology, CompTIA A+, Technical Support, VMware, Servers, Windows 7
Education
Kaplan University 2008 — 2010
Associate of Science, Information Technology
New Jersey Institute of Technology 2006 — 2007
Wayne Poncheri's Janney Montgomery Scott Experience October 2000 - July 2007
Job Executive Vice President at First Community Wealth Management
Industry Financial Services
Experience
First Community Wealth Management April 2010 - Present
Janney Montgomery Scott October 2000 - July 2007
Northeast Capital Management Inc June 1991 - October 2000
PNC Financial/Northeastern Bank of Pa October 1987 - June 1991
Education
Penn State University 1976 — 1979
B.S., Business Amin, Economics
First Community Wealth Management April 2010 - Present
Janney Montgomery Scott October 2000 - July 2007
Northeast Capital Management Inc June 1991 - October 2000
PNC Financial/Northeastern Bank of Pa October 1987 - June 1991
Education
Penn State University 1976 — 1979
B.S., Business Amin, Economics
Jordie Maine's Janney Montgomery Scott Experience 2008 - May 2015
Job Currently retired
Industry Financial Services
Experience
Second Wind June 2015 - Present
Janney Montgomery Scott 2008 - May 2015
Citi 1994 - 2008
Alex Brown and Sons 1986 - 1993
Education
Princeton University
BA, Psychology
Second Wind June 2015 - Present
Janney Montgomery Scott 2008 - May 2015
Citi 1994 - 2008
Alex Brown and Sons 1986 - 1993
Education
Princeton University
BA, Psychology
MARK D. ZARRILLI's Janney Montgomery Scott Experience June 2008 - October 2010
Job Executive Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
MIZUHO Securities LLC October 2010 - Present
Mizuho Securities USA Inc. October 2010 - Present
JANNEY MONTGOMERY SCOTT June 2008 - October 2010
Deutsche Bank June 2005 - January 2008
Bank of America July 1993 - May 2005
CANTOR FITZGERALD SEC/ISG February 1991 - June 1993
SANWA BGK SECURITIES August 1986 - January 1991
Skills
Trading, Securities, Portfolio Management, Asset Managment, Equities, Hedge Funds, Investments, Structured Finance, Structured Products, Risk Management, Securitization, Credit, Investment Banking, Trading Systems, Banking, Options, Financial Markets, Alternative Investments, Loans, Mortgage Lending, Asset Management, Corporate Finance, Financial Services
Education
Thomas Edison State College 1990 — 2000
BA, LIBERAL STUDIES
Ocean County College 1984 — 1986
AAS, ELECTRONIC ENG.
MIZUHO Securities LLC October 2010 - Present
Mizuho Securities USA Inc. October 2010 - Present
JANNEY MONTGOMERY SCOTT June 2008 - October 2010
Deutsche Bank June 2005 - January 2008
Bank of America July 1993 - May 2005
CANTOR FITZGERALD SEC/ISG February 1991 - June 1993
SANWA BGK SECURITIES August 1986 - January 1991
Skills
Trading, Securities, Portfolio Management, Asset Managment, Equities, Hedge Funds, Investments, Structured Finance, Structured Products, Risk Management, Securitization, Credit, Investment Banking, Trading Systems, Banking, Options, Financial Markets, Alternative Investments, Loans, Mortgage Lending, Asset Management, Corporate Finance, Financial Services
Education
Thomas Edison State College 1990 — 2000
BA, LIBERAL STUDIES
Ocean County College 1984 — 1986
AAS, ELECTRONIC ENG.
Peter Bilinsky, SPHR's Janney Montgomery Scott Experience 2000 - Present
Job Vice President, Human Resources
Industry Financial Services
Experience
Janney Montgomery Scott 2000 - Present
Education
Villanova University
MS, Human Resources Development
Moravian College
BA, Psychology
Janney Montgomery Scott 2000 - Present
Education
Villanova University
MS, Human Resources Development
Moravian College
BA, Psychology
Joanne Fairechio's Janney Montgomery Scott Experience 2005 - 2008
Job Director of Investor Relations at New Jersey Resources
Industry Utilities
Experience
New Jersey Resources 2013 - Present
CapStone Investments 2009 - 2012
Janney Montgomery Scott 2005 - 2008
Citigroup 1992 - 2005
Merrill Lynch 1977 - 1992
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Investments, Series 7, Equities, Capital Markets, Securities, Forecasting, Finance, Series 63, Natural Gas, Electricity, Asset Management
Education
Pace University
Business Administration
New Jersey Resources 2013 - Present
CapStone Investments 2009 - 2012
Janney Montgomery Scott 2005 - 2008
Citigroup 1992 - 2005
Merrill Lynch 1977 - 1992
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Investments, Series 7, Equities, Capital Markets, Securities, Forecasting, Finance, Series 63, Natural Gas, Electricity, Asset Management
Education
Pace University
Business Administration
Steven Dolgin's Janney Montgomery Scott Experience May 2004 - Present
Job First Vice President, Assistant Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2004 - Present
Wachovia Securites October 1989 - May 2004
Prudential Financial 1989 - 2004
Smith Barney 1984 - 1989
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Investments, Mutual Funds, Securities, Strategic Financial..., Asset Managment, Equities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Fixed Annuities, series 8, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Estate Planning, Bonds, Series 65, Separately Managed..., Trading, ETFs, Investment Strategies, Insurance, Retirement, Variable Annuities, High Net Worth..., IRAs, Municipal Bonds, Long-term Care, Financial Services, Finance, Hedge Funds, Financial Modeling, Risk Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, Accounting
Pace University - Lubin School of Business 1979 — 1984
Bachelor of Business Administration (BBA), Accounting
Janney Montgomery Scott May 2004 - Present
Wachovia Securites October 1989 - May 2004
Prudential Financial 1989 - 2004
Smith Barney 1984 - 1989
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Investments, Mutual Funds, Securities, Strategic Financial..., Asset Managment, Equities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Fixed Annuities, series 8, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Estate Planning, Bonds, Series 65, Separately Managed..., Trading, ETFs, Investment Strategies, Insurance, Retirement, Variable Annuities, High Net Worth..., IRAs, Municipal Bonds, Long-term Care, Financial Services, Finance, Hedge Funds, Financial Modeling, Risk Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, Accounting
Pace University - Lubin School of Business 1979 — 1984
Bachelor of Business Administration (BBA), Accounting
Brian Cleary's Janney Montgomery Scott Experience August 2009 - March 2014
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark March 2014 - Present
Janney Montgomery Scott August 2009 - March 2014
KeyBanc Capital Markets October 2006 - August 2009
KeyBanc Capital Markets May 2005 - August 2005
Wal-Mart Stores Inc. May 2003 - August 2003
Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg
Education
Saint Bonaventure University 2001 — 2006
BA, Finance
St. Ignatius High School 1998 — 2001
AssetMark March 2014 - Present
Janney Montgomery Scott August 2009 - March 2014
KeyBanc Capital Markets October 2006 - August 2009
KeyBanc Capital Markets May 2005 - August 2005
Wal-Mart Stores Inc. May 2003 - August 2003
Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg
Education
Saint Bonaventure University 2001 — 2006
BA, Finance
St. Ignatius High School 1998 — 2001
Dave Houser's Janney Montgomery Scott Experience January 2010 - Present
Job Chief Information Security And Privacy Officer at Janney Montgomery Scott
Industry Computer & Network Security
Experience
Janney Montgomery Scott January 2010 - Present
ISC2 2001 - 2010
Wilmington University February 2008 - December 2009
Endless Communications 2000 - 2009
ING Direct March 2007 - June 2008
Lockheed Martin 2004 - 2007
AstraZeneca Pharmaceuticals 2001 - 2004
DuPont Merck Pharma 1988 - 1996
Skills
CISSP, Security, Risk Management, Vulnerability Assessment, Computer Security, Information Security, Information Security..., Risk Assessment, IDS, Identity Management, Data Security, IT Audit, Information Assurance, Management, PCI DSS, Penetration Testing, Vulnerability Management, Disaster Recovery
Education
Norwich University 2004 — 2006
MSIA, Information Assurance
Widener University
BS, Chemistry Management
Janney Montgomery Scott January 2010 - Present
ISC2 2001 - 2010
Wilmington University February 2008 - December 2009
Endless Communications 2000 - 2009
ING Direct March 2007 - June 2008
Lockheed Martin 2004 - 2007
AstraZeneca Pharmaceuticals 2001 - 2004
DuPont Merck Pharma 1988 - 1996
Skills
CISSP, Security, Risk Management, Vulnerability Assessment, Computer Security, Information Security, Information Security..., Risk Assessment, IDS, Identity Management, Data Security, IT Audit, Information Assurance, Management, PCI DSS, Penetration Testing, Vulnerability Management, Disaster Recovery
Education
Norwich University 2004 — 2006
MSIA, Information Assurance
Widener University
BS, Chemistry Management
Katelyn Fegan's Janney Montgomery Scott Experience September 2012 - October 2014
Job Dividend and Reorganization Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
Janney Montgomery Scott LLC October 2014 - June 2015
Janney Montgomery Scott September 2012 - October 2014
Janney Montgomery Scott December 2011 - September 2012
Janney Montgomery Scott April 2011 - December 2011
Technichem, Inc. March 2005 - September 2010
Education
Rutgers University – Camden
BS, Business Management & eCommerce
Janney Montgomery Scott LLC June 2015 - Present
Janney Montgomery Scott LLC October 2014 - June 2015
Janney Montgomery Scott September 2012 - October 2014
Janney Montgomery Scott December 2011 - September 2012
Janney Montgomery Scott April 2011 - December 2011
Technichem, Inc. March 2005 - September 2010
Education
Rutgers University – Camden
BS, Business Management & eCommerce
Peter Reinhart's Janney Montgomery Scott Experience August 1987 - Present
Job Managing Director Fixed Income Capital Markets
Industry Capital Markets
Experience
Janney Montgomery Scott August 1987 - Present
Skills
Fixed Income, Series 7, Securities, Equities, Series 63, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, FINRA, Investments, Portfolio Management, Wealth Management, Trading, Financial Markets, Investment Strategies, Financial Services
Education
Moravian College 1983 — 1987
BA, Economics
Janney Montgomery Scott August 1987 - Present
Skills
Fixed Income, Series 7, Securities, Equities, Series 63, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, FINRA, Investments, Portfolio Management, Wealth Management, Trading, Financial Markets, Investment Strategies, Financial Services
Education
Moravian College 1983 — 1987
BA, Economics
Ernie Velez, CFP® AWMA® CLTC's Janney Montgomery Scott Experience July 2002 - August 2010
Job Financial Advisor, Vice President, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Donn Sanders's Janney Montgomery Scott Experience Vice PresidentJanney Montgomery ScottDecember 2008 - Present
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott Vice PresidentJanney Montgomery ScottDecember 2008 - Present
NuSight Vision Centers January 1996 - October 2002
Hospital Assn of PA 1981 - 1985
Education
Penn State University 1968 — 1972
bs, hospitality management
Janney Montgomery Scott Vice PresidentJanney Montgomery ScottDecember 2008 - Present
NuSight Vision Centers January 1996 - October 2002
Hospital Assn of PA 1981 - 1985
Education
Penn State University 1968 — 1972
bs, hospitality management
Darlene Lieberman's Janney Montgomery Scott Experience 1993 - 1994
Job Vice President, Product Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2010 - Present
Smith Barney 2003 - 2009
Royal Alliance Associates 1994 - 2003
Janney Montgomery Scott 1993 - 1994
Prudential Securities 1988 - 1993
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Series 63, Wealth Management, Investments, Fixed Income, Investment Strategies, Securities, Asset Management, Due Diligence, Series 7, Asset Managment, Investment Advisory, Hedge Funds
Education
New York Institute of Technology 1998 — 2000
MBA
Pratt Institute 1978 — 1982
BFA, Art & Design
JPMorgan Chase April 2010 - Present
Smith Barney 2003 - 2009
Royal Alliance Associates 1994 - 2003
Janney Montgomery Scott 1993 - 1994
Prudential Securities 1988 - 1993
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Series 63, Wealth Management, Investments, Fixed Income, Investment Strategies, Securities, Asset Management, Due Diligence, Series 7, Asset Managment, Investment Advisory, Hedge Funds
Education
New York Institute of Technology 1998 — 2000
MBA
Pratt Institute 1978 — 1982
BFA, Art & Design
Peter Ross's Janney Montgomery Scott Experience October 2007 - Present
Job Vice President Investments at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott October 2007 - Present
Ramapo College of New Jersey September 2007 - Present
Christian Science Practitioner 1991 - Present
Various Arenas and Stadiums 1980 - 2009
A.G. Edwards & Sons, Inc. August 1989 - October 2007
Madison Square Garden 1990 - 1999
Philadelphia Flyers 1990 - 1992
Skills
Investments, Series 7, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Mutual Funds, Financial Services, Strategic Financial..., Finance, Securities, Asset Management, Valuation, Management, Investment Banking, Marketing, Wealth Management, Fixed Income, Advertising, Banking, Equities, Relationship Management, Capital Markets, Customer Service, Retirement Planning, Bonds, Entrepreneurship, Strategy, Leadership, Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Corporate Finance, Estate Planning, Small Business, Insurance, Time Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance, Marketing
Principia College 1976 — 1979
BA, Business Administration, Art
Ramapo College of NJ 1978 — 1978
Glen Rock High School 1969 — 1975
HS, General
Janney Montgomery Scott October 2007 - Present
Ramapo College of New Jersey September 2007 - Present
Christian Science Practitioner 1991 - Present
Various Arenas and Stadiums 1980 - 2009
A.G. Edwards & Sons, Inc. August 1989 - October 2007
Madison Square Garden 1990 - 1999
Philadelphia Flyers 1990 - 1992
Skills
Investments, Series 7, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Mutual Funds, Financial Services, Strategic Financial..., Finance, Securities, Asset Management, Valuation, Management, Investment Banking, Marketing, Wealth Management, Fixed Income, Advertising, Banking, Equities, Relationship Management, Capital Markets, Customer Service, Retirement Planning, Bonds, Entrepreneurship, Strategy, Leadership, Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Corporate Finance, Estate Planning, Small Business, Insurance, Time Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance, Marketing
Principia College 1976 — 1979
BA, Business Administration, Art
Ramapo College of NJ 1978 — 1978
Glen Rock High School 1969 — 1975
HS, General
Hannah Lebel's Janney Montgomery Scott Experience 2012 - Present
Job Founder at Perfectly Placed Organizing
Industry Financial Services
Experience
Perfectly Placed Organizing September 2012 - Present
Janney Montgomery Scott 2012 - Present
The UCAN Company February 2012 - May 2012
Annabelle's Children's Boutique 2002 - 2012
Oyster Harbors Golf Shop January 2004 - January 2011
Education
University of Sydney 2011 — 2011
Marketing
Quinnipiac University - School of Business
Bachelor's degree, 3.8 GPA
Perfectly Placed Organizing September 2012 - Present
Janney Montgomery Scott 2012 - Present
The UCAN Company February 2012 - May 2012
Annabelle's Children's Boutique 2002 - 2012
Oyster Harbors Golf Shop January 2004 - January 2011
Education
University of Sydney 2011 — 2011
Marketing
Quinnipiac University - School of Business
Bachelor's degree, 3.8 GPA
Sean Beach's Janney Montgomery Scott Experience June 2008 - July 2011
Job Server Engineer at Virtua Health
Industry Hospital & Health Care
Experience
Virtua Health March 2013 - Present
Executive Health Resources - Division of UnitedHealth Group July 2011 - February 2013
Janney Montgomery Scott June 2008 - July 2011
Janney Montgomery Scott March 2007 - June 2008
Janney Montgomery Scott 2005 - 2007
Janney Montgomery Scott 2004 - 2005
Neumann College September 2002 - June 2003
Neumann College 2000 - 2003
Rand Spear 1995 - 1995
Skills
Citrix, Microsoft Office, Outlook, Servers, Troubleshooting, Inventory Management, Active Directory, VMware ESX, Disaster Recovery, Windows Server, Virtualization, Data Center, Windows Server 2008, Customer Relations, Administration, XP, Customer Service, Problem Solving, Computer Hardware, Strategic Planning, Word, PowerPoint, Excel, Vendor Management, Visio, VMware, Documentation, Windows 7, Windows Server 2003, Microsoft Word, Software Documentation, Adobe Captivate, HP ProLiant Essentials..., ITIL, What’s Up Gold, Solar Winds, Zenoss, Xenapp, XenServer, Dell PowerEdge Servers, HP Proliant Servers, Systems Engineering, Data Center Migration, SharePoint, System Administration, IIS, HP Proliant, Citrix Metaframe, Microsoft Excel, Security
Education
Neumann University 1999 — 2003
Bachelors Degree, Computer Information Management
Virtua Health March 2013 - Present
Executive Health Resources - Division of UnitedHealth Group July 2011 - February 2013
Janney Montgomery Scott June 2008 - July 2011
Janney Montgomery Scott March 2007 - June 2008
Janney Montgomery Scott 2005 - 2007
Janney Montgomery Scott 2004 - 2005
Neumann College September 2002 - June 2003
Neumann College 2000 - 2003
Rand Spear 1995 - 1995
Skills
Citrix, Microsoft Office, Outlook, Servers, Troubleshooting, Inventory Management, Active Directory, VMware ESX, Disaster Recovery, Windows Server, Virtualization, Data Center, Windows Server 2008, Customer Relations, Administration, XP, Customer Service, Problem Solving, Computer Hardware, Strategic Planning, Word, PowerPoint, Excel, Vendor Management, Visio, VMware, Documentation, Windows 7, Windows Server 2003, Microsoft Word, Software Documentation, Adobe Captivate, HP ProLiant Essentials..., ITIL, What’s Up Gold, Solar Winds, Zenoss, Xenapp, XenServer, Dell PowerEdge Servers, HP Proliant Servers, Systems Engineering, Data Center Migration, SharePoint, System Administration, IIS, HP Proliant, Citrix Metaframe, Microsoft Excel, Security
Education
Neumann University 1999 — 2003
Bachelors Degree, Computer Information Management
Theophani Theodossiou's Janney Montgomery Scott Experience February 2008 - Present
Job Senior Systems Developer at Janney Montgomery Scott
Industry Computer Software
Experience
Janney Montgomery Scott February 2008 - Present
Miles Technologies December 2007 - February 2008
MRS Associates September 2006 - December 2007
Pharmagistics November 2004 - September 2006
Multinationa Finance Society May 1999 - April 2004
Skills
Microsoft SQL Server, C#, WCF Services, iOS development, WPF, Objective-C, Data Warehousing, ADO.NET, Silverlight, MVC, OO Software Development, Erwin, Software Design, ASP.NET AJAX, ASP.NET MVC, T-SQL Stored Procedures, Microsoft Reporting...
Education
Rutgers University – Camden 1999 — 2004
BS, Computer Science
Janney Montgomery Scott February 2008 - Present
Miles Technologies December 2007 - February 2008
MRS Associates September 2006 - December 2007
Pharmagistics November 2004 - September 2006
Multinationa Finance Society May 1999 - April 2004
Skills
Microsoft SQL Server, C#, WCF Services, iOS development, WPF, Objective-C, Data Warehousing, ADO.NET, Silverlight, MVC, OO Software Development, Erwin, Software Design, ASP.NET AJAX, ASP.NET MVC, T-SQL Stored Procedures, Microsoft Reporting...
Education
Rutgers University – Camden 1999 — 2004
BS, Computer Science
David Brennen's Janney Montgomery Scott Experience March 2005 - July 2005
Job Managing Director, Control Room at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
Federated Investors December 2010 - March 2012
Federated Investors July 2005 - November 2010
Janney Montgomery Scott March 2005 - July 2005
Parker/Hunter May 1994 - July 2005
Federated Investors February 1991 - April 1994
Skills
Financial Services, Risk Management, Mutual Funds, Finance, Financial Analysis, Equities, Team Building, Financial Modeling, Strategic Planning, Securities
Education
Robert Morris University 1988 — 1990
Business Adminstration, Accounting
BNY Mellon April 2012 - Present
Federated Investors December 2010 - March 2012
Federated Investors July 2005 - November 2010
Janney Montgomery Scott March 2005 - July 2005
Parker/Hunter May 1994 - July 2005
Federated Investors February 1991 - April 1994
Skills
Financial Services, Risk Management, Mutual Funds, Finance, Financial Analysis, Equities, Team Building, Financial Modeling, Strategic Planning, Securities
Education
Robert Morris University 1988 — 1990
Business Adminstration, Accounting
Randall Carbone AAMS®'s Janney Montgomery Scott Experience 2006 - 2009
Job Senior Vice President, Group Manager at Suntrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
jack henriques's Janney Montgomery Scott Experience February 1989 - December 2003
Job Financial Advisor VP Investments at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Financial AdvisorSynergy investment groupJanuary 2004 - June 2007
Janney Montgomery Scott February 1989 - December 2003
US Electrical Motors (Div Emerson Electric Co) 1977 - 1985
Education
Sacred Heart University 1969 — 1972
Accounting/Business Adm
JPMorgan Chase Financial AdvisorSynergy investment groupJanuary 2004 - June 2007
Janney Montgomery Scott February 1989 - December 2003
US Electrical Motors (Div Emerson Electric Co) 1977 - 1985
Education
Sacred Heart University 1969 — 1972
Accounting/Business Adm
Hammad Qureshi's Janney Montgomery Scott Experience January 2003 - May 2003
Job Economist at Financial Industry Regulatory Authority (FINRA)
Industry Management Consulting
Experience
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
The Brattle Group July 2013 - January 2014
The Brattle Group August 2009 - June 2013
Center for Human Resource Research August 2008 - August 2009
The Ohio State University August 2005 - August 2008
KASB Securities Limited June 2003 - August 2003
Janney Montgomery Scott January 2003 - May 2003
ExxonMobil May 2002 - August 2002
ABN AMRO May 2001 - August 2001
Skills
Financial Modeling, Stata, Data Analysis, Statistics, Quantitative Analytics, Valuation, Econometrics, Eviews, Quantitative Finance, Time Series Analysis, Derivatives, Monte Carlo Simulation, Financial Analysis, Risk Management, Corporate Finance, Management Consulting, SAS, Forecasting, Matlab, C++, Real Options Analysis, Economic Modeling, Macroeconomics, Portfolio Management, Equities, Statistical Modeling, Economic Research, Econometric Modeling, Equity Research
Education
The Ohio State University 2006 — 2009
PhD, Economic (Econometrics, Finance, Macroeconomics)
The Ohio State University 2004 — 2006
MA, Economics
Ohio Wesleyan University 2000 — 2004
BA, Computer Science, Economics
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
The Brattle Group July 2013 - January 2014
The Brattle Group August 2009 - June 2013
Center for Human Resource Research August 2008 - August 2009
The Ohio State University August 2005 - August 2008
KASB Securities Limited June 2003 - August 2003
Janney Montgomery Scott January 2003 - May 2003
ExxonMobil May 2002 - August 2002
ABN AMRO May 2001 - August 2001
Skills
Financial Modeling, Stata, Data Analysis, Statistics, Quantitative Analytics, Valuation, Econometrics, Eviews, Quantitative Finance, Time Series Analysis, Derivatives, Monte Carlo Simulation, Financial Analysis, Risk Management, Corporate Finance, Management Consulting, SAS, Forecasting, Matlab, C++, Real Options Analysis, Economic Modeling, Macroeconomics, Portfolio Management, Equities, Statistical Modeling, Economic Research, Econometric Modeling, Equity Research
Education
The Ohio State University 2006 — 2009
PhD, Economic (Econometrics, Finance, Macroeconomics)
The Ohio State University 2004 — 2006
MA, Economics
Ohio Wesleyan University 2000 — 2004
BA, Computer Science, Economics
Gary Crane, AIF's Janney Montgomery Scott Experience August 1983 - May 2010
Job Senior Consultant at Cafaro Greenleaf
Industry Financial Services
Experience
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management
Cliff Westberg, CFP's Janney Montgomery Scott Experience March 1998 - December 2002
Job President at With Integrity Wealth Management
Industry Investment Management
Experience
With Integrity Wealth Management January 2015 - Present
With Integrity Financial December 2002 - Present
Janney Montgomery Scott March 1998 - December 2002
Merrill Lynch March 1994 - March 1998
John Hancock Financial Services May 1992 - March 1994
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Variable Annuities, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Investments, Estate Planning, IRAs, Series 63, Securities, Financial Advisory, 401k Rollovers, Portfolio Management, ETFs, Wealth Management..., 401k, Financial Services, Wealth Accumulation, Investment Management, Alternative Investments, Wealth, Financial Planners, Certified Financial..., Roth IRA, Bonds, High Net Worth..., Personal Financial..., Long Term Care Insurance, Financial Goals, Asset Protection, 529 Plans, Separately Managed..., Term Life Insurance, Asset Management, Fixed Income, Stocks
Education
Boston University 1998 — 2001
CFP, Certified Financial Planner
Boston University
Financial Planning
Plymouth State University 1987 — 1992
Bachelors, Business
With Integrity Wealth Management January 2015 - Present
With Integrity Financial December 2002 - Present
Janney Montgomery Scott March 1998 - December 2002
Merrill Lynch March 1994 - March 1998
John Hancock Financial Services May 1992 - March 1994
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Variable Annuities, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Investments, Estate Planning, IRAs, Series 63, Securities, Financial Advisory, 401k Rollovers, Portfolio Management, ETFs, Wealth Management..., 401k, Financial Services, Wealth Accumulation, Investment Management, Alternative Investments, Wealth, Financial Planners, Certified Financial..., Roth IRA, Bonds, High Net Worth..., Personal Financial..., Long Term Care Insurance, Financial Goals, Asset Protection, 529 Plans, Separately Managed..., Term Life Insurance, Asset Management, Fixed Income, Stocks
Education
Boston University 1998 — 2001
CFP, Certified Financial Planner
Boston University
Financial Planning
Plymouth State University 1987 — 1992
Bachelors, Business
Debra Roey's Janney Montgomery Scott Experience November 2006 - Present
Job Director, Retirement Plans at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2006 - Present
Skills
401k, Retirement Planning, Retirement, Asset Allocation, Pensions, Series 7, Investments, Defined Benefit, Mutual Funds, Series 63, Wealth Management, Qualified Retirement..., Investment Advisory, Fixed Annuities, Employee Benefits, Estate Planning, Financial Analysis, Retirement Plan..., Investment Strategies, Financial Advisory, Trading, Securities
Education
Rutgers University-New Brunswick
Bachelor's Degree, Business Administration and Management, General
Janney Montgomery Scott November 2006 - Present
Skills
401k, Retirement Planning, Retirement, Asset Allocation, Pensions, Series 7, Investments, Defined Benefit, Mutual Funds, Series 63, Wealth Management, Qualified Retirement..., Investment Advisory, Fixed Annuities, Employee Benefits, Estate Planning, Financial Analysis, Retirement Plan..., Investment Strategies, Financial Advisory, Trading, Securities
Education
Rutgers University-New Brunswick
Bachelor's Degree, Business Administration and Management, General
Christina Nagy's Janney Montgomery Scott Experience August 2006 - Present
Job Compliance at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2006 - Present
Commerce Capital Markets 2001 - 2006
Skills
Securities, Series 7, Capital Markets, Series 63, Fixed Income, Series 24, Securities Regulation, Accounting, Microsoft Office
Education
Rowan University 1994 — 1998
Bach. of Science, Accounting
Janney Montgomery Scott August 2006 - Present
Commerce Capital Markets 2001 - 2006
Skills
Securities, Series 7, Capital Markets, Series 63, Fixed Income, Series 24, Securities Regulation, Accounting, Microsoft Office
Education
Rowan University 1994 — 1998
Bach. of Science, Accounting
Sharon Ruhe's Janney Montgomery Scott Experience Sales AssistantParker HunterJune 1992 - February 2008
Job Sr. Reg. Private client assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott Sales AssistantParker HunterJune 1992 - February 2008
Education
Robert Morris University 1965 — 1967
Associate’s Degree, Business Administration and Management, General
Janney Montgomery Scott Sales AssistantParker HunterJune 1992 - February 2008
Education
Robert Morris University 1965 — 1967
Associate’s Degree, Business Administration and Management, General
Michael Coomber's Janney Montgomery Scott Experience October 2012 - January 2014
Job Business Development/General Manager at SDK Associates, LLC
Industry Construction
Experience
SDK Associates, LLC February 2014 - Present
Janney Montgomery Scott October 2012 - January 2014
First New York Securities January 2011 - September 2012
Dancker, Sellew & Douglas (DS&D) May 2009 - January 2011
Winepro November 2006 - April 2009
Skills
Investments, Microsoft Excel, Equities, Securities, Capital Markets, Asset Management, Financial Modeling, Asset Allocation, Mutual Funds, Trading, Business Development, Management, Sales
Education
Rutgers University 2000 — 2004
Bachelor's degree, Labor Studies
SDK Associates, LLC February 2014 - Present
Janney Montgomery Scott October 2012 - January 2014
First New York Securities January 2011 - September 2012
Dancker, Sellew & Douglas (DS&D) May 2009 - January 2011
Winepro November 2006 - April 2009
Skills
Investments, Microsoft Excel, Equities, Securities, Capital Markets, Asset Management, Financial Modeling, Asset Allocation, Mutual Funds, Trading, Business Development, Management, Sales
Education
Rutgers University 2000 — 2004
Bachelor's degree, Labor Studies
Carrie Gallagher's Janney Montgomery Scott Experience November 2009 - April 2011
Job Account Manager, Health & Wellness Trainer and Coach
Industry Professional Training & Coaching
Experience
Balancing Life's Issues April 2011 - Present
Janney Montgomery Scott November 2009 - April 2011
Janney Montgomery Scott January 2009 - November 2009
Merrill Lynch October 2007 - January 2009
Dress Barn May 2005 - September 2007
Skills
Coaching, Customer Service, Public Speaking, Leadership, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Marketing, Staff Development, Organizational..., Interviews, Management, Team Building, Project Management, Public Relations, Access
Education
Philadelphia University 2001 — 2005
Bachelors, Marketing
Balancing Life's Issues April 2011 - Present
Janney Montgomery Scott November 2009 - April 2011
Janney Montgomery Scott January 2009 - November 2009
Merrill Lynch October 2007 - January 2009
Dress Barn May 2005 - September 2007
Skills
Coaching, Customer Service, Public Speaking, Leadership, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Marketing, Staff Development, Organizational..., Interviews, Management, Team Building, Project Management, Public Relations, Access
Education
Philadelphia University 2001 — 2005
Bachelors, Marketing
Kyle Eagleson's Janney Montgomery Scott Experience 2006 - 2008
Job EVP, COO & Treasurer at Guilford Savings Bank
Industry Banking
Experience
Guilford Savings Bank February 2014 - Present
Guilford Foundation November 2012 - Present
Guilford Savings Bank 2008 - 2014
Guilford Fund For Education November 2010 - June 2013
Janney Montgomery Scott 2006 - 2008
Westfield September 2001 - May 2004
Skills
Investments, Banking, Interest Rate Risk..., Risk Management, Loans, Financial Analysis, Portfolio Management, Credit, Equities, Strategic Financial..., Securities, Credit Analysis, Asset Managment, Fixed Income, Loan Sales, Forecasting, Finance, Management, Trading, Strategic Planning
Education
Quinnipiac University 2011 — 2015
MBA Finance
The University of Connecticut School of Business 1997 — 2001
B.S., Accounting
Xavier High School 1993 — 1997
Guilford Savings Bank February 2014 - Present
Guilford Foundation November 2012 - Present
Guilford Savings Bank 2008 - 2014
Guilford Fund For Education November 2010 - June 2013
Janney Montgomery Scott 2006 - 2008
Westfield September 2001 - May 2004
Skills
Investments, Banking, Interest Rate Risk..., Risk Management, Loans, Financial Analysis, Portfolio Management, Credit, Equities, Strategic Financial..., Securities, Credit Analysis, Asset Managment, Fixed Income, Loan Sales, Forecasting, Finance, Management, Trading, Strategic Planning
Education
Quinnipiac University 2011 — 2015
MBA Finance
The University of Connecticut School of Business 1997 — 2001
B.S., Accounting
Xavier High School 1993 — 1997
James Dodderidge, dodderidgejj@msn.com's Janney Montgomery Scott Experience 1986 - 1994
Job Portfolio Manager at Cresap Incorporated
Industry Investment Management
Experience
Cresap Incorporated November 2010 - Present
Argyle Capital 2008 - 2010
Oppenheimer & Co. 2005 - 2008
Parker/Hunter 1997 - 2005
Alex Brown & Sons 1995 - 1997
Dearden Maguire and Weaver 1994 - 1995
Janney Montgomery Scott 1986 - 1994
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Equity Research, Investment Management, Valuation, Bonds, Financial Services, Finance, Risk Management, Trading, Investment Banking
Education
Rollins College 1975 — 1979
BA, History
Cresap Incorporated November 2010 - Present
Argyle Capital 2008 - 2010
Oppenheimer & Co. 2005 - 2008
Parker/Hunter 1997 - 2005
Alex Brown & Sons 1995 - 1997
Dearden Maguire and Weaver 1994 - 1995
Janney Montgomery Scott 1986 - 1994
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Equity Research, Investment Management, Valuation, Bonds, Financial Services, Finance, Risk Management, Trading, Investment Banking
Education
Rollins College 1975 — 1979
BA, History
Stephen Tomkins's Janney Montgomery Scott Experience 2000 - Present
Job Vice President/Investments Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2000 - Present
First Union 1995 - 2000
Prime Charter 1990 - 1995
Skills
Series 7, Investments, Strategic Financial..., Securities, Asset Managment, Portfolio Management, Trading, Employee Benefits, Strategic Planning, Licensed Life Insurance..., Finance, Equities, Financial Services, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Insurance
Education
Rutgers University 1986 — 1989
Economics
Rice University
Bayonne High School
Janney Montgomery Scott 2000 - Present
First Union 1995 - 2000
Prime Charter 1990 - 1995
Skills
Series 7, Investments, Strategic Financial..., Securities, Asset Managment, Portfolio Management, Trading, Employee Benefits, Strategic Planning, Licensed Life Insurance..., Finance, Equities, Financial Services, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Insurance
Education
Rutgers University 1986 — 1989
Economics
Rice University
Bayonne High School
Brian Fleming's Janney Montgomery Scott Experience March 2009 - Present
Job First Vice PresidentInvestments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
Jamie Egan's Janney Montgomery Scott Experience May 2008 - August 2008
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Deutsche Bank May 2011 - August 2011
BNY Mellon May 2009 - August 2010
Janney Montgomery Scott May 2008 - August 2008
Shady Side Academy May 2007 - August 2007
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
National University of Ireland, Galway 2010 — 2010
Economics
Shady Side Academy 2004 — 2008
Deutsche Bank September 2012 - Present
Deutsche Bank May 2011 - August 2011
BNY Mellon May 2009 - August 2010
Janney Montgomery Scott May 2008 - August 2008
Shady Side Academy May 2007 - August 2007
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
National University of Ireland, Galway 2010 — 2010
Economics
Shady Side Academy 2004 — 2008
Judy Raffa, CFP®'s Janney Montgomery Scott Experience September 2000 - September 2006
Job VicePresident/High Net Worth Planner at TD Bank Group
Industry Financial Services
Experience
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
Dina Buccieri's Janney Montgomery Scott Experience April 2009 - Present
Job Dividend/Reorg Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Janney Montgomery Scott April 2009 - Present
US Bank September 2006 - September 2008
Education
Pierce College
Some Business Administration, General
Janney Montgomery Scott April 2009 - Present
Janney Montgomery Scott April 2009 - Present
US Bank September 2006 - September 2008
Education
Pierce College
Some Business Administration, General
Heather Gariano's Janney Montgomery Scott Experience August 2010 - Present
Job New Accounts Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2010 - Present
BSA Limited September 2009 - November 2009
Genova Burns & Vernoia July 2008 - July 2009
Rutgers University June 2008 - May 2009
CVS Pharmacy August 2006 - May 2009
Education
Rutgers University – Camden 2007 — 2011
Finance
West Deptford High School
High School Diploma, 2007; Finance; 2011
Janney Montgomery Scott August 2010 - Present
BSA Limited September 2009 - November 2009
Genova Burns & Vernoia July 2008 - July 2009
Rutgers University June 2008 - May 2009
CVS Pharmacy August 2006 - May 2009
Education
Rutgers University – Camden 2007 — 2011
Finance
West Deptford High School
High School Diploma, 2007; Finance; 2011
Bernard Snyder's Janney Montgomery Scott Experience
Job Senior Vice President / Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott
Skills
Investment Advisory, Investments, Alternative Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Retirement Planning
Education
Rutgers University – Camden 1967 — 1970
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1966 — 1967
Psychology
Janney Montgomery Scott
Skills
Investment Advisory, Investments, Alternative Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investment Strategies, Retirement Planning
Education
Rutgers University – Camden 1967 — 1970
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1966 — 1967
Psychology
Peter Berger's Janney Montgomery Scott Experience March 2012 - October 2014
Job Network Engineer at Tezla Data Services, LLC
Industry Information Technology and Services
Experience
Tezla Data Services, LLC September 2015 - Present
Perdue Farms October 2014 - September 2015
Janney Montgomery Scott March 2012 - October 2014
Drexel University College of Medicine June 2008 - March 2012
Elemica October 2007 - June 2008
GENEX Services, Inc. November 2004 - October 2007
ifm efector, Inc. May 1999 - November 2004
The Barnes Foundation January 1999 - December 2001
Philadelphia University March 1997 - May 2000
Unisys April 1998 - September 1998
Skills
Microsoft, Windows Server, Unix, Blackberry Enterprise..., VMware, Virtualization, Linux, HP-UX, Microsoft Exchange, Symantec Endpoint..., Backup Exec, SMS, SCCM, Microsoft Office, McAfee, Computer Associates..., Lotus Domino, Lotus Notes, Citrix, HP Openview, HP Data Protector, Adobe Acrobat, Norton Ghost, Solaris, Firefox, Symantec Antivirus, WinZip, Acronis, NetApp, EMC, SAN, Server Architecture, Server Administration, Systems Engineering, Cisco, VPN, Firewalls, Technical Documentation, Enterprise Software, Enterprise Storage, Enterprise Backup, Apple Macintosh, DOS, Healthcare IT, Higher Education, A+ Certified, MCSA, VMware ESX, Encryption, Mobile Technology
Education
Philadelphia University 1995 — 2000
BS, Management Information Systems
Council Rock High School 1991 — 1995
Diploma, Biology
Tezla Data Services, LLC September 2015 - Present
Perdue Farms October 2014 - September 2015
Janney Montgomery Scott March 2012 - October 2014
Drexel University College of Medicine June 2008 - March 2012
Elemica October 2007 - June 2008
GENEX Services, Inc. November 2004 - October 2007
ifm efector, Inc. May 1999 - November 2004
The Barnes Foundation January 1999 - December 2001
Philadelphia University March 1997 - May 2000
Unisys April 1998 - September 1998
Skills
Microsoft, Windows Server, Unix, Blackberry Enterprise..., VMware, Virtualization, Linux, HP-UX, Microsoft Exchange, Symantec Endpoint..., Backup Exec, SMS, SCCM, Microsoft Office, McAfee, Computer Associates..., Lotus Domino, Lotus Notes, Citrix, HP Openview, HP Data Protector, Adobe Acrobat, Norton Ghost, Solaris, Firefox, Symantec Antivirus, WinZip, Acronis, NetApp, EMC, SAN, Server Architecture, Server Administration, Systems Engineering, Cisco, VPN, Firewalls, Technical Documentation, Enterprise Software, Enterprise Storage, Enterprise Backup, Apple Macintosh, DOS, Healthcare IT, Higher Education, A+ Certified, MCSA, VMware ESX, Encryption, Mobile Technology
Education
Philadelphia University 1995 — 2000
BS, Management Information Systems
Council Rock High School 1991 — 1995
Diploma, Biology
ROBERT SHULMAN'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 January 2006 - January 2009
Legg Mason November 1991 - January 2006
Wheat First Securities 1989 - 1991
Butcher and Singer 1985 - 1989
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Series 63, Investment Strategies, Retirement, Alternative Investments, Wealth Management..., Estate Planning, Securities, Series 65, Financial Advisory, ETFs, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Investments, 401k, IRAs, Equities, Fixed Income, Finance
Education
Penn State University
Bachelor of Science (BS), Business Logistics
University Of Michigan
Janney Montgomery Scott January 2009 - Present
Smith Barney January 2006 - January 2009
Legg Mason November 1991 - January 2006
Wheat First Securities 1989 - 1991
Butcher and Singer 1985 - 1989
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Series 63, Investment Strategies, Retirement, Alternative Investments, Wealth Management..., Estate Planning, Securities, Series 65, Financial Advisory, ETFs, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Investments, 401k, IRAs, Equities, Fixed Income, Finance
Education
Penn State University
Bachelor of Science (BS), Business Logistics
University Of Michigan
William Rulon-Miller's Janney Montgomery Scott Experience June 1979 - August 2009
Job President at Knowles Science Teaching Foundation
Industry Education Management
Experience
Knowles Science Teaching Foundation March 2012 - Present
Cross Atlantic Capital Partners August 2009 - March 2012
Janney Montgomery Scott June 1979 - August 2009
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Financial Services, IPO, Mutual Funds, Capital, Management, Private Equity, Valuation, Financial Modeling, Corporate Development, Due Diligence, Equities, Capital Markets, Corporate Finance, Alternative Investments, Series 7, Mergers, Strategy, Hedge Funds, Private Placements, Leveraged Finance, Securities, Finance
Education
University of Pennsylvania 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
Princeton University 1966 — 1970
Bachelor of Arts (BA), English Literature
St. Paul's School 1962 — 1966
Knowles Science Teaching Foundation March 2012 - Present
Cross Atlantic Capital Partners August 2009 - March 2012
Janney Montgomery Scott June 1979 - August 2009
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Financial Services, IPO, Mutual Funds, Capital, Management, Private Equity, Valuation, Financial Modeling, Corporate Development, Due Diligence, Equities, Capital Markets, Corporate Finance, Alternative Investments, Series 7, Mergers, Strategy, Hedge Funds, Private Placements, Leveraged Finance, Securities, Finance
Education
University of Pennsylvania 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
Princeton University 1966 — 1970
Bachelor of Arts (BA), English Literature
St. Paul's School 1962 — 1966
Kito Hammond's Janney Montgomery Scott Experience February 2008 - Present
Job Senior Web Administrator at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2008 - Present
Exceed Corporation July 2006 - December 2007
Skills
System Administration, Technical Support, Team Management, Web Development, Software Development, Wordpress, Web Project Management, Vendor Management, System Monitoring, Team Leadership, CSS, HTML, JavaScript, jQuery, Visual Basic, ColdFusion, ASP.NET, Ext JS, Desktop Administration, Mac OS X
Education
Penn State University 1999 — 2003
Bachelor's degree, Urban Development
Janney Montgomery Scott February 2008 - Present
Exceed Corporation July 2006 - December 2007
Skills
System Administration, Technical Support, Team Management, Web Development, Software Development, Wordpress, Web Project Management, Vendor Management, System Monitoring, Team Leadership, CSS, HTML, JavaScript, jQuery, Visual Basic, ColdFusion, ASP.NET, Ext JS, Desktop Administration, Mac OS X
Education
Penn State University 1999 — 2003
Bachelor's degree, Urban Development
Levanon Michael's Janney Montgomery Scott Experience December 2012 - Present
Job Margin Specialist at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Janney Montgomery Scott December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Halie O'Shea's Janney Montgomery Scott Experience October 2001 - November 2003
Job Portfolio Manager / Global Security Analyst at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. November 2003 - Present
Janney Montgomery Scott October 2001 - November 2003
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Science (BS)
Turner Investments, L.P. November 2003 - Present
Janney Montgomery Scott October 2001 - November 2003
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Science (BS)
Robert Eberly's Janney Montgomery Scott Experience 2009 - Present
Job Senior V P at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2009 - Present
Smith Barney Citigroup 2004 - 2009
Legg Mason 1988 - 2004
Hopper Soliday March 1981 - February 1988
Skills
Asset Management, Securities, Strategic Planning, Wealth Management, Series 7, Mutual Funds, Series 63
Education
Rollins College 1972 — 1976
Bachelor’s Degree, Economics
Janney Montgomery Scott 2009 - Present
Smith Barney Citigroup 2004 - 2009
Legg Mason 1988 - 2004
Hopper Soliday March 1981 - February 1988
Skills
Asset Management, Securities, Strategic Planning, Wealth Management, Series 7, Mutual Funds, Series 63
Education
Rollins College 1972 — 1976
Bachelor’s Degree, Economics
Bernard Snyder's Janney Montgomery Scott Experience 2002 - Present
Job Senior VicePresident / Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2002 - Present
Education
Rowan University 1973 — 1978
Master's degree, Psychology
Rutgers University 1966 — 1970
Bachelor of Arts (B.A.), Psychology
Janney Montgomery Scott 2002 - Present
Education
Rowan University 1973 — 1978
Master's degree, Psychology
Rutgers University 1966 — 1970
Bachelor of Arts (B.A.), Psychology
Michele Healey's Janney Montgomery Scott Experience June 2004 - September 2007
Job Trading & Compliance Manager at The Beacon Group of Companies
Industry Financial Services
Experience
The Beacon Group of Companies January 2009 - Present
Janney Montgomery Scott June 2004 - September 2007
Skills
Financial Planning, Investments, Trading, Regulatory Compliance, Wealth Management, Investment Advisory..., Retirement Planning, Portfolio Management, Finance, Asset Allocation, FINRA, Series 7, Series 24, Series 65, 401k, Securities, Financial Services, Mutual Funds, Series 63, Equities, Asset Management, Anti Money Laundering, SEC, Fiduciary, Investment Advisory, Due Diligence, Financial Analysis, Fixed Income, Alternative Investments, Technical Analysis, Block Trading, Investment Banking, Financial Risk, Retirement, Investment Management, Financial Advisory, Customer Service, Leadership
Education
Rutgers University – Camden
Bachelor's Degree, Finance
Williamstown High School 1991 — 1995
The Beacon Group of Companies January 2009 - Present
Janney Montgomery Scott June 2004 - September 2007
Skills
Financial Planning, Investments, Trading, Regulatory Compliance, Wealth Management, Investment Advisory..., Retirement Planning, Portfolio Management, Finance, Asset Allocation, FINRA, Series 7, Series 24, Series 65, 401k, Securities, Financial Services, Mutual Funds, Series 63, Equities, Asset Management, Anti Money Laundering, SEC, Fiduciary, Investment Advisory, Due Diligence, Financial Analysis, Fixed Income, Alternative Investments, Technical Analysis, Block Trading, Investment Banking, Financial Risk, Retirement, Investment Management, Financial Advisory, Customer Service, Leadership
Education
Rutgers University – Camden
Bachelor's Degree, Finance
Williamstown High School 1991 — 1995
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY