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
Liddle Jim Liddle Jim's Janney Montgomery Scott Experience
Job 1st Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott
Skills
Investments
Education
Susquehanna University 1962 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Janney Montgomery Scott
Skills
Investments
Education
Susquehanna University 1962 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Winston Ibrahim Winston Ibrahim's Janney Montgomery Scott Experience 2009 - 2009
Job CoFounder CEO at Hydros Bottle LLC
Industry Consumer Goods
Experience
Hydros Bottle LLC October 2013 - Present
Hydros Bottle LLC January 2012 - Present
Hydros Bottle LLC July 2011 - Present
Interfaith Youth Core February 2011 - Present
Institute of International Education 2009 - Present
Hydros Bottle LLC 2010 - January 2012
Janney Montgomery Scott 2009 - 2009
Skills
Start-ups, Public Speaking, Social Media, Fundraising, Social Entrepreneurship, Leadership, Business Development, Strategy, International Relations, Strategic Planning, Entrepreneurship, Nonprofits, Social Media Marketing, Strategic Partnerships, Marketing Strategy, Management
Education
The Johns Hopkins University 2005 — 2009
BA, Political Science/International Relations
Hydros Bottle LLC October 2013 - Present
Hydros Bottle LLC January 2012 - Present
Hydros Bottle LLC July 2011 - Present
Interfaith Youth Core February 2011 - Present
Institute of International Education 2009 - Present
Hydros Bottle LLC 2010 - January 2012
Janney Montgomery Scott 2009 - 2009
Skills
Start-ups, Public Speaking, Social Media, Fundraising, Social Entrepreneurship, Leadership, Business Development, Strategy, International Relations, Strategic Planning, Entrepreneurship, Nonprofits, Social Media Marketing, Strategic Partnerships, Marketing Strategy, Management
Education
The Johns Hopkins University 2005 — 2009
BA, Political Science/International Relations
Kristina Birnbrauer PhD Kristina Birnbrauer PhD's Janney Montgomery Scott Experience 2009 - 2010
Job Project Manager: Safety, Epidemiology, Registries & Risk Management
Industry Pharmaceuticals
Experience
UBC - An Express Scripts Company July 2015 - Present
University of Florida January 2012 - June 2015
hibu (formerly Yell Group) April 2010 - September 2011
Delaware County Community College January 2009 - May 2011
Janney Montgomery Scott 2009 - 2010
ING 2005 - 2009
Superior Home Mortgage 2003 - 2005
Skills
Corporate Communications, Marketing Communications, Public Relations, Collateral, Internal Communications, Copywriting, Social Media, Strategic Communications, Newsletters, Editing, Blogging, Social Media Marketing, Content Management, Web Content Management, Marketing, Corporate Branding, Creative Direction, Marketing Strategy, Leadership, Social Networking, New Media, Copy Editing, Public Speaking, Research, Analysis, Event Planning, Integrated Marketing, Project Planning, Project Management, Creative Strategy, Strategy, Organizational..., Creative Writing, Web Content
Education
University of Florida 2012 — 2015
Doctor of Philosophy (Ph.D.), Mass Communication
West Chester University of Pennsylvania 2005 — 2008
Master of Arts (M.A.), Communication Studies
Temple University 1998 — 2003
Bachelor of Arts (B.A.), Speech Communication
UBC - An Express Scripts Company July 2015 - Present
University of Florida January 2012 - June 2015
hibu (formerly Yell Group) April 2010 - September 2011
Delaware County Community College January 2009 - May 2011
Janney Montgomery Scott 2009 - 2010
ING 2005 - 2009
Superior Home Mortgage 2003 - 2005
Skills
Corporate Communications, Marketing Communications, Public Relations, Collateral, Internal Communications, Copywriting, Social Media, Strategic Communications, Newsletters, Editing, Blogging, Social Media Marketing, Content Management, Web Content Management, Marketing, Corporate Branding, Creative Direction, Marketing Strategy, Leadership, Social Networking, New Media, Copy Editing, Public Speaking, Research, Analysis, Event Planning, Integrated Marketing, Project Planning, Project Management, Creative Strategy, Strategy, Organizational..., Creative Writing, Web Content
Education
University of Florida 2012 — 2015
Doctor of Philosophy (Ph.D.), Mass Communication
West Chester University of Pennsylvania 2005 — 2008
Master of Arts (M.A.), Communication Studies
Temple University 1998 — 2003
Bachelor of Arts (B.A.), Speech Communication
Joe Culley Joe Culley's Janney Montgomery Scott Experience August 2000 - Present
Job Head of Equities & Investment Banking at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott August 2000 - Present
Janney Montgomery Scott LLC January 2014 - Present
EY January 2015 - Present
Pennoni Associates January 2013 - Present
Philadelphia Securities Association January 2007 - December 2010
J-Net Global Indexes, LLC June 2007 - November 2010
Financial Industry Regulatory Authority June 2004 - December 2006
Skills
Investment Banking, Mergers & Acquisitions, Private Placements, IPO, Capital Markets, Venture Capital, Leveraged Finance, Corporate Finance, Finance, Private Equity, Alternative Investments, Financial Structuring, Financial Advisory, Due Diligence, Investments, Fairness Opinions, Leadership, Valuation, Management, Water, Utility Industry, Financial Analysis, Debt & Equity Financing, Nonprofits, Board of Directors, Board Governance, Equity Capital Markets, Oil & Gas Industry, Wastewater, Desalination, Follow-on Offerings, MLP, Secondary Offerings, Mentoring, Change Management, Team Building, Team Management, Equities, Equity Research, Equity Trading, Syndicate, Shipping, Trading, Institutional Sales, Financial Modeling, Securities, Strategic Planning
Education
Swarthmore College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Interboro High School 1992 — 1996
Glenolden School 1982 — 1992
Janney Montgomery Scott August 2000 - Present
Janney Montgomery Scott LLC January 2014 - Present
EY January 2015 - Present
Pennoni Associates January 2013 - Present
Philadelphia Securities Association January 2007 - December 2010
J-Net Global Indexes, LLC June 2007 - November 2010
Financial Industry Regulatory Authority June 2004 - December 2006
Skills
Investment Banking, Mergers & Acquisitions, Private Placements, IPO, Capital Markets, Venture Capital, Leveraged Finance, Corporate Finance, Finance, Private Equity, Alternative Investments, Financial Structuring, Financial Advisory, Due Diligence, Investments, Fairness Opinions, Leadership, Valuation, Management, Water, Utility Industry, Financial Analysis, Debt & Equity Financing, Nonprofits, Board of Directors, Board Governance, Equity Capital Markets, Oil & Gas Industry, Wastewater, Desalination, Follow-on Offerings, MLP, Secondary Offerings, Mentoring, Change Management, Team Building, Team Management, Equities, Equity Research, Equity Trading, Syndicate, Shipping, Trading, Institutional Sales, Financial Modeling, Securities, Strategic Planning
Education
Swarthmore College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Interboro High School 1992 — 1996
Glenolden School 1982 — 1992
Robert Gelsher Robert Gelsher's Janney Montgomery Scott Experience August 1997 - Present
Job Vice President
Industry Financial Services
Experience
Janney Montgomery Scott August 1997 - Present
Boeing July 1992 - July 1997
Naval Ship Systems Enginering Station August 1985 - July 1992
Skills
Bonds, Equities, ETFs, Mutual Funds, Series 7, Series 63, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Capital Markets, Retirement Planning, Portfolio Management, Fixed Annuities
Education
Widener University 1991 — 1996
Master's degree, Mechanical Engineering
Temple University 1975 — 1980
B.S., mechanical engineering
Janney Montgomery Scott August 1997 - Present
Boeing July 1992 - July 1997
Naval Ship Systems Enginering Station August 1985 - July 1992
Skills
Bonds, Equities, ETFs, Mutual Funds, Series 7, Series 63, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Capital Markets, Retirement Planning, Portfolio Management, Fixed Annuities
Education
Widener University 1991 — 1996
Master's degree, Mechanical Engineering
Temple University 1975 — 1980
B.S., mechanical engineering
Joe Timmins Joe Timmins's Janney Montgomery Scott Experience October 2011 - Present
Job Sr. Vice President, Human Resources at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2011 - Present
Primary Resource Group January 2009 - September 2011
Legg Mason 1997 - January 2009
Jos. A. Bank Clothiers 1984 - 1997
Skills
Talent Management, Strategy, Mentoring, Succession Planning, Talent Acquisition, Leadership, Organizational..., Performance Management, Onboarding, Leadership Development, Employee Benefits, Organizational..., Management, Employee Relations, Employee Engagement, Human Resources
Education
Virginia Polytechnic Institute and State University 1978 — 1980
B.A., English
The Johns Hopkins University
Masters Program - Administrative Science
Janney Montgomery Scott October 2011 - Present
Primary Resource Group January 2009 - September 2011
Legg Mason 1997 - January 2009
Jos. A. Bank Clothiers 1984 - 1997
Skills
Talent Management, Strategy, Mentoring, Succession Planning, Talent Acquisition, Leadership, Organizational..., Performance Management, Onboarding, Leadership Development, Employee Benefits, Organizational..., Management, Employee Relations, Employee Engagement, Human Resources
Education
Virginia Polytechnic Institute and State University 1978 — 1980
B.A., English
The Johns Hopkins University
Masters Program - Administrative Science
Brandon Scher Brandon Scher's Janney Montgomery Scott Experience 2009 - 2013
Job Branch Services Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
Colin Gibson Colin Gibson's Janney Montgomery Scott Experience January 2009 - May 2010
Job HR Manager at Affusion Consulting
Industry Information Technology and Services
Experience
Affusion Consulting March 2011 - Present
Affusion Consulting August 2010 - March 2011
Janney Montgomery Scott January 2009 - May 2010
Skills
Technical Recruiting, Recruiting, Human Resources, Management, Strategic Planning, Talent Acquisition, Leadership, Sourcing, Project Management, Talent Management, Operations Management, CRM, Benefits Negotiation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B.S. in Business Administration, Marketing
University of Delaware
Affusion Consulting March 2011 - Present
Affusion Consulting August 2010 - March 2011
Janney Montgomery Scott January 2009 - May 2010
Skills
Technical Recruiting, Recruiting, Human Resources, Management, Strategic Planning, Talent Acquisition, Leadership, Sourcing, Project Management, Talent Management, Operations Management, CRM, Benefits Negotiation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B.S. in Business Administration, Marketing
University of Delaware
Robert Kampfer Robert Kampfer's Janney Montgomery Scott Experience 2007 - 2010
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2010 - Present
Janney Montgomery Scott 2007 - 2010
Oppenheimer & Co. 2003 - 2007
Education
State University of New York College at Brockport 1976 — 1980
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. July 2010 - Present
Janney Montgomery Scott 2007 - 2010
Oppenheimer & Co. 2003 - 2007
Education
State University of New York College at Brockport 1976 — 1980
Bachelor of Science (B.S.), Finance, General
Brendan Magarity Brendan Magarity's Janney Montgomery Scott Experience June 2013 - July 2014
Job Institutional Municipal Sales Asst. at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott June 2013 - July 2014
Janney Montgomery Scott June 2012 - June 2013
Skills
Middle Office, Settlement, Investments, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Securities, Retirement Planning, Fixed Income, Asset Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Towson University 2007 — 2009
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott June 2013 - July 2014
Janney Montgomery Scott June 2012 - June 2013
Skills
Middle Office, Settlement, Investments, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Securities, Retirement Planning, Fixed Income, Asset Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Towson University 2007 — 2009
Russell L. Pretz Russell L. Pretz's Janney Montgomery Scott Experience August 2013 - July 2014
Job Child Welfare
Industry Civic & Social Organization
Experience
KVC Health Systems 2015 - Present
Janney Montgomery Scott August 2013 - July 2014
Congressional Coalition on Adoption Institute CCAI March 2013 - August 2013
U.S. Senator Roy Blunt June 2013 - July 2013
Shelter Insurance Companies June 2012 - May 2013
University of Missouri June 2012 - August 2012
The Home Depot February 2008 - June 2012
Skills
Customer Service, Sales, Forklift Operator, PowerPoint, Microsoft Word, IT Management, Underwriting, Finance, Data Entry, Public Speaking, Management, Team Management, Coaching, Facebook, Program Management, Customer Satisfaction, Outlook, Insurance, Training, Time Management, Leadership, Team Leadership, Social Networking, Team Building, Microsoft Excel, Fundraising, Event Planning, Access, Microsoft Office, Analysis, Selling, Marketing, Strategic Planning, Social Media, Accounting, Software Documentation, Nonprofits, Event Management, Volunteer Management, Data Analysis, Retail, Research, Teamwork, Policy, Budgets, Telephone Skills, Leadership Development, Community Outreach, Public Relations, Inventory Management
Education
University of Missouri-Columbia 2010 — 2013
Bachelor of Science, Business Administration; Finance and Banking
St. Louis Community College 2008 — 2010
Associate of Arts (A.A.), General Studies
Oakville High
KVC Health Systems 2015 - Present
Janney Montgomery Scott August 2013 - July 2014
Congressional Coalition on Adoption Institute CCAI March 2013 - August 2013
U.S. Senator Roy Blunt June 2013 - July 2013
Shelter Insurance Companies June 2012 - May 2013
University of Missouri June 2012 - August 2012
The Home Depot February 2008 - June 2012
Skills
Customer Service, Sales, Forklift Operator, PowerPoint, Microsoft Word, IT Management, Underwriting, Finance, Data Entry, Public Speaking, Management, Team Management, Coaching, Facebook, Program Management, Customer Satisfaction, Outlook, Insurance, Training, Time Management, Leadership, Team Leadership, Social Networking, Team Building, Microsoft Excel, Fundraising, Event Planning, Access, Microsoft Office, Analysis, Selling, Marketing, Strategic Planning, Social Media, Accounting, Software Documentation, Nonprofits, Event Management, Volunteer Management, Data Analysis, Retail, Research, Teamwork, Policy, Budgets, Telephone Skills, Leadership Development, Community Outreach, Public Relations, Inventory Management
Education
University of Missouri-Columbia 2010 — 2013
Bachelor of Science, Business Administration; Finance and Banking
St. Louis Community College 2008 — 2010
Associate of Arts (A.A.), General Studies
Oakville High
Debbie Hontz's Janney Montgomery Scott Experience October 2012 - January 2014
Job Managing Director, Municipal Credit and Research
Industry Capital Markets
Experience
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
Bryan Elfant Bryan Elfant's Janney Montgomery Scott Experience January 2010 - May 2010
Job Financial Analyst at Experian
Industry Financial Services
Experience
Experian Marketing Solutions, Inc. December 2014 - Present
USA Hockey January 1999 - Present
Newsday Media Group June 2013 - December 2014
BR Guest Hospitality January 2013 - May 2013
Scholastic April 2010 - August 2010
Janney Montgomery Scott January 2010 - May 2010
Aviator Sports and Events Center April 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Pro Clarity Professional, Financial Analysis, Entrepreneurship, Microsoft Word, New Business Development, Management, Marketing Strategy, Marketing, Finance, Public Speaking, Data Analysis, Social Media, Event Planning, Leadership, Sales, Teamwork, Analysis, Market Research, Project Planning, Research, Strategic Planning, Social Networking
Education
SUNY Stony Brook 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.5
SUNY/ Stony Brook 2009 — 2011
Bachelor of Arts, Economics
Experian Marketing Solutions, Inc. December 2014 - Present
USA Hockey January 1999 - Present
Newsday Media Group June 2013 - December 2014
BR Guest Hospitality January 2013 - May 2013
Scholastic April 2010 - August 2010
Janney Montgomery Scott January 2010 - May 2010
Aviator Sports and Events Center April 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Pro Clarity Professional, Financial Analysis, Entrepreneurship, Microsoft Word, New Business Development, Management, Marketing Strategy, Marketing, Finance, Public Speaking, Data Analysis, Social Media, Event Planning, Leadership, Sales, Teamwork, Analysis, Market Research, Project Planning, Research, Strategic Planning, Social Networking
Education
SUNY Stony Brook 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.5
SUNY/ Stony Brook 2009 — 2011
Bachelor of Arts, Economics
Kenneth Dorell Kenneth Dorell's Janney Montgomery Scott Experience July 2012 - July 2014
Job Equity Research Associate at Citigroup
Industry Financial Services
Experience
Citi July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
LGL Partners September 2011 - June 2012
Saint Joseph's University January 2011 - May 2012
Canon Financial Services, Inc June 2011 - August 2011
Knight Capital Management, Inc May 2010 - August 2010
Kraft Foods May 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Dual Degree in Finance & Economics
American University of Rome 2010 — 2010
Citi July 2014 - Present
Janney Montgomery Scott July 2012 - July 2014
LGL Partners September 2011 - June 2012
Saint Joseph's University January 2011 - May 2012
Canon Financial Services, Inc June 2011 - August 2011
Knight Capital Management, Inc May 2010 - August 2010
Kraft Foods May 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Dual Degree in Finance & Economics
American University of Rome 2010 — 2010
Connor Lloyd Connor Lloyd's Janney Montgomery Scott Experience June 2010 - May 2011
Job Analyst at JPMorgan Chase
Industry
Experience
JPMorgan Chase July 2012 - Present
JPMorgan Chase June 2011 - August 2011
Janney Montgomery Scott June 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
JPMorgan Chase July 2012 - Present
JPMorgan Chase June 2011 - August 2011
Janney Montgomery Scott June 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Diane Gallagher Diane Gallagher's Janney Montgomery Scott Experience February 2008 - Present
Job Assistant Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2008 - Present
Skills
Equities, Securities, Bloomberg, Series 7
Education
Temple University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Janney Montgomery Scott February 2008 - Present
Skills
Equities, Securities, Bloomberg, Series 7
Education
Temple University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Kevin Reynolds, CFA Kevin Reynolds, CFA's Janney Montgomery Scott Experience July 2007 - December 2008
Job Financial Analyst with Banking Industry and Capital Markets Expertise
Industry Financial Services
Experience
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Jen Scharff Jen Scharff's Janney Montgomery Scott Experience October 2003 - April 2007
Job Global Marketing Executive
Industry Professional Training & Coaching
Experience
Project Management Institute May 2014 - Present
Hay Group April 2007 - May 2014
Hay Group March 2012 - November 2012
Janney Montgomery Scott October 2003 - April 2007
Towers Perrin August 1995 - August 2002
Kennedy Memorial Hospital August 1994 - August 1995
Skills
Market Planning, Public Relations, Direct Sales, Strategic Partnerships, Social Media Marketing, Matrix Management, Online Product Launches, SEO, Online Advertising, Website Development, Corporate Communications, Marketing Communications, Strategic Planning, Leadership, Strategy, Customer Service, Integrated Marketing, Strategic Communications, Organizational Design, Project Management, Marketing Strategy, Email Marketing, Digital Marketing, Social Media, Business Development, Leadership Development, Product Marketing, Creative Direction, Market Research, Internal Communications, B2B Marketing, Marketing
Education
Leadership Philadelphia 2013 — 2014
Saint Joseph's University - Erivan K. Haub School of Business
Master of Science, International Marketing
The Catholic University of America
Bachelor of Arts, Psychology
Project Management Institute May 2014 - Present
Hay Group April 2007 - May 2014
Hay Group March 2012 - November 2012
Janney Montgomery Scott October 2003 - April 2007
Towers Perrin August 1995 - August 2002
Kennedy Memorial Hospital August 1994 - August 1995
Skills
Market Planning, Public Relations, Direct Sales, Strategic Partnerships, Social Media Marketing, Matrix Management, Online Product Launches, SEO, Online Advertising, Website Development, Corporate Communications, Marketing Communications, Strategic Planning, Leadership, Strategy, Customer Service, Integrated Marketing, Strategic Communications, Organizational Design, Project Management, Marketing Strategy, Email Marketing, Digital Marketing, Social Media, Business Development, Leadership Development, Product Marketing, Creative Direction, Market Research, Internal Communications, B2B Marketing, Marketing
Education
Leadership Philadelphia 2013 — 2014
Saint Joseph's University - Erivan K. Haub School of Business
Master of Science, International Marketing
The Catholic University of America
Bachelor of Arts, Psychology
Dina (Albanese) Spaidal Dina (Albanese) Spaidal's Janney Montgomery Scott Experience 2002 - 2004
Job Interior Design
Industry Design
Experience
Nicoud and Spaidal Interiors March 2006 - Present
Ryan Beck & Co 2004 - 2005
Janney Montgomery Scott 2002 - 2004
Skills
Interior Design, New Business Development, Sales, Equities, Series 7, Mutual Funds, Business Development, Investments, Marketing, Portfolio Management, Start-ups
Education
St. Lawrence University 1979 — 1983
BA, Music
Nicoud and Spaidal Interiors March 2006 - Present
Ryan Beck & Co 2004 - 2005
Janney Montgomery Scott 2002 - 2004
Skills
Interior Design, New Business Development, Sales, Equities, Series 7, Mutual Funds, Business Development, Investments, Marketing, Portfolio Management, Start-ups
Education
St. Lawrence University 1979 — 1983
BA, Music
Brian Enright Brian Enright's Janney Montgomery Scott Experience August 2002 - Present
Job Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2002 - Present
First Albany Corporation September 1982 - August 2002
Skills
Series 7, Series 8, Series 63, NYS Insurance License, NYS Long Term Care..., Personal Financial..., Retirement Income..., Bond Portfolios, Bonds, Capital Markets, Fixed Income, Mutual Funds, Retirement Planning, Event Planning, FINRA, Bloomberg, Investments, Public Relations, Social Media
Education
Syracuse University
Janney Montgomery Scott August 2002 - Present
First Albany Corporation September 1982 - August 2002
Skills
Series 7, Series 8, Series 63, NYS Insurance License, NYS Long Term Care..., Personal Financial..., Retirement Income..., Bond Portfolios, Bonds, Capital Markets, Fixed Income, Mutual Funds, Retirement Planning, Event Planning, FINRA, Bloomberg, Investments, Public Relations, Social Media
Education
Syracuse University
Adrienne Horen Adrienne Horen's Janney Montgomery Scott Experience October 2002 - Present
Job Vice President/Investments Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2002 - Present
RBC Wealth Management September 1989 - October 2002
PaineWebber October 1987 - September 1989
Skills
Financial Planning, Wealth Management, Non-profits, Women Investors, Retirement Income..., Professional Money..., 401k, Strategic Financial..., Investment Management, Investments, Retirement Planning, Money Management, Nonprofits, Finance, Risk Management, Wealth Management..., Accounting, Mutual Funds, Financial Services, Asset Allocation, Series 7, Public Speaking, Strategic Planning, Investment Advisory, IRAs
Education
Temple University - Fox School of Business and Management 1980 — 1983
Master of Business Administration (MBA), Accounting and Finance
Douglass College/Rutgers University 1973 — 1977
Bachelor of Arts (BA), American/United States Studies/Civilization
Janney Montgomery Scott October 2002 - Present
RBC Wealth Management September 1989 - October 2002
PaineWebber October 1987 - September 1989
Skills
Financial Planning, Wealth Management, Non-profits, Women Investors, Retirement Income..., Professional Money..., 401k, Strategic Financial..., Investment Management, Investments, Retirement Planning, Money Management, Nonprofits, Finance, Risk Management, Wealth Management..., Accounting, Mutual Funds, Financial Services, Asset Allocation, Series 7, Public Speaking, Strategic Planning, Investment Advisory, IRAs
Education
Temple University - Fox School of Business and Management 1980 — 1983
Master of Business Administration (MBA), Accounting and Finance
Douglass College/Rutgers University 1973 — 1977
Bachelor of Arts (BA), American/United States Studies/Civilization
Stephen Snowman's Janney Montgomery Scott Experience January 1999 - March 2001
Job SEO Expert Consultant Bellevue Wa Digital Marketing
Industry Marketing and Advertising
Experience
LegacyRANK.com 2006 - Present
PMA Mortgage 2003 - 2006
Mortgage Market 2001 - 2003
Janney Montgomery Scott January 1999 - March 2001
Concord Equity Group June 1997 - January 1999
Skills
Entrepreneurship, Sales, Marketing, Team Building, New Business Development, Direct Sales, Marketing Strategy, Coaching, Personal Development, Social Networking, Social Media Marketing, Time Management, Strategic Planning, Online Advertising, Negotiation, Sales Management, Leadership, Selling, SEO, Digital Marketing
Education
Spokane Community College 1994 — 1996
Hydraulics and Fluid Power Technology/Technician
LegacyRANK.com 2006 - Present
PMA Mortgage 2003 - 2006
Mortgage Market 2001 - 2003
Janney Montgomery Scott January 1999 - March 2001
Concord Equity Group June 1997 - January 1999
Skills
Entrepreneurship, Sales, Marketing, Team Building, New Business Development, Direct Sales, Marketing Strategy, Coaching, Personal Development, Social Networking, Social Media Marketing, Time Management, Strategic Planning, Online Advertising, Negotiation, Sales Management, Leadership, Selling, SEO, Digital Marketing
Education
Spokane Community College 1994 — 1996
Hydraulics and Fluid Power Technology/Technician
David Haber Jr. David Haber Jr.'s Janney Montgomery Scott Experience September 1994 - May 1996
Job Managing Director & CIO , Pacific & Atlantic Management Company
Industry Investment Management
Experience
Pacific & Atlantic Management Company October 2008 - Present
Qatar Foundation January 2007 - February 2008
Heritage OneAmerica 2006 - 2007
JPMorgan Chase 2003 - 2005
Principal Financial Group April 2002 - July 2003
Bank Al Jazira 1998 - 2000
Citi September 1996 - September 1998
Janney Montgomery Scott September 1994 - May 1996
Prudential-Bache International August 1993 - October 1994
American Express 1986 - July 1993
Skills
Asset Management, Risk, Private Equity, Hedge Funds, Mergers, Strategic Planning, Investments, Financial Modeling, Alternative Investments, Due Diligence, Emerging Markets, Investment Advisory, Restructuring, Valuation, Portfolio Management, Investment Strategies, Divestitures, Start-ups, Joint Ventures, Business Strategy, Commodities, Asset Allocation, Management Consulting, Strategy Development, Compliance, Asset Managment, Financial Risk, International Joint..., Mergers & Acquisitions, Strategy, Executive Management, Financial Structuring, Investment Banking, Venture Capital, Banking, Governance, Risk Management, Capital Markets, Financial Services, Equities, Management, Corporate Finance, Strategic Financial..., Financial Analysis, Fixed Income, Finance, Investment Management, Leadership, Business Planning, Financial Markets
Education
Purdue University -BS-Krannert School of Management
BS, Management
Purdue University School of Humanities BA
BA, Spanish
Thunderbird School of Global Management
MBA, International Finance & Banking
Pacific & Atlantic Management Company October 2008 - Present
Qatar Foundation January 2007 - February 2008
Heritage OneAmerica 2006 - 2007
JPMorgan Chase 2003 - 2005
Principal Financial Group April 2002 - July 2003
Bank Al Jazira 1998 - 2000
Citi September 1996 - September 1998
Janney Montgomery Scott September 1994 - May 1996
Prudential-Bache International August 1993 - October 1994
American Express 1986 - July 1993
Skills
Asset Management, Risk, Private Equity, Hedge Funds, Mergers, Strategic Planning, Investments, Financial Modeling, Alternative Investments, Due Diligence, Emerging Markets, Investment Advisory, Restructuring, Valuation, Portfolio Management, Investment Strategies, Divestitures, Start-ups, Joint Ventures, Business Strategy, Commodities, Asset Allocation, Management Consulting, Strategy Development, Compliance, Asset Managment, Financial Risk, International Joint..., Mergers & Acquisitions, Strategy, Executive Management, Financial Structuring, Investment Banking, Venture Capital, Banking, Governance, Risk Management, Capital Markets, Financial Services, Equities, Management, Corporate Finance, Strategic Financial..., Financial Analysis, Fixed Income, Finance, Investment Management, Leadership, Business Planning, Financial Markets
Education
Purdue University -BS-Krannert School of Management
BS, Management
Purdue University School of Humanities BA
BA, Spanish
Thunderbird School of Global Management
MBA, International Finance & Banking
April Feng Wan April Feng Wan's Janney Montgomery Scott Experience June 2012 - April 2013
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
Janney Montgomery Scott June 2012 - April 2013
China Power Investment Corporation June 2010 - September 2010
China Audit International Certified Public Accountants LTD. June 2009 - September 2009
Skills
Excel VBA, Bloomberg Terminal, Matlab, R, SQL, Financial Derivatives, Fixed Income Securities, Quantitative Portfolio..., Monte Carlo Simulation, LaTeX, Numerical Analysis, Statistical Modeling, Applied Mathematics, Git, Mandarin, VBA, Fixed Income, Derivatives
Education
The Johns Hopkins University 2011 — 2012
MA, Financial Mathematics
Shanghai Jiao Tong University 2007 — 2011
BS, Math and Applied Math
University of Nottingham 2008 — 2009
Exchange Program, Mathematics
Bank of America Merrill Lynch May 2013 - Present
Janney Montgomery Scott June 2012 - April 2013
China Power Investment Corporation June 2010 - September 2010
China Audit International Certified Public Accountants LTD. June 2009 - September 2009
Skills
Excel VBA, Bloomberg Terminal, Matlab, R, SQL, Financial Derivatives, Fixed Income Securities, Quantitative Portfolio..., Monte Carlo Simulation, LaTeX, Numerical Analysis, Statistical Modeling, Applied Mathematics, Git, Mandarin, VBA, Fixed Income, Derivatives
Education
The Johns Hopkins University 2011 — 2012
MA, Financial Mathematics
Shanghai Jiao Tong University 2007 — 2011
BS, Math and Applied Math
University of Nottingham 2008 — 2009
Exchange Program, Mathematics
Stephen Cissne Stephen Cissne's Janney Montgomery Scott Experience 2003 - Present
Job financial advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2003 - Present
Advest, Inc. 1988 - 1999
Skills
Wealth Management
Education
The University of Akron
Janney Montgomery Scott 2003 - Present
Advest, Inc. 1988 - 1999
Skills
Wealth Management
Education
The University of Akron
Madalyn Czerniak Madalyn Czerniak's Janney Montgomery Scott Experience May 2009 - August 2009
Job Actor Singer
Industry Performing Arts
Experience
New Penn Financial, LLC November 2012 - Present
Ritz Theatre Company August 2012 - Present
Myself Only; Self-Employed December 2010 - Present
Freelance Writer; Philadelphia Area December 2006 - Present
Walnut Street Supper Club December 2011 - November 2012
Spirit Cruises May 2010 - November 2012
Beta Male Productions July 2012 - September 2012
GJ Ruggiero Productions February 2011 - September 2011
Saint Joseph's University January 2010 - December 2010
Janney Montgomery Scott May 2009 - August 2009
Skills
Theatre, Singing, Acting, Film, Dance, Ghostwriting, Copy Editing, Copywriting
Education
Saint Joseph's University 2007 — 2011
BA, English, Fine and Performing Arts
University of London, Birkbeck College 2009 — 2009
Shakespeare, Modern Theatre
New Penn Financial, LLC November 2012 - Present
Ritz Theatre Company August 2012 - Present
Myself Only; Self-Employed December 2010 - Present
Freelance Writer; Philadelphia Area December 2006 - Present
Walnut Street Supper Club December 2011 - November 2012
Spirit Cruises May 2010 - November 2012
Beta Male Productions July 2012 - September 2012
GJ Ruggiero Productions February 2011 - September 2011
Saint Joseph's University January 2010 - December 2010
Janney Montgomery Scott May 2009 - August 2009
Skills
Theatre, Singing, Acting, Film, Dance, Ghostwriting, Copy Editing, Copywriting
Education
Saint Joseph's University 2007 — 2011
BA, English, Fine and Performing Arts
University of London, Birkbeck College 2009 — 2009
Shakespeare, Modern Theatre
Brian Mullan, CFA Brian Mullan, CFA's Janney Montgomery Scott Experience February 2010 - March 2013
Job Research Analyst at Surveyor Capital (Citadel LLC) at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Robert A. D'Ambrosio Robert A. D'Ambrosio's Janney Montgomery Scott Experience January 2003 - Present
Job Vice President/Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2003 - Present
Tucker Anthony January 1999 - December 2002
AspenTech 1991 - 1999
Skills
Series 7, Series 63, Series 65, Equities, Bonds, Mutual Funds, Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Annuities, Life Insurance
Education
Salem State College 1987 — 1990
Bachelors Degree, Accounting/Economics
University of Massachusetts, Amherst 1984 — 1986
Undecided
Reading Memorial High School 1980 — 1984
Janney Montgomery Scott January 2003 - Present
Tucker Anthony January 1999 - December 2002
AspenTech 1991 - 1999
Skills
Series 7, Series 63, Series 65, Equities, Bonds, Mutual Funds, Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Annuities, Life Insurance
Education
Salem State College 1987 — 1990
Bachelors Degree, Accounting/Economics
University of Massachusetts, Amherst 1984 — 1986
Undecided
Reading Memorial High School 1980 — 1984
George T. Croonquist George T. Croonquist's Janney Montgomery Scott Experience 1957 - Present
Job Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 1957 - Present
Janney Montgomery Scott 1971 - 2008
Montgomery Scott & Co. 1970 - 1971
Montgomery Scott & Co. 1963 - 1970
Joseph Walker & Sons 1957 - 1963
Skills
Financial Planning, Estate Planning, Comprehensive Wealth..., Fixed Income Products, Retirement Income..., Managed Accounts, Mutual Funds, ETFs, Equities, Options Strategies, Portfolio Management, Strategic Financial..., Securities, Fixed Income, Retirement Planning, Wealth Management
Education
St. Peter's College
Holy Trinity High School
Janney Montgomery Scott 1957 - Present
Janney Montgomery Scott 1971 - 2008
Montgomery Scott & Co. 1970 - 1971
Montgomery Scott & Co. 1963 - 1970
Joseph Walker & Sons 1957 - 1963
Skills
Financial Planning, Estate Planning, Comprehensive Wealth..., Fixed Income Products, Retirement Income..., Managed Accounts, Mutual Funds, ETFs, Equities, Options Strategies, Portfolio Management, Strategic Financial..., Securities, Fixed Income, Retirement Planning, Wealth Management
Education
St. Peter's College
Holy Trinity High School
Steven Pileggi Steven Pileggi's Janney Montgomery Scott Experience 2008 - 2010
Job Business Transition Manager at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
Daniel Cassano Daniel Cassano's Janney Montgomery Scott Experience January 2011 - May 2011
Job Advertising Sales at Fox Networks Group
Industry Marketing and Advertising
Experience
Fox Networks Group April 2014 - Present
Long Island Gulls Hockey April 2014 - Present
Nomura Securities May 2013 - August 2013
North Shore Warriors Baseball August 2010 - August 2013
Northwestern Mutual August 2012 - March 2013
AXA Advisors January 2012 - April 2012
Janney Montgomery Scott January 2011 - May 2011
Skills
Excel, Word, PowerPoint, Access, Leadership Development, Public Speaking, Communication, Analysis, Critical Thinking, Teamwork, Team Motivator, Bloomberg Terminal, Coaching, Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, Minor in Leadership Development
Fox Networks Group April 2014 - Present
Long Island Gulls Hockey April 2014 - Present
Nomura Securities May 2013 - August 2013
North Shore Warriors Baseball August 2010 - August 2013
Northwestern Mutual August 2012 - March 2013
AXA Advisors January 2012 - April 2012
Janney Montgomery Scott January 2011 - May 2011
Skills
Excel, Word, PowerPoint, Access, Leadership Development, Public Speaking, Communication, Analysis, Critical Thinking, Teamwork, Team Motivator, Bloomberg Terminal, Coaching, Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, Minor in Leadership Development
Anthony Snaith Anthony Snaith's Janney Montgomery Scott Experience 2001 - Present
Job Assistant Vice President/Investments
Industry Financial Services
Experience
Janney Montgomery Scott 2001 - Present
Morgan Stanley 1993 - 2001
Skills
Team Building, Investments, Financial Analysis, Finance, Banking, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Modeling, Risk Management, Asset Management, Insurance
Education
Saint Joseph's University
Bachelor's degree, Finance
U. S. Army Noncommissioned Officer Academy
Primary Leadership Development Course
Janney Montgomery Scott 2001 - Present
Morgan Stanley 1993 - 2001
Skills
Team Building, Investments, Financial Analysis, Finance, Banking, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Modeling, Risk Management, Asset Management, Insurance
Education
Saint Joseph's University
Bachelor's degree, Finance
U. S. Army Noncommissioned Officer Academy
Primary Leadership Development Course
Rusmir Murguz Rusmir Murguz's Janney Montgomery Scott Experience July 2012 - May 2013
Job Digital Designer at Zoom Media
Industry Financial Services
Experience
Zoom Media December 2013 - Present
Iperdesign, Inc. August 2012 - May 2013
Janney Montgomery Scott July 2012 - May 2013
Public House June 2012 - September 2012
Madness Studios June 2012 - August 2012
Ditto Document Solutions May 2010 - August 2011
BNY Mellon January 2005 - January 2007
Skills
Brochures, Graphic Design, Business Cards, Flyers, Adobe Acrobat, Graphics, Video, Adobe Creative Suite, Motion Graphics
Education
University of The Arts 2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Zoom Media December 2013 - Present
Iperdesign, Inc. August 2012 - May 2013
Janney Montgomery Scott July 2012 - May 2013
Public House June 2012 - September 2012
Madness Studios June 2012 - August 2012
Ditto Document Solutions May 2010 - August 2011
BNY Mellon January 2005 - January 2007
Skills
Brochures, Graphic Design, Business Cards, Flyers, Adobe Acrobat, Graphics, Video, Adobe Creative Suite, Motion Graphics
Education
University of The Arts 2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Jeffrey Pollard Jeffrey Pollard's Janney Montgomery Scott Experience April 2007 - June 2015
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott April 2007 - June 2015
WACHOVIA SECURITIES June 2004 - April 2007
The College of Saint Rose July 2001 - June 2004
Skills
Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds, Life Insurance, ETFs, Long Term Care Insurance, Stocks, Alternative Investments, Fixed Income, Municipal Bonds, Investment Advisory
Education
Saint Michael's College 1997 — 2001
Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 — 1997
Regents
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott April 2007 - June 2015
WACHOVIA SECURITIES June 2004 - April 2007
The College of Saint Rose July 2001 - June 2004
Skills
Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds, Life Insurance, ETFs, Long Term Care Insurance, Stocks, Alternative Investments, Fixed Income, Municipal Bonds, Investment Advisory
Education
Saint Michael's College 1997 — 2001
Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 — 1997
Regents
Anna DePalma's Janney Montgomery Scott Experience May 2011 - January 2015
Job Account, Sales & Partner Marketing Manager at Vitalyst
Industry Marketing and Advertising
Experience
Vitalyst May 2015 - Present
Janney Montgomery Scott May 2011 - January 2015
Day & Zimmermann (Commercial Security Services Division) July 2006 - September 2010
ARAMARK Refreshment Services August 2000 - April 2006
Skills
Marketing, Advertising, CRM, Management, Social Media, Newsletters, Market Planning, Team Building, Marketing Operations, Relationship Management, Web Analytics, Digital Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Online Marketing, Email Marketing, Marketing Management, Salesforce.com, Direct Mail, Program Management, Strategic Planning, Business Development, Account Management, Trade Shows, New Business Development
Education
Temple University - Fox School of Business and Management 1997 — 2000
Bachelors, Marketing
Vitalyst May 2015 - Present
Janney Montgomery Scott May 2011 - January 2015
Day & Zimmermann (Commercial Security Services Division) July 2006 - September 2010
ARAMARK Refreshment Services August 2000 - April 2006
Skills
Marketing, Advertising, CRM, Management, Social Media, Newsletters, Market Planning, Team Building, Marketing Operations, Relationship Management, Web Analytics, Digital Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Online Marketing, Email Marketing, Marketing Management, Salesforce.com, Direct Mail, Program Management, Strategic Planning, Business Development, Account Management, Trade Shows, New Business Development
Education
Temple University - Fox School of Business and Management 1997 — 2000
Bachelors, Marketing
Jason McCormack Jason McCormack's Janney Montgomery Scott Experience September 2009 - December 2009
Job Family Office Analyst at US Trust
Industry Retail
Experience
US Trust December 2010 - Present
Wallen's Market June 2004 - November 2010
Janney Montgomery Scott September 2009 - December 2009
Education
St. Joseph's College 2006 — 2010
BA, Business Administration, Concentration in Finance & Minor in Economics
US Trust December 2010 - Present
Wallen's Market June 2004 - November 2010
Janney Montgomery Scott September 2009 - December 2009
Education
St. Joseph's College 2006 — 2010
BA, Business Administration, Concentration in Finance & Minor in Economics
Michael Akers Michael Akers's Janney Montgomery Scott Experience May 2008 - May 2013
Job BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2013 - Present
Janney Montgomery Scott May 2008 - May 2013
Ferris Baker Watts Inc. 1998 - 2008
Nabisco 1985 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners
Education
University of Pittsburgh 1981 — 1985
BA, Economics/Finance
St. Francis University 1981 — 1982
Bishop McCort
BB&T Scott & Stringfellow June 2013 - Present
Janney Montgomery Scott May 2008 - May 2013
Ferris Baker Watts Inc. 1998 - 2008
Nabisco 1985 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners
Education
University of Pittsburgh 1981 — 1985
BA, Economics/Finance
St. Francis University 1981 — 1982
Bishop McCort
Walter J. Mack Jr. Walter J. Mack Jr.'s Janney Montgomery Scott Experience September 1994 - May 2001
Job First Vice President /Wealth Management AWMA
Industry Investment Management
Experience
Janney Montgomery Scott LLC 2001 - Present
MorganStanley May 2001 - May 2005
Janney Montgomery Scott September 1994 - May 2001
Skills
Retirement Planning, Wealth Management, ETFs, Asset Allocation, Business Succession..., Estate Planning and..., Securities, Strategic Financial..., Retirement, Asset Managment, Investments, Estate Planning, Mutual Funds, Investment Advisory, Equities, Insurance, Portfolio Management, 401k, Investment Management, Fixed Income, Long-term Care, Fixed Annuities, Risk Management
Education
Temple University 1972 — 1975
BS
Wharton School, University of Pennsylvania
Accredited Wealth Management Advisor
Janney Montgomery Scott LLC 2001 - Present
MorganStanley May 2001 - May 2005
Janney Montgomery Scott September 1994 - May 2001
Skills
Retirement Planning, Wealth Management, ETFs, Asset Allocation, Business Succession..., Estate Planning and..., Securities, Strategic Financial..., Retirement, Asset Managment, Investments, Estate Planning, Mutual Funds, Investment Advisory, Equities, Insurance, Portfolio Management, 401k, Investment Management, Fixed Income, Long-term Care, Fixed Annuities, Risk Management
Education
Temple University 1972 — 1975
BS
Wharton School, University of Pennsylvania
Accredited Wealth Management Advisor
Robert E. Savarese, Jr. Robert E. Savarese, Jr.'s Janney Montgomery Scott Experience May 2006 - July 2008
Job Director / National Accounts Manager
Industry Financial Services
Experience
Franklin Square Capital Partners December 2013 - Present
Federated Securities, Inc. July 2008 - November 2013
Janney Montgomery Scott May 2006 - July 2008
Janney Montgomery Scott 2004 - 2006
ADVISORport 2003 - 2004
Janney Montgomery Scott 2001 - 2003
Janney Montgomery Scott 1998 - 2001
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, ETFs, 401k, Trading, Separately Managed..., Retirement, Investments, Financial Services, Financial Advisory, Alternative Investments, Securities, Investment Strategies, Insurance, Investment Advisory, Fixed Annuities, Finance, Bonds, FINRA, Equities, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Asset Management
Education
Temple University 1986 — 1989
BA, English & Political Science
LaSalle College High School 1981 — 1984
Franklin Square Capital Partners December 2013 - Present
Federated Securities, Inc. July 2008 - November 2013
Janney Montgomery Scott May 2006 - July 2008
Janney Montgomery Scott 2004 - 2006
ADVISORport 2003 - 2004
Janney Montgomery Scott 2001 - 2003
Janney Montgomery Scott 1998 - 2001
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, ETFs, 401k, Trading, Separately Managed..., Retirement, Investments, Financial Services, Financial Advisory, Alternative Investments, Securities, Investment Strategies, Insurance, Investment Advisory, Fixed Annuities, Finance, Bonds, FINRA, Equities, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Asset Management
Education
Temple University 1986 — 1989
BA, English & Political Science
LaSalle College High School 1981 — 1984
Ted Khoury Ted Khoury's Janney Montgomery Scott Experience November 2008 - Present
Job Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Raymond James Financial Inc. May 2006 - November 2008
Wachovia Securities Financial Network November 1999 - May 2006
Skills
Investments, Sales, Direct Sales, Salesforce.com, Series 7, Customer Service, Retirement, Mutual Funds, Small Business, Risk Management, Series 63, Financial Analysis, Retirement Planning, 401k, Estate Planning, Management, Finance, Team Building, Wealth Management, IRAs, Insurance, Portfolio Management, New Business Development
Education
Richard Stockton College of New Jersey 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Janney Montgomery Scott November 2008 - Present
Raymond James Financial Inc. May 2006 - November 2008
Wachovia Securities Financial Network November 1999 - May 2006
Skills
Investments, Sales, Direct Sales, Salesforce.com, Series 7, Customer Service, Retirement, Mutual Funds, Small Business, Risk Management, Series 63, Financial Analysis, Retirement Planning, 401k, Estate Planning, Management, Finance, Team Building, Wealth Management, IRAs, Insurance, Portfolio Management, New Business Development
Education
Richard Stockton College of New Jersey 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Greg McShea Greg McShea's Janney Montgomery Scott Experience December 2012 - Present
Job General Counsel, Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Tomas Isakowitz Tomas Isakowitz's Janney Montgomery Scott Experience July 1998 - June 2001
Job Program Director, CTT Fellows, Center for Technology Transfer, University of Pennsylvania
Industry Higher Education
Experience
Penn Center for Innovation, University of Pennsylvania July 2008 - Present
University of Pennsylvania, Perelman School of Medicine February 2012 - Present
Center for Technology Transfer, University of Pennsylvania May 2007 - June 2008
University of Pennsylvania February 2005 - April 2007
Commerce Bank 2000 - 2002
Janney Montgomery Scott July 1998 - June 2001
The Wharton School, Operations and Information Management Department August 1997 - July 1998
NYU Stern School of Business August 1989 - July 1997
Skills
Technology Transfer, Research, Commercialization, Patents, Intellectual Property, Teaching, Computer Science, Financial Modeling, Curriculum Development, Software Development, Equity Research, Mathematics, Curriculum Design, Higher Education, Computer Program, Public Speaking, Science, Entrepreneurship, Entrepreneurship..., Lean Startup
Education
University of Pennsylvania 1986 — 1989
Doctor of Philosophy (Ph.D.), Computer Science
University of Pennsylvania 1984 — 1986
Master of Engineering (M.Eng.), Computer Science
UCSB 1982 — 1984
Master's degree, Mathematics
The Hebrew University 1975 — 1979
Bachelor of Science (B.Sc.), Mathematics
Colegio Nacional de Buenos Aires 1969 — 1973
Bachiller
Penn Center for Innovation, University of Pennsylvania July 2008 - Present
University of Pennsylvania, Perelman School of Medicine February 2012 - Present
Center for Technology Transfer, University of Pennsylvania May 2007 - June 2008
University of Pennsylvania February 2005 - April 2007
Commerce Bank 2000 - 2002
Janney Montgomery Scott July 1998 - June 2001
The Wharton School, Operations and Information Management Department August 1997 - July 1998
NYU Stern School of Business August 1989 - July 1997
Skills
Technology Transfer, Research, Commercialization, Patents, Intellectual Property, Teaching, Computer Science, Financial Modeling, Curriculum Development, Software Development, Equity Research, Mathematics, Curriculum Design, Higher Education, Computer Program, Public Speaking, Science, Entrepreneurship, Entrepreneurship..., Lean Startup
Education
University of Pennsylvania 1986 — 1989
Doctor of Philosophy (Ph.D.), Computer Science
University of Pennsylvania 1984 — 1986
Master of Engineering (M.Eng.), Computer Science
UCSB 1982 — 1984
Master's degree, Mathematics
The Hebrew University 1975 — 1979
Bachelor of Science (B.Sc.), Mathematics
Colegio Nacional de Buenos Aires 1969 — 1973
Bachiller
Fred Wise Fred Wise's Janney Montgomery Scott Experience June 1998 - Present
Job First Vice President/Wealth Management Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott June 1998 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Retirement, Investment Strategies, Series 65, Estate Planning, Strategic Financial..., IRAs
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Janney Montgomery Scott June 1998 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Retirement, Investment Strategies, Series 65, Estate Planning, Strategic Financial..., IRAs
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Janet Chadie's Janney Montgomery Scott Experience September 2007 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2007 - Present
CCBT Financial Companies March 2001 - June 2004
Skills
Uniform Combined State..., Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investments, Insurance, Investment Advisory, Financial Advisory, College Savings Plans, Retirement, Series 65, Investment Strategies, Securities, Equities, Fixed Annuities, 401k Rollovers, 401k, Variable Annuities, Asset Management, Series 63, Alternative Investments, Investment Management, Wealth, Fixed Income, Estate Planning, Financial Planners, Series 6, Bonds, Series 24, FINRA, Financial Services, Certified Financial..., IRAs, ETFs, Long Term Care Insurance, Personal Financial..., Risk Management, Wealth Management..., Roth IRA, Bloomberg, Strategic Financial..., Separately Managed..., Portfolio Management, Trust Services, Wealth Accumulation
Education
Suffolk University - Sawyer Business School 1974 — 1978
MBA, Finance
Janney Montgomery Scott September 2007 - Present
CCBT Financial Companies March 2001 - June 2004
Skills
Uniform Combined State..., Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investments, Insurance, Investment Advisory, Financial Advisory, College Savings Plans, Retirement, Series 65, Investment Strategies, Securities, Equities, Fixed Annuities, 401k Rollovers, 401k, Variable Annuities, Asset Management, Series 63, Alternative Investments, Investment Management, Wealth, Fixed Income, Estate Planning, Financial Planners, Series 6, Bonds, Series 24, FINRA, Financial Services, Certified Financial..., IRAs, ETFs, Long Term Care Insurance, Personal Financial..., Risk Management, Wealth Management..., Roth IRA, Bloomberg, Strategic Financial..., Separately Managed..., Portfolio Management, Trust Services, Wealth Accumulation
Education
Suffolk University - Sawyer Business School 1974 — 1978
MBA, Finance
Andrea Small's Janney Montgomery Scott Experience March 1998 - March 2006
Job Managing Director Sales and Marketing at Accume Partners
Industry Financial Services
Experience
Accume Partners April 2015 - Present
CSC October 2011 - March 2015
Capco March 2010 - October 2011
Compushare September 2006 - March 2010
Janney Montgomery Scott March 1998 - March 2006
Skills
Vendor Management, Project Management, Contract Negotiation, ALM, Coordination, Banking, Risk Management, Financial Services, IT Strategy, Business Analysis, Portfolio Management, Capital Markets, Business Development, Business Process..., CRM, Consulting, Disaster Recovery, Finance, Investments, Leadership, Managed Services, Outsourcing, Program Management, Strategy
Education
Temple University - Fox School of Business and Management 2001 — 2004
BBA, Finance
Nazareth Academy 1992 — 1996
Accume Partners April 2015 - Present
CSC October 2011 - March 2015
Capco March 2010 - October 2011
Compushare September 2006 - March 2010
Janney Montgomery Scott March 1998 - March 2006
Skills
Vendor Management, Project Management, Contract Negotiation, ALM, Coordination, Banking, Risk Management, Financial Services, IT Strategy, Business Analysis, Portfolio Management, Capital Markets, Business Development, Business Process..., CRM, Consulting, Disaster Recovery, Finance, Investments, Leadership, Managed Services, Outsourcing, Program Management, Strategy
Education
Temple University - Fox School of Business and Management 2001 — 2004
BBA, Finance
Nazareth Academy 1992 — 1996
Joe Lucien, AWMA® Joe Lucien, AWMA®'s Janney Montgomery Scott Experience September 2013 - Present
Job Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2013 - Present
Skills
Series 7, Equities, Wealth Management, 401k Rollovers, Investments, Customer Service, Retirement Planning, Social Networking, Social Media Marketing, Marketing, Sales, Microsoft Office, Marketing Communications, Leadership, Advertising, Email Marketing, Teamwork, Online Advertising, Time Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Direct Marketing
Education
Salisbury University 2008 — 2012
Bachelor of Science (BS), Marketing
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Kellenberg Memorial High School 2004 — 2008
Janney Montgomery Scott September 2013 - Present
Skills
Series 7, Equities, Wealth Management, 401k Rollovers, Investments, Customer Service, Retirement Planning, Social Networking, Social Media Marketing, Marketing, Sales, Microsoft Office, Marketing Communications, Leadership, Advertising, Email Marketing, Teamwork, Online Advertising, Time Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Direct Marketing
Education
Salisbury University 2008 — 2012
Bachelor of Science (BS), Marketing
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Kellenberg Memorial High School 2004 — 2008
Tom Schubert Tom Schubert's Janney Montgomery Scott Experience April 2009 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott April 2009 - Present
ING 1999 - 2009
Skills
Income Planning, Retirees, Small Business, Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management, Investments, Strategic Financial..., Financial Planning, Insurance, Series 63, Portfolio Management, Financial Advisory, Asset Management, Marketing, Wealth, Asset Allocation, Fixed Annuities, Investor Psychology
Education
Saint Joseph's University
Bachelors of Sicence, Finance
Salesianum High School
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott April 2009 - Present
ING 1999 - 2009
Skills
Income Planning, Retirees, Small Business, Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management, Investments, Strategic Financial..., Financial Planning, Insurance, Series 63, Portfolio Management, Financial Advisory, Asset Management, Marketing, Wealth, Asset Allocation, Fixed Annuities, Investor Psychology
Education
Saint Joseph's University
Bachelors of Sicence, Finance
Salesianum High School
Gregory J. Harrigan, CLU, REBC, RHU Gregory J. Harrigan, CLU, REBC, RHU's Janney Montgomery Scott Experience August 2000 - August 2002
Job Account Manager
Industry Insurance
Experience
Leon L. Levy & Associates August 2002 - Present
Janney Montgomery Scott August 2000 - August 2002
Skills
Employee Benefits, Underwriting, Health Insurance, Insurance, Benefits Administration, Health Savings Accounts, Life Insurance, Brokers, COBRA, Disability Insurance, Long-term Care, Workers Compensation, Open Enrollment, Fixed Annuities, Term Life Insurance, Sales, Customer Service
Education
The American College 2009 — 2012
CLU, REBC, RHU, Insurance & Finance
Leon L. Levy & Associates August 2002 - Present
Janney Montgomery Scott August 2000 - August 2002
Skills
Employee Benefits, Underwriting, Health Insurance, Insurance, Benefits Administration, Health Savings Accounts, Life Insurance, Brokers, COBRA, Disability Insurance, Long-term Care, Workers Compensation, Open Enrollment, Fixed Annuities, Term Life Insurance, Sales, Customer Service
Education
The American College 2009 — 2012
CLU, REBC, RHU, Insurance & Finance
Tyler Bradshaw's Janney Montgomery Scott Experience July 2010 - April 2014
Job Associate Healthcare & Life Sciences at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. April 2014 - Present
Janney Montgomery Scott July 2010 - April 2014
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Mergers & Acquisitions, Private Equity, Bonds, IPO, Equities, Capital Markets, Investments
Education
Swarthmore College 2006 — 2010
Bachelor of Arts, Economics, Philosophy
Harris Williams & Co. April 2014 - Present
Janney Montgomery Scott July 2010 - April 2014
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Mergers & Acquisitions, Private Equity, Bonds, IPO, Equities, Capital Markets, Investments
Education
Swarthmore College 2006 — 2010
Bachelor of Arts, Economics, Philosophy
Brittany Kole Brittany Kole's Janney Montgomery Scott Experience July 2012 - Present
Job Regulatory Compliance Specialist at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2012 - Present
Janney Montgomery Scott July 2012 - Present
The Little Apple September 2011 - May 2013
McCalla Raymer, LLC January 2011 - July 2011
Skills
Management, Time Management, Microsoft Office, Outlook, Training, Hospitality, Sales, Software Documentation, Teamwork, Customer Service, Bloomberg, Microsoft Excel, Event Planning
Education
Wilkes University 2008 — 2010
Bachelor's Degree, International Studies
Temple University 2006 — 2008
Janney Montgomery Scott LLC July 2012 - Present
Janney Montgomery Scott July 2012 - Present
The Little Apple September 2011 - May 2013
McCalla Raymer, LLC January 2011 - July 2011
Skills
Management, Time Management, Microsoft Office, Outlook, Training, Hospitality, Sales, Software Documentation, Teamwork, Customer Service, Bloomberg, Microsoft Excel, Event Planning
Education
Wilkes University 2008 — 2010
Bachelor's Degree, International Studies
Temple University 2006 — 2008
Jenn Allison Jenn Allison's Janney Montgomery Scott Experience August 2011 - November 2011
Job Payroll Manager at Family Behavioral Resources
Industry Accounting
Experience
Family Behavioral Resources March 2015 - Present
H.J. Heinz Company July 2014 - March 2015
H.J. Heinz Company March 2014 - July 2014
National Carwash Solutions August 2012 - December 2013
Accounting Club December 2010 - December 2011
Janney Montgomery Scott August 2011 - November 2011
Walmart June 2011 - August 2011
Pittsburgh Marriott North July 2010 - August 2011
Skills
Accounts Payable, Time Management, Account Reconciliation, Accounts Receivable, Accounting, Teamwork, Team Leadership, Journal Entries, Financial Analysis, ADP Payroll, Microsoft Office, Financial Reporting, Community Outreach, Attention To Detail, Organization
Education
Strayer University-Pennsylvania 2013 — 2016
Master of Business Administration (M.B.A.), Human Resource Management, GPA: 4.0
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Administration, Accounting, Economics
Family Behavioral Resources March 2015 - Present
H.J. Heinz Company July 2014 - March 2015
H.J. Heinz Company March 2014 - July 2014
National Carwash Solutions August 2012 - December 2013
Accounting Club December 2010 - December 2011
Janney Montgomery Scott August 2011 - November 2011
Walmart June 2011 - August 2011
Pittsburgh Marriott North July 2010 - August 2011
Skills
Accounts Payable, Time Management, Account Reconciliation, Accounts Receivable, Accounting, Teamwork, Team Leadership, Journal Entries, Financial Analysis, ADP Payroll, Microsoft Office, Financial Reporting, Community Outreach, Attention To Detail, Organization
Education
Strayer University-Pennsylvania 2013 — 2016
Master of Business Administration (M.B.A.), Human Resource Management, GPA: 4.0
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Administration, Accounting, Economics
Nicole Apen Nicole Apen's Janney Montgomery Scott Experience February 2013 - Present
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2013 - Present
UBS August 2004 - February 2013
Education
Salem College
Bachelor of Arts (B.A.), History
Janney Montgomery Scott February 2013 - Present
UBS August 2004 - February 2013
Education
Salem College
Bachelor of Arts (B.A.), History
Kathy Nolan Kathy Nolan's Janney Montgomery Scott Experience February 1977 - January 1981
Job President of Family Focus Financial Group
Industry Financial Services
Experience
Family Focus Financial Group 2007 - Present
Jackson NJ Chamber of Commerce 2009 - 2013
Independent Insurance Agent 1997 - 2007
MetLife 1991 - 1997
RC Stamm & Co February 1981 - 1987
Janney Montgomery Scott February 1977 - January 1981
Skills
Financial Planning, Income Planning, Investments under..., Estate Planning, Retirement Planning, Financial Goals, Strategic Financial..., Financial Planners, Wealth Management, Investments, Retirement, Life Insurance, Long-term Care, Small Business, Long Term Care Insurance, 401k, Personal Finance, Health Insurance, IRAs, Whole Life, Finance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Savings Accounts, Asset Protection, Trusts
Education
St. Peter's College
Psychology
Family Focus Financial Group 2007 - Present
Jackson NJ Chamber of Commerce 2009 - 2013
Independent Insurance Agent 1997 - 2007
MetLife 1991 - 1997
RC Stamm & Co February 1981 - 1987
Janney Montgomery Scott February 1977 - January 1981
Skills
Financial Planning, Income Planning, Investments under..., Estate Planning, Retirement Planning, Financial Goals, Strategic Financial..., Financial Planners, Wealth Management, Investments, Retirement, Life Insurance, Long-term Care, Small Business, Long Term Care Insurance, 401k, Personal Finance, Health Insurance, IRAs, Whole Life, Finance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Savings Accounts, Asset Protection, Trusts
Education
St. Peter's College
Psychology
Kathleen A. Webster, ChFC's Janney Montgomery Scott Experience August 1991 - August 2002
Job Registered Client Associate at Community Wealth Advisors of Community Bank of the Chesapeake
Industry Financial Services
Experience
Community Wealth Advisors January 2015 - Present
Guy Financial Services February 2007 - Present
Wealth Enhancement & Preservation December 2005 - July 2006
NMF Asset Management September 2002 - December 2004
Janney Montgomery Scott August 1991 - August 2002
Skills
Portfolio Management, Financial Modeling, Investments, Asset Managment, Financial Advisory, Investment Advisory, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Wealth, Retirement, Insurance, IRAs, Financial Planners
Education
The American College 2009 — 2012
Chartered Financial Consultant, Financial Planning and Services
Community Wealth Advisors January 2015 - Present
Guy Financial Services February 2007 - Present
Wealth Enhancement & Preservation December 2005 - July 2006
NMF Asset Management September 2002 - December 2004
Janney Montgomery Scott August 1991 - August 2002
Skills
Portfolio Management, Financial Modeling, Investments, Asset Managment, Financial Advisory, Investment Advisory, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Wealth, Retirement, Insurance, IRAs, Financial Planners
Education
The American College 2009 — 2012
Chartered Financial Consultant, Financial Planning and Services
Amanda Sweet's Janney Montgomery Scott Experience June 2013 - June 2015
Job Corporate Marketing & Event Planning Professional
Industry Financial Services
Experience
Janney Montgomery Scott June 2013 - June 2015
Janney Montgomery Scott July 2011 - June 2013
Janney Montgomery Scott January 2010 - July 2011
Skills
Event Planning, Presentations, Marketing, Microsoft Office, Microsoft Excel, Sales, Finance, Microsoft Word, PowerPoint, Marketing Communications, Advertising, Series 7, Report Writing, Equity Capital Markets
Education
Shippensburg University of Pennsylvania
Bachelor of Business Administration (BBA), Marketing, International Studies
Janney Montgomery Scott June 2013 - June 2015
Janney Montgomery Scott July 2011 - June 2013
Janney Montgomery Scott January 2010 - July 2011
Skills
Event Planning, Presentations, Marketing, Microsoft Office, Microsoft Excel, Sales, Finance, Microsoft Word, PowerPoint, Marketing Communications, Advertising, Series 7, Report Writing, Equity Capital Markets
Education
Shippensburg University of Pennsylvania
Bachelor of Business Administration (BBA), Marketing, International Studies
Sidney Gosser Sidney Gosser's Janney Montgomery Scott Experience June 1983 - Present
Job Senior Vice President, Branch Manager of Wyncote Office at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 1983 - Present
Xerox 1968 - 1978
United States Air Force 1964 - 1968
Skills
Retirement, Finance, Management, Leadership, Customer Service, Marketing Strategy, Sales, Asset Allocation, Asset Management, Contract Negotiation
Education
Saint Joseph's University 1971 — 1977
BS, Business
Janney Montgomery Scott June 1983 - Present
Xerox 1968 - 1978
United States Air Force 1964 - 1968
Skills
Retirement, Finance, Management, Leadership, Customer Service, Marketing Strategy, Sales, Asset Allocation, Asset Management, Contract Negotiation
Education
Saint Joseph's University 1971 — 1977
BS, Business
Chip Stanley's Janney Montgomery Scott Experience September 2012 - Present
Job Retirement Income Specialist & Senior Vice President, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott September 2012 - Present
Morgan Stanley December 1991 - August 2012
Skills
Chartered Retirement..., Certified Wealth..., Financial Advisory, Series 65, Financial Services, Series 7, Risk Management, FINRA, Asset Allocation, Investments, Wealth Management, Series 63, Portfolio Management, Insurance, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Securities, Separately Managed...
Education
Sewanee-The University of the South 1967 — 1971
BA, Political Science
Janney Montgomery Scott September 2012 - Present
Morgan Stanley December 1991 - August 2012
Skills
Chartered Retirement..., Certified Wealth..., Financial Advisory, Series 65, Financial Services, Series 7, Risk Management, FINRA, Asset Allocation, Investments, Wealth Management, Series 63, Portfolio Management, Insurance, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Securities, Separately Managed...
Education
Sewanee-The University of the South 1967 — 1971
BA, Political Science
Laura Jane Peterson Laura Jane Peterson's Janney Montgomery Scott Experience October 2012 - Present
Job VP Sales at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2012 - Present
MPS Fixed Income March 2010 - October 2012
Pali Capital September 2008 - February 2010
Simmons Company 2007 - 2007
Skills
Options, Equity Research, Securities, Equities, Trading, Capital Markets, Fixed Income, Bloomberg, Series 7, Bonds, Structured Products, Prime Brokerage, Investments, FX Options, Hedge Funds, Series 63, Electronic Trading, Equity Trading, Derivatives, Financial Markets, Trading Systems
Education
The American University of Paris 2004 — 2008
BA & BS, Applied International Finance, International Business Admin, Applied Mathematics
Marlborough School for Girls
Janney Montgomery Scott October 2012 - Present
MPS Fixed Income March 2010 - October 2012
Pali Capital September 2008 - February 2010
Simmons Company 2007 - 2007
Skills
Options, Equity Research, Securities, Equities, Trading, Capital Markets, Fixed Income, Bloomberg, Series 7, Bonds, Structured Products, Prime Brokerage, Investments, FX Options, Hedge Funds, Series 63, Electronic Trading, Equity Trading, Derivatives, Financial Markets, Trading Systems
Education
The American University of Paris 2004 — 2008
BA & BS, Applied International Finance, International Business Admin, Applied Mathematics
Marlborough School for Girls
Christopher Borden Christopher Borden's Janney Montgomery Scott Experience October 2010 - Present
Job Associate Vice President/Wealth Management with Stedmark Partners at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2010 - Present
Janney Montgomery Scott May 2008 - October 2010
Skills
Retirement Planning, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Services, Trading, Bond Markets, Personal Finance, High Net Worth..., Retirement, Wealth Management, Options Strategies
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Janney Montgomery Scott October 2010 - Present
Janney Montgomery Scott May 2008 - October 2010
Skills
Retirement Planning, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Services, Trading, Bond Markets, Personal Finance, High Net Worth..., Retirement, Wealth Management, Options Strategies
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Trevor Williams Trevor Williams's Janney Montgomery Scott Experience July 2009 - August 2014
Job Managing Director, Portfolio Manager at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc. September 2014 - Present
Janney Montgomery Scott July 2009 - August 2014
Redstone Investment Management, LP May 2007 - November 2008
NewMarket Capital Partners September 2006 - May 2007
Ascendant Capital Partners, LLP January 2002 - September 2006
Hamilton Lane July 2000 - December 2001
Ernst & Young February 2000 - July 2000
Wellington Management Company, LLP September 1997 - February 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Portfolio Management, Due Diligence, Research, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Services, Client Services, Client Service, Wealth Management
Education
Villanova University 1992 — 1994
MBA, general
Siena College 1988 — 1992
BBA, Accounting
Penn Mutual Asset Management, Inc. September 2014 - Present
Janney Montgomery Scott July 2009 - August 2014
Redstone Investment Management, LP May 2007 - November 2008
NewMarket Capital Partners September 2006 - May 2007
Ascendant Capital Partners, LLP January 2002 - September 2006
Hamilton Lane July 2000 - December 2001
Ernst & Young February 2000 - July 2000
Wellington Management Company, LLP September 1997 - February 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Portfolio Management, Due Diligence, Research, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Services, Client Services, Client Service, Wealth Management
Education
Villanova University 1992 — 1994
MBA, general
Siena College 1988 — 1992
BBA, Accounting
Theo Filardi Theo Filardi's Janney Montgomery Scott Experience May 2011 - June 2011
Job Financial Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
The Quechee Ski School December 2009 - Present
Prudential Financial June 2014 - June 2015
BNY Mellon May 2013 - May 2014
Janney Montgomery Scott May 2011 - June 2011
Tancretti Farms May 2007 - November 2010
Skills
Marketing Strategy, Management, Intuitive Leadership, Problem Solving, Microsoft Office, Golf, Marketing, Financial Analysis, People Skills, Innovation, Public Speaking, Result Oriented, IT Financial Management, Training, Time Management, Social Networking, Fundraising, Leadership, Finance, Analysis, Social Media, Research, Teamwork, Strategy, Financial Modeling
Education
Seton Hall University 2011 — 2015
Bachelor of Science, Finance, Marketing, Junior
Notre Dame High School 2007 — 2011
Prudential Financial July 2015 - Present
The Quechee Ski School December 2009 - Present
Prudential Financial June 2014 - June 2015
BNY Mellon May 2013 - May 2014
Janney Montgomery Scott May 2011 - June 2011
Tancretti Farms May 2007 - November 2010
Skills
Marketing Strategy, Management, Intuitive Leadership, Problem Solving, Microsoft Office, Golf, Marketing, Financial Analysis, People Skills, Innovation, Public Speaking, Result Oriented, IT Financial Management, Training, Time Management, Social Networking, Fundraising, Leadership, Finance, Analysis, Social Media, Research, Teamwork, Strategy, Financial Modeling
Education
Seton Hall University 2011 — 2015
Bachelor of Science, Finance, Marketing, Junior
Notre Dame High School 2007 — 2011
Jim Lucas Jim Lucas's Janney Montgomery Scott Experience 1998 - June 2012
Job Vice President, Investor Relations and Strategy at Pentair
Industry Renewables & Environment
Experience
Pentair June 2012 - Present
Janney Montgomery Scott 1998 - June 2012
NatWest Markets 1996 - 1998
Raymond James Financial 1990 - 1996
Skills
Investor Relations, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Investments, Due Diligence
Education
Tampa College 1989 — 1993
BS, MBA, Accounting
St. Petersburg College 1987 — 1989
AA, Accounting
Largo High School 1984 — 1987
Pentair June 2012 - Present
Janney Montgomery Scott 1998 - June 2012
NatWest Markets 1996 - 1998
Raymond James Financial 1990 - 1996
Skills
Investor Relations, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Investments, Due Diligence
Education
Tampa College 1989 — 1993
BS, MBA, Accounting
St. Petersburg College 1987 — 1989
AA, Accounting
Largo High School 1984 — 1987
John W. Damian John W. Damian's Janney Montgomery Scott Experience November 2009 - Present
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
H Brad Kerr H Brad Kerr's Janney Montgomery Scott Experience 1996 - Present
Job Senior Vice President Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 1996 - Present
Skills
Asset Allocation, Financial Planning, Retirement Planning
Education
Temple University 1975 — 1979
Bachelors of Business Administration, Accounting
Janney Montgomery Scott 1996 - Present
Skills
Asset Allocation, Financial Planning, Retirement Planning
Education
Temple University 1975 — 1979
Bachelors of Business Administration, Accounting
Jason Gao Jason Gao's Janney Montgomery Scott Experience June 2011 - September 2011
Job Assurance Staff at EY
Industry Financial Services
Experience
EY August 2015 - Present
EY June 2014 - August 2014
PwC September 2013 - October 2013
AXA Advisors June 2013 - September 2013
Olinsky Law Group January 2013 - May 2013
Janney Montgomery Scott June 2011 - September 2011
The New York City Police Museum October 2010 - June 2011
Skills
PowerPoint, Public Speaking, Data Entry, Community Outreach, Research, Marketing, Accounting, Nonprofits, Management, Teaching
Education
Syracuse University 2011 — 2015
Bachelor of Science (BSc), Bachelor of Arts, Accounting and Finance, and Political Science, GPA: 3.6/4.0
John Dewey High School 2007 — 2011
3.5/4.0
EY August 2015 - Present
EY June 2014 - August 2014
PwC September 2013 - October 2013
AXA Advisors June 2013 - September 2013
Olinsky Law Group January 2013 - May 2013
Janney Montgomery Scott June 2011 - September 2011
The New York City Police Museum October 2010 - June 2011
Skills
PowerPoint, Public Speaking, Data Entry, Community Outreach, Research, Marketing, Accounting, Nonprofits, Management, Teaching
Education
Syracuse University 2011 — 2015
Bachelor of Science (BSc), Bachelor of Arts, Accounting and Finance, and Political Science, GPA: 3.6/4.0
John Dewey High School 2007 — 2011
3.5/4.0
Jacqueline Brennan Jacqueline Brennan's Janney Montgomery Scott Experience May 1996 - January 1997
Job Senior Marketing Director at World Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2010 - Present
Edge Trading August 2008 - July 2009
Cowen & Co., LLC April 2005 - June 2007
Cowen & Co., LLC June 1998 - April 2005
Rosenblatt Securities January 1997 - May 1998
Janney Montgomery Scott May 1996 - January 1997
Skills
Trading, Securities, Equities, Financial Markets, Investments, Series 7, Series 55, Series 66, Series 25, Microsoft Word, Microsoft Excel, Organizational..., Fast Paced Environment, Highly motivated..., Eye for Details, strong communication..., high-quality attitude
Education
Spring Hill College 1992 — 1996
Bachelor of Science, Accounting
Walhalla Senior High School 1988 — 1992
Transamerica Financial Advisors, Inc. June 2010 - Present
Edge Trading August 2008 - July 2009
Cowen & Co., LLC April 2005 - June 2007
Cowen & Co., LLC June 1998 - April 2005
Rosenblatt Securities January 1997 - May 1998
Janney Montgomery Scott May 1996 - January 1997
Skills
Trading, Securities, Equities, Financial Markets, Investments, Series 7, Series 55, Series 66, Series 25, Microsoft Word, Microsoft Excel, Organizational..., Fast Paced Environment, Highly motivated..., Eye for Details, strong communication..., high-quality attitude
Education
Spring Hill College 1992 — 1996
Bachelor of Science, Accounting
Walhalla Senior High School 1988 — 1992
Terry Stouffer Terry Stouffer's Janney Montgomery Scott Experience November 2008 - Present
Job Certified Financial Planner at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Jack Hughes Jack Hughes's Janney Montgomery Scott Experience April 1990 - May 2008
Job Senior Advisor at WealthForge
Industry Financial Services
Experience
WealthForge July 2014 - Present
Capital Market Solutions March 2013 - Present
JP Hughes Consulting LLC June 2008 - Present
WealthForge LLC 2014 - 2015
WealthForge LLC 2014 - 2015
BA Securities March 2012 - March 2013
ILLUSTRO TRADING February 2010 - February 2012
Compass Point Research & Trading October 2008 - June 2009
Janney Montgomery Scott April 1990 - May 2008
WH Newbold 1976 - 1990
Skills
FINRA Series..., Series 7, Capital Markets, Securities, FINRA, Trading, Options, Trading Systems, Equities, Financial Markets, Asset Management, Investment Advisory, FINRA Arbitrator, Asset Managment, Due Diligence, Hedge Funds, Portfolio Management, Financial Advisory, Investment Banking, Mergers, Banking, Investments, Mergers & Acquisitions, Series 63, Corporate Finance, Mutual Funds, Bonds, ETFs, Alternative Investments, Relationship Management, Risk Management, Equity Trading, Strategic Financial..., Private Equity, Valuation, Wealth Management, Financial Services, Investment Management, Derivatives, Equity Derivatives, Retirement Planning, Proprietary Trading, Financial Modeling, Investment Strategies, Asset Allocation, Series 24, Wealth Management..., Electronic Trading, Bloomberg, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 1969 — 1976
Business Administration
WealthForge July 2014 - Present
Capital Market Solutions March 2013 - Present
JP Hughes Consulting LLC June 2008 - Present
WealthForge LLC 2014 - 2015
WealthForge LLC 2014 - 2015
BA Securities March 2012 - March 2013
ILLUSTRO TRADING February 2010 - February 2012
Compass Point Research & Trading October 2008 - June 2009
Janney Montgomery Scott April 1990 - May 2008
WH Newbold 1976 - 1990
Skills
FINRA Series..., Series 7, Capital Markets, Securities, FINRA, Trading, Options, Trading Systems, Equities, Financial Markets, Asset Management, Investment Advisory, FINRA Arbitrator, Asset Managment, Due Diligence, Hedge Funds, Portfolio Management, Financial Advisory, Investment Banking, Mergers, Banking, Investments, Mergers & Acquisitions, Series 63, Corporate Finance, Mutual Funds, Bonds, ETFs, Alternative Investments, Relationship Management, Risk Management, Equity Trading, Strategic Financial..., Private Equity, Valuation, Wealth Management, Financial Services, Investment Management, Derivatives, Equity Derivatives, Retirement Planning, Proprietary Trading, Financial Modeling, Investment Strategies, Asset Allocation, Series 24, Wealth Management..., Electronic Trading, Bloomberg, Wealth
Education
Saint Joseph's University - Erivan K. Haub School of Business 1969 — 1976
Business Administration
Jake Pool Jake Pool's Janney Montgomery Scott Experience June 2010 - Present
Job Vice President at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
James Dornan James Dornan's Janney Montgomery Scott Experience October 2011 - Present
Job Senior Vice President / Regional Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2011 - Present
Smith Barney December 1992 - May 2010
Skills
Financial Management..., Asset Allocation, Alternative Investments, Investments, Management, Mutual Funds, Portfolio Management, Investment Management, Retirement Planning, Securities, Series 63, Series 7, Wealth Management, Wealth Management..., Financial Services, Financial Advisory, Finance
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Janney Montgomery Scott October 2011 - Present
Smith Barney December 1992 - May 2010
Skills
Financial Management..., Asset Allocation, Alternative Investments, Investments, Management, Mutual Funds, Portfolio Management, Investment Management, Retirement Planning, Securities, Series 63, Series 7, Wealth Management, Wealth Management..., Financial Services, Financial Advisory, Finance
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Wesley Marcik Wesley Marcik's Janney Montgomery Scott Experience June 2012 - August 2012
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group July 2013 - Present
Janney Montgomery Scott June 2012 - August 2012
Education
Swarthmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Analysis Group July 2013 - Present
Janney Montgomery Scott June 2012 - August 2012
Education
Swarthmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jenson Jose Jenson Jose's Janney Montgomery Scott Experience July 2008 - November 2012
Job Analyst, Branch Development at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning November 2012 - Present
Janney Montgomery Scott July 2008 - November 2012
Skills
Series 6, Business Valuation, Business Analysis, Business Development, Business Strategy
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance
Lincoln Investment Planning November 2012 - Present
Janney Montgomery Scott July 2008 - November 2012
Skills
Series 6, Business Valuation, Business Analysis, Business Development, Business Strategy
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance
Roy Blumberg Roy Blumberg's Janney Montgomery Scott Experience 2006 - 2008
Job Partner at Horatio Street Wealth Management
Industry Financial Services
Experience
Horatio Street Wealth Management 2009 - Present
Janney Montgomery Scott 2006 - 2008
Sterne Agee 2000 - 2006
The Roosevelt Investment Group May 1999 - May 2000
First Allied Securities/Josephthal Inc. 1996 - 1999
CNBC 1989 - 1996
Thomson McKinnon Securities 1987 - 1989
Education
The University of Connecticut School of Business
Bs, Business Administraton
William hall high school
William hall high school
Horatio Street Wealth Management 2009 - Present
Janney Montgomery Scott 2006 - 2008
Sterne Agee 2000 - 2006
The Roosevelt Investment Group May 1999 - May 2000
First Allied Securities/Josephthal Inc. 1996 - 1999
CNBC 1989 - 1996
Thomson McKinnon Securities 1987 - 1989
Education
The University of Connecticut School of Business
Bs, Business Administraton
William hall high school
William hall high school
Bill Rivel Bill Rivel's Janney Montgomery Scott Experience March 2013 - Present
Job Branch Operations Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Dana Saldaris Dana Saldaris's Janney Montgomery Scott Experience December 2010 - Present
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2010 - Present
Stephens Inc. January 2006 - December 2010
Legg Mason Wood Walker, Inc. November 1997 - January 2006
Skills
Investments
Education
Southern Connecticut State University 1987 — 1991
BA, Political Science
Joseph A. Foran High School
Rygaards International School
Janney Montgomery Scott December 2010 - Present
Stephens Inc. January 2006 - December 2010
Legg Mason Wood Walker, Inc. November 1997 - January 2006
Skills
Investments
Education
Southern Connecticut State University 1987 — 1991
BA, Political Science
Joseph A. Foran High School
Rygaards International School
Peter Scudner Peter Scudner's Janney Montgomery Scott Experience November 2008 - Present
Job Senior Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
USA Table Tennis July 2008 - Present
The Lancaster Chamber of Commerce & Industry December 2005 - Present
North Museum of Natural History & Science June 2003 - Present
Smith Barney May 1984 - November 2008
Conestoga Valley School District January 1998 - September 2000
Skills
Strategic Planning, Retirement Planning, Financial Advice, Chartered Retirement..., Certified Investment..., Regional Archery Coach, Photography
Education
The Catholic University of America 1975 — 1979
BA, Politics / Journalism
Janney Montgomery Scott November 2008 - Present
USA Table Tennis July 2008 - Present
The Lancaster Chamber of Commerce & Industry December 2005 - Present
North Museum of Natural History & Science June 2003 - Present
Smith Barney May 1984 - November 2008
Conestoga Valley School District January 1998 - September 2000
Skills
Strategic Planning, Retirement Planning, Financial Advice, Chartered Retirement..., Certified Investment..., Regional Archery Coach, Photography
Education
The Catholic University of America 1975 — 1979
BA, Politics / Journalism
Alton Allen Alton Allen's Janney Montgomery Scott Experience January 2010 - June 2011
Job Software Architect at UBC An Express Scripts Company
Industry Defense & Space
Experience
UBC - An Express Scripts Company January 2014 - August 2014
Comcast April 2013 - December 2013
EnergyPlus October 2012 - March 2013
CIGNA June 2011 - October 2012
Janney Montgomery Scott January 2010 - June 2011
FreedomPay May 2009 - January 2010
Lockheed Martin December 2007 - December 2008
eMoney Advisor April 2007 - September 2007
Parametric Technology Corporation January 2006 - April 2007
Skills
XML, JSP, Requirements Analysis, C#, SDLC, SQL, JavaScript, ASP.NET MVC, MVC Architecture, MVC, AngularJS, Entity Framework, XHTML, CSS, CSS3, jQuery, jQuery UI, Web Services, Databases, Web Applications, Java Enterprise Edition, AJAX, Agile Methodologies, ASP.NET, .NET, WCF, Project Management, RESTful WebServices
Education
Temple University 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences, General
UBC - An Express Scripts Company January 2014 - August 2014
Comcast April 2013 - December 2013
EnergyPlus October 2012 - March 2013
CIGNA June 2011 - October 2012
Janney Montgomery Scott January 2010 - June 2011
FreedomPay May 2009 - January 2010
Lockheed Martin December 2007 - December 2008
eMoney Advisor April 2007 - September 2007
Parametric Technology Corporation January 2006 - April 2007
Skills
XML, JSP, Requirements Analysis, C#, SDLC, SQL, JavaScript, ASP.NET MVC, MVC Architecture, MVC, AngularJS, Entity Framework, XHTML, CSS, CSS3, jQuery, jQuery UI, Web Services, Databases, Web Applications, Java Enterprise Edition, AJAX, Agile Methodologies, ASP.NET, .NET, WCF, Project Management, RESTful WebServices
Education
Temple University 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences, General
Francis Gress Francis Gress's Janney Montgomery Scott Experience May 2009 - August 2011
Job Development Associate, Annual Fund at Einstein Healthcare Network
Industry Fund-Raising
Experience
Einstein Healthcare Network September 2014 - Present
Our Lady of Port Richmond Regional Catholic School August 2011 - August 2014
Janney Montgomery Scott May 2009 - August 2011
Saint Joseph's University August 2010 - May 2011
Saint Joseph's University- Academic Services October 2010 - April 2011
Saint Joseph's University January 2009 - April 2011
Southampton Tennis Club May 2003 - August 2007
Skills
GiftWorks, Grant Writing, Non-profits, Fundraising, Strategic Planning, Microsoft Office, Limited..., Recruiting, Nonprofits, Training, Community Outreach, Higher Education, Leadership, Public Speaking, Research, Program Development, PowerPoint, Social Media, Social Networking
Education
Saint Joseph's University 2007 — 2011
Bachelor of Arts, Theology; Italian
Roman Catholic High School 2003 — 2007
Einstein Healthcare Network September 2014 - Present
Our Lady of Port Richmond Regional Catholic School August 2011 - August 2014
Janney Montgomery Scott May 2009 - August 2011
Saint Joseph's University August 2010 - May 2011
Saint Joseph's University- Academic Services October 2010 - April 2011
Saint Joseph's University January 2009 - April 2011
Southampton Tennis Club May 2003 - August 2007
Skills
GiftWorks, Grant Writing, Non-profits, Fundraising, Strategic Planning, Microsoft Office, Limited..., Recruiting, Nonprofits, Training, Community Outreach, Higher Education, Leadership, Public Speaking, Research, Program Development, PowerPoint, Social Media, Social Networking
Education
Saint Joseph's University 2007 — 2011
Bachelor of Arts, Theology; Italian
Roman Catholic High School 2003 — 2007
Colin Tan's Janney Montgomery Scott Experience October 2008 - July 2009
Job Treasury Analyst
Industry Banking
Experience
Bank of the West August 2012 - Present
McKesson November 2011 - August 2012
Wells Fargo June 2010 - October 2011
Intellectual Ventures January 2010 - August 2010
Janney Montgomery Scott October 2008 - July 2009
Texas Instruments December 2000 - December 2007
Texas Instruments December 2000 - April 2003
Skills
Valuation, Strategy, Capital Budgeting, VBA, Venture Capital, Risk Management, Leadership, Finance, Analysis, Bloomberg, Financial Risk, Sales, Capital Markets, SQL, Investments, Financial Modeling, Budgets, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2006
M.B.A., Finance
University of Wisconsin-Madison
M.S., Materials Science
University of Wisconsin-Madison
B.S, Materials Engineering
Bank of the West August 2012 - Present
McKesson November 2011 - August 2012
Wells Fargo June 2010 - October 2011
Intellectual Ventures January 2010 - August 2010
Janney Montgomery Scott October 2008 - July 2009
Texas Instruments December 2000 - December 2007
Texas Instruments December 2000 - April 2003
Skills
Valuation, Strategy, Capital Budgeting, VBA, Venture Capital, Risk Management, Leadership, Finance, Analysis, Bloomberg, Financial Risk, Sales, Capital Markets, SQL, Investments, Financial Modeling, Budgets, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2006
M.B.A., Finance
University of Wisconsin-Madison
M.S., Materials Science
University of Wisconsin-Madison
B.S, Materials Engineering
Tom Coughlin, CFA, CMT's Janney Montgomery Scott Experience July 2006 - April 2007
Job Fixed Income Analyst
Industry Financial Services
Experience
Chartwell Investment Partners April 2007 - Present
Swarthmore College September 2005 - April 2011
Janney Montgomery Scott July 2006 - April 2007
Janney Montgomery Scott December 2005 - June 2006
Skills
Fixed Income, Bloomberg, Portfolio Management, Economics, Financial Modeling, Asset Management
Education
Swarthmore College 2001 — 2005
BA, Economics, History
Gilman School
Chartwell Investment Partners April 2007 - Present
Swarthmore College September 2005 - April 2011
Janney Montgomery Scott July 2006 - April 2007
Janney Montgomery Scott December 2005 - June 2006
Skills
Fixed Income, Bloomberg, Portfolio Management, Economics, Financial Modeling, Asset Management
Education
Swarthmore College 2001 — 2005
BA, Economics, History
Gilman School
Stephen Hurly's Janney Montgomery Scott Experience August 2004 - June 2008
Job CEO at Viventia Biotech
Industry Biotechnology
Experience
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Mark Neff's Janney Montgomery Scott Experience January 2009 - Present
Job Director, Institutional Fixed Income Sales
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Stifel Nicolaus 2007 - 2009
Skills
Series 7, Portfolio Management, Series 63, Investments
Education
Shippensburg University of Pennsylvania 1979 — 1984
Janney Montgomery Scott January 2009 - Present
Stifel Nicolaus 2007 - 2009
Skills
Series 7, Portfolio Management, Series 63, Investments
Education
Shippensburg University of Pennsylvania 1979 — 1984
Albert Savastano's Janney Montgomery Scott Experience November 2004 - April 2007
Job Portfolio Manager at Norges Bank Investment Management
Industry Financial Services
Experience
Norges Bank Investment Management September 2011 - Present
Macquarie Group November 2009 - July 2011
Fox-Pitt, Kelton April 2007 - November 2009
Janney Montgomery Scott November 2004 - April 2007
FTN Midwest Securities March 2003 - November 2004
Ryan Beck & Co. November 2001 - February 2003
KPMG LLP 1994 - 1999
Skills
CFA, Banking, ALM, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Chartered Financial..., DCF, Emerging Markets, Enterprise Risk..., Equities, Equity Research, Financial Modeling, Fixed Income, Funding, Hedge Funds, IPO, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Treasury Management, Valuation, Wealth Management...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Seton Hall University 1990 — 1994
BS, Accounting
Norges Bank Investment Management September 2011 - Present
Macquarie Group November 2009 - July 2011
Fox-Pitt, Kelton April 2007 - November 2009
Janney Montgomery Scott November 2004 - April 2007
FTN Midwest Securities March 2003 - November 2004
Ryan Beck & Co. November 2001 - February 2003
KPMG LLP 1994 - 1999
Skills
CFA, Banking, ALM, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Chartered Financial..., DCF, Emerging Markets, Enterprise Risk..., Equities, Equity Research, Financial Modeling, Fixed Income, Funding, Hedge Funds, IPO, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Treasury Management, Valuation, Wealth Management...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Seton Hall University 1990 — 1994
BS, Accounting
James Creel's Janney Montgomery Scott Experience August 2004 - March 2008
Job Senior Counsel at The Vanguard Group, Inc.
Industry Law Practice
Experience
The Vanguard Group, Inc. March 2008 - Present
Janney Montgomery Scott August 2004 - March 2008
Saul Ewing LLP September 2002 - August 2004
Skills
Securities, Mutual Funds, Series 7, Litigation, Equities, FINRA, Corporate Law, Wealth Management, Investments, Asset Managment, Alternative Investments, Financial Services, Capital Markets, Licensing, Risk Management, Legal Research, Corporate Governance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
Doctor of Law (J.D.), Law
St. Joseph's University 1989 — 1993
Bachelors of science, Marketing
The Vanguard Group, Inc. March 2008 - Present
Janney Montgomery Scott August 2004 - March 2008
Saul Ewing LLP September 2002 - August 2004
Skills
Securities, Mutual Funds, Series 7, Litigation, Equities, FINRA, Corporate Law, Wealth Management, Investments, Asset Managment, Alternative Investments, Financial Services, Capital Markets, Licensing, Risk Management, Legal Research, Corporate Governance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
Doctor of Law (J.D.), Law
St. Joseph's University 1989 — 1993
Bachelors of science, Marketing
Jeff Scharf's Janney Montgomery Scott Experience December 2006 - Present
Job Director of Strategic Initiatives, AWMA
Industry Financial Services
Experience
Janney Montgomery Scott December 2006 - Present
Nuveen Investments January 1999 - June 2001
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Strategic Financial..., Equities, Retirement Planning, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Securities, Series 7, Fixed Income, Relationship Management, Retirement, Financial Advisory, Rockets, Wealth Management..., Series 63, ETFs
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Janney Montgomery Scott December 2006 - Present
Nuveen Investments January 1999 - June 2001
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Strategic Financial..., Equities, Retirement Planning, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Securities, Series 7, Fixed Income, Relationship Management, Retirement, Financial Advisory, Rockets, Wealth Management..., Series 63, ETFs
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Michael D. Manno's Janney Montgomery Scott Experience November 2001 - February 2003
Job Managing Partner at Law Office of Michael D. Manno
Industry Law Practice
Experience
Law Office of Michael D. Manno March 2009 - Present
Dechert LLP November 2004 - February 2009
Janney Montgomery Scott November 2001 - February 2003
Morgan Stanley July 1996 - November 2001
WALSH, ANDERSON, BROWN, SCHULZE & ALDRIDGE, P.C. December 1993 - May 1995
U.S. Department of Education, Office for Civil Rights March 1992 - December 1993
Skills
Trusted Legal Advisor, Experienced Financial..., Skilled Negotiator, Corporate Finance, Capital Markets, Litigation, Investment Advisory, Insurance, Securities, Real Estate, Financial Planning, Investments, Asset Management, Estate Planning, Banking, Due Diligence, IPO, Investment Banking, Equities, Wealth Management, Negotiation, Legal Research, Civil Litigation, Employment Law, Legal Writing, Motions, Securities Regulation, Finance, Corporate Governance, Hearings
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Juris Doctor, Law
Villanova University 1980 — 1984
BA, English, Business
William Penn Charter School 1976 — 1980
Diploma, College Preparatory High School
Law Office of Michael D. Manno March 2009 - Present
Dechert LLP November 2004 - February 2009
Janney Montgomery Scott November 2001 - February 2003
Morgan Stanley July 1996 - November 2001
WALSH, ANDERSON, BROWN, SCHULZE & ALDRIDGE, P.C. December 1993 - May 1995
U.S. Department of Education, Office for Civil Rights March 1992 - December 1993
Skills
Trusted Legal Advisor, Experienced Financial..., Skilled Negotiator, Corporate Finance, Capital Markets, Litigation, Investment Advisory, Insurance, Securities, Real Estate, Financial Planning, Investments, Asset Management, Estate Planning, Banking, Due Diligence, IPO, Investment Banking, Equities, Wealth Management, Negotiation, Legal Research, Civil Litigation, Employment Law, Legal Writing, Motions, Securities Regulation, Finance, Corporate Governance, Hearings
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Juris Doctor, Law
Villanova University 1980 — 1984
BA, English, Business
William Penn Charter School 1976 — 1980
Diploma, College Preparatory High School
David Calvarese's Janney Montgomery Scott Experience May 2006 - July 2014
Job Account Manager at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. July 2014 - Present
Janney Montgomery Scott May 2006 - July 2014
Wachovia Bank June 2002 - May 2006
Skills
Asset Allocation, Equities, Series 7, Securities, Mutual Funds
Education
Shippensburg University of Pennsylvania 1995 — 1997
BSBA, Marketing
Temple Real Estate Institute
Pennsylvania Real Estate License
InvestEdge, Inc. July 2014 - Present
Janney Montgomery Scott May 2006 - July 2014
Wachovia Bank June 2002 - May 2006
Skills
Asset Allocation, Equities, Series 7, Securities, Mutual Funds
Education
Shippensburg University of Pennsylvania 1995 — 1997
BSBA, Marketing
Temple Real Estate Institute
Pennsylvania Real Estate License
Daniel Blum's Janney Montgomery Scott Experience April 2011 - Present
Job Managing Director, Securities Lending
Industry Banking
Experience
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Paul Sablich's Janney Montgomery Scott Experience August 1999 - April 2004
Job Institutional Equity Sales at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. September 2013 - Present
JP Morgan April 2004 - March 2013
Janney Montgomery Scott August 1999 - April 2004
Skills
Securities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Banking, Series 63, Series 7, Bloomberg, Valuation, Investments, Hedge Funds, Equities, Capital Markets, Financial Modeling, Equity Valuation, Investment Management, Mutual Funds, Asset Allocation, Options, Equity Trading, ETFs, Derivatives
Education
Temple University - Fox School of Business and Management 1995 — 1999
Chesnut Hill Academy 1990 — 1994
Oppenheimer & Co. September 2013 - Present
JP Morgan April 2004 - March 2013
Janney Montgomery Scott August 1999 - April 2004
Skills
Securities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Banking, Series 63, Series 7, Bloomberg, Valuation, Investments, Hedge Funds, Equities, Capital Markets, Financial Modeling, Equity Valuation, Investment Management, Mutual Funds, Asset Allocation, Options, Equity Trading, ETFs, Derivatives
Education
Temple University - Fox School of Business and Management 1995 — 1999
Chesnut Hill Academy 1990 — 1994
Phil Karanicolas's Janney Montgomery Scott Experience October 2010 - December 2013
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
J.D. O'Brien's Janney Montgomery Scott Experience 2006 - March 2013
Job ...................................
Industry Financial Services
Experience
Janney Montgomery Scott 2006 - March 2013
Knight Securities December 1995 - October 2002
Skills
Series 7, Series 63, Bloomberg, Equities, Securities, Equity Trading, Trading, ETFs, FINRA, Options, Capital Markets, Fixed Income, Hedge Funds, Electronic Trading, Trading Systems, Financial Markets, Mutual Funds, Proprietary Trading, Alternative Investments
Education
Syracuse University 1989 — 1993
Janney Montgomery Scott 2006 - March 2013
Knight Securities December 1995 - October 2002
Skills
Series 7, Series 63, Bloomberg, Equities, Securities, Equity Trading, Trading, ETFs, FINRA, Options, Capital Markets, Fixed Income, Hedge Funds, Electronic Trading, Trading Systems, Financial Markets, Mutual Funds, Proprietary Trading, Alternative Investments
Education
Syracuse University 1989 — 1993
Luis A. Vega's Janney Montgomery Scott Experience 2004 - 2005
Job Mobile Device Specialist at Genesis HealthCare
Industry Media Production
Experience
Genesis HealthCare September 2015 - Present
Vega Media Arts & Design, LLC September 2008 - Present
Apple March 2013 - September 2015
Apple October 2011 - March 2013
Philadelphia Gas Works April 2006 - February 2011
Beasley Broadcast Group April 2009 - August 2009
The Studio 215- L. Gold Music Inc. March 2006 - March 2007
Janney Montgomery Scott 2004 - 2005
Skills
Social Networking, Microsoft Office, Customer Service, Final Cut Pro, Photoshop, Music Production, Editing, Microsoft Excel, Video Editing, Media Production, Audio Editing, PowerPoint, Troubleshooting, Video, Sound, Marketing, Pro Tools, Marketing Communications, Logic Pro, Digital Media, Strategic Consulting, Strategic Planning, Presentations, Music, Videography, Recording, Producing, Film Production, Video Production, Mac, Adobe Creative Suite, Audio Engineering, OS X, Camera, Audio Post Production, Mac OS, Music Industry, Post Production, New Media, Radio, Sales, Management
Education
Temple University 2007 — 2011
B.A., Broadcasting Telecommunications Mass Media
Genesis HealthCare September 2015 - Present
Vega Media Arts & Design, LLC September 2008 - Present
Apple March 2013 - September 2015
Apple October 2011 - March 2013
Philadelphia Gas Works April 2006 - February 2011
Beasley Broadcast Group April 2009 - August 2009
The Studio 215- L. Gold Music Inc. March 2006 - March 2007
Janney Montgomery Scott 2004 - 2005
Skills
Social Networking, Microsoft Office, Customer Service, Final Cut Pro, Photoshop, Music Production, Editing, Microsoft Excel, Video Editing, Media Production, Audio Editing, PowerPoint, Troubleshooting, Video, Sound, Marketing, Pro Tools, Marketing Communications, Logic Pro, Digital Media, Strategic Consulting, Strategic Planning, Presentations, Music, Videography, Recording, Producing, Film Production, Video Production, Mac, Adobe Creative Suite, Audio Engineering, OS X, Camera, Audio Post Production, Mac OS, Music Industry, Post Production, New Media, Radio, Sales, Management
Education
Temple University 2007 — 2011
B.A., Broadcasting Telecommunications Mass Media
Kevin McArdle's Janney Montgomery Scott Experience August 2011 - June 2013
Job Owner of Hand & Stone Massage and Facial Spa; Principal at McArdle Associates
Industry Health, Wellness and Fitness
Experience
Janney Montgomery Scott August 2011 - June 2013
Harleysville Insurance 2002 - 2009
ACE INA 1999 - 2002
CIGNA 1990 - 1999
Skills
Strategic Communications, Communication Training, Marketing Communications, Media Relations, Strategy, Vendor Management, Speech Writing, Investor Relations, Corporate Communications, Crisis Communications, Healthcare, Leadership, Mergers & Acquisitions, Strategic Planning, Management, Marketing, Marketing Strategy, Public Relations, Entrepreneurship, Employee Engagement, Internal Communications, Social Media Marketing
Education
Temple University
Bachelor of Arts (B.A.)
Janney Montgomery Scott August 2011 - June 2013
Harleysville Insurance 2002 - 2009
ACE INA 1999 - 2002
CIGNA 1990 - 1999
Skills
Strategic Communications, Communication Training, Marketing Communications, Media Relations, Strategy, Vendor Management, Speech Writing, Investor Relations, Corporate Communications, Crisis Communications, Healthcare, Leadership, Mergers & Acquisitions, Strategic Planning, Management, Marketing, Marketing Strategy, Public Relations, Entrepreneurship, Employee Engagement, Internal Communications, Social Media Marketing
Education
Temple University
Bachelor of Arts (B.A.)
Amy Creighton's Janney Montgomery Scott Experience 1995 - 2001
Job Director of Planning & Analysis at Institutional Financial Markets
Industry Financial Services
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - Present
Janney Montgomery Scott 1995 - 2001
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments
Education
London School of Economics and Political Science
Master of Science (MSc), Economics
Smith College
Bachelor of Arts (B.A.), Economics
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - Present
Janney Montgomery Scott 1995 - 2001
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments
Education
London School of Economics and Political Science
Master of Science (MSc), Economics
Smith College
Bachelor of Arts (B.A.), Economics
Silvestri, Amy's Janney Montgomery Scott Experience February 2004 - Present
Job Private Client Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2004 - Present
Parker Hunter 2004 - 2006
Dick's Sporting Goods June 2002 - February 2004
Education
Slippery Rock University of Pennsylvania 1997 — 2002
BSBA, Marketing
Janney Montgomery Scott February 2004 - Present
Parker Hunter 2004 - 2006
Dick's Sporting Goods June 2002 - February 2004
Education
Slippery Rock University of Pennsylvania 1997 — 2002
BSBA, Marketing
Alex Reynov's Janney Montgomery Scott Experience July 2011 - Present
Job DBA Developer at Janney Montgomery Scott
Industry Information Services
Experience
Janney Montgomery Scott July 2011 - Present
Skills
Microsoft SQL Server, SQL, PL/SQL, Database Design, Unix, Java, Access, XP, Operating Systems, PVCS, Microsoft Office, CVS, Java Enterprise Edition, Windows 2000, Windows XP Pro, Oracle, Visio, SDLC, SharePoint, SSIS, SSRS, Software Development, DB2, Active Directory, Data Modeling, Requirements Analysis, Systems Analysis, Testing
Education
InfoSource 1997 — 1998
Certificate of Completion
Temple University 1994 — 1997
Janney Montgomery Scott July 2011 - Present
Skills
Microsoft SQL Server, SQL, PL/SQL, Database Design, Unix, Java, Access, XP, Operating Systems, PVCS, Microsoft Office, CVS, Java Enterprise Edition, Windows 2000, Windows XP Pro, Oracle, Visio, SDLC, SharePoint, SSIS, SSRS, Software Development, DB2, Active Directory, Data Modeling, Requirements Analysis, Systems Analysis, Testing
Education
InfoSource 1997 — 1998
Certificate of Completion
Temple University 1994 — 1997
Kenneth Rosato's Janney Montgomery Scott Experience 1980 - 2004
Job Wall St IT Recruiter at W.R. Rosato & Associates, LLC
Industry Financial Services
Experience
W.R. Rosato & Associates, LLC February 2011 - Present
Self Employed 2005 - February 2011
Advest, Inc. 2004 - 2005
Janney Montgomery Scott 1980 - 2004
Skills
Capital Markets, Investment Grade/High..., Managing Director/Sales...
Education
St. Francis College 1976 — 1980
B.S, Business Administration
W.R. Rosato & Associates, LLC February 2011 - Present
Self Employed 2005 - February 2011
Advest, Inc. 2004 - 2005
Janney Montgomery Scott 1980 - 2004
Skills
Capital Markets, Investment Grade/High..., Managing Director/Sales...
Education
St. Francis College 1976 — 1980
B.S, Business Administration
Courtney Rich's Janney Montgomery Scott Experience Treatment Foster Care CoordinatorMentor Network2007 - 2007
Job Product Development Specialist at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott Treatment Foster Care CoordinatorMentor Network2007 - 2007
The Children's Ark August 2004 - August 2006
Education
Shippensburg University of Pennsylvania 2000 — 2004
Social Work
Janney Montgomery Scott Treatment Foster Care CoordinatorMentor Network2007 - 2007
The Children's Ark August 2004 - August 2006
Education
Shippensburg University of Pennsylvania 2000 — 2004
Social Work
Joseph Rao's Janney Montgomery Scott Experience August 1999 - December 2007
Job Business Continuity & IT Compliance Analyst II at Stewart Lender Services
Industry Financial Services
Experience
Stewart Lender Services August 2014 - Present
DataQuick April 2013 - August 2014
PHH Mortgage October 2012 - March 2013
The Glenmede Trust Company August 2011 - February 2012
Penn Mutual January 2008 - September 2010
Janney Montgomery Scott August 1999 - December 2007
Education
Temple University
Bachelor of Business Administration
Stewart Lender Services August 2014 - Present
DataQuick April 2013 - August 2014
PHH Mortgage October 2012 - March 2013
The Glenmede Trust Company August 2011 - February 2012
Penn Mutual January 2008 - September 2010
Janney Montgomery Scott August 1999 - December 2007
Education
Temple University
Bachelor of Business Administration
Corbin Woodhull's Janney Montgomery Scott Experience May 2011 - 2015
Job Internet Equity Research Delivering key industry insight through comprehensive analysis to drive client success
Industry Financial Services
Experience
Janney Montgomery Scott May 2011 - 2015
Merriman Capital, Inc. June 2008 - May 2011
Skills
Equities, Equity Research, Series 63, Series 7, Valuation, Securities, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Banking
Education
Trinity College-Hartford 2003 — 2007
BA, History
Janney Montgomery Scott May 2011 - 2015
Merriman Capital, Inc. June 2008 - May 2011
Skills
Equities, Equity Research, Series 63, Series 7, Valuation, Securities, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Banking
Education
Trinity College-Hartford 2003 — 2007
BA, History
Tom Schreck's Janney Montgomery Scott Experience October 2000 - Present
Job Vice President/Investments at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott October 2000 - Present
Education
Saint Joseph's University 1989 — 1993
BS, Finance, Economics
Janney Montgomery Scott October 2000 - Present
Education
Saint Joseph's University 1989 — 1993
BS, Finance, Economics
Dirk van Erp's Janney Montgomery Scott Experience 2005 - 2008
Job Senior Vice President, Institutional Equity Sales at Maxim Group
Industry Financial Services
Experience
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
Kathy Putnam's Janney Montgomery Scott Experience 1991 - 1993
Job Finance; Fundraising; Strategic Planning
Industry Fund-Raising
Experience
Planned Parenthood of Southeastern Pennsylvania 2003 - Present
Barack Obama's Campaign for Change 2008 - 2008
Fleisher Art Memorial 2006 - 2008
PNI Technologies, Inc. 1996 - 2001
Legg Mason 1994 - 1996
Janney Montgomery Scott 1991 - 1993
Capital Management Enterprises 1989 - 1990
Various Political Campaigns 1987 - 1988
U.S. Senator Arlen Specter 1986 - 1986
Education
The George Washington University 1982 — 1986
BA, English Literature
Planned Parenthood of Southeastern Pennsylvania 2003 - Present
Barack Obama's Campaign for Change 2008 - 2008
Fleisher Art Memorial 2006 - 2008
PNI Technologies, Inc. 1996 - 2001
Legg Mason 1994 - 1996
Janney Montgomery Scott 1991 - 1993
Capital Management Enterprises 1989 - 1990
Various Political Campaigns 1987 - 1988
U.S. Senator Arlen Specter 1986 - 1986
Education
The George Washington University 1982 — 1986
BA, English Literature
Shaw gary's Janney Montgomery Scott Experience January 2008 - Present
Job Cash Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
Education
Temple University - Fox School of Business and Management
Janney Montgomery Scott January 2008 - Present
Education
Temple University - Fox School of Business and Management
Jeff Farhy's Janney Montgomery Scott Experience March 2009 - August 2012
Job Relationship Manager Vice President, Healthcare at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
Kevin Kooman's Janney Montgomery Scott Experience November 1999 - October 2007
Job Principal at Patriot Financial Partners, L.P.
Industry Investment Management
Experience
Patriot Financial Partners, L.P. October 2007 - Present
Janney Montgomery Scott November 1999 - October 2007
Education
Temple University
MBA, Finance
Villanova University
BS, Accounting
Patriot Financial Partners, L.P. October 2007 - Present
Janney Montgomery Scott November 1999 - October 2007
Education
Temple University
MBA, Finance
Villanova University
BS, Accounting
Andrew Carnevale's Janney Montgomery Scott Experience June 2012 - April 2014
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Brad Hamilton's Janney Montgomery Scott Experience January 2006 - March 2010
Job Sr. Consultant Employee Benefits at Mercer
Industry Insurance
Experience
Mercer Health & Benefits Practice April 2015 - Present
Mercer Health & Benefits Practice July 2011 - March 2015
Janney Montgomery Scott January 2006 - March 2010
Janney Montgomery Scott February 2005 - December 2005
PMA Insurance Group January 2001 - February 2005
PMA Insurance Group January 2000 - December 2000
PMA Insurance Group May 1996 - December 1999
Skills
Project Management, Customer Relations, Strategic Planning, Team Management, Customer Service, Recruiting, Employee Relations, Leadership, Strategy, Human Resources, CRM, Management, Business Development, Budgets, Employee Benefits, Business Planning, Health Insurance, Insurance
Education
Temple University - Fox School of Business and Management 1991 — 1996
BA, Human Resources & Marketing
Mercer Health & Benefits Practice April 2015 - Present
Mercer Health & Benefits Practice July 2011 - March 2015
Janney Montgomery Scott January 2006 - March 2010
Janney Montgomery Scott February 2005 - December 2005
PMA Insurance Group January 2001 - February 2005
PMA Insurance Group January 2000 - December 2000
PMA Insurance Group May 1996 - December 1999
Skills
Project Management, Customer Relations, Strategic Planning, Team Management, Customer Service, Recruiting, Employee Relations, Leadership, Strategy, Human Resources, CRM, Management, Business Development, Budgets, Employee Benefits, Business Planning, Health Insurance, Insurance
Education
Temple University - Fox School of Business and Management 1991 — 1996
BA, Human Resources & Marketing
Jeff Woodford's Janney Montgomery Scott Experience May 2009 - June 2014
Job Managing Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2014 - Present
Janney Montgomery Scott May 2009 - June 2014
Citigroup 1999 - 2009
Citi Group, Smith Barney 1999 - 2009
Skills
Financial Services, Series 63, Equities, Securities, Management, Series 7, Series 24, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Capital Markets, Mutual Funds, Hedge Funds
Education
Suffolk University 1989 — 1993
BS, Public Policy
KeyBanc Capital Markets July 2014 - Present
Janney Montgomery Scott May 2009 - June 2014
Citigroup 1999 - 2009
Citi Group, Smith Barney 1999 - 2009
Skills
Financial Services, Series 63, Equities, Securities, Management, Series 7, Series 24, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Capital Markets, Mutual Funds, Hedge Funds
Education
Suffolk University 1989 — 1993
BS, Public Policy
Jonathan Ketzner's Janney Montgomery Scott Experience August 2010 - Present
Job Associate at Janney Montgomery Scott
Industry Banking
Experience
Janney Montgomery Scott August 2010 - Present
Citi July 2007 - August 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Valuation, Business Strategy, Investments, Portfolio Management, Private Equity, Finance, Microsoft Excel, LBO, Regional Banks, Community Banks
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2005 — 2007
MA, International Relations
The Johns Hopkins University 2001 — 2005
Bachelor of Arts (BA), History
St. James School
Janney Montgomery Scott August 2010 - Present
Citi July 2007 - August 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Valuation, Business Strategy, Investments, Portfolio Management, Private Equity, Finance, Microsoft Excel, LBO, Regional Banks, Community Banks
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2005 — 2007
MA, International Relations
The Johns Hopkins University 2001 — 2005
Bachelor of Arts (BA), History
St. James School
Douglas J. Torretta's Janney Montgomery Scott Experience April 2012 - Present
Job Vice President / Private Client Group / Branch Manager Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott April 2012 - Present
Smith Barney 2004 - 2009
UBS 2001 - 2004
Skills
Hiring, Investments, Sourcing, Interviewing, Employee Relations, Customer Relations, Series 7, Screening, Compliance, Strategic Planning, Asset Management, Asset, Securities, Wealth Management, Coaching, Asset Managment, Interviews, Mutual Funds, Series 63, FINRA, Retirement Planning, Alternative Investments, Asset Allocation, Series 24, Customer Service, Financial Advisory, Investment Advisory, Series 65, Uniform Combined State..., Wealth Management..., Financial Services, Strategic Financial..., ETFs, Retirement, Investment Strategies, Portfolio Management, Equities, Fixed Income, Investment Management, Bonds, Fixed Annuities, 401k, Finance, Management, Financial Analysis, Risk Management, Insurance, Financial Planning
Education
The University of South Dakota 1974 — 1976
BS, Chemistry, Math, Education
Janney Montgomery Scott April 2012 - Present
Smith Barney 2004 - 2009
UBS 2001 - 2004
Skills
Hiring, Investments, Sourcing, Interviewing, Employee Relations, Customer Relations, Series 7, Screening, Compliance, Strategic Planning, Asset Management, Asset, Securities, Wealth Management, Coaching, Asset Managment, Interviews, Mutual Funds, Series 63, FINRA, Retirement Planning, Alternative Investments, Asset Allocation, Series 24, Customer Service, Financial Advisory, Investment Advisory, Series 65, Uniform Combined State..., Wealth Management..., Financial Services, Strategic Financial..., ETFs, Retirement, Investment Strategies, Portfolio Management, Equities, Fixed Income, Investment Management, Bonds, Fixed Annuities, 401k, Finance, Management, Financial Analysis, Risk Management, Insurance, Financial Planning
Education
The University of South Dakota 1974 — 1976
BS, Chemistry, Math, Education
Joel Kulina's Janney Montgomery Scott Experience February 2013 - May 2014
Job Sr VP on institutional cash equities desk.
Industry Financial Services
Experience
Wedbush Securities May 2014 - Present
Janney Montgomery Scott February 2013 - May 2014
Knight Capital Group February 2006 - February 2013
Dru Stock September 2002 - January 2006
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading, Electronic Trading, Trading Systems, Securities
Education
Skidmore College 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Wedbush Securities May 2014 - Present
Janney Montgomery Scott February 2013 - May 2014
Knight Capital Group February 2006 - February 2013
Dru Stock September 2002 - January 2006
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading, Electronic Trading, Trading Systems, Securities
Education
Skidmore College 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Charles Noble's Janney Montgomery Scott Experience September 2013 - Present
Job Janney Montgomery Scott LLC. Private Client Group
Industry Financial Services
Experience
Janney Montgomery Scott September 2013 - Present
Skills
Business Planning, Investments, Opportunity..., Portfolio Management, Start-ups, Entrepreneurship, Wealth Preservation..., Brand Development, B2B Marketing, Advertising, Aviation
Education
The George Washington University 2004 — 2009
BBA
The George Washington University - School of Business 2004 — 2009
Bachelor of Science (BS)
Janney Montgomery Scott September 2013 - Present
Skills
Business Planning, Investments, Opportunity..., Portfolio Management, Start-ups, Entrepreneurship, Wealth Preservation..., Brand Development, B2B Marketing, Advertising, Aviation
Education
The George Washington University 2004 — 2009
BBA
The George Washington University - School of Business 2004 — 2009
Bachelor of Science (BS)
Marcia Skarbnik's Janney Montgomery Scott Experience May 2011 - June 2013
Job Associate, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Janney Montgomery Scott May 2011 - June 2013
TCP Global Investment Management, LLC July 2010 - May 2011
Barclays Capital September 2007 - July 2010
AIG June 2006 - September 2007
Skills
Securities Regulation, Surveillance, Retail Banking, FINRA, Project Management, Policy Writing, Security Policy, Series 7, Anti Money Laundering, Equities, Fixed Income, Mutual Funds, Structured Products, Wealth Management, Compliance
Education
The George Washington University 2002 — 2006
Bachelor of Arts (B.A.), International Economics
The George Washington University, Columbian College of Arts and Sciences 2002 — 2006
Dual B.A, International Economics and Political Science
J.P. Morgan August 2014 - Present
Janney Montgomery Scott May 2011 - June 2013
TCP Global Investment Management, LLC July 2010 - May 2011
Barclays Capital September 2007 - July 2010
AIG June 2006 - September 2007
Skills
Securities Regulation, Surveillance, Retail Banking, FINRA, Project Management, Policy Writing, Security Policy, Series 7, Anti Money Laundering, Equities, Fixed Income, Mutual Funds, Structured Products, Wealth Management, Compliance
Education
The George Washington University 2002 — 2006
Bachelor of Arts (B.A.), International Economics
The George Washington University, Columbian College of Arts and Sciences 2002 — 2006
Dual B.A, International Economics and Political Science
Christine Marrazzo's Janney Montgomery Scott Experience May 1998 - Present
Job Vice President/Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 1998 - Present
First Union Securities August 1988 - May 1998
Skills
Alternative Investments, Securities, Retirement, Estate Planning, Investment Advisory, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 7, Portfolio Management, FINRA, Investment Strategies, Equities, Investments, Mutual Funds, Series 24, Bonds, Asset Allocation, Series 65, Wealth Management, Series 63
Education
Shippensburg University of Pennsylvania 1984 — 1988
BS, Bus Admin/Finance
Janney Montgomery Scott May 1998 - Present
First Union Securities August 1988 - May 1998
Skills
Alternative Investments, Securities, Retirement, Estate Planning, Investment Advisory, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 7, Portfolio Management, FINRA, Investment Strategies, Equities, Investments, Mutual Funds, Series 24, Bonds, Asset Allocation, Series 65, Wealth Management, Series 63
Education
Shippensburg University of Pennsylvania 1984 — 1988
BS, Bus Admin/Finance
Chris Munafo's Janney Montgomery Scott Experience Regional ManagerJanney Montgomery ScottJanuary 2005 - December 2007
Job SVP and Director of Private Client Group Administration at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott Regional ManagerJanney Montgomery ScottJanuary 2005 - December 2007
Janney Montgomery Scott September 1995 - December 2005
Janney Montgomery Scott January 1985 - September 1995
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Series 63, Series 65, Investment Strategies, ETFs, Investments, Securities, Equities, Alternative Investments
Education
Susquehanna University 1978 — 1982
BS, Finance Economics
Janney Montgomery Scott Regional ManagerJanney Montgomery ScottJanuary 2005 - December 2007
Janney Montgomery Scott September 1995 - December 2005
Janney Montgomery Scott January 1985 - September 1995
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Series 63, Series 65, Investment Strategies, ETFs, Investments, Securities, Equities, Alternative Investments
Education
Susquehanna University 1978 — 1982
BS, Finance Economics
Paul Curnes, Jr.'s Janney Montgomery Scott Experience 2006 - 2010
Job Investment Advisor Representative with Cetera Advisor Networks, Member SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC August 2010 - Present
Janney Montgomery Scott 2006 - 2010
Parker/Hunter February 1999 - August 2006
Skills
Series 7, Investments, Finance, Securities, Strategic Financial..., Retirement Planning, Wealth Management
Education
Wheeling Jesuit University 1998 — 2000
MBA, Finance
The University of Akron 1992 — 1996
BA, Mass Media Communication - Broadcasting
Martins Ferry High School
Cetera Advisor Networks LLC August 2010 - Present
Janney Montgomery Scott 2006 - 2010
Parker/Hunter February 1999 - August 2006
Skills
Series 7, Investments, Finance, Securities, Strategic Financial..., Retirement Planning, Wealth Management
Education
Wheeling Jesuit University 1998 — 2000
MBA, Finance
The University of Akron 1992 — 1996
BA, Mass Media Communication - Broadcasting
Martins Ferry High School
Scott Ferrara's Janney Montgomery Scott Experience January 2011 - May 2011
Job FX Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas May 2011 - Present
Janney Montgomery Scott January 2011 - May 2011
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BNP Paribas May 2011 - Present
Janney Montgomery Scott January 2011 - May 2011
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
Andrew O'Malley's Janney Montgomery Scott Experience 2003 - 2006
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
Jacob Grodanz's Janney Montgomery Scott Experience June 1997 - January 1999
Job Loan Officer at Ditech Financial LLC
Industry Financial Services
Experience
Ditech Financial LLC April 2010 - Present
PHH Mortgage January 2001 - April 2010
PHH Mortgage December 2004 - February 2008
PHH Mortgage July 2006 - September 2006
PHH Mortgage January 1999 - January 2001
Janney Montgomery Scott June 1997 - January 1999
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, Account Management, Customer Service, Business Development, FHA, Loans, Real Estate, Refinance, Sales, First Time Home Buyers, Investment Properties, Training, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Government Loans, Relationship Management, Underwriting, FHA Financing, Credit, Credit Analysis
Education
Temple University 1993 — 1997
Bachelors, Finance
Ditech Financial LLC April 2010 - Present
PHH Mortgage January 2001 - April 2010
PHH Mortgage December 2004 - February 2008
PHH Mortgage July 2006 - September 2006
PHH Mortgage January 1999 - January 2001
Janney Montgomery Scott June 1997 - January 1999
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, Account Management, Customer Service, Business Development, FHA, Loans, Real Estate, Refinance, Sales, First Time Home Buyers, Investment Properties, Training, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Government Loans, Relationship Management, Underwriting, FHA Financing, Credit, Credit Analysis
Education
Temple University 1993 — 1997
Bachelors, Finance
Charles Engel's Janney Montgomery Scott Experience December 2011 - Present
Job Janney Capital Markets Managing Director High Yield and Distressed Trading
Industry Financial Services
Experience
Janney Montgomery Scott December 2011 - Present
MF Global September 2011 - December 2011
SAMCO Capital Markets March 1996 - September 2011
Skills
Trading
Education
Stephen F. Austin State University 1986 — 1990
BBA, Finance
Janney Montgomery Scott December 2011 - Present
MF Global September 2011 - December 2011
SAMCO Capital Markets March 1996 - September 2011
Skills
Trading
Education
Stephen F. Austin State University 1986 — 1990
BBA, Finance
Aaron Meltzer's Janney Montgomery Scott Experience June 2011 - August 2011
Job ICG Technology Analyst at Citibank
Industry Computer Software
Experience
Citibank February 2014 - Present
Citi June 2013 - August 2013
Janney Montgomery Scott June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Java, C++, Research, Matlab, SQL, Economics, C, Clojure, Spring, ORM Tools, C# MVC, ADO.NET, database design, javascript, Node.js, JPA, J2EE, JavaScript
Education
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), BA, Computer Science; Economics, 3.65
Stony Brook University 2009 — 2013
BS Computer Science, BA Economics
Citibank February 2014 - Present
Citi June 2013 - August 2013
Janney Montgomery Scott June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Java, C++, Research, Matlab, SQL, Economics, C, Clojure, Spring, ORM Tools, C# MVC, ADO.NET, database design, javascript, Node.js, JPA, J2EE, JavaScript
Education
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), BA, Computer Science; Economics, 3.65
Stony Brook University 2009 — 2013
BS Computer Science, BA Economics
rochelle mcmillian's Janney Montgomery Scott Experience June 1995 - May 1999
Job relationship manager at Alexandra & James Co., LLC
Industry Financial Services
Experience
Alexandra & James Co., LLC April 2007 - Present
Wells Fargo Advisors May 1999 - April 2007
Janney Montgomery Scott June 1995 - May 1999
Education
St. Peter's College 1984 — 1986
BS, Computer Science
Alexandra & James Co., LLC April 2007 - Present
Wells Fargo Advisors May 1999 - April 2007
Janney Montgomery Scott June 1995 - May 1999
Education
St. Peter's College 1984 — 1986
BS, Computer Science
kevin charos's Janney Montgomery Scott Experience November 2001 - Present
Job first vice president at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2001 - Present
Education
State University of New York College at Brockport
Finance, General
Janney Montgomery Scott November 2001 - Present
Education
State University of New York College at Brockport
Finance, General
Christina Hartmann's Janney Montgomery Scott Experience 1993 - 1998
Job Agent at AFLAC
Industry Financial Services
Experience
AFLAC March 2007 - Present
Wasserstein Perella 2000 - 2001
Janney Montgomery Scott 1993 - 1998
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Client Relationship..., Writing Skills, Sales Management, Institutional Relations, Investor Relations, Organizational..., Office Management, CRM, Life Insurance, Microsoft Excel, Microsoft Word
Education
University of Kansas
BA, French Literature & Modern European History
Wellington School Ayr Scotland
AFLAC March 2007 - Present
Wasserstein Perella 2000 - 2001
Janney Montgomery Scott 1993 - 1998
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Client Relationship..., Writing Skills, Sales Management, Institutional Relations, Investor Relations, Organizational..., Office Management, CRM, Life Insurance, Microsoft Excel, Microsoft Word
Education
University of Kansas
BA, French Literature & Modern European History
Wellington School Ayr Scotland
grace qualtieri's Janney Montgomery Scott Experience November 1996 - March 2003
Job Front Desk Receptionist at ExpressCare Urgent Care Centers
Industry Automotive
Experience
ExpressCare Urgent Care centers January 2015 - Present
Evaporated Coatings, inc February 2014 - April 2014
CollisionMax September 2004 - December 2011
CollisionMax September 2004 - December 2011
Recon Automotive March 2004 - July 2004
Janney Montgomery Scott November 1996 - March 2003
Janney Montgomery Scott Inc November 1996 - March 2003
Coordinated Health Services October 1995 - November 1996
TWA Airlines November 1992 - November 1993
Skills
Accounts Receivable, Invoicing, Data Entry, Payroll, Human Resources, Time Management, Troubleshooting, Accounting, Telephone Skills
Education
Temple University
Psychology
ExpressCare Urgent Care centers January 2015 - Present
Evaporated Coatings, inc February 2014 - April 2014
CollisionMax September 2004 - December 2011
CollisionMax September 2004 - December 2011
Recon Automotive March 2004 - July 2004
Janney Montgomery Scott November 1996 - March 2003
Janney Montgomery Scott Inc November 1996 - March 2003
Coordinated Health Services October 1995 - November 1996
TWA Airlines November 1992 - November 1993
Skills
Accounts Receivable, Invoicing, Data Entry, Payroll, Human Resources, Time Management, Troubleshooting, Accounting, Telephone Skills
Education
Temple University
Psychology
Ryan Roffina's Janney Montgomery Scott Experience 2004 - Present
Job Director Unit Investment Trusts at Janney
Industry Financial Services
Experience
Janney Montgomery Scott 2004 - Present
Education
Saint Joseph's University 2004 — 2005
MBA, Finance
The College of New Jersey 2000 — 2003
Bachelor of Science (BS), Finance
Janney Montgomery Scott 2004 - Present
Education
Saint Joseph's University 2004 — 2005
MBA, Finance
The College of New Jersey 2000 — 2003
Bachelor of Science (BS), Finance
Paul Tropea, CFP®, AWM™'s Janney Montgomery Scott Experience January 2004 - October 2008
Job First VP Investments at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2010 - Present
Janney Montgomery Scott January 2004 - October 2008
Skills
Equities, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Series 63, Series 7
Education
St. Joseph's University 1991 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
RBC Wealth Management January 2010 - Present
Janney Montgomery Scott January 2004 - October 2008
Skills
Equities, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Series 63, Series 7
Education
St. Joseph's University 1991 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Andy Decker's Janney Montgomery Scott Experience April 2011 - Present
Job Vice President AML Officer at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Joseph Hauer's Janney Montgomery Scott Experience July 2009 - Present
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2009 - Present
Legg Mason September 1989 - February 2009
Skills
Series 6, Series 63, Retirement, Securities, Asset Allocation, Finance, Investments
Education
The Community College of Baltimore County 1986 — 1988
Associate of Arts (AA), Small Systems/Data Processing
Janney Montgomery Scott July 2009 - Present
Legg Mason September 1989 - February 2009
Skills
Series 6, Series 63, Retirement, Securities, Asset Allocation, Finance, Investments
Education
The Community College of Baltimore County 1986 — 1988
Associate of Arts (AA), Small Systems/Data Processing
Natasha Pohuja's Janney Montgomery Scott Experience June 2008 - August 2008
Job
Industry Management Consulting
Experience
Independent Audit Limited May 2012 - September 2012
Data-Mail March 2011 - September 2011
Stony Brook University - Dean of Students August 2009 - May 2010
Stony Brook University August 2008 - May 2010
Stony Brook University May 2008 - December 2009
Janney Montgomery Scott June 2008 - August 2008
The National Society of Collegiate Scholars April 2007 - May 2008
Skills
Microsoft Word, Excel,..., Leadership, Community Outreach, Microsoft Office, Higher Education, Customer Service, Project Management, Social Media Marketing, PowerPoint, Recruiting, Analysis, Microsoft Word, Research, Microsoft Excel
Education
London School of Economics and Political Science 2011 — 2012
Master of Science (MSc), Management Science
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Business Management, Finance, Political Science, 3.6
Independent Audit Limited May 2012 - September 2012
Data-Mail March 2011 - September 2011
Stony Brook University - Dean of Students August 2009 - May 2010
Stony Brook University August 2008 - May 2010
Stony Brook University May 2008 - December 2009
Janney Montgomery Scott June 2008 - August 2008
The National Society of Collegiate Scholars April 2007 - May 2008
Skills
Microsoft Word, Excel,..., Leadership, Community Outreach, Microsoft Office, Higher Education, Customer Service, Project Management, Social Media Marketing, PowerPoint, Recruiting, Analysis, Microsoft Word, Research, Microsoft Excel
Education
London School of Economics and Political Science 2011 — 2012
Master of Science (MSc), Management Science
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Business Management, Finance, Political Science, 3.6
Steven Vargo's Janney Montgomery Scott Experience June 2012 - August 2012
Job Registered Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
GeoGrain August 2012 - April 2013
Janney Montgomery Scott June 2012 - August 2012
High Peaks Cyclery June 2011 - July 2012
New York Ski Educational Foundation November 2011 - March 2012
Skills
Financial Analysis, Investments, Financial Modeling, Banking, Portfolio Management, Economics, Equities, Corporate Finance, Risk Management, Valuation, Fixed Income, Capital Markets, Strategic Financial..., Asset Managment, Bloomberg
Education
St. Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics
Fidelity Investments April 2013 - Present
GeoGrain August 2012 - April 2013
Janney Montgomery Scott June 2012 - August 2012
High Peaks Cyclery June 2011 - July 2012
New York Ski Educational Foundation November 2011 - March 2012
Skills
Financial Analysis, Investments, Financial Modeling, Banking, Portfolio Management, Economics, Equities, Corporate Finance, Risk Management, Valuation, Fixed Income, Capital Markets, Strategic Financial..., Asset Managment, Bloomberg
Education
St. Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics
Sinian Zheng's Janney Montgomery Scott Experience June 2013 - August 2013
Job Graduate Student at University of Pennsylvania
Industry
Experience
Janney Montgomery Scott June 2013 - August 2013
International Friendships Inc. June 2011 - October 2011
EunaCon Consulting Group 2010 - 2010
Skills
Data Analysis, Research, Microsoft Excel, SPSS, R, SAS, Microsoft Office, Business Strategy, Data Mining, Python
Education
University of Pennsylvania 2012 — 2014
Master of Science (MS), Statistics, Measurement, and Research Technology
The Ohio State University 2009 — 2012
Bachelor of Science (BS), Mathematics, Economics
Janney Montgomery Scott June 2013 - August 2013
International Friendships Inc. June 2011 - October 2011
EunaCon Consulting Group 2010 - 2010
Skills
Data Analysis, Research, Microsoft Excel, SPSS, R, SAS, Microsoft Office, Business Strategy, Data Mining, Python
Education
University of Pennsylvania 2012 — 2014
Master of Science (MS), Statistics, Measurement, and Research Technology
The Ohio State University 2009 — 2012
Bachelor of Science (BS), Mathematics, Economics
Christina Hartmann's Janney Montgomery Scott Experience 1993 - 1999
Job Financial Service Professional at MassMutual Southern New England
Industry Financial Services
Experience
MassMutual Southern New England 2012 - Present
Wasserstein Perella 1999 - 2001
Janney Montgomery Scott 1993 - 1999
Skills
Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement, Life Insurance, Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Management, Access, Retirement Planning, Financial Goals, Long-term Care, Strategic Financial..., Mutual Funds
Education
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Wellington School, Ayr Scotland
Scottish 'O' Levels and Highers
MassMutual Southern New England 2012 - Present
Wasserstein Perella 1999 - 2001
Janney Montgomery Scott 1993 - 1999
Skills
Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement, Life Insurance, Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Management, Access, Retirement Planning, Financial Goals, Long-term Care, Strategic Financial..., Mutual Funds
Education
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Wellington School, Ayr Scotland
Scottish 'O' Levels and Highers
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY