Janney Montgomery Scott LLC
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 LLC Employees
Employee
Years
Job
Industry
Connor Rice Connor Rice's Janney Montgomery Scott LLC Experience May 2014 - August 2014
Job Sales Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Janney Montgomery Scott LLC May 2014 - August 2014
Princeton Wealth Advisors of Raymond James June 2013 - August 2013
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
The Hun School of Princeton 2007 — 2011
BlackRock June 2015 - Present
Janney Montgomery Scott LLC May 2014 - August 2014
Princeton Wealth Advisors of Raymond James June 2013 - August 2013
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
The Hun School of Princeton 2007 — 2011
Nathan Elder Nathan Elder's Janney Montgomery Scott LLC Experience May 2015 - August 2015
Job Student at Bowdoin College
Industry Banking
Experience
Invigorblog June 2012 - Present
Janney Montgomery Scott LLC May 2015 - August 2015
Webster Bank May 2014 - August 2014
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Public Speaking, Teaching, Photoshop, HTML, Financial Analysis, Accounting, Economics, Analysis
Education
Bowdoin College 2013 — 2017
Bachelors, Economics
Bowdoin College
Invigorblog June 2012 - Present
Janney Montgomery Scott LLC May 2015 - August 2015
Webster Bank May 2014 - August 2014
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Public Speaking, Teaching, Photoshop, HTML, Financial Analysis, Accounting, Economics, Analysis
Education
Bowdoin College 2013 — 2017
Bachelors, Economics
Bowdoin College
Jongwoo Yoo Jongwoo Yoo's Janney Montgomery Scott LLC Experience March 2015 - May 2015
Job Summer Analyst at Muirfield Capital Management
Industry Banking
Experience
Muirfield Capital Management June 2015 - Present
Vox Sportswear November 2013 - Present
Janney Montgomery Scott LLC March 2015 - May 2015
Aclipse, Co, LTD. June 2010 - December 2014
Camp Korea July 2013 - August 2013
Jonesville Tennis Center 2011 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teaching, Public Speaking, Social Networking, Sales, Management, Strategy
Education
Dartmouth College 2012 — 2016
Economics, Psychology
Eastside High School
Muirfield Capital Management June 2015 - Present
Vox Sportswear November 2013 - Present
Janney Montgomery Scott LLC March 2015 - May 2015
Aclipse, Co, LTD. June 2010 - December 2014
Camp Korea July 2013 - August 2013
Jonesville Tennis Center 2011 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teaching, Public Speaking, Social Networking, Sales, Management, Strategy
Education
Dartmouth College 2012 — 2016
Economics, Psychology
Eastside High School
Brandon O'Brien Brandon O'Brien's Janney Montgomery Scott LLC Experience July 2014 - Present
Job Scheinker Investment Partners | Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Army National Guard March 2012 - Present
CONNOR August 2013 - June 2014
Skills
Military, Security Clearance, Army, Military Experience, Operational Planning, Government
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Janney Montgomery Scott LLC July 2014 - Present
Army National Guard March 2012 - Present
CONNOR August 2013 - June 2014
Skills
Military, Security Clearance, Army, Military Experience, Operational Planning, Government
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Danielle Deming Danielle Deming's Janney Montgomery Scott LLC Experience 2008 - 2010
Job Northwestern Mutual, Licensed Insurance Coordinator
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Cavanaugh's April 2013 - Present
Northwestern Mutual July 2014 - July 2015
Janney Montgomery Scott LLC 2008 - 2010
Ameriprise Financial Services, Inc. May 2006 - June 2008
Luitpold Pharmaceuticals October 2005 - May 2006
Financial Control Systems Incorporated April 2000 - September 2005
Associates of Springfield Psychological September 1997 - April 2000
Skills
Series 7, Outlook, Microsoft Excel, Accounting, Teamwork, Microsoft Word, Auditing, Finance, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Investments, Financial Services, Insurance, Microsoft Office, Sales
Education
West Chester University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, General
Delaware County Community College 1997 — 1999
Associate's degree, Business Administration, General
Ridley High School 1993 — 1997
Graduated, 12
Northwestern Mutual September 2015 - Present
Cavanaugh's April 2013 - Present
Northwestern Mutual July 2014 - July 2015
Janney Montgomery Scott LLC 2008 - 2010
Ameriprise Financial Services, Inc. May 2006 - June 2008
Luitpold Pharmaceuticals October 2005 - May 2006
Financial Control Systems Incorporated April 2000 - September 2005
Associates of Springfield Psychological September 1997 - April 2000
Skills
Series 7, Outlook, Microsoft Excel, Accounting, Teamwork, Microsoft Word, Auditing, Finance, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Investments, Financial Services, Insurance, Microsoft Office, Sales
Education
West Chester University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, General
Delaware County Community College 1997 — 1999
Associate's degree, Business Administration, General
Ridley High School 1993 — 1997
Graduated, 12
Lewis Manilove Lewis Manilove's Janney Montgomery Scott LLC Experience January 2004 - November 2010
Job Financial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Janney Montgomery Scott LLC January 2004 - November 2010
Education
American University 1961 — 1965
Bachelor's degree, Psychology, 3.6
Ameriprise Financial Services, Inc. November 2010 - Present
Janney Montgomery Scott LLC January 2004 - November 2010
Education
American University 1961 — 1965
Bachelor's degree, Psychology, 3.6
Caitlin Ulmer-Long's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Branch Services Consultant at Janney Montgomery Scott LLC
Industry Information Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC October 2013 - Present
CorVel Corporation October 2012 - October 2013
CorVel Corporation May 2011 - October 2012
Florida State University August 2009 - January 2011
Florida State University August 2008 - May 2009
Skills
Microsoft Excel, Data Analytics, Data Entry, Research, Writing, Proposal Writing, Higher Education, Public Speaking, Grant Writing, Editing, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Community Outreach, Event Planning, Administrative..., Customer Service, Nonprofits, Analysis
Education
Florida State University 2007 — 2009
Master's degree, Classical Archaeology
Rhodes College 2003 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC October 2013 - Present
CorVel Corporation October 2012 - October 2013
CorVel Corporation May 2011 - October 2012
Florida State University August 2009 - January 2011
Florida State University August 2008 - May 2009
Skills
Microsoft Excel, Data Analytics, Data Entry, Research, Writing, Proposal Writing, Higher Education, Public Speaking, Grant Writing, Editing, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Community Outreach, Event Planning, Administrative..., Customer Service, Nonprofits, Analysis
Education
Florida State University 2007 — 2009
Master's degree, Classical Archaeology
Rhodes College 2003 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Larry State Larry State's Janney Montgomery Scott LLC Experience September 1998 - September 2006
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2006 - Present
Janney Montgomery Scott LLC September 1998 - September 2006
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Accounting
Raymond James September 2006 - Present
Janney Montgomery Scott LLC September 1998 - September 2006
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Accounting
Ashley Nikoo Ashley Nikoo's Janney Montgomery Scott LLC Experience March 2014 - Present
Job Vice President, Institutional Equities at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Rebecca Sells's Janney Montgomery Scott LLC Experience October 2001 - October 2007
Job Finance Manager at Big Brothers Big Sisters Southeastern PA
Industry Nonprofit Organization Management
Experience
Big Brothers Big Sisters Southeastern PA January 2015 - Present
Drexel University May 2013 - January 2015
Education Affiliates, All State Career School May 2012 - May 2013
Drexel University May 2009 - September 2011
Drexel University October 2007 - May 2009
Janney Montgomery Scott LLC October 2001 - October 2007
Ritter Lien Sales LLC 1996 - 2001
Skills
Data Analysis, Financial analysis, course scheduling, Website Development, Budget Preparation, Budget Analysis, Student Services, post award research..., Records Management, Banner, Hyperion, Web Finance, Research, Student Affairs, Budgets, Financial Analysis, Higher Education, Training, Management, Microsoft Excel, Process Improvement, Community Outreach, Public Speaking, PowerPoint, Nonprofits, Microsoft Office, Teaching, Social Media
Education
Drexel University
Master of Science, Library and Information Sciences
Drexel University
Bachelor of Science, Communication and Applied Technology
Grossmont College
Associates, Liberal Arts
Big Brothers Big Sisters Southeastern PA January 2015 - Present
Drexel University May 2013 - January 2015
Education Affiliates, All State Career School May 2012 - May 2013
Drexel University May 2009 - September 2011
Drexel University October 2007 - May 2009
Janney Montgomery Scott LLC October 2001 - October 2007
Ritter Lien Sales LLC 1996 - 2001
Skills
Data Analysis, Financial analysis, course scheduling, Website Development, Budget Preparation, Budget Analysis, Student Services, post award research..., Records Management, Banner, Hyperion, Web Finance, Research, Student Affairs, Budgets, Financial Analysis, Higher Education, Training, Management, Microsoft Excel, Process Improvement, Community Outreach, Public Speaking, PowerPoint, Nonprofits, Microsoft Office, Teaching, Social Media
Education
Drexel University
Master of Science, Library and Information Sciences
Drexel University
Bachelor of Science, Communication and Applied Technology
Grossmont College
Associates, Liberal Arts
Shawn (Yifei) Xie's Janney Montgomery Scott LLC Experience March 2014 - May 2014
Job Software Development Engineering Intern at Amazon
Industry Computer Software
Experience
Amazon June 2015 - September 2015
Dartmouth College Department of Physics & Astronomy June 2014 - June 2015
Janney Montgomery Scott LLC March 2014 - May 2014
Stanford University June 2011 - August 2011
Skills
Tutoring, PowerPoint, Microsoft Word, Writing, Data Analysis, Microsoft Excel, Peer Tutoring, Teaching, Research, Microsoft Office, C, Python, Java, SQL, Investment Banking, Computational..., Public Speaking, Programming
Education
Dartmouth College 2012 — 2016
Bachelor of Arts in Computer Science
Lynbrook High School 2008 — 2012
Valedictorian
Amazon June 2015 - September 2015
Dartmouth College Department of Physics & Astronomy June 2014 - June 2015
Janney Montgomery Scott LLC March 2014 - May 2014
Stanford University June 2011 - August 2011
Skills
Tutoring, PowerPoint, Microsoft Word, Writing, Data Analysis, Microsoft Excel, Peer Tutoring, Teaching, Research, Microsoft Office, C, Python, Java, SQL, Investment Banking, Computational..., Public Speaking, Programming
Education
Dartmouth College 2012 — 2016
Bachelor of Arts in Computer Science
Lynbrook High School 2008 — 2012
Valedictorian
Tom Ring's Janney Montgomery Scott LLC Experience April 2012 - June 2014
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
David Penn David Penn's Janney Montgomery Scott LLC Experience September 2014 - Present
Job Senior Vice President/ Wealth Management at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott May 2009 - August 2014
Legg Mason May 2007 - May 2009
Smith Barney December 2005 - April 2007
Skills
Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Asset Management, Equities, Securities, Retirement, Retirement Planning, Investment Management, Estate Planning, ETFs, Strategic Financial..., Hedge Funds, Portfolio Management, Insurance, Financial Planners, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Drexel University 1977 — 1982
BS, Accounting
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott May 2009 - August 2014
Legg Mason May 2007 - May 2009
Smith Barney December 2005 - April 2007
Skills
Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Asset Management, Equities, Securities, Retirement, Retirement Planning, Investment Management, Estate Planning, ETFs, Strategic Financial..., Hedge Funds, Portfolio Management, Insurance, Financial Planners, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Drexel University 1977 — 1982
BS, Accounting
Susana Garmen Chan's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Investment Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Joshua Childs Joshua Childs's Janney Montgomery Scott LLC Experience February 2014 - August 2014
Job Senior Database Developer at American Honda Motor Company, Inc.
Industry Internet
Experience
American Honda Motor Company, Inc. December 2014 - Present
Thavron Solutions November 2014 - Present
ePharmaSolutions August 2014 - December 2014
Janney Montgomery Scott LLC February 2014 - August 2014
Angus Energy July 2013 - February 2014
Turn5, Inc. AmericanMuscle.Com June 2012 - July 2013
Lincoln Financial Distributors April 2010 - September 2012
PJM Interconnection April 2009 - April 2010
Anthony & Sylvan Pools March 2005 - September 2006
Skills
MySQL, CSS, PHP, Web Development, JavaScript, Microsoft SQL Server, SQL, jQuery, User Experience, Web Applications, Web Analytics, HTML, XML, Information Architecture, AJAX, Google Analytics, HTML 5, WordPress, CMS, C#, Oracle SQL Developer
Education
Boston University 2013 — 2014
Masters of Science in Information Systems, Information Technology, Last Year
Drexel University 2005 — 2009
Information Systems, Information Technology
Montgomery County Community College 2003 — 2005
Associates in Computer Engineering, Information Technology
American Honda Motor Company, Inc. December 2014 - Present
Thavron Solutions November 2014 - Present
ePharmaSolutions August 2014 - December 2014
Janney Montgomery Scott LLC February 2014 - August 2014
Angus Energy July 2013 - February 2014
Turn5, Inc. AmericanMuscle.Com June 2012 - July 2013
Lincoln Financial Distributors April 2010 - September 2012
PJM Interconnection April 2009 - April 2010
Anthony & Sylvan Pools March 2005 - September 2006
Skills
MySQL, CSS, PHP, Web Development, JavaScript, Microsoft SQL Server, SQL, jQuery, User Experience, Web Applications, Web Analytics, HTML, XML, Information Architecture, AJAX, Google Analytics, HTML 5, WordPress, CMS, C#, Oracle SQL Developer
Education
Boston University 2013 — 2014
Masters of Science in Information Systems, Information Technology, Last Year
Drexel University 2005 — 2009
Information Systems, Information Technology
Montgomery County Community College 2003 — 2005
Associates in Computer Engineering, Information Technology
Muriam MacIntosh Muriam MacIntosh's Janney Montgomery Scott LLC Experience February 2015 - Present
Job Unit Investment Trust (UIT) Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Skills
Financial Analysis, Financial Services, Financial Markets, FactSet, Portfolio Management, Microsoft Office, PowerPoint, IAS Host, MoneyGuidePro, PreciseFP, Management, Marketing, Research, Leadership, Public Speaking, Teamwork
Education
Drexel University 2015 — 2016
Master of Business Administration (M.B.A.)
Drexel University - College of Business and Administration 2011 — 2015
Bachelor’s Degree
Janney Montgomery Scott LLC February 2015 - Present
Skills
Financial Analysis, Financial Services, Financial Markets, FactSet, Portfolio Management, Microsoft Office, PowerPoint, IAS Host, MoneyGuidePro, PreciseFP, Management, Marketing, Research, Leadership, Public Speaking, Teamwork
Education
Drexel University 2015 — 2016
Master of Business Administration (M.B.A.)
Drexel University - College of Business and Administration 2011 — 2015
Bachelor’s Degree
Leon Stempert Leon Stempert's Janney Montgomery Scott LLC Experience June 2014 - September 2014
Job Investment Associate Finance & Investment Club at Boston University Questrom School of Business
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2014 - September 2014
Greenwich Gold January 2011 - February 2013
Greenwich Gold Group January 2011 - February 2013
Skills
Financial Analysis, Team Leadership, Organizational Behavior, Valuation Modeling, Finance, Mergers & Acquisitions, Investment Banking, Microsoft Excel, Investment Management, Financial Accounting, Accounting, Investments
Education
Boston University Questrom School of Business 2014 — 2017
Bachelor of Science in Business Administration and Management, Business Concentrations: Finance and Health & Life Sciences, GPA: 3.7
Housatonic Community College 2011 — 2013
Associate of Science ASc, Finance* (Transferred), Finance, General, Cumulative GPA: 3.88
Janney Montgomery Scott LLC June 2014 - September 2014
Greenwich Gold January 2011 - February 2013
Greenwich Gold Group January 2011 - February 2013
Skills
Financial Analysis, Team Leadership, Organizational Behavior, Valuation Modeling, Finance, Mergers & Acquisitions, Investment Banking, Microsoft Excel, Investment Management, Financial Accounting, Accounting, Investments
Education
Boston University Questrom School of Business 2014 — 2017
Bachelor of Science in Business Administration and Management, Business Concentrations: Finance and Health & Life Sciences, GPA: 3.7
Housatonic Community College 2011 — 2013
Associate of Science ASc, Finance* (Transferred), Finance, General, Cumulative GPA: 3.88
Dean Saldsman Dean Saldsman's Janney Montgomery Scott LLC Experience July 2015 - Present
Job Investment Banking Analyst at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott LLC July 2015 - Present
Skills
Financial Analysis, Finance, Corporate Finance, Investments, Financial Modeling, PowerPoint, Microsoft Excel, Customer Service, Valuation, Sales, Economics, Bloomberg, Economic Development, Financial Risk, Leadership, Investment Banking
Education
Villanova University 2014 — 2015
Master's of Science (MSF), Finance
Florida Gulf Coast University 2010 — 2014
Dual Degree Bachelor of Science (B.S.), Finance, Economics, 3.7 GPA
Janney Montgomery Scott LLC July 2015 - Present
Skills
Financial Analysis, Finance, Corporate Finance, Investments, Financial Modeling, PowerPoint, Microsoft Excel, Customer Service, Valuation, Sales, Economics, Bloomberg, Economic Development, Financial Risk, Leadership, Investment Banking
Education
Villanova University 2014 — 2015
Master's of Science (MSF), Finance
Florida Gulf Coast University 2010 — 2014
Dual Degree Bachelor of Science (B.S.), Finance, Economics, 3.7 GPA
Melissa M's Janney Montgomery Scott LLC Experience February 2003 - February 2007
Job ADE Systems
Industry Mechanical or Industrial Engineering
Experience
ADE Systems Inc. October 2014 - Present
Sigma Aerospace Metals, LLC April 2012 - September 2014
Vincent J. Russo & Associates October 2010 - November 2011
Oppenheimer & Co. February 2007 - December 2009
Janney Montgomery Scott, LLC February 2003 - February 2007
Joseph Gunnar & Company April 1999 - July 2002
Prime Capital Services, Inc February 1995 - April 1999
Skills
Accounts Payable, Sales, Telephone Skills, Legal Writing, Accounting, Account Reconciliation, Insurance, Collections, Microsoft Word, Microsoft Excel, ILX, Reuters, Thompson One, Outlook, MetalTrax, SODS, Trax-It, Time Matters, PC Law, Accounts Receivable, Customer Service, Administrative..., Administrative..., Administration, Filing, Microsoft Office
Education
Farmingdale State University of New York 1991 — 1994
Liberal Arts and Sciences/Liberal Studies
Amityville Memorial High School 1988 — 1991
ADE Systems Inc. October 2014 - Present
Sigma Aerospace Metals, LLC April 2012 - September 2014
Vincent J. Russo & Associates October 2010 - November 2011
Oppenheimer & Co. February 2007 - December 2009
Janney Montgomery Scott, LLC February 2003 - February 2007
Joseph Gunnar & Company April 1999 - July 2002
Prime Capital Services, Inc February 1995 - April 1999
Skills
Accounts Payable, Sales, Telephone Skills, Legal Writing, Accounting, Account Reconciliation, Insurance, Collections, Microsoft Word, Microsoft Excel, ILX, Reuters, Thompson One, Outlook, MetalTrax, SODS, Trax-It, Time Matters, PC Law, Accounts Receivable, Customer Service, Administrative..., Administrative..., Administration, Filing, Microsoft Office
Education
Farmingdale State University of New York 1991 — 1994
Liberal Arts and Sciences/Liberal Studies
Amityville Memorial High School 1988 — 1991
Zachary Schwarz's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Legal Assistant at Janney Montgomery Scott LLC
Industry Law Practice
Experience
Janney Montgomery Scott LLC May 2015 - Present
Simon & Simon, P.C. October 2013 - January 2015
Law Offices of Robert A. Stutman 2010 - October 2013
Doylestown Bookshop November 2007 - January 2010
Capmark June 2006 - October 2007
Skills
Legal Assistance, Pleadings, Document Review, Legal Documents, Legal Research, Paralegals, Medical Malpractice, Depositions, Medical Records, Mass Tort, Customer Relations, Client Relations, Personal Injury, Personal Injury..., Subrogation
Education
Arcadia University 2004 — 2008
Bachelor's Degree, History
Janney Montgomery Scott LLC May 2015 - Present
Simon & Simon, P.C. October 2013 - January 2015
Law Offices of Robert A. Stutman 2010 - October 2013
Doylestown Bookshop November 2007 - January 2010
Capmark June 2006 - October 2007
Skills
Legal Assistance, Pleadings, Document Review, Legal Documents, Legal Research, Paralegals, Medical Malpractice, Depositions, Medical Records, Mass Tort, Customer Relations, Client Relations, Personal Injury, Personal Injury..., Subrogation
Education
Arcadia University 2004 — 2008
Bachelor's Degree, History
Stephen Carboni Stephen Carboni's Janney Montgomery Scott LLC Experience July 2012 - Present
Job Web Client Support at Janney Montgomery Scott LLC
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC July 2012 - Present
Skills
OS X, Windows 7, Microsoft Office, Databases, Technical Support, Windows XP Professional, Mac OS X, Windows Server 2008, SQL, Ubuntu, PHP, Windows 8, WinBatch, LogMeIn Rescue, Norton Ghost, Windows Remote Desktop, Remote Troubleshooting, ServiceNow
Education
Drexel University 2013 — 2018
Master’s Degree
Drexel University 2007 — 2012
Bachelors of Science
Janney Montgomery Scott LLC July 2012 - Present
Skills
OS X, Windows 7, Microsoft Office, Databases, Technical Support, Windows XP Professional, Mac OS X, Windows Server 2008, SQL, Ubuntu, PHP, Windows 8, WinBatch, LogMeIn Rescue, Norton Ghost, Windows Remote Desktop, Remote Troubleshooting, ServiceNow
Education
Drexel University 2013 — 2018
Master’s Degree
Drexel University 2007 — 2012
Bachelors of Science
jerry starr jerry starr's Janney Montgomery Scott LLC Experience May 1994 - Present
Job First Vice President/Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 1994 - Present
DePaul School for Hearing and Speech September 2008 - Present
BNY Mellon 1991 - 1994
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 7, Asset Allocation, Life Insurance and..., Registered Investment..., Risk Management, Wealth Management..., Portfolio Management, Securities, Finance, Series 63, Mutual Funds, Pensions, Retirement, Investments, Equity Research, Retirement Plan..., Personal Financial..., Options, College Savings Plans, Variable Annuities, 401k Rollovers, Equities, Bonds, High Net Worth..., Wealth Accumulation, 401k, Investment Management, IRAs, Insurance, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Asset Management, Fixed Annuities, Roth IRA, Municipal Bonds
Education
Wharton School, University of Pennsylvania 2007 — 2008
Accredited Wealth Management Designation, Finance and Financial Management Services
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Central Catholic High School 1981 — 1985
High School
Janney Montgomery Scott LLC May 1994 - Present
DePaul School for Hearing and Speech September 2008 - Present
BNY Mellon 1991 - 1994
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 7, Asset Allocation, Life Insurance and..., Registered Investment..., Risk Management, Wealth Management..., Portfolio Management, Securities, Finance, Series 63, Mutual Funds, Pensions, Retirement, Investments, Equity Research, Retirement Plan..., Personal Financial..., Options, College Savings Plans, Variable Annuities, 401k Rollovers, Equities, Bonds, High Net Worth..., Wealth Accumulation, 401k, Investment Management, IRAs, Insurance, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Asset Management, Fixed Annuities, Roth IRA, Municipal Bonds
Education
Wharton School, University of Pennsylvania 2007 — 2008
Accredited Wealth Management Designation, Finance and Financial Management Services
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Central Catholic High School 1981 — 1985
High School
Blake Zuckerman Blake Zuckerman's Janney Montgomery Scott LLC Experience March 2005 - September 2005
Job Associate Director, International Research at MarketCast
Industry Market Research
Experience
MarketCast June 2014 - Present
Penn Schoen Berland May 2012 - June 2014
Penn Schoen Berland October 2010 - May 2012
Penn Schoen Berland November 2008 - October 2010
Penn Schoen Berland May 2007 - November 2008
Penn Schoen Berland May 2006 - May 2007
Janney Montgomery Scott LLC March 2005 - September 2005
Skills
Messaging, Consumer Segmentation, Online Quantitative..., Qualitative Research, Brand Communication, Vendor Management, Segmentation, Market Research, Strategy, Marketing Strategy, Brand Management, Tracking, International Marketing, International Project..., Advertising, Focus Groups, Quantitative Research, Integrated Marketing
Education
American University 2003 — 2007
BS, Business Administration, Marketing
Radnor High School
MarketCast June 2014 - Present
Penn Schoen Berland May 2012 - June 2014
Penn Schoen Berland October 2010 - May 2012
Penn Schoen Berland November 2008 - October 2010
Penn Schoen Berland May 2007 - November 2008
Penn Schoen Berland May 2006 - May 2007
Janney Montgomery Scott LLC March 2005 - September 2005
Skills
Messaging, Consumer Segmentation, Online Quantitative..., Qualitative Research, Brand Communication, Vendor Management, Segmentation, Market Research, Strategy, Marketing Strategy, Brand Management, Tracking, International Marketing, International Project..., Advertising, Focus Groups, Quantitative Research, Integrated Marketing
Education
American University 2003 — 2007
BS, Business Administration, Marketing
Radnor High School
Aaron Byrd-Leitner Aaron Byrd-Leitner's Janney Montgomery Scott LLC Experience May 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
White and Williams LLP 2013 - 2013
Margolis Edelstein 2005 - 2012
Skills
Wealth Transfer, Risk Management, Asset Protection, Financial Planning, Legal Research, Public Speaking, Social Media, Valuation, Stata, Estate Planning, Investments, Investment Banking, Investment Strategies, Wealth Management, Wealth Preservation..., Multi-generational..., Wills, Trusts, Charitable Trusts, 401k Rollovers, Pensions
Education
Villanova University School of Law
J.D.
Colgate University
B.A., Economics
Janney Montgomery Scott LLC May 2014 - Present
White and Williams LLP 2013 - 2013
Margolis Edelstein 2005 - 2012
Skills
Wealth Transfer, Risk Management, Asset Protection, Financial Planning, Legal Research, Public Speaking, Social Media, Valuation, Stata, Estate Planning, Investments, Investment Banking, Investment Strategies, Wealth Management, Wealth Preservation..., Multi-generational..., Wills, Trusts, Charitable Trusts, 401k Rollovers, Pensions
Education
Villanova University School of Law
J.D.
Colgate University
B.A., Economics
Brian P. Giffin, CFP®'s Janney Montgomery Scott LLC Experience June 1993 - May 2007
Job Executive Financial Advisor at Fort McIntosh Wealth Advisors
Industry Financial Services
Experience
Fort McIntosh Wealth Advisors November 2013 - Present
Merrill Lynch May 2007 - October 2013
Janney Montgomery Scott LLC June 1993 - May 2007
United States Air Force 1985 - 1989
Skills
Retirement Planning, 401k Rollovers, Certified Financial..., Financial Planning, Financial Services, College Education..., Wealth Management, Investment Strategies, Finance, Financial Advisory, Securities, Wealth, Investments
Education
Drexel University 1990 — 1992
Bachelor's Degree, International Area Studies
Triton Regional High School 1979 — 1983
Fort McIntosh Wealth Advisors November 2013 - Present
Merrill Lynch May 2007 - October 2013
Janney Montgomery Scott LLC June 1993 - May 2007
United States Air Force 1985 - 1989
Skills
Retirement Planning, 401k Rollovers, Certified Financial..., Financial Planning, Financial Services, College Education..., Wealth Management, Investment Strategies, Finance, Financial Advisory, Securities, Wealth, Investments
Education
Drexel University 1990 — 1992
Bachelor's Degree, International Area Studies
Triton Regional High School 1979 — 1983
Patrick Resch's Janney Montgomery Scott LLC Experience July 2015 - Present
Job Private Client Assistant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2015 - Present
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Media, Data Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies
Dartmouth College 2010 — 2014
Janney Montgomery Scott LLC July 2015 - Present
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Media, Data Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies
Dartmouth College 2010 — 2014
Patrick Mortimer Patrick Mortimer's Janney Montgomery Scott LLC Experience January 1983 - November 1987
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard/Randstad January 2013 - September 2013
Options Trading April 2009 - November 2011
Member-Philadelphia Stock Exchange 1983 - 2009
Write Capital Management June 2001 - February 2003
Mortimer Securities, Inc January 1998 - June 2001
AJ and Me, Inc. August 1993 - December 1997
RoAnJon Trading Co. December 1987 - July 1993
Janney Montgomery Scott LLC January 1983 - November 1987
Skills
Options, Trading, Trading Systems, Series 7, Bloomberg, Analysis, Derivatives, Risk Management, Equity Derivatives, Hedging, Volatility, Securities, Trading Strategies, ETFs, Electronic Trading, Series 63, Market Making, Financial Markets, Technical Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Equities, Equity Trading, Financial Risk, Asset Management, FINRA, FX trading, Capital Markets, Options Strategies, Traders, FX Options, Commodity, Fixed Income, Alternative Investments, Arbitrage
Education
Drexel University - LeBow College of Business 1978 — 1982
Business
Vanguard September 2013 - Present
Vanguard/Randstad January 2013 - September 2013
Options Trading April 2009 - November 2011
Member-Philadelphia Stock Exchange 1983 - 2009
Write Capital Management June 2001 - February 2003
Mortimer Securities, Inc January 1998 - June 2001
AJ and Me, Inc. August 1993 - December 1997
RoAnJon Trading Co. December 1987 - July 1993
Janney Montgomery Scott LLC January 1983 - November 1987
Skills
Options, Trading, Trading Systems, Series 7, Bloomberg, Analysis, Derivatives, Risk Management, Equity Derivatives, Hedging, Volatility, Securities, Trading Strategies, ETFs, Electronic Trading, Series 63, Market Making, Financial Markets, Technical Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Equities, Equity Trading, Financial Risk, Asset Management, FINRA, FX trading, Capital Markets, Options Strategies, Traders, FX Options, Commodity, Fixed Income, Alternative Investments, Arbitrage
Education
Drexel University - LeBow College of Business 1978 — 1982
Business
Darlene Blevins's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Senior Marketing Communications Specialist at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
The American College April 2013 - March 2015
NextGen Healthcare Information Systems April 2012 - March 2013
Universal Health Services April 2007 - April 2012
All In One Mail Shop February 2004 - February 2007
American Welding Society January 2002 - February 2004
TracFone Wireless 1999 - 2000
Skills
Marketing Communications, Social Media Marketing, Social Media, Advertising, Healthcare, Marketing, Public Relations, Marketing Strategy, Graphic Design, Newsletters, Online Marketing, Digital Media, Press Releases, Digital Marketing, Event Planning, Direct Marketing, Copywriting, Strategic Planning, Integrated Marketing, Corporate Communications, Media Relations, Email Marketing, Social Networking, Strategic Communications, Copy Editing, Internal Communications, Editing, Online Advertising, Proofreading, Publishing, Nonprofits, Blogging, Facebook, Creative Writing, Fundraising
Education
Eastern University 2014 — 2016
Master's Degree, Nonprofit Management
International Fine Arts College 1995 — 1998
Associate's Degree, Cinematography and Film/Video Production
Florida International University
Bachelor of Arts, English
Miami Sunset Senior High School
Janney Montgomery Scott LLC March 2015 - Present
The American College April 2013 - March 2015
NextGen Healthcare Information Systems April 2012 - March 2013
Universal Health Services April 2007 - April 2012
All In One Mail Shop February 2004 - February 2007
American Welding Society January 2002 - February 2004
TracFone Wireless 1999 - 2000
Skills
Marketing Communications, Social Media Marketing, Social Media, Advertising, Healthcare, Marketing, Public Relations, Marketing Strategy, Graphic Design, Newsletters, Online Marketing, Digital Media, Press Releases, Digital Marketing, Event Planning, Direct Marketing, Copywriting, Strategic Planning, Integrated Marketing, Corporate Communications, Media Relations, Email Marketing, Social Networking, Strategic Communications, Copy Editing, Internal Communications, Editing, Online Advertising, Proofreading, Publishing, Nonprofits, Blogging, Facebook, Creative Writing, Fundraising
Education
Eastern University 2014 — 2016
Master's Degree, Nonprofit Management
International Fine Arts College 1995 — 1998
Associate's Degree, Cinematography and Film/Video Production
Florida International University
Bachelor of Arts, English
Miami Sunset Senior High School
Danielle Bartkus Danielle Bartkus's Janney Montgomery Scott LLC Experience October 2007 - Present
Job Registered Private Client Assistant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2007 - Present
Plummer Slade December 2005 - October 2007
Parker/Hunter March 2003 - September 2005
Education
Duquesne University 2003 — 2004
Master of Science, Multimedia Technology
Duquesne University 1999 — 2003
Bachelor of Arts, Double Major in Communications and Multimedia
Janney Montgomery Scott LLC October 2007 - Present
Plummer Slade December 2005 - October 2007
Parker/Hunter March 2003 - September 2005
Education
Duquesne University 2003 — 2004
Master of Science, Multimedia Technology
Duquesne University 1999 — 2003
Bachelor of Arts, Double Major in Communications and Multimedia
Andrew Wilson's Janney Montgomery Scott LLC Experience November 2014 - Present
Job Investment Banker at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC November 2014 - Present
J.P. Morgan July 2013 - November 2014
Wilson Sonsini Goodrich & Rosati September 2012 - June 2013
Wilson Sonsini Goodrich and Rosati June 2011 - September 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Morgan Stanley February 2007 - July 2007
Skills
Corporate Law, Corporate Finance, Financial Modeling, Mergers, Valuation, Restructuring, Private Equity, LBO, Equity Valuation, Banking Law, Due Diligence, Financial Analysis, Debt, Venture Capital, Divestitures, DCF, Project Finance, Business Valuation, Corporate Governance, Structuring, IPO, Joint Ventures, Corporate Development, Investments, Equity Research, Investment Banking, Capital Markets, Securities Law, Asset Management, Equities, Start-ups, Equity Capital Markets, Reorganization, Industry Analysis, Credit Analysis, Capital Budgeting, Business Strategy, Dispositions, Bankruptcy, Structured Finance
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Finance, Investment, M&A, Law
Duke University School of Law 2008 — 2012
JD, Law
Janney Montgomery Scott LLC November 2014 - Present
J.P. Morgan July 2013 - November 2014
Wilson Sonsini Goodrich & Rosati September 2012 - June 2013
Wilson Sonsini Goodrich and Rosati June 2011 - September 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Morgan Stanley February 2007 - July 2007
Skills
Corporate Law, Corporate Finance, Financial Modeling, Mergers, Valuation, Restructuring, Private Equity, LBO, Equity Valuation, Banking Law, Due Diligence, Financial Analysis, Debt, Venture Capital, Divestitures, DCF, Project Finance, Business Valuation, Corporate Governance, Structuring, IPO, Joint Ventures, Corporate Development, Investments, Equity Research, Investment Banking, Capital Markets, Securities Law, Asset Management, Equities, Start-ups, Equity Capital Markets, Reorganization, Industry Analysis, Credit Analysis, Capital Budgeting, Business Strategy, Dispositions, Bankruptcy, Structured Finance
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Finance, Investment, M&A, Law
Duke University School of Law 2008 — 2012
JD, Law
J. Andrew Wolfinger J. Andrew Wolfinger's Janney Montgomery Scott LLC Experience April 2009 - Present
Job First Vice President/Investments
Industry Financial Services
Experience
Janney Montgomery Scott llc. April 2009 - Present
Smith Barney April 1979 - April 2009
Citigroup 1979 - 2009
Skills
Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Asset Management, Bonds, Fixed Income, Stocks, Business Strategy, Portfolio Management, Series 7, Retirement, Securities, Financial Planning, Retirement Income..., Investment Advisory, Series 63, Equities, Savings, Finance, Financial Advisory, Leadership, Financial Analysis, Financial Services, Insurance, Estate Planning, Small Business, Investment Management, Risk Management, Maximizing Your Social..., Strategic Financial..., Financial Modeling, Fixed Annuities
Education
Pennsylvania State University-Main Campus 1965 — 1999
BS, Finance
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA-GSIA, Finance
Janney Montgomery Scott llc. April 2009 - Present
Smith Barney April 1979 - April 2009
Citigroup 1979 - 2009
Skills
Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Asset Management, Bonds, Fixed Income, Stocks, Business Strategy, Portfolio Management, Series 7, Retirement, Securities, Financial Planning, Retirement Income..., Investment Advisory, Series 63, Equities, Savings, Finance, Financial Advisory, Leadership, Financial Analysis, Financial Services, Insurance, Estate Planning, Small Business, Investment Management, Risk Management, Maximizing Your Social..., Strategic Financial..., Financial Modeling, Fixed Annuities
Education
Pennsylvania State University-Main Campus 1965 — 1999
BS, Finance
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA-GSIA, Finance
Joy Godowski's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Multimedia Content Producer at Janney Montgomery Scott
Industry Online Media
Experience
Janney Montgomery Scott LLC October 2013 - Present
Philly.com June 2011 - October 2013
M3 Media Group March 2009 - June 2011
PointRoll September 2008 - November 2008
E-City Interactive March 2007 - September 2007
Skills
Photoshop, After Effects, Illustrator, Flash, Dreamweaver, InDesign, Online Advertising, Interactive Advertising, Digital Marketing, Motion Graphic Design, Interactive Training..., ActionScript, Video, Final Cut Pro, Video Editing, Mac, Graphics, DoubleClick, Advertising, Animation, Web Design, User Experience, Interactive Media, Digital Media, User Interface Design, Art Direction, Adobe Creative Suite, Information Architecture, Multimedia, Flash Animation, Creative Direction, Email Marketing, Marketing, Digital Strategy, Online Marketing, Editing
Education
Drexel University 2004 — 2008
Bachelors of Science, Digital Media
Janney Montgomery Scott LLC October 2013 - Present
Philly.com June 2011 - October 2013
M3 Media Group March 2009 - June 2011
PointRoll September 2008 - November 2008
E-City Interactive March 2007 - September 2007
Skills
Photoshop, After Effects, Illustrator, Flash, Dreamweaver, InDesign, Online Advertising, Interactive Advertising, Digital Marketing, Motion Graphic Design, Interactive Training..., ActionScript, Video, Final Cut Pro, Video Editing, Mac, Graphics, DoubleClick, Advertising, Animation, Web Design, User Experience, Interactive Media, Digital Media, User Interface Design, Art Direction, Adobe Creative Suite, Information Architecture, Multimedia, Flash Animation, Creative Direction, Email Marketing, Marketing, Digital Strategy, Online Marketing, Editing
Education
Drexel University 2004 — 2008
Bachelors of Science, Digital Media
Adam Sangillo's Janney Montgomery Scott LLC Experience August 2001 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2001 - Present
Skills
Accredited Wealth..., Financial Planning, Estate Planning, Tax Mitigation..., Estate Preservation, Wealth Preservation, Investment planning, Investment Consulting, Investment Management, Strategic Financial..., Wealth Management..., Investments, Investment Advisory...
Education
Wharton School, University of Pennsylvania 2009 — 2010
Wealth Management Certification Program, Wealth Management
Bucknell University 1994 — 1997
BA, Economics/Finance
Janney Montgomery Scott LLC August 2001 - Present
Skills
Accredited Wealth..., Financial Planning, Estate Planning, Tax Mitigation..., Estate Preservation, Wealth Preservation, Investment planning, Investment Consulting, Investment Management, Strategic Financial..., Wealth Management..., Investments, Investment Advisory...
Education
Wharton School, University of Pennsylvania 2009 — 2010
Wealth Management Certification Program, Wealth Management
Bucknell University 1994 — 1997
BA, Economics/Finance
Regina M Frusco Regina M Frusco's Janney Montgomery Scott LLC Experience January 2011 - August 2012
Job Desktop Support Specialist at Franklintowne Charter School
Industry Information Technology and Services
Experience
Franklintowne Charter School November 2012 - Present
JANNEY MONTGOMERY SCOTT LLC January 2011 - August 2012
JANNEY MONTGOMERY SCOTT LLC January 2008 - January 2011
JANNEY MONTGOMERY SCOTT LLC October 2003 - January 2008
ALLSTATE INSURANCE COMPANY April 1996 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Active Directory, Disaster Recovery, Training
Education
CHI Institute 2000 — 2001
Computer Networking Certificate, Computer Networking, 3.0
CHI Institute 2000 — 2001
Diploma, Computer Networking
Community College of Philadelphia 1992 — 1994
Computer Networking
Franklintowne Charter School November 2012 - Present
JANNEY MONTGOMERY SCOTT LLC January 2011 - August 2012
JANNEY MONTGOMERY SCOTT LLC January 2008 - January 2011
JANNEY MONTGOMERY SCOTT LLC October 2003 - January 2008
ALLSTATE INSURANCE COMPANY April 1996 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Active Directory, Disaster Recovery, Training
Education
CHI Institute 2000 — 2001
Computer Networking Certificate, Computer Networking, 3.0
CHI Institute 2000 — 2001
Diploma, Computer Networking
Community College of Philadelphia 1992 — 1994
Computer Networking
Jennifer A. Bouton, AWMA Jennifer A. Bouton, AWMA's Janney Montgomery Scott LLC Experience January 2000 - January 2002
Job Senior VP of Supervision | Compliance and Risk Management
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - November 2012
CAM, Inc. October 2009 - February 2011
Comprehensive Investment Solutions, LLC December 2002 - August 2009
Janney Montgomery Scott, LLC January 2000 - January 2002
Fiserv Securities Inc January 1997 - January 2000
D.H. Blair & Co., Inc January 1995 - January 1996
Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor (AWMA)
Jones International University 2003 — 2007
BBA Corporate Finance
College for Financial Planning 2006 — 2007
Certificate
Cairn University 1992 — 1994
Associates
New England College of Business and Finance 2015 — 2016
Master’s Degree
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - November 2012
CAM, Inc. October 2009 - February 2011
Comprehensive Investment Solutions, LLC December 2002 - August 2009
Janney Montgomery Scott, LLC January 2000 - January 2002
Fiserv Securities Inc January 1997 - January 2000
D.H. Blair & Co., Inc January 1995 - January 1996
Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor (AWMA)
Jones International University 2003 — 2007
BBA Corporate Finance
College for Financial Planning 2006 — 2007
Certificate
Cairn University 1992 — 1994
Associates
New England College of Business and Finance 2015 — 2016
Master’s Degree
Charles Ziese Charles Ziese's Janney Montgomery Scott LLC Experience 2006 - 2008
Job Financial and Credit Analysis l Corporate Treasury l Investment Banking
Industry Financial Services
Experience
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Peter D. Shelp's Janney Montgomery Scott LLC Experience December 1996 - Present
Job Branch Manager, CFP®, ChFC, CRPC®, CRPS ®,AWMA at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 1996 - Present
Misericordia University September 2009 - Present
Pennsylvania State UniversityScranton/Lehman Campus January 1987 - Present
Northeast Capital Management January 1991 - January 1997
Prudential Bache Securities January 1989 - January 1991
Butcher & Singer September 1985 - December 1988
Skills
Retirement Planning, Estate Planning, Annuities, Mutual Funds, Financial Planning, Retirement, Equities, Wealth Management, FINRA, Asset Allocation, IRA's, Investments, Insurance, Alternative Investments, 401k, Long Term Care, Stocks, ETFs, Personal Finance, Risk Management, IRAs, Strategic Financial..., Fixed Annuities, Series 7, Strategic Planning, Finance, Long-term Care, Management, Life Insurance, Financial Advisory, Bonds, Investment Advisory, Investment Management, Securities, Investment Strategies, Series 63, Financial Planners, Portfolio Management, Wealth, Asset Management, Fixed Income, Financial Services, Options, Uniform Combined State..., Personal Financial..., Asset, Trading, Hedge Funds, Financial Markets, Capital Markets
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Plans SpecialistSM or CRPS®
College for Financial Planning 2011 — 2011
CRPC®, Chartered Retirement Planning Counselor
The Wharton School/ College for Financial Planning 2006 — 2007
AWMA, Accredited Wealth Management Advisor
The American College 2004 — 2005
Chartered Advisor for Senior Living
The American College 2002 — 2004
Chartered Financial Consultant
College for Financial Planning 1993 — 1995
CFP®, Certified Financial Planning Professional Education Program
Marywood University 1982 — 1984
Master of Science Degree, Managerial Science
Penn State University 1975 — 1979
B.S, Recreation and Parks Management
Janney Montgomery Scott LLC December 1996 - Present
Misericordia University September 2009 - Present
Pennsylvania State UniversityScranton/Lehman Campus January 1987 - Present
Northeast Capital Management January 1991 - January 1997
Prudential Bache Securities January 1989 - January 1991
Butcher & Singer September 1985 - December 1988
Skills
Retirement Planning, Estate Planning, Annuities, Mutual Funds, Financial Planning, Retirement, Equities, Wealth Management, FINRA, Asset Allocation, IRA's, Investments, Insurance, Alternative Investments, 401k, Long Term Care, Stocks, ETFs, Personal Finance, Risk Management, IRAs, Strategic Financial..., Fixed Annuities, Series 7, Strategic Planning, Finance, Long-term Care, Management, Life Insurance, Financial Advisory, Bonds, Investment Advisory, Investment Management, Securities, Investment Strategies, Series 63, Financial Planners, Portfolio Management, Wealth, Asset Management, Fixed Income, Financial Services, Options, Uniform Combined State..., Personal Financial..., Asset, Trading, Hedge Funds, Financial Markets, Capital Markets
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Plans SpecialistSM or CRPS®
College for Financial Planning 2011 — 2011
CRPC®, Chartered Retirement Planning Counselor
The Wharton School/ College for Financial Planning 2006 — 2007
AWMA, Accredited Wealth Management Advisor
The American College 2004 — 2005
Chartered Advisor for Senior Living
The American College 2002 — 2004
Chartered Financial Consultant
College for Financial Planning 1993 — 1995
CFP®, Certified Financial Planning Professional Education Program
Marywood University 1982 — 1984
Master of Science Degree, Managerial Science
Penn State University 1975 — 1979
B.S, Recreation and Parks Management
Leslie Gydos Leslie Gydos's Janney Montgomery Scott LLC Experience 1995 - 1996
Job Non Profit Executive
Industry Nonprofit Organization Management
Experience
YMCA of Alamance County 2010 - Present
Orange County Department on Aging June 2004 - June 2007
Janney Montgomery Scott LLC 1995 - 1996
Janney Montgomery Scott LLC 1995 - 1996
The Burlington Times News 1994 - 1995
Skills
Management Consulting, Management, Program Management, Organizational..., Leadership Development, Executive Coaching, Volunteer Director, Volunteer Management, Volunteer Training, Typing over 60 wpm, Proprietary OS, Social Media Marketing, Physical Training, Executive..., Board..., NonProfit Management, Nonprofits, Strategic Planning, Social Media, Public Speaking, Fundraising, Event Planning, Community Outreach, Leadership, Customer Service
Education
The University of North Carolina at Greensboro 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Elon University 1990 — 1992
Elon University 1990 — 1992
YMCA of Alamance County 2010 - Present
Orange County Department on Aging June 2004 - June 2007
Janney Montgomery Scott LLC 1995 - 1996
Janney Montgomery Scott LLC 1995 - 1996
The Burlington Times News 1994 - 1995
Skills
Management Consulting, Management, Program Management, Organizational..., Leadership Development, Executive Coaching, Volunteer Director, Volunteer Management, Volunteer Training, Typing over 60 wpm, Proprietary OS, Social Media Marketing, Physical Training, Executive..., Board..., NonProfit Management, Nonprofits, Strategic Planning, Social Media, Public Speaking, Fundraising, Event Planning, Community Outreach, Leadership, Customer Service
Education
The University of North Carolina at Greensboro 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Elon University 1990 — 1992
Elon University 1990 — 1992
Paul Palladino's Janney Montgomery Scott LLC Experience December 2014 - August 2015
Job Senior Software Engineer at Lab49
Industry Computer Software
Experience
Lab49 September 2015 - Present
Janney Montgomery Scott LLC December 2014 - August 2015
Neo-Pangea April 2014 - January 2015
Byrd Alley September 2008 - April 2014
Nomadio 2007 - 2007
Skills
PHP, jQuery, Apache, MySQL, Linux, Ruby, Perl, Ruby on Rails, UML, OOP, Web Applications, XHTML, C++, C, C#, IIS, SQL Server, JavaScript, ASP.NET, Python, WPF, WinForms, CakePHP, Windows, XML, CSS, MVC, Subversion, AJAX, JSON, Git, REST, Visual Studio, HTML, Unit Testing, Mercurial, Design Patterns, DHTML, Web Services, HTML5, Backbone.js, Backbone-relational, Angular JS, MongoDB, CodeIgniter, AngularJS, Node.js, Web Development, SASS
Education
Drexel University
Bachelor of Science (B.S.), Electrical Engineering
Lab49 September 2015 - Present
Janney Montgomery Scott LLC December 2014 - August 2015
Neo-Pangea April 2014 - January 2015
Byrd Alley September 2008 - April 2014
Nomadio 2007 - 2007
Skills
PHP, jQuery, Apache, MySQL, Linux, Ruby, Perl, Ruby on Rails, UML, OOP, Web Applications, XHTML, C++, C, C#, IIS, SQL Server, JavaScript, ASP.NET, Python, WPF, WinForms, CakePHP, Windows, XML, CSS, MVC, Subversion, AJAX, JSON, Git, REST, Visual Studio, HTML, Unit Testing, Mercurial, Design Patterns, DHTML, Web Services, HTML5, Backbone.js, Backbone-relational, Angular JS, MongoDB, CodeIgniter, AngularJS, Node.js, Web Development, SASS
Education
Drexel University
Bachelor of Science (B.S.), Electrical Engineering
Patrick Lively's Janney Montgomery Scott LLC Experience June 2015 - Present
Job Intern at Janney Montgomery Scott LLC
Industry
Experience
Janney Montgomery Scott LLC June 2015 - Present
PSCH June 2014 - August 2014
Skills
Finance, Accounts Receivable, Analysis, Accounts Payable, Microsoft Excel, Budgeting, Customer Service, Leadership, PowerPoint, Public Speaking, Social Media, Teamwork, Research
Education
Adelphi University 2013 — 2016
Bachelor's Degree, Management: Finance Specialization, B.B.A., Junior
Janney Montgomery Scott LLC June 2015 - Present
PSCH June 2014 - August 2014
Skills
Finance, Accounts Receivable, Analysis, Accounts Payable, Microsoft Excel, Budgeting, Customer Service, Leadership, PowerPoint, Public Speaking, Social Media, Teamwork, Research
Education
Adelphi University 2013 — 2016
Bachelor's Degree, Management: Finance Specialization, B.B.A., Junior
Robert W. Hoey Robert W. Hoey's Janney Montgomery Scott LLC Experience January 2009 - Present
Job Senior Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2009 - Present
Legg Mason/Smith Barney 1994 - 2006
Skills
Series 7, Retirement Planning, Investments, Retirement, Investment Strategies, Wealth Management, Mutual Funds, Finance, Series 63, Wealth Management..., Financial Advisory, Insurance, 401k, Series 65, Estate Planning, Securities, Portfolio Management, IRAs, Long-term Care, Asset Allocation, ETFs, Personal Financial..., Investment Advisory, Financial Planners, Strategic Financial..., Asset Management, Alternative Investments, Equities, FINRA, Financial Services, Fixed Annuities, Pensions, Fixed Income, Bonds, Financial Planning
Education
Villanova University 1975 — 1978
BS/BA, Finance
Drexel University - LeBow College of Business
MBA
Janney Montgomery Scott LLC January 2009 - Present
Legg Mason/Smith Barney 1994 - 2006
Skills
Series 7, Retirement Planning, Investments, Retirement, Investment Strategies, Wealth Management, Mutual Funds, Finance, Series 63, Wealth Management..., Financial Advisory, Insurance, 401k, Series 65, Estate Planning, Securities, Portfolio Management, IRAs, Long-term Care, Asset Allocation, ETFs, Personal Financial..., Investment Advisory, Financial Planners, Strategic Financial..., Asset Management, Alternative Investments, Equities, FINRA, Financial Services, Fixed Annuities, Pensions, Fixed Income, Bonds, Financial Planning
Education
Villanova University 1975 — 1978
BS/BA, Finance
Drexel University - LeBow College of Business
MBA
Destiny J. Brown Destiny J. Brown's Janney Montgomery Scott LLC Experience May 2013 - August 2013
Job Student at Lynn University
Industry
Experience
Lynn University Summer InternshipJanney Montgomery Scott LLCMay 2014 - July 2014
Janney Montgomery Scott LLC May 2013 - August 2013
Brown Management & Marketing June 2011 - August 2011
Rip City Foundation June 2010 - August 2010
Education
Lynn University 2014 — 2018
Communications
Baylor University 2012 — 2012
Communications
Gateway Senior High School
High School
Lakeridge Academy
High School
Lynn University Summer InternshipJanney Montgomery Scott LLCMay 2014 - July 2014
Janney Montgomery Scott LLC May 2013 - August 2013
Brown Management & Marketing June 2011 - August 2011
Rip City Foundation June 2010 - August 2010
Education
Lynn University 2014 — 2018
Communications
Baylor University 2012 — 2012
Communications
Gateway Senior High School
High School
Lakeridge Academy
High School
Kristen Owen, CFA Kristen Owen, CFA's Janney Montgomery Scott LLC Experience November 2013 - April 2015
Job Equity Research Associate at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Janney Montgomery Scott LLC November 2013 - April 2015
Monument Wealth Management November 2012 - November 2013
Sirius XM Radio Inc. June 2011 - December 2012
Charles Schwab August 2009 - August 2010
National City Bank February 2008 - July 2009
Skills
Networking, Investment Sales, Personal Finance, Project Finance, Financial Analysis, Banking, Budget, Project Planning, Financial Modeling, Portfolio Management, Finance, Asset Managment, Investments, Risk Management, Sales, Management, Forecasting, Asset Management, Analysis, Business Development, Due Diligence, Budgets, Wealth Management, Equities, Valuation, Economics, Strategy, Corporate Finance, Asset Allocation, Mutual Funds, Accounting, Bloomberg, Financial Risk, Strategic Financial...
Education
American University - Kogod School of Business 2010 — 2012
Master, Business Administration
Kent State University 2004 — 2007
Bachelor, Business Administration
Oppenheimer & Co. Inc. May 2015 - Present
Janney Montgomery Scott LLC November 2013 - April 2015
Monument Wealth Management November 2012 - November 2013
Sirius XM Radio Inc. June 2011 - December 2012
Charles Schwab August 2009 - August 2010
National City Bank February 2008 - July 2009
Skills
Networking, Investment Sales, Personal Finance, Project Finance, Financial Analysis, Banking, Budget, Project Planning, Financial Modeling, Portfolio Management, Finance, Asset Managment, Investments, Risk Management, Sales, Management, Forecasting, Asset Management, Analysis, Business Development, Due Diligence, Budgets, Wealth Management, Equities, Valuation, Economics, Strategy, Corporate Finance, Asset Allocation, Mutual Funds, Accounting, Bloomberg, Financial Risk, Strategic Financial...
Education
American University - Kogod School of Business 2010 — 2012
Master, Business Administration
Kent State University 2004 — 2007
Bachelor, Business Administration
Alexander W. van den Berg, Sr. Alexander W. van den Berg, Sr.'s Janney Montgomery Scott LLC Experience May 1999 - June 2004
Job Senior Vice President for Financial Advisory Partners, LLC at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. March 2006 - Present
CenterState Bank Central Florida, N.A. May 2010 - April 2014
Fifth Third Securities March 2005 - March 2006
First National Bank of Florida June 2004 - March 2005
Janney Montgomery Scott LLC May 1999 - June 2004
Barnett Bank of Central Florida/Bank of America October 1983 - May 1999
Education
Florida State University 1979 — 1983
Bachelor's degree, Finance, General
NBC Securities, Inc. March 2006 - Present
CenterState Bank Central Florida, N.A. May 2010 - April 2014
Fifth Third Securities March 2005 - March 2006
First National Bank of Florida June 2004 - March 2005
Janney Montgomery Scott LLC May 1999 - June 2004
Barnett Bank of Central Florida/Bank of America October 1983 - May 1999
Education
Florida State University 1979 — 1983
Bachelor's degree, Finance, General
Logan J. Reed, CFP®, CIMA®, CLU® Logan J. Reed, CFP®, CIMA®, CLU®'s Janney Montgomery Scott LLC Experience October 2013 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Merrill Lynch December 2012 - October 2013
Prudential Financial October 2007 - December 2012
Skills
Retirement Planning, Investment Management, Wealth Management, Risk Management, Retirement Income, Pensions, Insurance, Business Planning, Wealth Transfer, Investment Planning, Long-term Care
Education
Providence College 2003 — 2007
Bachelor's Degree
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education - Certified Investment Management Analyst®
The American College 2013 — 2014
Kaplan University 2011 — 2012
CFP Board Registered Education Courses
College for Financial Planning 2011 — 2012
CRPC®
Janney Montgomery Scott LLC October 2013 - Present
Merrill Lynch December 2012 - October 2013
Prudential Financial October 2007 - December 2012
Skills
Retirement Planning, Investment Management, Wealth Management, Risk Management, Retirement Income, Pensions, Insurance, Business Planning, Wealth Transfer, Investment Planning, Long-term Care
Education
Providence College 2003 — 2007
Bachelor's Degree
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education - Certified Investment Management Analyst®
The American College 2013 — 2014
Kaplan University 2011 — 2012
CFP Board Registered Education Courses
College for Financial Planning 2011 — 2012
CRPC®
Jesse Hubley Jesse Hubley's Janney Montgomery Scott LLC Experience February 2014 - August 2015
Job Senior Database Developer at Allan Collautt Associates
Industry Information Technology and Services
Experience
Allan Collautt Associates August 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Healthways September 2013 - February 2014
Hamilton Lane December 2011 - September 2013
The Savitz Organization January 2008 - December 2011
ProMetrics June 2006 - January 2008
The Vanguard Group 1999 - 2004
Skills
Complex stored..., SQL Server 2000, 2005,..., Database design, Entity..., SSIS package development, SSRS report development, Exposure to SSAS cubes,..., Object oriented..., Agile software..., Project planning and..., Data warehousing, Data Mining, Proficient with MS..., Exposure to object..., Exposure to other..., Effective communicator..., strong writing skills..., Agile Methodologies, Databases, SSRS, Data Warehousing, SSIS, SDLC, SQL, Software Development, Microsoft SQL Server, ETL, Database Design
Education
Drexel University 2004 — 2011
Master of Science in Information Systems (M.S.I.S), Information Systems (database concentration), 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science in Business Administration (B.S.B.A), Decision Sciences (statictics), 3.06
Allan Collautt Associates August 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Healthways September 2013 - February 2014
Hamilton Lane December 2011 - September 2013
The Savitz Organization January 2008 - December 2011
ProMetrics June 2006 - January 2008
The Vanguard Group 1999 - 2004
Skills
Complex stored..., SQL Server 2000, 2005,..., Database design, Entity..., SSIS package development, SSRS report development, Exposure to SSAS cubes,..., Object oriented..., Agile software..., Project planning and..., Data warehousing, Data Mining, Proficient with MS..., Exposure to object..., Exposure to other..., Effective communicator..., strong writing skills..., Agile Methodologies, Databases, SSRS, Data Warehousing, SSIS, SDLC, SQL, Software Development, Microsoft SQL Server, ETL, Database Design
Education
Drexel University 2004 — 2011
Master of Science in Information Systems (M.S.I.S), Information Systems (database concentration), 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science in Business Administration (B.S.B.A), Decision Sciences (statictics), 3.06
Lino DeAngelis, CFP® Lino DeAngelis, CFP®'s Janney Montgomery Scott LLC Experience February 2005 - September 2006
Job VP & Wealth Manager at Global Investment Management, LLC
Industry Investment Management
Experience
Global Investment Management, LLC April 2007 - Present
Janney Montgomery Scott, LLC February 2005 - September 2006
Radnor Financial Advisors, Inc June 1998 - February 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, High Net Worth..., Estate Planning, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial...
Education
Bentley University 2008 — 2011
Master of Science, Financial Planning
College for Financial Planning 2000 — 2004
CFP(R) Professional Education Program
Villanova University 1995 — 1998
B.S.B.A., Finance
Global Investment Management, LLC April 2007 - Present
Janney Montgomery Scott, LLC February 2005 - September 2006
Radnor Financial Advisors, Inc June 1998 - February 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, High Net Worth..., Estate Planning, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial...
Education
Bentley University 2008 — 2011
Master of Science, Financial Planning
College for Financial Planning 2000 — 2004
CFP(R) Professional Education Program
Villanova University 1995 — 1998
B.S.B.A., Finance
Bec Bradley Bec Bradley's Janney Montgomery Scott LLC Experience October 2005 - September 2010
Job Director, Compliance
Industry Financial Services
Experience
Lockwood Advisors, Inc, an affiliate of Pershing LLC, both BNY Mellon companies April 2011 - Present
Lockwood Advisors 2011 - 2015
Lockwood Advisors 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Janney Montgomery Scott LLC October 2005 - September 2010
Nationwide Financial Services Inc June 2001 - October 2005
American Skandia Inc. September 1997 - May 2001
Skills
Risk Management, Securities, Financial Services, AML, FINRA, Insurance, Investments, Strategy, Litigation, Management, Risk Assessment, Process Improvement, Leadership, Training, Wealth Management, SEC, Internal Controls, Project Management
Education
University of Connecticut School of Law, Insurance Law Institute 1998 — 2000
Rutgers University School of Law - Camden 1992 — 1996
Juris Doctor, Law
Immaculata College
Bachelor of Arts
Bryn Mawr College
Lockwood Advisors, Inc, an affiliate of Pershing LLC, both BNY Mellon companies April 2011 - Present
Lockwood Advisors 2011 - 2015
Lockwood Advisors 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Janney Montgomery Scott LLC October 2005 - September 2010
Nationwide Financial Services Inc June 2001 - October 2005
American Skandia Inc. September 1997 - May 2001
Skills
Risk Management, Securities, Financial Services, AML, FINRA, Insurance, Investments, Strategy, Litigation, Management, Risk Assessment, Process Improvement, Leadership, Training, Wealth Management, SEC, Internal Controls, Project Management
Education
University of Connecticut School of Law, Insurance Law Institute 1998 — 2000
Rutgers University School of Law - Camden 1992 — 1996
Juris Doctor, Law
Immaculata College
Bachelor of Arts
Bryn Mawr College
Suzann Zadanosky CFP® Suzann Zadanosky CFP®'s Janney Montgomery Scott LLC Experience October 2001 - October 2006
Job Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2006 - Present
Janney Montgomery Scott LLC October 2001 - October 2006
Morgan Stanley October 1998 - October 2001
Education
Florida Atlantic University 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
B.S., Finance, Marketing, Economics
UBS Financial Services Inc. 2006 - Present
Janney Montgomery Scott LLC October 2001 - October 2006
Morgan Stanley October 1998 - October 2001
Education
Florida Atlantic University 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
B.S., Finance, Marketing, Economics
S Eric Asendorf's Janney Montgomery Scott LLC Experience September 2007 - Present
Job Executive V.P./ Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2007 - Present
Moseley, Advest and Merrill September 1981 - September 2007
Advest, Inc 1988 - 2005
Skills
Wealth Management, Investments, Financial Advisory, Financial Services, Retirement, Equities, Retirement Planning, Asset Allocation, Securities, Strategic Financial..., Series 7, Estate Planning, Series 63, Investment Strategies, Investment Advisory
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Accredited Wealth Management Advisor, Financial Planning
Bridgewater State College 1972 — 1979
M. Ed., Guidance
Lycoming College 1965 — 1969
B.A., Economics
Janney Montgomery Scott LLC September 2007 - Present
Moseley, Advest and Merrill September 1981 - September 2007
Advest, Inc 1988 - 2005
Skills
Wealth Management, Investments, Financial Advisory, Financial Services, Retirement, Equities, Retirement Planning, Asset Allocation, Securities, Strategic Financial..., Series 7, Estate Planning, Series 63, Investment Strategies, Investment Advisory
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Accredited Wealth Management Advisor, Financial Planning
Bridgewater State College 1972 — 1979
M. Ed., Guidance
Lycoming College 1965 — 1969
B.A., Economics
Lawrence Weisman Lawrence Weisman's Janney Montgomery Scott LLC Experience May 2013 - September 2015
Job First Vice President Wealth Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Janney Montgomery Scott LLC May 2013 - September 2015
Janney Montgomery Scott September 2004 - May 2013
McDonnell Douglas 1985 - 1991
Skills
Wealth Management, Series 7, Finance, Securities, Financial Services, Series 63, Financial Advisory, Bonds, Options, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Retirement, Investment Advisory
Education
Embry-Riddle Aeronautical University 1982 — 1985
BSAE, Aeronautical Engineering
Wells Fargo Advisors September 2015 - Present
Janney Montgomery Scott LLC May 2013 - September 2015
Janney Montgomery Scott September 2004 - May 2013
McDonnell Douglas 1985 - 1991
Skills
Wealth Management, Series 7, Finance, Securities, Financial Services, Series 63, Financial Advisory, Bonds, Options, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Retirement, Investment Advisory
Education
Embry-Riddle Aeronautical University 1982 — 1985
BSAE, Aeronautical Engineering
Gautam Soundararajan Gautam Soundararajan's Janney Montgomery Scott LLC Experience September 2014 - November 2014
Job Portfolio Management Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
Dartmouth Investment and Philanthropy Program September 2013 - Present
Dartmouth Finance Society March 2013 - Present
Education Beyond the Classroom August 2012 - Present
Dimensional Fund Advisors June 2015 - September 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Dartmouth Economics Department June 2013 - September 2013
Dartmouth Venture Review April 2013 - June 2013
The Scripps Research Institute July 2010 - October 2011
Skills
Research, Data Analysis, Microsoft Office, Stata, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Community Outreach, Non-profits, Fundraising, Teaching, Event Planning, Editing, Bloomberg Terminal, Capital IQ, Python, Java, SEC, SNL Financial
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics
Francis Parker High School 2008 — 2012
Dartmouth Investment and Philanthropy Program September 2013 - Present
Dartmouth Finance Society March 2013 - Present
Education Beyond the Classroom August 2012 - Present
Dimensional Fund Advisors June 2015 - September 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Dartmouth Economics Department June 2013 - September 2013
Dartmouth Venture Review April 2013 - June 2013
The Scripps Research Institute July 2010 - October 2011
Skills
Research, Data Analysis, Microsoft Office, Stata, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Community Outreach, Non-profits, Fundraising, Teaching, Event Planning, Editing, Bloomberg Terminal, Capital IQ, Python, Java, SEC, SNL Financial
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics
Francis Parker High School 2008 — 2012
Robert Leggat's Janney Montgomery Scott LLC Experience May 2014 - June 2015
Job Managing Director at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - June 2015
Mizuho Securities USA Inc. January 2013 - May 2014
Lazard Capital Markets May 2006 - December 2012
Janney Montgomery Scott LLC May 2002 - May 2006
ABN AMRO Bank N.V. June 2001 - April 2002
J.P. Morgan January 1993 - December 2000
Education
Dartmouth College
Janney Montgomery Scott LLC May 2014 - June 2015
Mizuho Securities USA Inc. January 2013 - May 2014
Lazard Capital Markets May 2006 - December 2012
Janney Montgomery Scott LLC May 2002 - May 2006
ABN AMRO Bank N.V. June 2001 - April 2002
J.P. Morgan January 1993 - December 2000
Education
Dartmouth College
Suzy Tan's Janney Montgomery Scott LLC Experience September 2014 - November 2014
Job Institutional Sales and Trading Summer Intern at Oppenheimer & Co. Inc.
Industry
Experience
Oppenheimer & Co. Inc. June 2015 - August 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint development, EDGAR filings, Capital IQ, Leadership
Education
Dartmouth College 2012 — 2016
Bachelor’s Degree, Economics, Sociology
Oppenheimer & Co. Inc. June 2015 - August 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint development, EDGAR filings, Capital IQ, Leadership
Education
Dartmouth College 2012 — 2016
Bachelor’s Degree, Economics, Sociology
Luke Fraser's Janney Montgomery Scott LLC Experience April 2015 - Present
Job Wealth Management Research Investment Analyst Coop at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2015 - Present
Forefront Analytics, LLC/GK Family Office, LLC April 2014 - April 2015
Philadelphia Housing Authority April 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Public Speaking, Data Analysis, Research, Customer Service, AutoCAD, Teamwork, Event Planning, Social Networking, Investments, ETFs, Mutual Funds, Separately Managed...
Education
Drexel University 2011 — 2016
Bachelor of Science (BS), Business and Engineering
Janney Montgomery Scott LLC April 2015 - Present
Forefront Analytics, LLC/GK Family Office, LLC April 2014 - April 2015
Philadelphia Housing Authority April 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Public Speaking, Data Analysis, Research, Customer Service, AutoCAD, Teamwork, Event Planning, Social Networking, Investments, ETFs, Mutual Funds, Separately Managed...
Education
Drexel University 2011 — 2016
Bachelor of Science (BS), Business and Engineering
Terri Anna Maria Giorgio's Janney Montgomery Scott LLC Experience January 2001 - January 2006
Job Financial Professional Associate at Prudential Financial
Industry Investment Management
Experience
Prudential Financial May 2013 - Present
Legal Approach March 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - March 2010
Wachovia Securities Financial Network January 2006 - November 2007
Janney Montgomery Scott LLC January 2001 - January 2006
UBS Paine Webber October 1999 - December 2001
J.B. Hanauer & Co. August 1996 - December 1999
Legal Approach February 1996 - December 1998
Becker & Poliakoff, P.A. August 1994 - December 1996
Proskauer Rose LLP September 1991 - September 1994
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (BS), International Business
Harvard Business School 1989 — 1992
Bachelor of Science (BS), Political Science and Government
Prudential Financial May 2013 - Present
Legal Approach March 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - March 2010
Wachovia Securities Financial Network January 2006 - November 2007
Janney Montgomery Scott LLC January 2001 - January 2006
UBS Paine Webber October 1999 - December 2001
J.B. Hanauer & Co. August 1996 - December 1999
Legal Approach February 1996 - December 1998
Becker & Poliakoff, P.A. August 1994 - December 1996
Proskauer Rose LLP September 1991 - September 1994
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (BS), International Business
Harvard Business School 1989 — 1992
Bachelor of Science (BS), Political Science and Government
Bryan Kipp Bryan Kipp's Janney Montgomery Scott LLC Experience June 2013 - July 2015
Job Senior Research Associate at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Janney Montgomery Scott LLC June 2013 - July 2015
CLSA January 2012 - June 2013
Wells Fargo Advisors, Berry Financial Group June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Equity Research, Financial Analysis, Investments, Economics, Portfolio Management, Corporate Finance, Data Analysis, Research, Microsoft Excel, Asset Management, Entrepreneurship, Hedge Funds, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Citi July 2015 - Present
Janney Montgomery Scott LLC June 2013 - July 2015
CLSA January 2012 - June 2013
Wells Fargo Advisors, Berry Financial Group June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Equity Research, Financial Analysis, Investments, Economics, Portfolio Management, Corporate Finance, Data Analysis, Research, Microsoft Excel, Asset Management, Entrepreneurship, Hedge Funds, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Kamiar Coffey's Janney Montgomery Scott LLC Experience January 2015 - March 2015
Job Student at Dartmouth College
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. June 2015 - August 2015
Janney Montgomery Scott LLC January 2015 - March 2015
Obermatt AG 2013 - 2013
University of Colorado Boulder Law School 2012 - 2012
Westerra Credit Union 2009 - 2012
U.S. House of Representatives 2011 - 2011
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Mergers & Acquisitions, PowerPoint, Leadership, Analysis, Valuation, Finance, Microsoft Excel
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Government
The London School of Economics and Political Science (LSE) 2014 — 2014
Exchange Program
Kent Denver School 2008 — 2012
Middlebury Language Academy
French Literature
Tudor, Pickering, Holt & Co. June 2015 - August 2015
Janney Montgomery Scott LLC January 2015 - March 2015
Obermatt AG 2013 - 2013
University of Colorado Boulder Law School 2012 - 2012
Westerra Credit Union 2009 - 2012
U.S. House of Representatives 2011 - 2011
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Mergers & Acquisitions, PowerPoint, Leadership, Analysis, Valuation, Finance, Microsoft Excel
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Government
The London School of Economics and Political Science (LSE) 2014 — 2014
Exchange Program
Kent Denver School 2008 — 2012
Middlebury Language Academy
French Literature
Loren Wood, CPBI Loren Wood, CPBI's Janney Montgomery Scott LLC Experience September 1995 - April 1996
Job Senior Analyst At CertainTeed Corporation
Industry Information Technology and Services
Experience
CertainTeed Corporation July 2014 - Present
Business & Decision North America April 2012 - July 2014
UPS June 2000 - April 2012
Symtech Solutions January 1999 - January 2000
Prometrics Consulting January 1998 - January 1999
Pep Boys April 1998 - September 1998
KPMG CT April 1997 - September 1997
Janney Montgomery Scott LLC September 1995 - April 1996
Skills
Database Design, Databases, Data Analysis, MS Office Automation, Solution Oriented, Financial Analysis, Proven Leadership Skills, Budget Management, Budgeting, QlikView, QlikView Development, Business Discovery, Budgets, Financial Reporting, ETL, Data Warehousing, Microsoft Office, SharePoint, Payroll, Management, Business Intelligence, Software Development, Data Modeling, Training, Business Analysis, Analysis, Business Planning, ERP, Access, Business Process, Process Improvement, Sales, Analytics, Forecasting, Pricing, Business Process..., Leadership, SDLC, Requirements Gathering, SQL, Consulting, Strategic Planning
Education
Villanova University 2013 — 2014
Master Certification, Business Intelligence
Drexel University 1994 — 1999
Bachelors of Science, Business Administration; Finance
CertainTeed Corporation July 2014 - Present
Business & Decision North America April 2012 - July 2014
UPS June 2000 - April 2012
Symtech Solutions January 1999 - January 2000
Prometrics Consulting January 1998 - January 1999
Pep Boys April 1998 - September 1998
KPMG CT April 1997 - September 1997
Janney Montgomery Scott LLC September 1995 - April 1996
Skills
Database Design, Databases, Data Analysis, MS Office Automation, Solution Oriented, Financial Analysis, Proven Leadership Skills, Budget Management, Budgeting, QlikView, QlikView Development, Business Discovery, Budgets, Financial Reporting, ETL, Data Warehousing, Microsoft Office, SharePoint, Payroll, Management, Business Intelligence, Software Development, Data Modeling, Training, Business Analysis, Analysis, Business Planning, ERP, Access, Business Process, Process Improvement, Sales, Analytics, Forecasting, Pricing, Business Process..., Leadership, SDLC, Requirements Gathering, SQL, Consulting, Strategic Planning
Education
Villanova University 2013 — 2014
Master Certification, Business Intelligence
Drexel University 1994 — 1999
Bachelors of Science, Business Administration; Finance
Steven Labbe Steven Labbe's Janney Montgomery Scott LLC Experience September 1996 - March 2012
Job stock analyst at Prospector Partners
Industry Financial Services
Experience
Prospector Partners March 2012 - Present
Janney Montgomery Scott LLC September 1996 - March 2012
Skills
Chartered Financial..., Equities, Equity Research, Financial Modeling, Portfolio Management, Valuation, Investments, Hedge Funds, Equity Valuation
Education
Central Connecticut State University 1991 — 1995
Bachelor of Science (BS), Mathematics
Prospector Partners March 2012 - Present
Janney Montgomery Scott LLC September 1996 - March 2012
Skills
Chartered Financial..., Equities, Equity Research, Financial Modeling, Portfolio Management, Valuation, Investments, Hedge Funds, Equity Valuation
Education
Central Connecticut State University 1991 — 1995
Bachelor of Science (BS), Mathematics
Michael Gebhard Michael Gebhard's Janney Montgomery Scott LLC Experience January 2002 - Present
Job Senior VP Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2002 - Present
Skills
Investments, Financial Analysis, Financial Planning, Customer Service, Finance, Portfolio Management, Networking, Risk Management, Leadership, Microsoft Office
Education
Charleston Southern University
Bachelor's degree, Business/Managerial Economics
Janney Montgomery Scott LLC January 2002 - Present
Skills
Investments, Financial Analysis, Financial Planning, Customer Service, Finance, Portfolio Management, Networking, Risk Management, Leadership, Microsoft Office
Education
Charleston Southern University
Bachelor's degree, Business/Managerial Economics
Julia Enright Julia Enright's Janney Montgomery Scott LLC Experience June 2015 - August 2015
Job Intern Healthcare Investment Banking at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - August 2015
Salto con Red September 2014 - December 2014
eMoney Advisor May 2014 - September 2014
J.Crew May 2014 - August 2014
Skills
Bloomberg Certification, Microsoft Word, Microsoft Excel, Cpr Certified, AED, Lifeguarding, Critical Thinking, Bloomberg, Teamwork, Customer Service, CRM, Social Media, Microsoft Office, Public Speaking, PowerPoint, Facebook, Time Management, Leadership, Research, Social Networking
Education
Villanova University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
ESCI-UPF International Business 2014 — 2014
Internation Business
Shaker High School 2008 — 2012
Janney Montgomery Scott LLC June 2015 - August 2015
Salto con Red September 2014 - December 2014
eMoney Advisor May 2014 - September 2014
J.Crew May 2014 - August 2014
Skills
Bloomberg Certification, Microsoft Word, Microsoft Excel, Cpr Certified, AED, Lifeguarding, Critical Thinking, Bloomberg, Teamwork, Customer Service, CRM, Social Media, Microsoft Office, Public Speaking, PowerPoint, Facebook, Time Management, Leadership, Research, Social Networking
Education
Villanova University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
ESCI-UPF International Business 2014 — 2014
Internation Business
Shaker High School 2008 — 2012
Tara Goins Tara Goins's Janney Montgomery Scott LLC Experience February 2015 - Present
Job Financial Advisor of The DiGregorioGoins Group
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Oppenheimer & Co. Inc. July 2008 - February 2015
Stifel Financial Corp. April 2007 - July 2008
Ryan Beck & Co. July 2004 - April 2007
Skills
Finance, Investments, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Financial Planning, Retirement
Education
City University of New York-Hunter College
Curtis High School
Janney Montgomery Scott LLC February 2015 - Present
Oppenheimer & Co. Inc. July 2008 - February 2015
Stifel Financial Corp. April 2007 - July 2008
Ryan Beck & Co. July 2004 - April 2007
Skills
Finance, Investments, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Financial Planning, Retirement
Education
City University of New York-Hunter College
Curtis High School
Ryan Benson Ryan Benson's Janney Montgomery Scott LLC Experience September 2004 - November 2004
Job Senior Analytics Consultant at CoEnterprise, LLC
Industry Information Technology and Services
Experience
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
William Winterbottom's Janney Montgomery Scott LLC Experience January 2013 - July 2013
Job Demonstrator at Vitamix
Industry Marketing and Advertising
Experience
Vitamix July 2013 - Present
Janney Montgomery Scott LLC January 2013 - July 2013
SunRun January 2012 - January 2013
Skills
Alternative Energy, Cleantech, Solar Energy, Renewable Energy, Photovoltaics, Solar PV, Sustainable Energy, Energy Policy, Project Finance, Marketing, Public Speaking, Event Planning, Strategic Planning
Education
Ramapo College of NJ 2009 — 2011
Bachelor's degree, European History
County College of Morris 2007 — 2009
Associate's degree
Vitamix July 2013 - Present
Janney Montgomery Scott LLC January 2013 - July 2013
SunRun January 2012 - January 2013
Skills
Alternative Energy, Cleantech, Solar Energy, Renewable Energy, Photovoltaics, Solar PV, Sustainable Energy, Energy Policy, Project Finance, Marketing, Public Speaking, Event Planning, Strategic Planning
Education
Ramapo College of NJ 2009 — 2011
Bachelor's degree, European History
County College of Morris 2007 — 2009
Associate's degree
Antoine (Tony) Freiji's Janney Montgomery Scott LLC Experience May 2013 - August 2013
Job Management Consulting Associate at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
Heights Capital Corporation September 2014 - Present
PwC June 2014 - Present
Nofillers, LLC (Nofillers.com) November 2011 - Present
Undergraduate Government of Boston College September 2013 - May 2014
Janney Montgomery Scott, LLC May 2013 - August 2013
Knorr-Bremse Corporation May 2013 - August 2013
The Pumphret House October 2012 - May 2013
East Boston Neighborhood Health Center October 2012 - May 2013
Pillars of Wall Street 2013 - 2013
Skills
Entrepreneurship, DCF Valuation, Investment Valuation, Management, Project Management, Financial Analysis, Microsoft Excel, Leadership, Finance, Marketing, Start-ups, Outlook, Budgets, Stata, Management Consulting, Asset Management, Small Business, DOI, USAID, Forensic Accounting, Event Management, PowerPoint, Public Speaking, Microsoft Office, Research, Social Media
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.) Honors Program: Economics, Business Management & Leadership Minor: Wallace E. Carroll School of Management
Loyola Blakefield High School 2007 — 2011
High School Diploma
PwC August 2015 - Present
Heights Capital Corporation September 2014 - Present
PwC June 2014 - Present
Nofillers, LLC (Nofillers.com) November 2011 - Present
Undergraduate Government of Boston College September 2013 - May 2014
Janney Montgomery Scott, LLC May 2013 - August 2013
Knorr-Bremse Corporation May 2013 - August 2013
The Pumphret House October 2012 - May 2013
East Boston Neighborhood Health Center October 2012 - May 2013
Pillars of Wall Street 2013 - 2013
Skills
Entrepreneurship, DCF Valuation, Investment Valuation, Management, Project Management, Financial Analysis, Microsoft Excel, Leadership, Finance, Marketing, Start-ups, Outlook, Budgets, Stata, Management Consulting, Asset Management, Small Business, DOI, USAID, Forensic Accounting, Event Management, PowerPoint, Public Speaking, Microsoft Office, Research, Social Media
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.) Honors Program: Economics, Business Management & Leadership Minor: Wallace E. Carroll School of Management
Loyola Blakefield High School 2007 — 2011
High School Diploma
Robert T. Hoey's Janney Montgomery Scott LLC Experience April 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Eric Souder Eric Souder's Janney Montgomery Scott LLC Experience June 2010 - May 2011
Job BiLingual Customer Service Representative I at TD
Industry Banking
Experience
TD February 2015 - Present
Miami University August 2012 - May 2013
Miami University September 2011 - May 2012
Janney Montgomery Scott LLC June 2010 - May 2011
Dickinson College May 2009 - May 2010
Skills
Russian, Russian History, Russian Literature, Cooking, Food, Culinary Skills, Eastern Europe, Customer Service, Food Preparation, Menu Development, Research, History
Education
Miami University 2011 — 2013
Master of Arts (M.A.), History
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), History and Russian Language & Literature
TD February 2015 - Present
Miami University August 2012 - May 2013
Miami University September 2011 - May 2012
Janney Montgomery Scott LLC June 2010 - May 2011
Dickinson College May 2009 - May 2010
Skills
Russian, Russian History, Russian Literature, Cooking, Food, Culinary Skills, Eastern Europe, Customer Service, Food Preparation, Menu Development, Research, History
Education
Miami University 2011 — 2013
Master of Arts (M.A.), History
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), History and Russian Language & Literature
Justin Allphin Justin Allphin's Janney Montgomery Scott LLC Experience May 2014 - Present
Job Practice Management Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC December 2012 - May 2014
Irish Pub 2009 - 2014
Janney Montgomery Scott May 2010 - December 2012
Avalon Beach Patrol 2001 - 2009
Skills
Equities, PowerPoint, Word, Excel, Economics, Microsoft Word, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Securities, Management, Series 7, Microsoft Office, Mutual Funds, Financial Planning
Education
Temple University 2007 — 2010
Fox School of Business
Eastern University 2005 — 2007
Business/Managerial Economics
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC December 2012 - May 2014
Irish Pub 2009 - 2014
Janney Montgomery Scott May 2010 - December 2012
Avalon Beach Patrol 2001 - 2009
Skills
Equities, PowerPoint, Word, Excel, Economics, Microsoft Word, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance, Securities, Management, Series 7, Microsoft Office, Mutual Funds, Financial Planning
Education
Temple University 2007 — 2010
Fox School of Business
Eastern University 2005 — 2007
Business/Managerial Economics
Cynthia Brock's Janney Montgomery Scott LLC Experience June 2014 - May 2015
Job Student at Delaware County Community College, Former Benefits Analyst at Janney Montgomery Scott
Industry Human Resources
Experience
Janney Montgomery Scott LLC June 2014 - May 2015
Conner Strong & Buckelew (Contemporary Staffing Solutions) December 2013 - June 2014
AmeriHealth Administrators (Contemporary Staffing Solutions) January 2013 - August 2013
Brock Brothers Construction January 2011 - December 2012
Sunoco, Inc December 2004 - December 2010
Sunoco, Inc April 1999 - December 2004
Sunoco, Inc October 1993 - April 1999
Sunoco, Inc May 1985 - October 1993
Skills
Employee Benefits, Human Resources, PeopleSoft, HRIS, Benefits Administration, Open Enrollment, Customer Support, Employee Relations, Microsoft Office, Training, HR Policies, FMLA, Flexible Spending..., Office Management, MS Office Suite, Vacation Compliance, Start, FileNet, Medicare Part D, Medicare Advantage, Sickness Absence..., SharePoint, Time and Attendance, Medicare Prescription..., QuickBooks, Client Communications, Efficiency Improvement, Management and..., Job Postings, Alumni Relations, Benefits Express, Benefit Point, Benefit Connect, Lawson, Leadership, Customer Service, Communication
Education
Delaware County Community College
Certificate, Human Resources Management, A
Peirce College 2011 — 2011
HR Management, A
Delaware County Community College
Pursuing MOS Certification, MOS - Microsoft Office Specialist
LHH
Janney Montgomery Scott LLC June 2014 - May 2015
Conner Strong & Buckelew (Contemporary Staffing Solutions) December 2013 - June 2014
AmeriHealth Administrators (Contemporary Staffing Solutions) January 2013 - August 2013
Brock Brothers Construction January 2011 - December 2012
Sunoco, Inc December 2004 - December 2010
Sunoco, Inc April 1999 - December 2004
Sunoco, Inc October 1993 - April 1999
Sunoco, Inc May 1985 - October 1993
Skills
Employee Benefits, Human Resources, PeopleSoft, HRIS, Benefits Administration, Open Enrollment, Customer Support, Employee Relations, Microsoft Office, Training, HR Policies, FMLA, Flexible Spending..., Office Management, MS Office Suite, Vacation Compliance, Start, FileNet, Medicare Part D, Medicare Advantage, Sickness Absence..., SharePoint, Time and Attendance, Medicare Prescription..., QuickBooks, Client Communications, Efficiency Improvement, Management and..., Job Postings, Alumni Relations, Benefits Express, Benefit Point, Benefit Connect, Lawson, Leadership, Customer Service, Communication
Education
Delaware County Community College
Certificate, Human Resources Management, A
Peirce College 2011 — 2011
HR Management, A
Delaware County Community College
Pursuing MOS Certification, MOS - Microsoft Office Specialist
LHH
Chelsea Ann Rhoads Chelsea Ann Rhoads's Janney Montgomery Scott LLC Experience March 2014 - Present
Job Digital Content Specialist at Janney Montgomery Scott LLC
Industry Public Relations and Communications
Experience
Janney Montgomery Scott LLC March 2014 - Present
Wawa, Inc. June 2011 - March 2014
Philadelphia Union September 2013 - December 2013
American Red Cross April 2013 - August 2013
Hazael Haven, Inc. January 2013 - May 2013
Skills
Social Media, Marketing, Digital Media, Public Relations, Marketing Communications, Hearsay, Socialite, Hootsuite, TweetDeck, iApps, Drupal, Constant Contact, Microsoft Office, WordPress
Education
Drexel University 2013 — 2014
Bachelor's Degree, Business/Corporate Communications, 3.8
Montgomery County Community College 2011 — 2013
Associate's Degree, Marketing/Marketing Management, General, 3.7
Montgomery County Community College 2011 — 2013
Specialty Certificate, Public Relations, 3.8
Montgomery County Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.8
University of South Alabama 2009 — 2010
Meteorology, 3.5
Janney Montgomery Scott LLC March 2014 - Present
Wawa, Inc. June 2011 - March 2014
Philadelphia Union September 2013 - December 2013
American Red Cross April 2013 - August 2013
Hazael Haven, Inc. January 2013 - May 2013
Skills
Social Media, Marketing, Digital Media, Public Relations, Marketing Communications, Hearsay, Socialite, Hootsuite, TweetDeck, iApps, Drupal, Constant Contact, Microsoft Office, WordPress
Education
Drexel University 2013 — 2014
Bachelor's Degree, Business/Corporate Communications, 3.8
Montgomery County Community College 2011 — 2013
Associate's Degree, Marketing/Marketing Management, General, 3.7
Montgomery County Community College 2011 — 2013
Specialty Certificate, Public Relations, 3.8
Montgomery County Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.8
University of South Alabama 2009 — 2010
Meteorology, 3.5
Amy Wong Monge's Janney Montgomery Scott LLC Experience January 2008 - Present
Job Private Client Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2008 - Present
Wachovia, A Wells Fargo Company March 2002 - December 2007
Washington Mutual Bank June 1999 - March 2002
Skills
Asset Allocation, Asset Management, Banking, Financial Analysis, Financial Services
Education
Florida International University - College of Business
Business Administration, Management and Operations
elementry
Janney Montgomery Scott LLC January 2008 - Present
Wachovia, A Wells Fargo Company March 2002 - December 2007
Washington Mutual Bank June 1999 - March 2002
Skills
Asset Allocation, Asset Management, Banking, Financial Analysis, Financial Services
Education
Florida International University - College of Business
Business Administration, Management and Operations
elementry
Kevin Duque's Janney Montgomery Scott LLC Experience June 2014 - September 2014
Job Graduate Assistant at Endicott College
Industry Higher Education
Experience
Endicott College August 2015 - Present
Axiom Valuation Solutions January 2015 - February 2015
Boston Partners Financial Group, LLC September 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - September 2014
Endicott College September 2011 - May 2014
State Farm Insurance December 2011 - January 2012
Mrs. Fields Original Cookie Co June 2010 - August 2011
Skills
Translation, Bloomberg Software, Finance Logix, Thomson One Analytics, Pareto, Excel (VBA), Logic Pro, Event Planning: Audio &..., Walking backwards on..., Sales, Public Speaking, Social Networking, Financial Modeling, Spanish, Mac, Finance, Final Cut Pro, Marketing, Student Affairs, Event Planning, Facebook, Management, Entertainment, PowerPoint, Social Media, Time Management, Microsoft Word, Student Leadership, Higher Education, iMovie
Education
Endicott College 2011 — 2015
Bachelors in Business Adminstration, Finance, Junior
Conard High School 2007 — 2011
High School Diploma
Endicott College August 2015 - Present
Axiom Valuation Solutions January 2015 - February 2015
Boston Partners Financial Group, LLC September 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - September 2014
Endicott College September 2011 - May 2014
State Farm Insurance December 2011 - January 2012
Mrs. Fields Original Cookie Co June 2010 - August 2011
Skills
Translation, Bloomberg Software, Finance Logix, Thomson One Analytics, Pareto, Excel (VBA), Logic Pro, Event Planning: Audio &..., Walking backwards on..., Sales, Public Speaking, Social Networking, Financial Modeling, Spanish, Mac, Finance, Final Cut Pro, Marketing, Student Affairs, Event Planning, Facebook, Management, Entertainment, PowerPoint, Social Media, Time Management, Microsoft Word, Student Leadership, Higher Education, iMovie
Education
Endicott College 2011 — 2015
Bachelors in Business Adminstration, Finance, Junior
Conard High School 2007 — 2011
High School Diploma
Rona Sun's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job Analyst at ClearView Healthcare Partners
Industry Financial Services
Experience
ClearView Healthcare Partners July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
Dartmouth College September 2012 - June 2014
Dartmouth College September 2012 - June 2014
Egon Zehnder September 2013 - December 2013
Magee-Womens Hospital June 2012 - August 2012
Dartmouth-Hitchcock January 2012 - June 2012
Skills
Microsoft Office, Teaching, PowerPoint, Microsoft Excel, Quantitative Research, Qualitative Research, Data Analysis, Outlook, Neuroscience, Editing, Statistics
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Neuroscience, Economics
University of Auckland 2014 — 2014
Dartmouth Study Abroad Program
North Allegheny Senior High School 2007 — 2011
High School Diploma, Valedictorian
ClearView Healthcare Partners July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
Dartmouth College September 2012 - June 2014
Dartmouth College September 2012 - June 2014
Egon Zehnder September 2013 - December 2013
Magee-Womens Hospital June 2012 - August 2012
Dartmouth-Hitchcock January 2012 - June 2012
Skills
Microsoft Office, Teaching, PowerPoint, Microsoft Excel, Quantitative Research, Qualitative Research, Data Analysis, Outlook, Neuroscience, Editing, Statistics
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Neuroscience, Economics
University of Auckland 2014 — 2014
Dartmouth Study Abroad Program
North Allegheny Senior High School 2007 — 2011
High School Diploma, Valedictorian
Roy Simpson, III (Trey) Roy Simpson, III (Trey)'s Janney Montgomery Scott LLC Experience July 2014 - Present
Job Investment Banking Analyst at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC July 2014 - Present
Mayflower Hill Capital May 2013 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Berwyn Capital Interests June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Research, Valuation, Microsoft Word
Education
Colby College 2010 — 2014
Wall Street Prep 2012 — 2012
Financial Modeling Seminar Participant
Episcopal Academy 2001 — 2010
Janney Montgomery Scott LLC July 2014 - Present
Mayflower Hill Capital May 2013 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Berwyn Capital Interests June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Research, Valuation, Microsoft Word
Education
Colby College 2010 — 2014
Wall Street Prep 2012 — 2012
Financial Modeling Seminar Participant
Episcopal Academy 2001 — 2010
Colin Dooley Colin Dooley's Janney Montgomery Scott LLC Experience August 2014 - Present
Job Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2014 - Present
SunGard Availability Services September 2013 - August 2014
SEI Investments April 2011 - February 2013
SEI Investments August 2009 - April 2011
NGS Associates January 2009 - August 2009
Lordi Consulting May 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Forecasting, Investments, Financial Reporting, Equities, Banking, Finance, Management
Education
Duquesne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Janney Montgomery Scott LLC August 2014 - Present
SunGard Availability Services September 2013 - August 2014
SEI Investments April 2011 - February 2013
SEI Investments August 2009 - April 2011
NGS Associates January 2009 - August 2009
Lordi Consulting May 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Forecasting, Investments, Financial Reporting, Equities, Banking, Finance, Management
Education
Duquesne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allan Strange's Janney Montgomery Scott LLC Experience April 2009 - Present
Job Executive Vice President/Investments
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2009 - Present
Morgan Stanley 2006 - 2009
Legg Mason 1994 - 2006
Morgan Stanley 1987 - 1994
Skills
Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Strategies, Asset Management, Investments, Wealth Management..., Equities, Series 65, Mutual Funds, Wealth, Tax, Alternative Investments, Series 63, ETFs, Fixed Annuities, Series 7, FINRA, Long-term Care, Fixed Income, Finance, Securities, Asset Allocation, Financial Services, Retirement, Financial Advisory, Investment Advisory, Estate Planning, Uniform Combined State..., Portfolio Management, Capital Markets
Education
East Tennessee State University 1974 — 1978
BS, History and Sociology
Janney Montgomery Scott LLC April 2009 - Present
Morgan Stanley 2006 - 2009
Legg Mason 1994 - 2006
Morgan Stanley 1987 - 1994
Skills
Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Strategies, Asset Management, Investments, Wealth Management..., Equities, Series 65, Mutual Funds, Wealth, Tax, Alternative Investments, Series 63, ETFs, Fixed Annuities, Series 7, FINRA, Long-term Care, Fixed Income, Finance, Securities, Asset Allocation, Financial Services, Retirement, Financial Advisory, Investment Advisory, Estate Planning, Uniform Combined State..., Portfolio Management, Capital Markets
Education
East Tennessee State University 1974 — 1978
BS, History and Sociology
Debbie Cornelison Debbie Cornelison's Janney Montgomery Scott LLC Experience November 2000 - December 2005
Job Participant Service Representative at Professional Capital Services
Industry Investment Management
Experience
Professional Capital Services October 2014 - Present
BPAS August 2010 - September 2014
Proulx Security Systems Inc. September 2005 - April 2009
HMA Advisors Inc September 2004 - April 2009
Janney Montgomery Scott, LLC November 2000 - December 2005
Skills
Administrative..., Microsoft Excel, Access, Calendaring, Concur, Microsoft Word, Spreadsheets, Office Equipment, Travel Arrangements, Expense Reports, Text Editing, Account Reconciliation, Account Management, Accounts Receivable, Events, Employee Benefits, Retirement, Insurance, Payroll, Investments, Data Entry, Accounting, Pensions, Benefits Administration, 401k, Outlook, Time Management, Retirement Planning, Invoicing, Mutual Funds
Education
Community College of Philadelphia 2009 — 2016
Associate's Degree
Professional Capital Services October 2014 - Present
BPAS August 2010 - September 2014
Proulx Security Systems Inc. September 2005 - April 2009
HMA Advisors Inc September 2004 - April 2009
Janney Montgomery Scott, LLC November 2000 - December 2005
Skills
Administrative..., Microsoft Excel, Access, Calendaring, Concur, Microsoft Word, Spreadsheets, Office Equipment, Travel Arrangements, Expense Reports, Text Editing, Account Reconciliation, Account Management, Accounts Receivable, Events, Employee Benefits, Retirement, Insurance, Payroll, Investments, Data Entry, Accounting, Pensions, Benefits Administration, 401k, Outlook, Time Management, Retirement Planning, Invoicing, Mutual Funds
Education
Community College of Philadelphia 2009 — 2016
Associate's Degree
Thomas Frame Thomas Frame's Janney Montgomery Scott LLC Experience June 2006 - August 2006
Job at United Phosphorus Inc
Industry Logistics and Supply Chain
Experience
United Phosphorus Ltd June 2010 - Present
BDP International October 2008 - June 2010
UBS Investment Bank August 2007 - August 2008
Janney Montgomery Scott LLC June 2006 - August 2006
Accenture Consulting May 2005 - August 2005
Skills
Analysis, Finance, CRM, International Business, Microsoft Office, SAP, Microsoft Excel, Management, Warehousing, Procurement, Logistics, Negotiation, Supply Chain, Training, Supply Chain Management
Education
Penn State University 2013 — 2015
Smeal School of Business, Masters of Professional Studies Supply Chain Management
Mountbatten Internship Programme 2007 — 2008
University of Cambridge 2007 — 2008
Certificate; Associate Partner, International Business Practice
Dickinson College 2003 — 2007
Bachelors, Major: International Business & Management Minor: Economics
Germantown Academy
United Phosphorus Ltd June 2010 - Present
BDP International October 2008 - June 2010
UBS Investment Bank August 2007 - August 2008
Janney Montgomery Scott LLC June 2006 - August 2006
Accenture Consulting May 2005 - August 2005
Skills
Analysis, Finance, CRM, International Business, Microsoft Office, SAP, Microsoft Excel, Management, Warehousing, Procurement, Logistics, Negotiation, Supply Chain, Training, Supply Chain Management
Education
Penn State University 2013 — 2015
Smeal School of Business, Masters of Professional Studies Supply Chain Management
Mountbatten Internship Programme 2007 — 2008
University of Cambridge 2007 — 2008
Certificate; Associate Partner, International Business Practice
Dickinson College 2003 — 2007
Bachelors, Major: International Business & Management Minor: Economics
Germantown Academy
Steven Stefanak Steven Stefanak's Janney Montgomery Scott LLC Experience June 2015 - Present
Job Branch Operations Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
DIVERSANT, LLC March 2015 - April 2015
Fitch Ratings August 2013 - December 2014
Education
College of the Holy Cross 2009 — 2013
Bachelor's degree, Political Science
Chaminade High School 2005 — 2009
Janney Montgomery Scott LLC June 2015 - Present
DIVERSANT, LLC March 2015 - April 2015
Fitch Ratings August 2013 - December 2014
Education
College of the Holy Cross 2009 — 2013
Bachelor's degree, Political Science
Chaminade High School 2005 — 2009
Daniel Mac Lynch - CFP®, CLTC Daniel Mac Lynch - CFP®, CLTC's Janney Montgomery Scott LLC Experience February 2015 - Present
Job Vice President/Wealth Management of Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Janney Montgomery Scott LLC 2010 - Present
Westminster School August 2008 - June 2010
St. Thomas More School June 2005 - June 2008
Colby College 2001 - 2005
Skills
Taxable and Tax Free..., Mutual Funds, Estate Planning, Retirement Planning, Long Term Care Insurance, Annuities, Cash Management, Personal Financial..., Managed Investments, Portfolio Management, College Saving Planning, Investments, Fixed Annuities, Asset Management, Series 63, Asset Allocation, Public Speaking, Finance, Alternative Investments, Wealth Management, Management, Financial Analysis
Education
Colby College 2001 — 2005
BA, Cum Laude
Shady Side Academy 1997 — 2001
Diploma
Janney Montgomery Scott LLC February 2015 - Present
Janney Montgomery Scott LLC 2010 - Present
Westminster School August 2008 - June 2010
St. Thomas More School June 2005 - June 2008
Colby College 2001 - 2005
Skills
Taxable and Tax Free..., Mutual Funds, Estate Planning, Retirement Planning, Long Term Care Insurance, Annuities, Cash Management, Personal Financial..., Managed Investments, Portfolio Management, College Saving Planning, Investments, Fixed Annuities, Asset Management, Series 63, Asset Allocation, Public Speaking, Finance, Alternative Investments, Wealth Management, Management, Financial Analysis
Education
Colby College 2001 — 2005
BA, Cum Laude
Shady Side Academy 1997 — 2001
Diploma
William Manley William Manley's Janney Montgomery Scott LLC Experience June 2015 - Present
Job Summer Intern at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
St. Patricks School June 2014 - July 2014
Gibsonville Parks and Recreation November 2013 - March 2014
The UPS Store May 2010 - August 2013
Huntington Sports League April 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Social Media, Social Networking, Team Building, Research
Education
Elon University 2012 — 2016
Bachelor of Science (BS), Major in Finance with Minors in Economics and Professional Sales
ESCI-UPF International Business 2014 — 2014
St. Anthony's High School 2008 — 2012
Janney Montgomery Scott LLC June 2015 - Present
St. Patricks School June 2014 - July 2014
Gibsonville Parks and Recreation November 2013 - March 2014
The UPS Store May 2010 - August 2013
Huntington Sports League April 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Social Media, Social Networking, Team Building, Research
Education
Elon University 2012 — 2016
Bachelor of Science (BS), Major in Finance with Minors in Economics and Professional Sales
ESCI-UPF International Business 2014 — 2014
St. Anthony's High School 2008 — 2012
Nancy Yannan Li's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job President at Owl Investment Group, Bryn Mawr College
Industry Financial Services
Experience
Owl Investment Group May 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Janney Montgomery Scott LLC June 2014 - August 2014
Gerson Lehrman Group January 2014 - January 2014
Huaxi Securities Co., Ltd June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Capital Markets, Investment Banking, Public Speaking, Research, Equity Research, Microsoft Word, Data Analysis
Education
Bryn Mawr College 2012 — 2016
Bachelor of Arts (BA), Economics
Haverford College 2012 — 2016
Bachelor of Arts (BA), Economics
Raffles Junior College 2010 — 2011
A-Level
Owl Investment Group May 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Janney Montgomery Scott LLC June 2014 - August 2014
Gerson Lehrman Group January 2014 - January 2014
Huaxi Securities Co., Ltd June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Capital Markets, Investment Banking, Public Speaking, Research, Equity Research, Microsoft Word, Data Analysis
Education
Bryn Mawr College 2012 — 2016
Bachelor of Arts (BA), Economics
Haverford College 2012 — 2016
Bachelor of Arts (BA), Economics
Raffles Junior College 2010 — 2011
A-Level
Barbara M. Gilbert CFRE Barbara M. Gilbert CFRE's Janney Montgomery Scott LLC Experience April 2014 - Present
Job Janney Montgomery Scott LLC, Financial Advisor
Industry Investment Management
Experience
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Rebecca Solis Rebecca Solis's Janney Montgomery Scott LLC Experience 1980 - 2011
Job Administrative Support Professional
Industry Financial Services
Experience
JANNEY MONTGOMERY SCOTT, LLC 1980 - 2011
Skills
Microsoft Word, Microsoft Excel, Search Engine Research, Remitpro Check21, Thomson Beta System, Bilingual, Spanish-English
Education
Borough of Manhattan Community College
Data Processing – Computer Operations Major
JANNEY MONTGOMERY SCOTT, LLC 1980 - 2011
Skills
Microsoft Word, Microsoft Excel, Search Engine Research, Remitpro Check21, Thomson Beta System, Bilingual, Spanish-English
Education
Borough of Manhattan Community College
Data Processing – Computer Operations Major
Cynthia Debor, PHR Cynthia Debor, PHR's Janney Montgomery Scott LLC Experience February 2006 - November 2012
Job Executive Assistant at GENCO Marketplace
Industry Executive Office
Experience
GENCO Marketplace September 2013 - Present
GENCO Marketplace September 2013 - Present
Janney Montgomery Scott LLC February 2006 - November 2012
Janney Montgomery Scott July 2004 - February 2006
Stargate Technologies May 2003 - June 2004
Marconi March 2000 - May 2003
UPMC 1998 - 1999
Robicon 1985 - 1998
Skills
Coaching, Editing, Employee Relations, Team Building, Human Resources, Process Improvement, Change Management, Workshop Facilitation, Management, Project Management, Strategic Planning, Vendor Management, Budgets, Training, Software Documentation, Leadership, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Performance Management, Policy, Sales, Time Management, Outlook, Organizational..., System Administration, Employee Training, Business Analysis, PowerPoint, Quality Assurance
Education
Duquesne University 1997 — 2000
BS, Organizational Behavior
Robert Morris University 1968 — 1969
AA, Secretarial Science
GENCO Marketplace September 2013 - Present
GENCO Marketplace September 2013 - Present
Janney Montgomery Scott LLC February 2006 - November 2012
Janney Montgomery Scott July 2004 - February 2006
Stargate Technologies May 2003 - June 2004
Marconi March 2000 - May 2003
UPMC 1998 - 1999
Robicon 1985 - 1998
Skills
Coaching, Editing, Employee Relations, Team Building, Human Resources, Process Improvement, Change Management, Workshop Facilitation, Management, Project Management, Strategic Planning, Vendor Management, Budgets, Training, Software Documentation, Leadership, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Performance Management, Policy, Sales, Time Management, Outlook, Organizational..., System Administration, Employee Training, Business Analysis, PowerPoint, Quality Assurance
Education
Duquesne University 1997 — 2000
BS, Organizational Behavior
Robert Morris University 1968 — 1969
AA, Secretarial Science
Dan Honan's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Executive Vice President/ Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Merrill Lynch March 2010 - December 2014
Smith Barney 1986 - 2010
Skills
Portfolio Management, Retirement Planning, Investments, Financial Planning, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Research, Microsoft Word, PowerPoint, Photoshop, Teaching, HTML, College Education..., Annuities, Mutual Funds, Tax Free and Taxable..., Equities
Education
Babson College 1978 — 1982
Bachelor of Science (B.S.), Finance & Management
Cheverus High School 1974 — 1978
College Preparatory
Janney Montgomery Scott LLC January 2015 - Present
Merrill Lynch March 2010 - December 2014
Smith Barney 1986 - 2010
Skills
Portfolio Management, Retirement Planning, Investments, Financial Planning, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Research, Microsoft Word, PowerPoint, Photoshop, Teaching, HTML, College Education..., Annuities, Mutual Funds, Tax Free and Taxable..., Equities
Education
Babson College 1978 — 1982
Bachelor of Science (B.S.), Finance & Management
Cheverus High School 1974 — 1978
College Preparatory
Casey Baker Casey Baker's Janney Montgomery Scott LLC Experience May 2012 - August 2012
Job Marketing Assistant at Barstool Sports
Industry Marketing and Advertising
Experience
Barstool Sports May 2015 - Present
Bryant University September 2014 - Present
Bryant University April 2015 - Present
Springfield Falcons December 2013 - February 2014
Massachusetts Department of Conservation and Recreation June 2013 - August 2013
Western Mass Lacrosse Officials Association March 2012 - June 2013
Janney Montgomery Scott LLC May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media Marketing, Teamwork, Microsoft Word, Microsoft Excel, Advertising, Sales, Commercials, Photoshop, Avid Media Composer, Video Editing, Twitter, Facebook, Marketing, Communication, Social Media, Web Design, Time Management, Public Speaking, Customer Service, Leadership, Final Cut Pro, Adobe Creative Suite, Blogging, Illustrator, After Effects
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Marketing
South Hadley High School 2008 — 2012
Barstool Sports May 2015 - Present
Bryant University September 2014 - Present
Bryant University April 2015 - Present
Springfield Falcons December 2013 - February 2014
Massachusetts Department of Conservation and Recreation June 2013 - August 2013
Western Mass Lacrosse Officials Association March 2012 - June 2013
Janney Montgomery Scott LLC May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media Marketing, Teamwork, Microsoft Word, Microsoft Excel, Advertising, Sales, Commercials, Photoshop, Avid Media Composer, Video Editing, Twitter, Facebook, Marketing, Communication, Social Media, Web Design, Time Management, Public Speaking, Customer Service, Leadership, Final Cut Pro, Adobe Creative Suite, Blogging, Illustrator, After Effects
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Marketing
South Hadley High School 2008 — 2012
Ryan Kidd's Janney Montgomery Scott LLC Experience October 2013 - June 2015
Job Equity Research Associate at Nomura Securities
Industry Financial Services
Sean Kirkpatrick's Janney Montgomery Scott LLC Experience May 2015 - August 2015
Job Wealth Management Intern at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC May 2015 - August 2015
District Court 32-2-49 (Delaware County, PA) May 2014 - September 2014
Skills
Legal Research, Capital Markets, Private Equity, Mergers & Acquisitions, Corporate Finance, Securities, Due Diligence, Corporate Law, Corporate Governance, International Law, Equities, Legal Advice, Bloomberg Terminal, Derivatives, Hedge Funds, Real Estate, Fixed Income, Valuation, Financial Markets, Insurance, Financial Modeling, Bloomberg
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2015 — 2015
Environmental Economics and Sustainable Development
Wilmington Friends School 2009 — 2013
International Baccalaureate Diploma
Janney Montgomery Scott LLC May 2015 - August 2015
District Court 32-2-49 (Delaware County, PA) May 2014 - September 2014
Skills
Legal Research, Capital Markets, Private Equity, Mergers & Acquisitions, Corporate Finance, Securities, Due Diligence, Corporate Law, Corporate Governance, International Law, Equities, Legal Advice, Bloomberg Terminal, Derivatives, Hedge Funds, Real Estate, Fixed Income, Valuation, Financial Markets, Insurance, Financial Modeling, Bloomberg
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2015 — 2015
Environmental Economics and Sustainable Development
Wilmington Friends School 2009 — 2013
International Baccalaureate Diploma
James C. Boakes's Janney Montgomery Scott LLC Experience 1965 - 2012
Job Owner at JC Boakes & Co LLC
Industry Accounting
Experience
JC Boakes & Co LLC January 1992 - Present
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
ISACA Webinar 2012 - 2014
ISACA Webinar 2012 - 2014
ISACA 2013 - 2013
Home February 2008 - August 2012
Janney Montgomery Scott LLC 1965 - 2012
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Budgets, QuickBooks, Tax, General Ledger, Internal Audit, CPA, Financial Analysis
Education
Drexel University 1975 — 1980
B.Sc., Accounting & Finance
Woodbury HS 1975 1972 — 1975
Hish School, General Studies
JC Boakes & Co LLC January 1992 - Present
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
SecureWorld Expo 2014 - 2014
ISACA Webinar 2012 - 2014
ISACA Webinar 2012 - 2014
ISACA 2013 - 2013
Home February 2008 - August 2012
Janney Montgomery Scott LLC 1965 - 2012
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Budgets, QuickBooks, Tax, General Ledger, Internal Audit, CPA, Financial Analysis
Education
Drexel University 1975 — 1980
B.Sc., Accounting & Finance
Woodbury HS 1975 1972 — 1975
Hish School, General Studies
Virginia Moylan's Janney Montgomery Scott LLC Experience June 2015 - August 2015
Job Waitress at The Dunes Club
Industry
Experience
The Dunes Club May 2011 - Present
Janney Montgomery Scott LLC June 2015 - August 2015
Education
Boston College 2014 — 2018
The Dunes Club May 2011 - Present
Janney Montgomery Scott LLC June 2015 - August 2015
Education
Boston College 2014 — 2018
Robert Battista, CFA Robert Battista, CFA's Janney Montgomery Scott LLC Experience July 2015 - Present
Job Head of Product & Research at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Patrick Maas Patrick Maas's Janney Montgomery Scott LLC Experience January 2003 - Present
Job Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2003 - Present
Prudential Securities Garden City Office March 1996 - December 2002
Prudential Securities Melville Office September 1994 - February 1996
Skills
AWMA, Financial Planning, Acredited Wealth..., Certified Retirement..., Hedge Funds, Insurance, Financial Advisory, Strategic Financial..., Sales Management, Leadership, Series 7, Series 63, Financial Services, Mutual Funds, Wealth Management, Banking, Securities, Management, Finance, Training, Retirement Planning, Retirement, Investments, Asset Allocation, Asset Management, Due Diligence
Education
Long Island University, C.W. Post Campus 1971 — 1973
Accounting
Nassau Community College 1970 — 1971
Accounting
Farmingdale State University of New York 1969 — 1970
Janney Montgomery Scott LLC January 2003 - Present
Prudential Securities Garden City Office March 1996 - December 2002
Prudential Securities Melville Office September 1994 - February 1996
Skills
AWMA, Financial Planning, Acredited Wealth..., Certified Retirement..., Hedge Funds, Insurance, Financial Advisory, Strategic Financial..., Sales Management, Leadership, Series 7, Series 63, Financial Services, Mutual Funds, Wealth Management, Banking, Securities, Management, Finance, Training, Retirement Planning, Retirement, Investments, Asset Allocation, Asset Management, Due Diligence
Education
Long Island University, C.W. Post Campus 1971 — 1973
Accounting
Nassau Community College 1970 — 1971
Accounting
Farmingdale State University of New York 1969 — 1970
Elliott Footer Elliott Footer's Janney Montgomery Scott LLC Experience July 2009 - Present
Job Vice President Wealth Management at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC July 2009 - Present
BDO USA, LLP January 1996 - June 2009
Skills
Financial Planning, Tax, Wealth Management, Income Tax, CPA, High Net Worth...
Education
Drexel University
Bachelor's degree, MBA, Accounting and Finance
Janney Montgomery Scott LLC July 2009 - Present
BDO USA, LLP January 1996 - June 2009
Skills
Financial Planning, Tax, Wealth Management, Income Tax, CPA, High Net Worth...
Education
Drexel University
Bachelor's degree, MBA, Accounting and Finance
Marsha Donovan Marsha Donovan's Janney Montgomery Scott LLC Experience May 2009 - Present
Job Senior Regristered Private Client Assistant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2009 - Present
Bank of America April 2004 - June 2009
SMITH BARNEY 2000 - 2004
Skills
Series 7, Series 63, Series 24, series 9 & 10, Series 65, Life & Health Insurance..., Portfolio Management, Wealth Management, Financial Services, Retirement Planning, Investments, Mutual Funds, Securities, Financial Planning, Asset Allocation, Finance, Fixed Income, Insurance, Risk Management, Asset Management
Education
Community College of Rhode Island 1994 — 2000
Associate’s Degree, Business Administration and Management, General
Cranston High School West 1984 — 1988
High School, Business Administration
Janney Montgomery Scott LLC May 2009 - Present
Bank of America April 2004 - June 2009
SMITH BARNEY 2000 - 2004
Skills
Series 7, Series 63, Series 24, series 9 & 10, Series 65, Life & Health Insurance..., Portfolio Management, Wealth Management, Financial Services, Retirement Planning, Investments, Mutual Funds, Securities, Financial Planning, Asset Allocation, Finance, Fixed Income, Insurance, Risk Management, Asset Management
Education
Community College of Rhode Island 1994 — 2000
Associate’s Degree, Business Administration and Management, General
Cranston High School West 1984 — 1988
High School, Business Administration
Elisabeth (Lisa) Collins Elisabeth (Lisa) Collins's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Dividend & Corporate Actions Associate
Industry Investment Management
Experience
Janney Montgomery Scott LLC May 2015 - Present
Vanguard June 2013 - March 2015
Drexel University September 2007 - June 2013
Lincoln Financial Group April 2012 - September 2012
ASI Business Solutions, Inc. September 2010 - September 2011
Skills
Data Analysis, Customer Service, Writing, Process Improvement, Hospitality, Research, Technical Writing, News Writing, Creative Writing, Brochures, Newsletters, Office Administration, CRM, Social Media, Social Networking, Finance, Leadership, Budgets, Facebook, Project Management, Time Management, Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
Drexel University 2007 — 2013
B.S.B.A., International Business, and B.A., English Literature
Villa Maria Academy High School 2003 — 2007
Janney Montgomery Scott LLC May 2015 - Present
Vanguard June 2013 - March 2015
Drexel University September 2007 - June 2013
Lincoln Financial Group April 2012 - September 2012
ASI Business Solutions, Inc. September 2010 - September 2011
Skills
Data Analysis, Customer Service, Writing, Process Improvement, Hospitality, Research, Technical Writing, News Writing, Creative Writing, Brochures, Newsletters, Office Administration, CRM, Social Media, Social Networking, Finance, Leadership, Budgets, Facebook, Project Management, Time Management, Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
Drexel University 2007 — 2013
B.S.B.A., International Business, and B.A., English Literature
Villa Maria Academy High School 2003 — 2007
David Lebowitz MPH, CFA's Janney Montgomery Scott LLC Experience October 2014 - September 2015
Job Research Analyst Biotechnology at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
JD Nelson's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2012 - February 2015
Janney Montgomery Scott June 2008 - February 2012
Ferris, Baker Watts, Inc. June 2005 - June 2008
Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments
Education
Cornell University 2001 — 2005
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2012 - February 2015
Janney Montgomery Scott June 2008 - February 2012
Ferris, Baker Watts, Inc. June 2005 - June 2008
Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments
Education
Cornell University 2001 — 2005
Justin Deni's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Compliance Risk Control Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Srikripa Devarakonda, Ph.D.'s Janney Montgomery Scott LLC Experience January 2015 - Present
Job Equity Research Associate (Biotechnology)
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Columbia University May 2010 - December 2014
Dana-Farber Cancer Institute and Harvard Medical School November 2003 - October 2013
University of Virginia 1997 - 2003
Skills
Protein Chemistry, Protein Expression, Biochemistry, Protein Purification, Scientific Writing, Molecular Biology, Mammalian Cell Culture, Biophysics, Western Blotting, Cell Biology, Cell, Research, In Vitro, Chromatography, Metabolic Diseases, Metabolism, Lifesciences, Affinity Chromatography, Fluorescence..., Life Sciences, Nuclear Receptors, Transcriptional..., Molecular Cloning, Laboratory Management, Site-directed..., Drug Development, Biotherapeutics
Education
Columbia University - Columbia Business School 2014 — 2014
Massachusetts Biotechnology Education Foundation 2009 — 2009
University of Virginia 1997 — 2003
PhD
Indian Institute of Technology, Kharagpur 1993 — 1997
BS (Honours)
Janney Montgomery Scott LLC January 2015 - Present
Columbia University May 2010 - December 2014
Dana-Farber Cancer Institute and Harvard Medical School November 2003 - October 2013
University of Virginia 1997 - 2003
Skills
Protein Chemistry, Protein Expression, Biochemistry, Protein Purification, Scientific Writing, Molecular Biology, Mammalian Cell Culture, Biophysics, Western Blotting, Cell Biology, Cell, Research, In Vitro, Chromatography, Metabolic Diseases, Metabolism, Lifesciences, Affinity Chromatography, Fluorescence..., Life Sciences, Nuclear Receptors, Transcriptional..., Molecular Cloning, Laboratory Management, Site-directed..., Drug Development, Biotherapeutics
Education
Columbia University - Columbia Business School 2014 — 2014
Massachusetts Biotechnology Education Foundation 2009 — 2009
University of Virginia 1997 — 2003
PhD
Indian Institute of Technology, Kharagpur 1993 — 1997
BS (Honours)
Brian Graziano's Janney Montgomery Scott LLC Experience July 2014 - Present
Job Desktop Engineer/Trade Floor Support at Janney Montgomery Scott LLC
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Valeant Pharmaceuticals December 2013 - Present
NRG January 2007 - December 2013
Inverness Medical September 2004 - October 2005
Bristol Myers Squibb 2000 - 2004
Skills
Active Directory, Windows Server, SharePoint, IT Management, Security, Microsoft SQL Server, VMware, VMware ESX, Disaster Recovery, SQL, IIS, Software Documentation, HP, ITIL, IT Strategy
Education
Brookdale Community College 1998 — 2002
Computer Science
Manalapan High School 1994 — 1998
Janney Montgomery Scott LLC July 2014 - Present
Valeant Pharmaceuticals December 2013 - Present
NRG January 2007 - December 2013
Inverness Medical September 2004 - October 2005
Bristol Myers Squibb 2000 - 2004
Skills
Active Directory, Windows Server, SharePoint, IT Management, Security, Microsoft SQL Server, VMware, VMware ESX, Disaster Recovery, SQL, IIS, Software Documentation, HP, ITIL, IT Strategy
Education
Brookdale Community College 1998 — 2002
Computer Science
Manalapan High School 1994 — 1998
Clare Schwemlein, AWMA, CEBS's Janney Montgomery Scott LLC Experience June 2008 - Present
Job First Vice President / Wealth Management at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott February 2013 - Present
Janney Montgomery Scott, LLC June 2008 - Present
Janney Montgomery Scott May 2005 - Present
M&I Bank February 2004 - May 2005
Strong Financial Corporation July 2002 - February 2004
Third Federal Savings June 1999 - July 2002
Panda Communications November 1998 - May 1999
Community Memorial Hospital August 1997 - December 1998
Skills
Investments, Wealth Management..., Financial Advisory, Pensions, Retirement Planning, Employee Benefits, Estate Planning, Employee Relations, Wealth Management, Financial Services, Mergers & Acquisitions, Insurance, Finance, IRAs, Series 7
Education
College for Financial Planning 2007 — 2008
AWMA, Accredited Wealth Management Advisor
Marquette University 1995 — 1999
BS, Communications, English and Human Resources
Gilmour Academy 1991 — 1995
Janney Montgomery Scott February 2013 - Present
Janney Montgomery Scott, LLC June 2008 - Present
Janney Montgomery Scott May 2005 - Present
M&I Bank February 2004 - May 2005
Strong Financial Corporation July 2002 - February 2004
Third Federal Savings June 1999 - July 2002
Panda Communications November 1998 - May 1999
Community Memorial Hospital August 1997 - December 1998
Skills
Investments, Wealth Management..., Financial Advisory, Pensions, Retirement Planning, Employee Benefits, Estate Planning, Employee Relations, Wealth Management, Financial Services, Mergers & Acquisitions, Insurance, Finance, IRAs, Series 7
Education
College for Financial Planning 2007 — 2008
AWMA, Accredited Wealth Management Advisor
Marquette University 1995 — 1999
BS, Communications, English and Human Resources
Gilmour Academy 1991 — 1995
L. Rodman Page's Janney Montgomery Scott LLC Experience April 1994 - February 2008
Job Facilities Professional with strong background in contracts, lease negotiations and real estate
Industry Facilities Services
Experience
Janney Montgomery Scott LLC April 1994 - February 2008
QSV Food Service Management 1991 - 1994
All Seasons Services 1990 - 1991
Brock & Company 1988 - 1990
Brock & Company 1984 - 1988
Nutrition Management Services Company 1982 - 1984
Skills
Sales Management, Management
Education
Cornell University 1970 — 1973
BS, Hotel/Restaurant Management
Janney Montgomery Scott LLC April 1994 - February 2008
QSV Food Service Management 1991 - 1994
All Seasons Services 1990 - 1991
Brock & Company 1988 - 1990
Brock & Company 1984 - 1988
Nutrition Management Services Company 1982 - 1984
Skills
Sales Management, Management
Education
Cornell University 1970 — 1973
BS, Hotel/Restaurant Management
Andrea Bowen-Collins's Janney Montgomery Scott LLC Experience February 1998 - 2006
Job Administrative Assistant at A.R. Schmeidler & Company, Inc.
Industry Venture Capital & Private Equity
Experience
A.R. Schmeidler & Company, LLC May 2008 - Present
Application Security, Inc. 2006 - 2008
Janney Montgomery Scott LLC February 1998 - 2006
Education
Borough of Manhattan Community College 1993 — 1996
Associate's Degree, Business Administration and Management, General, Honors Graduate
A.R. Schmeidler & Company, LLC May 2008 - Present
Application Security, Inc. 2006 - 2008
Janney Montgomery Scott LLC February 1998 - 2006
Education
Borough of Manhattan Community College 1993 — 1996
Associate's Degree, Business Administration and Management, General, Honors Graduate
Paul Azzaro's Janney Montgomery Scott LLC Experience February 2009 - Present
Job Vice President at Janney Montgomery Scott,LLC
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Jean Blair's Janney Montgomery Scott LLC Experience October 2004 - November 2007
Job AVP, Compensation, HRIS & Payroll
Industry Insurance
Experience
Penn Mutual Life Insurance Co. 2007 - Present
Janney Montgomery Scott LLC. October 2004 - November 2007
Skills
HRIS, Deferred Compensation, Management, Compensation, Human Resources
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Connecticut College
BA, Economics
Penn Mutual Life Insurance Co. 2007 - Present
Janney Montgomery Scott LLC. October 2004 - November 2007
Skills
HRIS, Deferred Compensation, Management, Compensation, Human Resources
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Connecticut College
BA, Economics
Thomas Martorana's Janney Montgomery Scott LLC Experience January 2008 - Present
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2008 - Present
PNC Investments June 1996 - January 2007
Dean Witter Reynolds January 1993 - June 1996
CIGNA Worldwide May 1989 - May 1993
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Strategic Financial..., Series 7, Investment Strategies, Risk Management, Securities, Finance, Retirement, Asset Allocation, ETFs, Mutual Funds, Wealth Management..., Asset Management, Series 65, Investment Advisory, Financial Advisory, Alternative Investments, Series 63
Education
Drexel University - College of Business and Administration 1985 — 1989
BS, Finance, International Business
Archbishop Ryan High School for Boys 1980 — 1984
Janney Montgomery Scott LLC January 2008 - Present
PNC Investments June 1996 - January 2007
Dean Witter Reynolds January 1993 - June 1996
CIGNA Worldwide May 1989 - May 1993
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Strategic Financial..., Series 7, Investment Strategies, Risk Management, Securities, Finance, Retirement, Asset Allocation, ETFs, Mutual Funds, Wealth Management..., Asset Management, Series 65, Investment Advisory, Financial Advisory, Alternative Investments, Series 63
Education
Drexel University - College of Business and Administration 1985 — 1989
BS, Finance, International Business
Archbishop Ryan High School for Boys 1980 — 1984
Bren N. Brennan's Janney Montgomery Scott LLC Experience 1995 - 1998
Job 15 Year Wall Street Veteran. Expertise in Acquisition of MultiFamily Properties for Private REIT's.
Industry Real Estate
Experience
Berkshire Hathaway Home Services May 2015 - Present
MHP Management Group, LLC 2013 - Present
Capital Conversion Consultants 2003 - 2013
Provident Financial 1998 - 2002
Janney Montgomery Scott LLC 1995 - 1998
UBS Wealth Management 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Investment Properties, Negotiation, Real Estate Development, Investments, Real Estate, Multi Family Properties, Mobile Home Parks, mobile homes, REIT, Income Properties, Investment Analysis, Investor Relations, Real Estate Investment..., Sales, Investors, Mobile Homes, Valuation
Education
Harvard University 1991 — 1994
E-MBA, International Finance
Babson College 1986 — 1990
Bachelor of Science (BS), Investments and Securities
Babson College 1986 — 1990
Bachelor's degree, International Finance
Berkshire Hathaway Home Services May 2015 - Present
MHP Management Group, LLC 2013 - Present
Capital Conversion Consultants 2003 - 2013
Provident Financial 1998 - 2002
Janney Montgomery Scott LLC 1995 - 1998
UBS Wealth Management 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Investment Properties, Negotiation, Real Estate Development, Investments, Real Estate, Multi Family Properties, Mobile Home Parks, mobile homes, REIT, Income Properties, Investment Analysis, Investor Relations, Real Estate Investment..., Sales, Investors, Mobile Homes, Valuation
Education
Harvard University 1991 — 1994
E-MBA, International Finance
Babson College 1986 — 1990
Bachelor of Science (BS), Investments and Securities
Babson College 1986 — 1990
Bachelor's degree, International Finance
Michael Sellecchia's Janney Montgomery Scott LLC Experience October 2012 - Present
Job Wealth Management & Financial Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Fran Donlan, AWMA, CRPC's Janney Montgomery Scott LLC Experience September 2005 - Present
Job Vice President / Wealth Management, Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2005 - Present
Morgan Stanley September 2001 - July 2005
Alex Brown & Sons June 1996 - July 2001
Skills
Financial Management, Budgeting, Cash Flow Forecasting, Investment Advisory, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planning, Investments
Education
Boston College 1965 — 1969
BA, English
Janney Montgomery Scott LLC September 2005 - Present
Morgan Stanley September 2001 - July 2005
Alex Brown & Sons June 1996 - July 2001
Skills
Financial Management, Budgeting, Cash Flow Forecasting, Investment Advisory, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planning, Investments
Education
Boston College 1965 — 1969
BA, English
Robert Eichel's Janney Montgomery Scott LLC Experience September 1999 - March 2006
Job Consolidation Consultant at John Hancock
Industry Financial Services
Experience
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
Marion Halliday's Janney Montgomery Scott LLC Experience May 2014 - Present
Job Chief Compliance Officer at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
Joyce Docktor's Janney Montgomery Scott LLC Experience November 1999 - June 2010
Job SVP Financial Services at Garden State Securities, Inc.
Industry Financial Services
Experience
Garden State Securities June 2010 - Present
Janney Montgomery Scott LLC November 1999 - June 2010
Josephthal and Company 1991 - 1999
Skills
Portfolio Strategy, Risk Management, Asset Allocation, Technical Analysis, Market Analysis, Consumer Behavior, Public Speaking, Financial Analysis, Financial Planning, Portfolio Management, Consumer Behaviour, Series 7, Alternative Investments, Financial Markets, Financial Services, Strategic Financial..., Investments, Asset Management, Equities, Capital Markets, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
Montclair State University
BA
Garden State Securities June 2010 - Present
Janney Montgomery Scott LLC November 1999 - June 2010
Josephthal and Company 1991 - 1999
Skills
Portfolio Strategy, Risk Management, Asset Allocation, Technical Analysis, Market Analysis, Consumer Behavior, Public Speaking, Financial Analysis, Financial Planning, Portfolio Management, Consumer Behaviour, Series 7, Alternative Investments, Financial Markets, Financial Services, Strategic Financial..., Investments, Asset Management, Equities, Capital Markets, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
Montclair State University
BA
Mike Bezak's Janney Montgomery Scott LLC Experience March 2014 - Present
Job Team Lead of NOC Engineering at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott October 2011 - Present
J.G. Wentworth February 2004 - October 2011
Skills
Networking, Project Management, CRM, Cisco Technologies, Active Directory, Data Center, Disaster Recovery, Management, Process Improvement
Education
Delaware County Community College 2013 — 2017
Associate's degree, Computer Science
CHI 1999 — 2001
Assoc., Computer Network Engineering
Cardinal O'Hara High School 1995 — 1999
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott October 2011 - Present
J.G. Wentworth February 2004 - October 2011
Skills
Networking, Project Management, CRM, Cisco Technologies, Active Directory, Data Center, Disaster Recovery, Management, Process Improvement
Education
Delaware County Community College 2013 — 2017
Associate's degree, Computer Science
CHI 1999 — 2001
Assoc., Computer Network Engineering
Cardinal O'Hara High School 1995 — 1999
Alice Hur's Janney Montgomery Scott LLC Experience March 2013 - January 2014
Job Equity Research Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2013 - January 2014
Mizuho Securities USA Inc. January 2011 - January 2012
Morgan Stanley April 2005 - March 2008
IBM Corporation 2000 - 2005
Skills
Equities, Equity Research, Industry Analysis, Financial Modeling, Bloomberg, Valuation, Research, Financial Analysis, Investments, Technology, Telecommunications, Technology Investing, Capital Markets, Corporate Development, Portfolio Management, Asset Management
Education
Columbia Engineering 1996 — 2000
BS, Industrial Engineering
Fort Lee High School 1992 — 1996
High School
Janney Montgomery Scott LLC March 2013 - January 2014
Mizuho Securities USA Inc. January 2011 - January 2012
Morgan Stanley April 2005 - March 2008
IBM Corporation 2000 - 2005
Skills
Equities, Equity Research, Industry Analysis, Financial Modeling, Bloomberg, Valuation, Research, Financial Analysis, Investments, Technology, Telecommunications, Technology Investing, Capital Markets, Corporate Development, Portfolio Management, Asset Management
Education
Columbia Engineering 1996 — 2000
BS, Industrial Engineering
Fort Lee High School 1992 — 1996
High School
Dave Quarello's Janney Montgomery Scott LLC Experience April 2014 - Present
Job Director Institutional Municipal Bond Sales at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Rich Petruzzo, CFA's Janney Montgomery Scott LLC Experience September 2012 - December 2013
Job Senior Fixed Income Trader SunTrust Bank
Industry Investment Management
Experience
SunTrust July 2014 - Present
Janney Montgomery Scott LLC September 2012 - December 2013
The Vanguard Group September 2004 - September 2012
Skills
Bonds, Series 7, Series 52, Series 63, Securities, Financial Analysis
Education
Drexel University 1999 — 2004
B.S., Finance
SunTrust July 2014 - Present
Janney Montgomery Scott LLC September 2012 - December 2013
The Vanguard Group September 2004 - September 2012
Skills
Bonds, Series 7, Series 52, Series 63, Securities, Financial Analysis
Education
Drexel University 1999 — 2004
B.S., Finance
Clarence Morson's Janney Montgomery Scott LLC Experience February 2003 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
John Otis's Janney Montgomery Scott LLC Experience 2015 - Present
Job CMBS Trader at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2015 - Present
CapRok Capital 2011 - 2014
FCG Foundry Capital 2008 - 2011
Axon Financial 2006 - 2008
Brightwater Capital Management / WestLB AG 2002 - 2006
Kidder Peabody / PaineWebber / UBS AG 1994 - 2001
Kenneth Leventhal & Co. 1990 - 1992
Rice Center 1987 - 1990
Skills
ABS, CMBS, MBS, Capital Markets, Structured Finance, Hedge Funds, Structured Products, Financial Services, Fixed Income, Portfolio Management, Investment Banking, Derivatives, Securitization, Business Strategy, Alternative Investments, Bonds, Financial Structuring, Asset Management, Valuation, Securities, Credit Derivatives
Education
Columbia University - Columbia Business School
MBA, Finance
Rice University
BA, Economics
Janney Montgomery Scott LLC 2015 - Present
CapRok Capital 2011 - 2014
FCG Foundry Capital 2008 - 2011
Axon Financial 2006 - 2008
Brightwater Capital Management / WestLB AG 2002 - 2006
Kidder Peabody / PaineWebber / UBS AG 1994 - 2001
Kenneth Leventhal & Co. 1990 - 1992
Rice Center 1987 - 1990
Skills
ABS, CMBS, MBS, Capital Markets, Structured Finance, Hedge Funds, Structured Products, Financial Services, Fixed Income, Portfolio Management, Investment Banking, Derivatives, Securitization, Business Strategy, Alternative Investments, Bonds, Financial Structuring, Asset Management, Valuation, Securities, Credit Derivatives
Education
Columbia University - Columbia Business School
MBA, Finance
Rice University
BA, Economics
Jim Weinstock's Janney Montgomery Scott LLC Experience June 2007 - Present
Job Senior Vice President
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2007 - Present
Merrill Lynch December 2005 - June 2007
Advest, Inc. September 1998 - December 2005
Alex. Brown & Sons September 1995 - September 1998
Paine Webber September 1991 - September 1995
Gruntal & Co. 1987 - 1988
Gruntal & Co. 1987 - 1988
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Due Diligence, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Equities, Financial Advisory, Strategic Financial...
Education
Bennington College 1975 — 1978
Bachelor of Arts (BA), Politics Economics Video
White Plains High School
Janney Montgomery Scott LLC June 2007 - Present
Merrill Lynch December 2005 - June 2007
Advest, Inc. September 1998 - December 2005
Alex. Brown & Sons September 1995 - September 1998
Paine Webber September 1991 - September 1995
Gruntal & Co. 1987 - 1988
Gruntal & Co. 1987 - 1988
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Due Diligence, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Equities, Financial Advisory, Strategic Financial...
Education
Bennington College 1975 — 1978
Bachelor of Arts (BA), Politics Economics Video
White Plains High School
Mitchell Altro's Janney Montgomery Scott LLC Experience October 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2014 - Present
Gilford Securities March 2010 - October 2014
Kern Suslow Securities June 2007 - March 2010
Jefferson Pilot Financial November 2003 - May 2007
Education
Concordia University 1991 — 1994
Bachelor's Degree, International Business/Trade/Commerce
Janney Montgomery Scott LLC October 2014 - Present
Gilford Securities March 2010 - October 2014
Kern Suslow Securities June 2007 - March 2010
Jefferson Pilot Financial November 2003 - May 2007
Education
Concordia University 1991 — 1994
Bachelor's Degree, International Business/Trade/Commerce
Ray Rashied's Janney Montgomery Scott LLC Experience August 2015 - Present
Job Systems Administrator, Network/Systems Operation Center at Janney Montgomery Scott LLC
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC August 2015 - Present
TierPoint October 2014 - July 2015
PCN, Inc. February 2013 - November 2013
CSC - Exelon July 2010 - July 2011
CSC June 2006 - July 2010
Ferguson Enterprises September 2005 - June 2006
D&E Communications July 2005 - November 2005
BancTec April 2005 - July 2005
O.W. Electronics January 2004 - April 2005
L-3 Communications April 2003 - January 2004
Skills
Active Directory, Servers, Network Administration, Data Center, Software Installation, Networking, Disaster Recovery, Testing, Software Documentation, Technical Support, DNS, Vendor Management, System Administration, System Deployment, Microsoft Technologies, Information Security, Troubleshooting, Security, Windows 7, Hardware, IT Service Management, Information Technology, VMware, Wireless, Help Desk Support, IT Operations, Cisco Technologies, Routers, CCNA, Computer Hardware, Switches, VPN, Wireless Networking, XP, LAN-WAN, TCP/IP, Windows Server, Network Security, Microsoft Exchange, Electronics, IT Management, Citrix, Group Policy, VMware ESX, Virtualization, Keyboardist, Musician, Cisco IOS, Network Engineering, Network Services
Education
Philadelphia University 1999 — 2002
BA, Marketing and E-commerce, 3.7
New Horizons Computer Learning Center, King of Prussia 2005 — 2006
Certificate of Completion, Systems and Security Analyst
RETS Electronics Schools - Broomall, PA 1980 — 1982
Associate's degree, Electrical, Electronics and Communications Engineering, A
Community College of Philadelphia 1978 — 1980
Associate of Arts (A.A.), Communication and Media Studies
Janney Montgomery Scott LLC August 2015 - Present
TierPoint October 2014 - July 2015
PCN, Inc. February 2013 - November 2013
CSC - Exelon July 2010 - July 2011
CSC June 2006 - July 2010
Ferguson Enterprises September 2005 - June 2006
D&E Communications July 2005 - November 2005
BancTec April 2005 - July 2005
O.W. Electronics January 2004 - April 2005
L-3 Communications April 2003 - January 2004
Skills
Active Directory, Servers, Network Administration, Data Center, Software Installation, Networking, Disaster Recovery, Testing, Software Documentation, Technical Support, DNS, Vendor Management, System Administration, System Deployment, Microsoft Technologies, Information Security, Troubleshooting, Security, Windows 7, Hardware, IT Service Management, Information Technology, VMware, Wireless, Help Desk Support, IT Operations, Cisco Technologies, Routers, CCNA, Computer Hardware, Switches, VPN, Wireless Networking, XP, LAN-WAN, TCP/IP, Windows Server, Network Security, Microsoft Exchange, Electronics, IT Management, Citrix, Group Policy, VMware ESX, Virtualization, Keyboardist, Musician, Cisco IOS, Network Engineering, Network Services
Education
Philadelphia University 1999 — 2002
BA, Marketing and E-commerce, 3.7
New Horizons Computer Learning Center, King of Prussia 2005 — 2006
Certificate of Completion, Systems and Security Analyst
RETS Electronics Schools - Broomall, PA 1980 — 1982
Associate's degree, Electrical, Electronics and Communications Engineering, A
Community College of Philadelphia 1978 — 1980
Associate of Arts (A.A.), Communication and Media Studies
Neal Fischer's Janney Montgomery Scott LLC Experience 2006 - 2008
Job Life Sciences / Healthcare Investment Banking
Industry Financial Services
Experience
EVOLUTION Life Science Partners October 2014 - Present
Burrill & Company September 2011 - October 2014
BNY Mellon 2011 - 2011
Janney Montgomery Scott LLC 2006 - 2008
Solomon Daly 2004 - 2006
Skills
Valuation, Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Equity Research, Financial Analysis, Capital Markets, Equities, Private Placements, Finance, Biotechnology, Strategy, Bloomberg, Licensing, Business Development, Equity Valuation, Mandarin, Microsoft Office
Education
Penn State University 2011 — 2012
Masters, Finance
Dickinson College 2000 — 2004
BA, International Business & Management
EVOLUTION Life Science Partners October 2014 - Present
Burrill & Company September 2011 - October 2014
BNY Mellon 2011 - 2011
Janney Montgomery Scott LLC 2006 - 2008
Solomon Daly 2004 - 2006
Skills
Valuation, Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Equity Research, Financial Analysis, Capital Markets, Equities, Private Placements, Finance, Biotechnology, Strategy, Bloomberg, Licensing, Business Development, Equity Valuation, Mandarin, Microsoft Office
Education
Penn State University 2011 — 2012
Masters, Finance
Dickinson College 2000 — 2004
BA, International Business & Management
Curtis Rollins's Janney Montgomery Scott LLC Experience AVP Securities LendingAllianceBernsteinApril 1983 - January 2008
Job Vice President, Securities Lending at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC AVP Securities LendingAllianceBernsteinApril 1983 - January 2008
Skills
Securities Lending, Series 7, Equities
Education
Fairleigh Dickinson University
Janney Montgomery Scott LLC AVP Securities LendingAllianceBernsteinApril 1983 - January 2008
Skills
Securities Lending, Series 7, Equities
Education
Fairleigh Dickinson University
Steven Goldfarb's Janney Montgomery Scott LLC Experience January 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC.
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Frederick R. Linden, CFP ®'s Janney Montgomery Scott LLC Experience December 1988 - Present
Job Vice President / Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 1988 - Present
Smith Barney, Harris Upham & Co. May 1986 - December 1988
Hoeganaes Corporation January 1983 - May 1986
Weyerhauser Company June 1978 - January 1983
United Jersey Bank September 1975 - June 1978
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Investment Strategies, Retirement, Finance
Education
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Rutgers University – Camden 1982 — 1984
MBA, Finance
Stockton University 1977 — 1979
BS, Accounting
Stockton University 1971 — 1975
BA, Economics
Janney Montgomery Scott LLC December 1988 - Present
Smith Barney, Harris Upham & Co. May 1986 - December 1988
Hoeganaes Corporation January 1983 - May 1986
Weyerhauser Company June 1978 - January 1983
United Jersey Bank September 1975 - June 1978
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Investment Strategies, Retirement, Finance
Education
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Rutgers University – Camden 1982 — 1984
MBA, Finance
Stockton University 1977 — 1979
BS, Accounting
Stockton University 1971 — 1975
BA, Economics
Peter A Keblish III's Janney Montgomery Scott LLC Experience June 2005 - January 2014
Job Trader
Industry Financial Services
Experience
Drexel Hamilton, LLC March 2014 - Present
Janney Montgomery Scott LLC June 2005 - January 2014
Skills
Alternative Investments, Capital Markets, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Trading
Education
Bucknell University
Germantown Academy
Drexel Hamilton, LLC March 2014 - Present
Janney Montgomery Scott LLC June 2005 - January 2014
Skills
Alternative Investments, Capital Markets, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Trading
Education
Bucknell University
Germantown Academy
Joseph Langford's Janney Montgomery Scott LLC Experience April 2007 - June 2011
Job Executive Office Professional
Industry Executive Office
Experience
Janney Montgomery Scott LLC April 2007 - June 2011
Pitney Bowes September 2006 - March 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Outlook, Event Planning, Administrative..., Budgets, Team Building, Business Strategy
Education
Community College of Philadelphia 2012 — 2015
Associate of Science (A.S.), Psychology
Roxborough High School
High School Diploma
Janney Montgomery Scott LLC April 2007 - June 2011
Pitney Bowes September 2006 - March 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Outlook, Event Planning, Administrative..., Budgets, Team Building, Business Strategy
Education
Community College of Philadelphia 2012 — 2015
Associate of Science (A.S.), Psychology
Roxborough High School
High School Diploma
Sade Mayberry's Janney Montgomery Scott LLC Experience June 2013 - April 2014
Job Desktop Support Analyst at Quickie Manufacturing
Industry Information Technology and Services
Experience
Quickie Manufacturing April 2014 - Present
Janney Montgomery Scott LLC June 2013 - April 2014
Office of the Comptroller of the Currency July 2012 - May 2013
NCO Group May 2009 - June 2010
Skills
Desktop Deployment, Lotus Notes, Blackberry Enterprise..., Microsoft Office, Software Documentation, Help Desk Support, Laptops, Virtual PC, VMware Player, Laser Printers, Cisco VPN, Active Directory, Mac OS X, MS Office Suite, Pointsec, PGP, ServiceNow, Citrix Metaframe, ITIL, ActiveSync, Mobile Device Management, RSA SecurID, Altiris Console, Dameware, ThomsonOne, IT Service Management, FrontRange, Knowledge Management, BMC Remedy, Oracle SQL Developer, Numara Track-It, Spiceworks, Windows Server, Quest Migration Manager, Windows, Encryption Software
Education
University of Maryland University College 2011 — 2013
Bachelor of Science, Information Systems Management
Central Piedmont Community College 2008 — 2009
Associate of Arts, General Studies
Quickie Manufacturing April 2014 - Present
Janney Montgomery Scott LLC June 2013 - April 2014
Office of the Comptroller of the Currency July 2012 - May 2013
NCO Group May 2009 - June 2010
Skills
Desktop Deployment, Lotus Notes, Blackberry Enterprise..., Microsoft Office, Software Documentation, Help Desk Support, Laptops, Virtual PC, VMware Player, Laser Printers, Cisco VPN, Active Directory, Mac OS X, MS Office Suite, Pointsec, PGP, ServiceNow, Citrix Metaframe, ITIL, ActiveSync, Mobile Device Management, RSA SecurID, Altiris Console, Dameware, ThomsonOne, IT Service Management, FrontRange, Knowledge Management, BMC Remedy, Oracle SQL Developer, Numara Track-It, Spiceworks, Windows Server, Quest Migration Manager, Windows, Encryption Software
Education
University of Maryland University College 2011 — 2013
Bachelor of Science, Information Systems Management
Central Piedmont Community College 2008 — 2009
Associate of Arts, General Studies
Nancy DeJesus's Janney Montgomery Scott LLC Experience June 2013 - February 2014
Job Beneficiary Support Counselor at Survivor Outreach Services
Industry Human Resources
Experience
Survivor Outreach Services July 2014 - Present
Janney Montgomery Scott LLC June 2013 - February 2014
ARAMARK October 2005 - June 2013
Cardionet, Inc August 2004 - October 2005
Sierra Military Services March 2001 - July 2004
Skills
Organizational, Problem Solving, Interpersonal, Team Player, Computer, Employee Benefits, Multi Tasking, Analytical Skills, Liaison, Payroll, HIPAA, Healthcare, Training, Employee Relations, Benefits Administration, HRIS, Onboarding, Customer Service, Recruiting, Human Resources, FMLA, Leadership Development, Insurance, Employee Training, Organizational Structure, Policy
Education
DeVry University
Bachelor of Science, Technical Management; Healthcare Management, GPA 4.0
Survivor Outreach Services July 2014 - Present
Janney Montgomery Scott LLC June 2013 - February 2014
ARAMARK October 2005 - June 2013
Cardionet, Inc August 2004 - October 2005
Sierra Military Services March 2001 - July 2004
Skills
Organizational, Problem Solving, Interpersonal, Team Player, Computer, Employee Benefits, Multi Tasking, Analytical Skills, Liaison, Payroll, HIPAA, Healthcare, Training, Employee Relations, Benefits Administration, HRIS, Onboarding, Customer Service, Recruiting, Human Resources, FMLA, Leadership Development, Insurance, Employee Training, Organizational Structure, Policy
Education
DeVry University
Bachelor of Science, Technical Management; Healthcare Management, GPA 4.0
Nancy Fong's Janney Montgomery Scott LLC Experience Dealer SalesPierpont SecuritiesApril 2013 - September 2014
Job Credit Dealer Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC Dealer SalesPierpont SecuritiesApril 2013 - September 2014
Citi August 1997 - February 2012
Citi January 1988 - January 1997
Citi January 1986 - January 1988
Skills
Electronic Trading, Series 6, Extensive Network of..., Series 7, Series 63, Fixed Income, Capital Markets, Bonds, Trading, Interest Rate..., Asset Allocation, Series 24, Investments, Securities, Bloomberg, Equity Trading, MBS, Commodity, Risk Management, Options, FINRA, Derivatives, ETFs, Financial Markets, Structured Products, Investment Banking, Alternative Investments, Financial Modeling, Asset Management, Relationship Management, Trading Systems, Wealth Management, ABS, Portfolio Management, FX Options, Investment Advisory, Emerging Markets, High Yield, Financial Services, Hedge Funds, Mutual Funds, CDS, Trading Strategies, Banking, Equities, Credit Derivatives, Financial Risk, Investment Strategies, Proprietary Trading, Credit
Education
Cornell University
Bachelor of Arts
Janney Montgomery Scott LLC Dealer SalesPierpont SecuritiesApril 2013 - September 2014
Citi August 1997 - February 2012
Citi January 1988 - January 1997
Citi January 1986 - January 1988
Skills
Electronic Trading, Series 6, Extensive Network of..., Series 7, Series 63, Fixed Income, Capital Markets, Bonds, Trading, Interest Rate..., Asset Allocation, Series 24, Investments, Securities, Bloomberg, Equity Trading, MBS, Commodity, Risk Management, Options, FINRA, Derivatives, ETFs, Financial Markets, Structured Products, Investment Banking, Alternative Investments, Financial Modeling, Asset Management, Relationship Management, Trading Systems, Wealth Management, ABS, Portfolio Management, FX Options, Investment Advisory, Emerging Markets, High Yield, Financial Services, Hedge Funds, Mutual Funds, CDS, Trading Strategies, Banking, Equities, Credit Derivatives, Financial Risk, Investment Strategies, Proprietary Trading, Credit
Education
Cornell University
Bachelor of Arts
Kade Laden's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Fixed Income/Structured Products Syndicate, Sales & Trading
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC October 2012 - March 2015
Skills
Financial Analysis, Valuation, Bloomberg, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Equities, Fixed Income, Private Equity
Education
Cornell University
Bachelor of Science (BS), Applied Economics and Management
Columbia University in the City of New York
Post-Graduate Coursework in Derivatives and Statistics
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC October 2012 - March 2015
Skills
Financial Analysis, Valuation, Bloomberg, Financial Modeling, Capital Markets, Investment Banking, Corporate Finance, Equities, Fixed Income, Private Equity
Education
Cornell University
Bachelor of Science (BS), Applied Economics and Management
Columbia University in the City of New York
Post-Graduate Coursework in Derivatives and Statistics
Nathaniel Kotarra's Janney Montgomery Scott LLC Experience June 2013 - August 2013
Job Student at Drew University
Industry Financial Services
Experience
DREW UNIVERSITY INVESTMENT FUND October 2013 - Present
Janney Montgomery Scott LLC June 2013 - August 2013
WALL STREET SEMESTER January 2013 - May 2013
NCK LANDSCAPING June 2010 - August 2010
L.E.A.P.S May 2010 - June 2010
Education
Drew University 2010 — 2014
Drew University
Bachelor of Arts Degrees, Business Studies and Spanish; Business Studies; Spanish
DREW UNIVERSITY INVESTMENT FUND October 2013 - Present
Janney Montgomery Scott LLC June 2013 - August 2013
WALL STREET SEMESTER January 2013 - May 2013
NCK LANDSCAPING June 2010 - August 2010
L.E.A.P.S May 2010 - June 2010
Education
Drew University 2010 — 2014
Drew University
Bachelor of Arts Degrees, Business Studies and Spanish; Business Studies; Spanish
Lindsey Glode's Janney Montgomery Scott LLC Experience July 2009 - June 2013
Job SecondYear MBA Student at Boston College Carroll School of Mangement
Industry Financial Services
Experience
Boston College Carroll School of Management August 2013 - Present
State Street June 2014 - August 2014
Janney Montgomery Scott LLC July 2009 - June 2013
Janney Montgomery Scott LLC July 2006 - July 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2002 — 2006
B.S. Business Administration (Gabelli School of Business)
Boston College Carroll School of Management August 2013 - Present
State Street June 2014 - August 2014
Janney Montgomery Scott LLC July 2009 - June 2013
Janney Montgomery Scott LLC July 2006 - July 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2002 — 2006
B.S. Business Administration (Gabelli School of Business)
Michael Lukach's Janney Montgomery Scott LLC Experience June 2011 - Present
Job Desktop Engineer at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2011 - Present
TD Bank December 2010 - June 2011
Circuit City November 2006 - March 2009
Education
CHI Institute-Philadelphia 2006 — 2008
Computer Networking
Janney Montgomery Scott LLC June 2011 - Present
TD Bank December 2010 - June 2011
Circuit City November 2006 - March 2009
Education
CHI Institute-Philadelphia 2006 — 2008
Computer Networking
Jon Weintraub's Janney Montgomery Scott LLC Experience 2008 - May 2014
Job Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2014 - Present
Janney Montgomery Scott LLC 2008 - May 2014
OFI Institutional Asset Management 2007 - 2008
Oppenheimer & Co. 2001 - 2007
Education
Bates College
Bachelor's Degree, Economics
BB&T Capital Markets May 2014 - Present
Janney Montgomery Scott LLC 2008 - May 2014
OFI Institutional Asset Management 2007 - 2008
Oppenheimer & Co. 2001 - 2007
Education
Bates College
Bachelor's Degree, Economics
Greg McManus's Janney Montgomery Scott LLC Experience March 2013 - May 2014
Job Institutional Equity Trading Professional
Industry Financial Services
Experience
90 Park Capital, LLC August 2014 - November 2014
Janney Montgomery Scott LLC March 2013 - May 2014
Knight Capital Corp. July 2005 - February 2013
Citi September 1987 - June 2005
Education
Fairfield University 1983 — 1987
Bachelor of Science (B.S.), Marketing
Boston College High School 1979 — 1983
90 Park Capital, LLC August 2014 - November 2014
Janney Montgomery Scott LLC March 2013 - May 2014
Knight Capital Corp. July 2005 - February 2013
Citi September 1987 - June 2005
Education
Fairfield University 1983 — 1987
Bachelor of Science (B.S.), Marketing
Boston College High School 1979 — 1983
Aileen Parsons's Janney Montgomery Scott LLC Experience May 2006 - Present
Job Equities Administrative Coordinator at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2006 - Present
Education
Saint Joseph's University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Boston College 2000 — 2002
Janney Montgomery Scott LLC May 2006 - Present
Education
Saint Joseph's University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Boston College 2000 — 2002
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY