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
Rosemarie Matley Rosemarie Matley's Janney Montgomery Scott LLC Experience 2002 - 2005
Job Managing Partner at The Matley Group, Unfranchise Owner at AGreatWaytoShop.com
Industry Internet
Experience
AGreatWayToShop.com 2010 - Present
The Matley Group 2010 - Present
Janney Montgomery Scott LLC 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Online Marketing, E-commerce, Web Development, Internet Entrepreneur, Shopping Consultant, Entrepreneurship, Marketing Strategy, Public Speaking, Management
Education
Lesley University
Master's degree
Westfield State College
Bachelor's degree
AGreatWayToShop.com 2010 - Present
The Matley Group 2010 - Present
Janney Montgomery Scott LLC 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Online Marketing, E-commerce, Web Development, Internet Entrepreneur, Shopping Consultant, Entrepreneurship, Marketing Strategy, Public Speaking, Management
Education
Lesley University
Master's degree
Westfield State College
Bachelor's degree
Greg Biles, PMP Greg Biles, PMP's Janney Montgomery Scott LLC Experience April 2002 - July 2006
Job Business Advisory Services Manager at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
FBR August 2006 - November 2011
Janney Montgomery Scott LLC April 2002 - July 2006
Jeffery M. Brown Associates, Inc 2001 - 2002
DMJM Aviation 2000 - 2001
The Hartford 1998 - 2000
Skills
Financial Reporting, Excel, Process Improvement, Word, Internal Audit, Consulting, Dodd-Frank, Sarbanes-Oxley Act, Internal Controls, Finance, Management, Microsoft Excel, US GAAP, General Ledger, Financial Analysis, Accounting, Visio, Corporate Finance, Account Reconciliation, Auditing, SEC filings, Variance Analysis, Oracle
Education
Shippensburg University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Philadelphia University 1994 — 1998
Bachelor of Science, Finance
Father Judge High School 1991 — 1994
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
FBR August 2006 - November 2011
Janney Montgomery Scott LLC April 2002 - July 2006
Jeffery M. Brown Associates, Inc 2001 - 2002
DMJM Aviation 2000 - 2001
The Hartford 1998 - 2000
Skills
Financial Reporting, Excel, Process Improvement, Word, Internal Audit, Consulting, Dodd-Frank, Sarbanes-Oxley Act, Internal Controls, Finance, Management, Microsoft Excel, US GAAP, General Ledger, Financial Analysis, Accounting, Visio, Corporate Finance, Account Reconciliation, Auditing, SEC filings, Variance Analysis, Oracle
Education
Shippensburg University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Philadelphia University 1994 — 1998
Bachelor of Science, Finance
Father Judge High School 1991 — 1994
Tony Boffo Tony Boffo's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Performance Analyst
Industry Investment Management
Experience
Janney Montgomery Scott LLC January 2015 - Present
BNY Mellon January 2008 - January 2015
BNY Mellon January 2007 - January 2008
BNY Mellon December 2001 - December 2006
ESB Bank September 2000 - December 2001
Skills
Investments, Managing..., CRM, Management, Analytics, Finance, Bloomberg, Financial Risk, Investments, Team Building, Customer Satisfaction, Microsoft Office, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Relationship Management, Banking, Mutual Funds, Equities
Education
Geneva College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management
Gannon University 1996 — 2000
Bachelor of Arts (B.A.), Finance
Lincoln High School 1992 — 1996
High School Diploma
Janney Montgomery Scott LLC January 2015 - Present
BNY Mellon January 2008 - January 2015
BNY Mellon January 2007 - January 2008
BNY Mellon December 2001 - December 2006
ESB Bank September 2000 - December 2001
Skills
Investments, Managing..., CRM, Management, Analytics, Finance, Bloomberg, Financial Risk, Investments, Team Building, Customer Satisfaction, Microsoft Office, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Relationship Management, Banking, Mutual Funds, Equities
Education
Geneva College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management
Gannon University 1996 — 2000
Bachelor of Arts (B.A.), Finance
Lincoln High School 1992 — 1996
High School Diploma
Briana Koert Briana Koert's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Operations Data and Project Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC July 2014 - February 2015
Applied Investment Management September 2013 - May 2014
Kutztown University January 2013 - May 2014
Fossil September 2007 - January 2014
Great Wolf Lodge June 2013 - August 2013
Camel Beach Water Park April 2008 - September 2008
Skills
PowerPoint, Social Networking, Microsoft Office, Communication, Time Management, Sales, Financial Analysis, Microsoft Excel, Capital IQ, Retail, Human Resources
Education
Kutztown University of Pennsylvania 2010 — 2014
B.S. B.A, Management, Communications, G.P.A: 4.0
Pocono Mountain East High School 2006 — 2010
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC July 2014 - February 2015
Applied Investment Management September 2013 - May 2014
Kutztown University January 2013 - May 2014
Fossil September 2007 - January 2014
Great Wolf Lodge June 2013 - August 2013
Camel Beach Water Park April 2008 - September 2008
Skills
PowerPoint, Social Networking, Microsoft Office, Communication, Time Management, Sales, Financial Analysis, Microsoft Excel, Capital IQ, Retail, Human Resources
Education
Kutztown University of Pennsylvania 2010 — 2014
B.S. B.A, Management, Communications, G.P.A: 4.0
Pocono Mountain East High School 2006 — 2010
Bridget Fox Gossner Bridget Fox Gossner's Janney Montgomery Scott LLC Experience December 2014 - Present
Job Accounting Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2014 - Present
Janney Montgomery Scott 2010 - Present
Zook Dinon PA 2008 - 2010
PwC 2005 - 2008
Skills
CPA, Series 7, Series 27, Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, Internal Controls, GAAP
Education
La Salle University 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Janney Montgomery Scott LLC December 2014 - Present
Janney Montgomery Scott 2010 - Present
Zook Dinon PA 2008 - 2010
PwC 2005 - 2008
Skills
CPA, Series 7, Series 27, Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, Internal Controls, GAAP
Education
La Salle University 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
WILLIAM STUBER's Janney Montgomery Scott LLC Experience December 2010 - December 2011
Job Integrity and Professional at its finest!
Industry Security and Investigations
Experience
US Navy May 2012 - Present
Janney Montgomery Scott LLC December 2010 - December 2011
J. Pauls Cafe September 2006 - September 2010
Skills
Trust, Courage, Security, Security Clearance, Always Punctual, Highly Dedicated, Highly responsible, Passion for Helping..., Military Experience, Military Operations, Military Training, Close Attention to..., Success Driven, Adapt Quickly to Change, Caring, People Skills, Devoted, Nutrition, Health, Leadership, Navy, Force Protection, Weapons, Operational Planning, DoD, Team Leadership, Surveillance, Military, Training, Emergency Management, Physical Security, Supervisory Skills
Education
Recruit Naval Command 2012 — 2012
Nassau Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
US Navy May 2012 - Present
Janney Montgomery Scott LLC December 2010 - December 2011
J. Pauls Cafe September 2006 - September 2010
Skills
Trust, Courage, Security, Security Clearance, Always Punctual, Highly Dedicated, Highly responsible, Passion for Helping..., Military Experience, Military Operations, Military Training, Close Attention to..., Success Driven, Adapt Quickly to Change, Caring, People Skills, Devoted, Nutrition, Health, Leadership, Navy, Force Protection, Weapons, Operational Planning, DoD, Team Leadership, Surveillance, Military, Training, Emergency Management, Physical Security, Supervisory Skills
Education
Recruit Naval Command 2012 — 2012
Nassau Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Jeremy Garnett's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Performance Reporting Analyst at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC May 2015 - Present
BlackRock June 2013 - April 2014
Northwestern Mutual July 2012 - May 2013
PepsiCo - Gatorade June 2009 - August 2009
Skills
Leadership, Finance, Public Speaking, Series 7, Analysis
Education
Penn State University 2006 — 2011
Bachelors of Science, Economics
Janney Montgomery Scott LLC May 2015 - Present
BlackRock June 2013 - April 2014
Northwestern Mutual July 2012 - May 2013
PepsiCo - Gatorade June 2009 - August 2009
Skills
Leadership, Finance, Public Speaking, Series 7, Analysis
Education
Penn State University 2006 — 2011
Bachelors of Science, Economics
Edward Wardle Edward Wardle's Janney Montgomery Scott LLC Experience September 2007 - Present
Job Vice President/Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC September 2007 - Present
Morgan Stanley Wealth Management 1999 - 2007
Merrill Lynch 1995 - 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Equities, Estate Planning, Portfolio Management, 529 Plans, Mutual Funds, Series 7, Financial Services, Securities, Series 6, Investment Advisory, Fixed Annuities, Asset Management, College Savings Plans, Business Planning, Finance, Wealth Management, Retirement, Series 63, Asset Allocation, Capital Markets, Wealth, Bonds, Hedge Funds, I hold my Series 7, 3,..., Financial Planning, Retirement Income..., Insurance Strategies, 401k Plans and Rollovers, Business Succession..., Tax Free and Tax..., Extended Care Planning, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Janney Montgomery Scott, LLC September 2007 - Present
Morgan Stanley Wealth Management 1999 - 2007
Merrill Lynch 1995 - 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Equities, Estate Planning, Portfolio Management, 529 Plans, Mutual Funds, Series 7, Financial Services, Securities, Series 6, Investment Advisory, Fixed Annuities, Asset Management, College Savings Plans, Business Planning, Finance, Wealth Management, Retirement, Series 63, Asset Allocation, Capital Markets, Wealth, Bonds, Hedge Funds, I hold my Series 7, 3,..., Financial Planning, Retirement Income..., Insurance Strategies, 401k Plans and Rollovers, Business Succession..., Tax Free and Tax..., Extended Care Planning, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor's degree, Business Administration and Management, General
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
Duane Cooper Duane Cooper's Janney Montgomery Scott LLC Experience June 2007 - April 2009
Job Senior Data Entry at Reed Elsevier
Industry Publishing
Experience
Reed Elsevier April 2008 - Present
Janney Montgomery Scott LLC June 2007 - April 2009
Reed Elsevier June 2001 - June 2007
Skills
Data Entry, Databases, Editing, Process Improvement, Microsoft Office, Customer Service, Account Management, Training, Windows XP, Microsoft Word, Finance, Outlook, Research, Windows, Access, Accounting, Analysis, Business Analysis, Microsoft Excel, Business Process..., Analytics
Education
Manor College 1997 — 1999
Business Administration, Management and Operations
Abraham Lincoln High School 1991 — 1995
High school diploma, Integrated Studies
Reed Elsevier April 2008 - Present
Janney Montgomery Scott LLC June 2007 - April 2009
Reed Elsevier June 2001 - June 2007
Skills
Data Entry, Databases, Editing, Process Improvement, Microsoft Office, Customer Service, Account Management, Training, Windows XP, Microsoft Word, Finance, Outlook, Research, Windows, Access, Accounting, Analysis, Business Analysis, Microsoft Excel, Business Process..., Analytics
Education
Manor College 1997 — 1999
Business Administration, Management and Operations
Abraham Lincoln High School 1991 — 1995
High school diploma, Integrated Studies
Wenyong Wang Wenyong Wang's Janney Montgomery Scott LLC Experience November 2007 - July 2008
Job Managing Director at Burrill & Company
Industry Investment Banking
Experience
Burrill & Company June 2011 - Present
Boenning & Scattergood, Inc. July 2008 - August 2011
Janney Montgomery Scott LLC November 2007 - July 2008
GlaxoSmithKline August 2001 - November 2007
Beijing Research Institute of Synthetic Crystals July 1993 - June 1996
Skills
Cross-border M&A, Global Strategy, Licensing, Capital Raising, Deal-making, Negations, Investment Banking, Venture Capital, Due Diligence, Biotechnology, Pharmaceutical Industry, Mergers
Education
Penn State University 2007 — 2008
MBA, Business Administration
University of Pennsylvania 1996 — 2001
Ph.D., Organic Chemistry
Burrill & Company June 2011 - Present
Boenning & Scattergood, Inc. July 2008 - August 2011
Janney Montgomery Scott LLC November 2007 - July 2008
GlaxoSmithKline August 2001 - November 2007
Beijing Research Institute of Synthetic Crystals July 1993 - June 1996
Skills
Cross-border M&A, Global Strategy, Licensing, Capital Raising, Deal-making, Negations, Investment Banking, Venture Capital, Due Diligence, Biotechnology, Pharmaceutical Industry, Mergers
Education
Penn State University 2007 — 2008
MBA, Business Administration
University of Pennsylvania 1996 — 2001
Ph.D., Organic Chemistry
Mayank Tandon's Janney Montgomery Scott LLC Experience January 1998 - February 2006
Job Managing Director Senior Equity Research Analyst
Industry Investment Management
Experience
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Brett Biggs, CRPC®, CLTC, RIS Brett Biggs, CRPC®, CLTC, RIS's Janney Montgomery Scott LLC Experience June 2003 - Present
Job Advisory Board Member at CoCo Foundation
Industry Financial Services
Experience
Janney Montgomery Scott, LLC June 2003 - Present
Lehigh Valley Rugby Football Club January 2009 - Present
CoCo Foundation April 2014 - Present
Eastern Pennsylvania Rugby Union September 2010 - September 2015
Mid-Atlantic Rugby Football Union January 2010 - September 2013
Skills
Strategic Planning, Financial Planning, Investments, Risk Management, New Business Development, Municipal Financing /..., Strategic Financial..., Retirement Planning, Insurance, Financial Advisory, Wealth Management, Finance, Negotiation, Microsoft Excel, Leadership, Mutual Funds, Investment Management, Portfolio Management, Series 7, Investment Advisory, Asset Allocation, Fixed Annuities, 401k, Retirement, Investment Strategies, Securities, Asset Management, Estate Planning, Financial Analysis, Alternative Investments, Equities, IRAs, Financial Services, ETFs, Bonds, Uniform Combined State..., Long-term Care, Fixed Income, Capital Markets, Pensions, Variable Annuities, Personal Financial...
Education
Marist College 1999 — 2003
Bachlors, Business Administration / Finance
bethlehem catholic 1995 — 1999
High School Diploma
Janney Montgomery Scott, LLC June 2003 - Present
Lehigh Valley Rugby Football Club January 2009 - Present
CoCo Foundation April 2014 - Present
Eastern Pennsylvania Rugby Union September 2010 - September 2015
Mid-Atlantic Rugby Football Union January 2010 - September 2013
Skills
Strategic Planning, Financial Planning, Investments, Risk Management, New Business Development, Municipal Financing /..., Strategic Financial..., Retirement Planning, Insurance, Financial Advisory, Wealth Management, Finance, Negotiation, Microsoft Excel, Leadership, Mutual Funds, Investment Management, Portfolio Management, Series 7, Investment Advisory, Asset Allocation, Fixed Annuities, 401k, Retirement, Investment Strategies, Securities, Asset Management, Estate Planning, Financial Analysis, Alternative Investments, Equities, IRAs, Financial Services, ETFs, Bonds, Uniform Combined State..., Long-term Care, Fixed Income, Capital Markets, Pensions, Variable Annuities, Personal Financial...
Education
Marist College 1999 — 2003
Bachlors, Business Administration / Finance
bethlehem catholic 1995 — 1999
High School Diploma
Elizabeth Caputo's Janney Montgomery Scott LLC Experience April 2012 - 2014
Job Associate Director North America, World Economic Forum
Industry
Experience
World Economic Forum June 2014 - Present
Manhattan Community Board 7 April 2010 - Present
Democratic Leadership for the 21st Century (DL21C) December 2006 - Present
Janney Montgomery Scott LLC April 2012 - 2014
Morgan Stanley 2006 - 2008
Clark for President 2003 - 2004
NYC Department of Education 2002 - 2003
Morgan Stanley 2000 - 2001
Goldman Sachs June 1995 - December 1997
Skills
Series 7, Series 63, Infrastructure, Finance, Public Sector, Community Organizing, Municipal Budgeting, Community Outreach, Municipal Bonds, Fixed Income, Capital Markets, Venture Capital, Leadership, Investments, Strategy, Fundraising, Policy Analysis, Public Relations, Social Media, Strategic Communications, Public Policy, Nonprofits, Strategic Partnerships
Education
Harvard University 1990 — 1994
AB, Social Studies, honors
Harvard Business School
Master of Business Administration (MBA), Finance, Public Sector Management
John Witherspoon Middle School
World Economic Forum June 2014 - Present
Manhattan Community Board 7 April 2010 - Present
Democratic Leadership for the 21st Century (DL21C) December 2006 - Present
Janney Montgomery Scott LLC April 2012 - 2014
Morgan Stanley 2006 - 2008
Clark for President 2003 - 2004
NYC Department of Education 2002 - 2003
Morgan Stanley 2000 - 2001
Goldman Sachs June 1995 - December 1997
Skills
Series 7, Series 63, Infrastructure, Finance, Public Sector, Community Organizing, Municipal Budgeting, Community Outreach, Municipal Bonds, Fixed Income, Capital Markets, Venture Capital, Leadership, Investments, Strategy, Fundraising, Policy Analysis, Public Relations, Social Media, Strategic Communications, Public Policy, Nonprofits, Strategic Partnerships
Education
Harvard University 1990 — 1994
AB, Social Studies, honors
Harvard Business School
Master of Business Administration (MBA), Finance, Public Sector Management
John Witherspoon Middle School
Jason Bender Jason Bender's Janney Montgomery Scott LLC Experience May 2007 - September 2010
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2010 - Present
Janney Montgomery Scott LLC May 2007 - September 2010
Janney Montgomery Scott January 2005 - May 2007
Janney Montgomery Scott February 2004 - December 2004
Automated Business Development August 2002 - August 2003
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Investments, FINRA, Financial Services, Wealth Management..., Portfolio Management, Estate Planning, Financial Analysis, Retirement, Asset Management, Equities, Finance, Alternative Investments, Financial Advisory, Trading, Series 63, Fixed Income, Investment Strategies, Strategic Financial..., ETFs, Series 24, Investment Advisory, Bonds, Series 65, Options, 401k, Investment Management, Variable Annuities, Wealth, Valuation, Capital Markets, Fixed Annuities, Private Equity, Financial Modeling, Hedge Funds, Equity Research, Financial Markets, Trading Systems, IRAs, Relationship Management, Investment Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
BSBA, Finance
University of Sydney 2000 — 2000
None, Study Abroad
Janney Montgomery Scott September 2010 - Present
Janney Montgomery Scott LLC May 2007 - September 2010
Janney Montgomery Scott January 2005 - May 2007
Janney Montgomery Scott February 2004 - December 2004
Automated Business Development August 2002 - August 2003
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Investments, FINRA, Financial Services, Wealth Management..., Portfolio Management, Estate Planning, Financial Analysis, Retirement, Asset Management, Equities, Finance, Alternative Investments, Financial Advisory, Trading, Series 63, Fixed Income, Investment Strategies, Strategic Financial..., ETFs, Series 24, Investment Advisory, Bonds, Series 65, Options, 401k, Investment Management, Variable Annuities, Wealth, Valuation, Capital Markets, Fixed Annuities, Private Equity, Financial Modeling, Hedge Funds, Equity Research, Financial Markets, Trading Systems, IRAs, Relationship Management, Investment Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
BSBA, Finance
University of Sydney 2000 — 2000
None, Study Abroad
Ted J. Kania Ted J. Kania's Janney Montgomery Scott LLC Experience October 2000 - February 2002
Job Vice President, Investments
Industry Financial Services
Experience
du Pasquier & Co., Inc. April 2009 - Present
Maxim Group LLC/Investec Ernst & Co. February 2002 - April 2009
Janney Montgomery Scott LLC October 2000 - February 2002
Skills
Equities, Series 65, Uniform Combined State..., Series 7, Investment Advisory, Separately Managed..., ETFs, Trading, Series 24, Retirement Planning, Series 63, FINRA, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Retirement, Wealth, Municipal Bonds, Investments, Portfolio Management, Asset Managment, Fixed Income, Securities, Corporate Finance, Competitive Analysis, Alternative Investments, Asset Management, Private Placements, Private Equity, Venture Capital, Valuation, Options, Bonds, Financial Services, Hedge Funds, Finance, Equity Research, Equity Trading, Investment Management, Bloomberg, Financial Markets, Capital Markets
Education
Kean University 1985 — 1989
Bachelor's Degree, Management Science
Clifton High School 1982 — 1985
du Pasquier & Co., Inc. April 2009 - Present
Maxim Group LLC/Investec Ernst & Co. February 2002 - April 2009
Janney Montgomery Scott LLC October 2000 - February 2002
Skills
Equities, Series 65, Uniform Combined State..., Series 7, Investment Advisory, Separately Managed..., ETFs, Trading, Series 24, Retirement Planning, Series 63, FINRA, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Retirement, Wealth, Municipal Bonds, Investments, Portfolio Management, Asset Managment, Fixed Income, Securities, Corporate Finance, Competitive Analysis, Alternative Investments, Asset Management, Private Placements, Private Equity, Venture Capital, Valuation, Options, Bonds, Financial Services, Hedge Funds, Finance, Equity Research, Equity Trading, Investment Management, Bloomberg, Financial Markets, Capital Markets
Education
Kean University 1985 — 1989
Bachelor's Degree, Management Science
Clifton High School 1982 — 1985
Thayer R. Potter Jr., CFA Thayer R. Potter Jr., CFA's Janney Montgomery Scott LLC Experience September 2012 - Present
Job First Vice President with Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2012 - Present
Morgan Stanley March 2009 - September 2012
Osprey Partners Investment Management September 1998 - February 2009
Fox Asset Management May 1993 - September 1998
Acorn Asset Management May 1986 - April 1993
Skills
Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Foundations, Asset Managment, Series 7, Investments, Fixed Income, Finance, Investment Management, Mutual Funds, Retirement Planning, Bloomberg, Equities, Financial Advisory, Investment Strategies, Alternative Investments, Series 63, Valuation, Financial Modeling, Investment Advisory, Securities, Hedge Funds, Capital Markets, Leadership, Analysis
Education
Penn State University 1977 — 1982
BS, Business Administration
Janney Montgomery Scott LLC September 2012 - Present
Morgan Stanley March 2009 - September 2012
Osprey Partners Investment Management September 1998 - February 2009
Fox Asset Management May 1993 - September 1998
Acorn Asset Management May 1986 - April 1993
Skills
Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Foundations, Asset Managment, Series 7, Investments, Fixed Income, Finance, Investment Management, Mutual Funds, Retirement Planning, Bloomberg, Equities, Financial Advisory, Investment Strategies, Alternative Investments, Series 63, Valuation, Financial Modeling, Investment Advisory, Securities, Hedge Funds, Capital Markets, Leadership, Analysis
Education
Penn State University 1977 — 1982
BS, Business Administration
Jocelyn Vallery Jocelyn Vallery's Janney Montgomery Scott LLC Experience October 2014 - May 2015
Job Graphic, UI, Web Designer
Industry Graphic Design
Experience
United States Department of Defense May 2015 - Present
UNIVERSAL PHOENIX GROUP LLC September 2014 - Present
Freelancing March 2012 - Present
Janney Montgomery Scott LLC October 2014 - May 2015
Wawa, Inc. February 2013 - May 2014
Communication Service for the Deaf October 2010 - March 2012
Rochester Institute of Technology September 2007 - May 2008
Rochester Institute of Technology September 2005 - May 2007
Skills
Logo Design, Layout, Illustration, Adobe Creative Suite, Graphics, Graphic Design, Flash, QuarkXPress, Dreamweaver, Web Design, Illustrator, OS X, Photoshop, Adobe Acrobat, Mac, InDesign, CSS, Typography, jQuery, HTML, JavaScript, Java, PHP, Ruby on Rails, Social Networking, Brochures, User Interface, Newsletters, Copywriting, Photography, Art, Editing, Web Development, User Interface Design, Autodesk Maya, Animation
Education
Rochester Institute of Technology 2008 — 2014
Master, Animation, Web desgin/development, Interactive Media
Rochester Institute of Technology 2003 — 2007
Fine Art Studio, Painting, Printmaking and graphics
United States Department of Defense May 2015 - Present
UNIVERSAL PHOENIX GROUP LLC September 2014 - Present
Freelancing March 2012 - Present
Janney Montgomery Scott LLC October 2014 - May 2015
Wawa, Inc. February 2013 - May 2014
Communication Service for the Deaf October 2010 - March 2012
Rochester Institute of Technology September 2007 - May 2008
Rochester Institute of Technology September 2005 - May 2007
Skills
Logo Design, Layout, Illustration, Adobe Creative Suite, Graphics, Graphic Design, Flash, QuarkXPress, Dreamweaver, Web Design, Illustrator, OS X, Photoshop, Adobe Acrobat, Mac, InDesign, CSS, Typography, jQuery, HTML, JavaScript, Java, PHP, Ruby on Rails, Social Networking, Brochures, User Interface, Newsletters, Copywriting, Photography, Art, Editing, Web Development, User Interface Design, Autodesk Maya, Animation
Education
Rochester Institute of Technology 2008 — 2014
Master, Animation, Web desgin/development, Interactive Media
Rochester Institute of Technology 2003 — 2007
Fine Art Studio, Painting, Printmaking and graphics
Jansen Weaver Jansen Weaver's Janney Montgomery Scott LLC Experience May 2010 - October 2010
Job MBA Candidate Class of 2016
Industry Higher Education
Experience
Lazard June 2015 - August 2015
United States Marine Corps May 2010 - May 2014
Janney Montgomery Scott LLC May 2010 - October 2010
Merrill Lynch January 2009 - May 2009
Princeton Public Affairs Group, Inc. August 2008 - December 2008
U.S. Department of Commerce May 2008 - August 2008
Skills
Government, Military, Business Development, Leadership, Intelligence, DoD, Management, Policy, Team Leadership, Leading Development..., Public Policy, Public Speaking, Operational Planning, Military Experience, Military Operations, Top Secret, Military Training, National Security, Counterinsurgency, Program Management, Team Building, Security Clearance, Training, Leadership Development, Command, Tactics, Physical Security, Counterterrorism, Strategic Planning, Afghanistan, Military Liaison, Intelligence Analysis, Weapons, Force Protection, Homeland Security, Defense, Exercises, Army, Marine Corps, Financial Analysis, Weightlifting
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Marshall University 2012 — 2014
Master of Arts (M.A.), Leadership
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), International Business
Manheim Township High School 2002 — 2006
High School
Lazard June 2015 - August 2015
United States Marine Corps May 2010 - May 2014
Janney Montgomery Scott LLC May 2010 - October 2010
Merrill Lynch January 2009 - May 2009
Princeton Public Affairs Group, Inc. August 2008 - December 2008
U.S. Department of Commerce May 2008 - August 2008
Skills
Government, Military, Business Development, Leadership, Intelligence, DoD, Management, Policy, Team Leadership, Leading Development..., Public Policy, Public Speaking, Operational Planning, Military Experience, Military Operations, Top Secret, Military Training, National Security, Counterinsurgency, Program Management, Team Building, Security Clearance, Training, Leadership Development, Command, Tactics, Physical Security, Counterterrorism, Strategic Planning, Afghanistan, Military Liaison, Intelligence Analysis, Weapons, Force Protection, Homeland Security, Defense, Exercises, Army, Marine Corps, Financial Analysis, Weightlifting
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Marshall University 2012 — 2014
Master of Arts (M.A.), Leadership
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), International Business
Manheim Township High School 2002 — 2006
High School
Brandon M. Morrison's Janney Montgomery Scott LLC Experience October 2004 - May 2006
Job Director of Corporate Services at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2010 - Present
Janney Montgomery Scott June 2006 - July 2010
Janney Montgomery Scott LLC October 2004 - May 2006
Equity Properties July 2003 - September 2004
Skills
Organizational..., Change Management, Project Management, Corporate Real Estate, Business Development, Recruiting, Coaching, Vendor Management, Facilities Management, Lease Negotiation, Lease Administration, Employee Relations, New Business Development, Strategy, Leadership, Management, Cross-functional Team..., Asset Management, Finance, Financial Analysis, Team Building, Program Management, Portfolio Management
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (BA), Business Management & Administration
Upper Merion High School 1995 — 1999
Diploma
Janney Montgomery Scott August 2010 - Present
Janney Montgomery Scott June 2006 - July 2010
Janney Montgomery Scott LLC October 2004 - May 2006
Equity Properties July 2003 - September 2004
Skills
Organizational..., Change Management, Project Management, Corporate Real Estate, Business Development, Recruiting, Coaching, Vendor Management, Facilities Management, Lease Negotiation, Lease Administration, Employee Relations, New Business Development, Strategy, Leadership, Management, Cross-functional Team..., Asset Management, Finance, Financial Analysis, Team Building, Program Management, Portfolio Management
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (BA), Business Management & Administration
Upper Merion High School 1995 — 1999
Diploma
Leslie Archard Leslie Archard's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Institutional Sales Taxable Fixed Income
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott August 2012 - October 2013
Janney Montgomery Scott January 2012 - August 2012
Janney Montgomery Scott January 2011 - January 2012
Thrivent Financial February 2010 - January 2011
Golkow Technologies, Inc. August 2009 - February 2010
DuPont January 2008 - August 2008
College Pro January 2006 - December 2006
Skills
Marketing Communications, Operations Management, Mutual Funds, Securities, FINRA, Public Relations, Brand Management
Education
Penn State University 2005 — 2009
B.S., Marketing, Finance
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott August 2012 - October 2013
Janney Montgomery Scott January 2012 - August 2012
Janney Montgomery Scott January 2011 - January 2012
Thrivent Financial February 2010 - January 2011
Golkow Technologies, Inc. August 2009 - February 2010
DuPont January 2008 - August 2008
College Pro January 2006 - December 2006
Skills
Marketing Communications, Operations Management, Mutual Funds, Securities, FINRA, Public Relations, Brand Management
Education
Penn State University 2005 — 2009
B.S., Marketing, Finance
Tiffani Simmons Tiffani Simmons's Janney Montgomery Scott LLC Experience January 2007 - July 2007
Job Associate at Milbank, Tweed, Hadley & McCloy LLP
Industry Law Practice
Experience
Milbank, Tweed, Hadley & McCloy LLP January 2011 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2009 - July 2009
Milbank, Tweed, Hadley & McCloy LLP May 2008 - August 2008
Janney Montgomery Scott, LLC January 2007 - July 2007
Janney Montgomery Scott, LLC February 2006 - January 2007
Skills
Contract Negotiation, Negotiation, Entertainment Law, Sports Law, Fashion Law, Real Estate Transactions, Commercial Real Estate, Media, Advertising Law, Contract Law, Drafting Agreements, Document Drafting, Music Law, Legal Research, Legal Contract Review, Art Law, Admitted to Practice
Education
Hofstra University School of Law 2007 — 2010
Doctor of Law (J.D.), Law, Law School
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, Undergraduate
Milbank, Tweed, Hadley & McCloy LLP January 2011 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2009 - July 2009
Milbank, Tweed, Hadley & McCloy LLP May 2008 - August 2008
Janney Montgomery Scott, LLC January 2007 - July 2007
Janney Montgomery Scott, LLC February 2006 - January 2007
Skills
Contract Negotiation, Negotiation, Entertainment Law, Sports Law, Fashion Law, Real Estate Transactions, Commercial Real Estate, Media, Advertising Law, Contract Law, Drafting Agreements, Document Drafting, Music Law, Legal Research, Legal Contract Review, Art Law, Admitted to Practice
Education
Hofstra University School of Law 2007 — 2010
Doctor of Law (J.D.), Law, Law School
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, Undergraduate
Mark H. Sayet's Janney Montgomery Scott LLC Experience May 2005 - Present
Job Senior Vice President/Financial Advisor/JD
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2005 - Present
Morgan Stanley 1995 - 2005
Skills
Asset Allocation, Wealth Management, Financial Planning, Portfolio..., Risk Tolerance, Retirement Income..., Investment Strategy, Securities, IRA's /401K's, Variable Annuities, Life Insurance, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 7, Fixed Income, Portfolio Management, Risk Management, Financial Services, Finance, Equities
Education
Golden Gate University, School of Law 1979 — 1982
Doctor of Law (JD) / Law Review
George Washington University 1973 — 1978
Bachelor of Arts (B.A.), Political Science
Norwich Free Academy 1969 — 1973
Diploma
Janney Montgomery Scott LLC May 2005 - Present
Morgan Stanley 1995 - 2005
Skills
Asset Allocation, Wealth Management, Financial Planning, Portfolio..., Risk Tolerance, Retirement Income..., Investment Strategy, Securities, IRA's /401K's, Variable Annuities, Life Insurance, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 7, Fixed Income, Portfolio Management, Risk Management, Financial Services, Finance, Equities
Education
Golden Gate University, School of Law 1979 — 1982
Doctor of Law (JD) / Law Review
George Washington University 1973 — 1978
Bachelor of Arts (B.A.), Political Science
Norwich Free Academy 1969 — 1973
Diploma
Henry Scheuer's Janney Montgomery Scott LLC Experience November 2001 - Present
Job Vice President/Investments at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott LLC November 2001 - Present
CIBC Oppenheimer 1995 - 2001
Lynch Jones and Ryan 1985 - 1995
ADP 1979 - 1983
Coopers and Lybrand 1979 - 1981
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Investments, Asset Managment, Asset Management, Mergers & Acquisitions, Risk Management, Valuation, Asset Allocation, Hedge Funds, Wealth Management, Securities, Private Equity, Capital Markets, Strategy, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, Alternative Investments, Financial Services, Bonds, Bloomberg, Financial Planning, Finance, Financial Advisory
Education
Rensselaer Polytechnic Institute 1965 — 1971
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1971
B.S., M.S., Finance and Marketing
Outremont High School
Janney Montgomery Scott LLC November 2001 - Present
CIBC Oppenheimer 1995 - 2001
Lynch Jones and Ryan 1985 - 1995
ADP 1979 - 1983
Coopers and Lybrand 1979 - 1981
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Investments, Asset Managment, Asset Management, Mergers & Acquisitions, Risk Management, Valuation, Asset Allocation, Hedge Funds, Wealth Management, Securities, Private Equity, Capital Markets, Strategy, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, Alternative Investments, Financial Services, Bonds, Bloomberg, Financial Planning, Finance, Financial Advisory
Education
Rensselaer Polytechnic Institute 1965 — 1971
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1971
B.S., M.S., Finance and Marketing
Outremont High School
richard zimmerman richard zimmerman's Janney Montgomery Scott LLC Experience August 1997 - July 2001
Job Managing Director at TD Bank, N.A.
Industry Banking
Experience
TD Bank, N.A. July 2003 - Present
Commerce Capital Markets July 2001 - July 2003
Janney Montgomery Scott LLC August 1997 - July 2001
Corporate Financial Services July 1993 - August 1995
Goldenberg/Rosenthal CPAs August 1987 - July 1993
Skills
Equity Research, Sell Side, CPA, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Lending, Credit Risk, Retail Banking, Loans, Portfolio Management, Small Business Lending, Wealth Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master's Degree, Finance, General
Penn State University 1985 — 1987
Bachelor's Degree, Accounting
TD Bank, N.A. July 2003 - Present
Commerce Capital Markets July 2001 - July 2003
Janney Montgomery Scott LLC August 1997 - July 2001
Corporate Financial Services July 1993 - August 1995
Goldenberg/Rosenthal CPAs August 1987 - July 1993
Skills
Equity Research, Sell Side, CPA, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Lending, Credit Risk, Retail Banking, Loans, Portfolio Management, Small Business Lending, Wealth Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master's Degree, Finance, General
Penn State University 1985 — 1987
Bachelor's Degree, Accounting
Emilie Glick's Janney Montgomery Scott LLC Experience May 2013 - August 2013
Job Compliance Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2013 - Present
Janney Montgomery Scott, LLC May 2013 - August 2013
Immaculata University February 2012 - May 2013
J.Crew November 2010 - April 2013
Skills
Program Coordination, Program Development, Customer Service, Discretion, Organization &..., Managing Deadlines, Microsoft Word, Employee Training, Peer Mentoring, Copy Editing, Research, Orientation Programs, Mentoring, Social Networking, Analysis, Editing, Social Media
Education
Immaculata University
Bachelor of Arts (BA), History, Political Science, Philosophy, Middle Eastern Studies
Janney Montgomery Scott August 2013 - Present
Janney Montgomery Scott, LLC May 2013 - August 2013
Immaculata University February 2012 - May 2013
J.Crew November 2010 - April 2013
Skills
Program Coordination, Program Development, Customer Service, Discretion, Organization &..., Managing Deadlines, Microsoft Word, Employee Training, Peer Mentoring, Copy Editing, Research, Orientation Programs, Mentoring, Social Networking, Analysis, Editing, Social Media
Education
Immaculata University
Bachelor of Arts (BA), History, Political Science, Philosophy, Middle Eastern Studies
Chiara Russo Chiara Russo's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Director Healthcare Research at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC May 2014 - March 2015
Janney Montgomery Scott February 2013 - May 2014
ThinkEquity LLC July 2012 - October 2012
Babson College May 2011 - May 2012
Twin Focus Capital Partners LLC January 2012 - April 2012
Cubist Pharmaceuticals June 2011 - February 2012
State Street August 2009 - August 2010
State Street Bank October 2007 - August 2009
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Business Strategy, Market Research, Analysis, Strategy, Competitive Analysis, Financial Services, Private Equity, Equity Research
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, MBA
New York University 1999 — 2002
Bachelor of Arts, Philosophy
Cantor Fitzgerald September 2015 - Present
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC May 2014 - March 2015
Janney Montgomery Scott February 2013 - May 2014
ThinkEquity LLC July 2012 - October 2012
Babson College May 2011 - May 2012
Twin Focus Capital Partners LLC January 2012 - April 2012
Cubist Pharmaceuticals June 2011 - February 2012
State Street August 2009 - August 2010
State Street Bank October 2007 - August 2009
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Business Strategy, Market Research, Analysis, Strategy, Competitive Analysis, Financial Services, Private Equity, Equity Research
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, MBA
New York University 1999 — 2002
Bachelor of Arts, Philosophy
Deborah Klatz'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
Rumble News, a Mobile Technology Startup December 2012 - December 2013
Philadelphia Inquirer, Daily News, & Philly.com April 2012 - September 2012
McNeil Consumer Healthcare April 2011 - October 2011
Blank Rome LLP March 2010 - August 2010
Northeast Management Network Inc May 2009 - September 2009
Skills
Financial Planning, Retirement Planning, Portfolio Management, Investments, Retirement Income..., Small Business..., Investment Management, Press Releases, Start-ups, Blogging, Strategy, Marketing, Internal Communications, Product Marketing, Newsletters, Market Planning, Account Management, Forecasting, Budgets, Analysis, Microsoft Word, Brand Development, Analytics, Media Relations, Web Analytics, Digital Media, Social Media Marketing, Copywriting, Event Management, Networking, Mobile Marketing, Online Marketing, Event Planning, Trade Shows, Salesforce.com, Social Media, Investment Advisory, Qualified Retirement..., Insurance, Life Insurance, Variable Annuities
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor of Science in Business Administration, Marketing & Entrepreneurship
Purdue University - Krannert School of Management 2008 — 2009
Pursued Bachelor of Science, Management
Lower Moreland High School 2004 — 2008
Janney Montgomery Scott LLC January 2014 - Present
Rumble News, a Mobile Technology Startup December 2012 - December 2013
Philadelphia Inquirer, Daily News, & Philly.com April 2012 - September 2012
McNeil Consumer Healthcare April 2011 - October 2011
Blank Rome LLP March 2010 - August 2010
Northeast Management Network Inc May 2009 - September 2009
Skills
Financial Planning, Retirement Planning, Portfolio Management, Investments, Retirement Income..., Small Business..., Investment Management, Press Releases, Start-ups, Blogging, Strategy, Marketing, Internal Communications, Product Marketing, Newsletters, Market Planning, Account Management, Forecasting, Budgets, Analysis, Microsoft Word, Brand Development, Analytics, Media Relations, Web Analytics, Digital Media, Social Media Marketing, Copywriting, Event Management, Networking, Mobile Marketing, Online Marketing, Event Planning, Trade Shows, Salesforce.com, Social Media, Investment Advisory, Qualified Retirement..., Insurance, Life Insurance, Variable Annuities
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor of Science in Business Administration, Marketing & Entrepreneurship
Purdue University - Krannert School of Management 2008 — 2009
Pursued Bachelor of Science, Management
Lower Moreland High School 2004 — 2008
Khaled Haj Khaled Haj's Janney Montgomery Scott LLC Experience May 2014 - Present
Job Help Desk Analyst
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Evolve IP April 2012 - May 2014
Skills
VoIP, Active Directory, Call Centers, Unified Communications, VPN, Citrix, Routers, Telephony, Switches, Networking, Troubleshooting, Cloud Computing, VMware, Managed Services, Cisco Technologies, Telecommunications
Education
Lincoln Technical Institute-Moorestown 2011 — 2012
Associate's degree, Computer Networking and Security
Community College of Philadelphia 2008 — 2010
CAD/CADD Drafting and/or Design Technology/Technician
Janney Montgomery Scott LLC May 2014 - Present
Evolve IP April 2012 - May 2014
Skills
VoIP, Active Directory, Call Centers, Unified Communications, VPN, Citrix, Routers, Telephony, Switches, Networking, Troubleshooting, Cloud Computing, VMware, Managed Services, Cisco Technologies, Telecommunications
Education
Lincoln Technical Institute-Moorestown 2011 — 2012
Associate's degree, Computer Networking and Security
Community College of Philadelphia 2008 — 2010
CAD/CADD Drafting and/or Design Technology/Technician
James Belden James Belden's Janney Montgomery Scott LLC Experience October 2012 - Present
Job Director at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2012 - Present
First New York Securities March 2010 - October 2012
Pali Capital August 2008 - March 2010
Finance500 August 2002 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Banking, Management, Investments
Education
Golden West College
Janney Montgomery Scott LLC October 2012 - Present
First New York Securities March 2010 - October 2012
Pali Capital August 2008 - March 2010
Finance500 August 2002 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Banking, Management, Investments
Education
Golden West College
Christopher Gibilisco's Janney Montgomery Scott LLC Experience December 2013 - March 2014
Job Marketing Coordinator at Southern New Jersey Perinatal Cooperative
Industry Marketing and Advertising
Experience
Southern New Jersey Perinatal Cooperative October 2014 - Present
BMI Merchandise April 2014 - October 2014
Janney Montgomery Scott LLC December 2013 - March 2014
Wawa, Inc. May 2009 - December 2013
Benefit Consultants Group January 2012 - May 2012
Burlington County College September 2008 - January 2009
Skills
Social Media, Advertising, Social Networking, Facebook, Team Leadership, Tumblr, Creative Solutions, Problem Solving, iMovie, YouTube, Great Plains Software, DoubleClick, Google Analytics, PowerPoint, PRIZM, SPSS, SAS, Microsoft Excel, Public Relations, STATA, Adsense, Microsoft Dynamics, Microsoft Word, IDS, Qualtrics, QuarkXPress, Photoshop, InDesign, CisionPoint, WordPress, Blogger, Hootsuite, Shelf Logic, Planograms, Illustrator, Twitter, Marketing, Social Media Marketing, Microsoft Office, Copywriting, Newsletters, Marketing Communications, Digital Marketing, Event Planning, Public Speaking, Time Management
Education
Rowan University 2011 — 2013
BS, Advertising; Communication Studies
Rowan College at Burlington County 2008 — 2011
BS, Liberal Arts and Sciences/Liberal Studies
Southern New Jersey Perinatal Cooperative October 2014 - Present
BMI Merchandise April 2014 - October 2014
Janney Montgomery Scott LLC December 2013 - March 2014
Wawa, Inc. May 2009 - December 2013
Benefit Consultants Group January 2012 - May 2012
Burlington County College September 2008 - January 2009
Skills
Social Media, Advertising, Social Networking, Facebook, Team Leadership, Tumblr, Creative Solutions, Problem Solving, iMovie, YouTube, Great Plains Software, DoubleClick, Google Analytics, PowerPoint, PRIZM, SPSS, SAS, Microsoft Excel, Public Relations, STATA, Adsense, Microsoft Dynamics, Microsoft Word, IDS, Qualtrics, QuarkXPress, Photoshop, InDesign, CisionPoint, WordPress, Blogger, Hootsuite, Shelf Logic, Planograms, Illustrator, Twitter, Marketing, Social Media Marketing, Microsoft Office, Copywriting, Newsletters, Marketing Communications, Digital Marketing, Event Planning, Public Speaking, Time Management
Education
Rowan University 2011 — 2013
BS, Advertising; Communication Studies
Rowan College at Burlington County 2008 — 2011
BS, Liberal Arts and Sciences/Liberal Studies
Shilpa Patel Shilpa Patel's Janney Montgomery Scott LLC Experience March 2008 - August 2012
Job Marketing Manager, Greater Philadelphia practice of Deloitte
Industry Marketing and Advertising
Experience
Janney Montgomery Scott, LLC March 2008 - August 2012
Stifel, Nicolaus and Company/Ryan Beck & Co. September 2006 - October 2007
Asset Marketing Systems January 2004 - July 2006
Asset Marketing Systems July 2002 - January 2004
Matrix Direct Insurance Services May 1999 - July 2002
Abtech Systems September 1996 - March 1999
Skills
Insurance, Marketing, Retirement Planning, Wealth Management, Online Advertising, Lead Generation, Marketing Strategy, Marketing Communications, Marketing Management, Business Development, Retirement, Fixed Annuities, Strategy
Education
Pennsylvania State University
Biology, General
Janney Montgomery Scott, LLC March 2008 - August 2012
Stifel, Nicolaus and Company/Ryan Beck & Co. September 2006 - October 2007
Asset Marketing Systems January 2004 - July 2006
Asset Marketing Systems July 2002 - January 2004
Matrix Direct Insurance Services May 1999 - July 2002
Abtech Systems September 1996 - March 1999
Skills
Insurance, Marketing, Retirement Planning, Wealth Management, Online Advertising, Lead Generation, Marketing Strategy, Marketing Communications, Marketing Management, Business Development, Retirement, Fixed Annuities, Strategy
Education
Pennsylvania State University
Biology, General
Fred L. Test Fred L. Test's Janney Montgomery Scott LLC Experience May 2007 - March 2009
Job Vice President, Human Resources at TD
Industry Human Resources
Experience
TD Bank - US Wealth October 2012 - Present
PSPS: Philadelphia Society of People & Strategy September 2012 - Present
Global HR Consultant January 2009 - October 2012
Janney Montgomery Scott LLC May 2007 - March 2009
Citizens Bank March 2005 - March 2007
Prudential Financial September 1997 - March 2005
Advanta Corporation May 1996 - September 1997
CIGNA Property & Casualty Companies August 1977 - March 1996
Education
Temple University - Fox School of Business and Management 1991 — 1993
M.B.A., Business
Princeton University 1973 — 1977
Bachelor’s Degree, Psychology, Economics
TD Bank - US Wealth October 2012 - Present
PSPS: Philadelphia Society of People & Strategy September 2012 - Present
Global HR Consultant January 2009 - October 2012
Janney Montgomery Scott LLC May 2007 - March 2009
Citizens Bank March 2005 - March 2007
Prudential Financial September 1997 - March 2005
Advanta Corporation May 1996 - September 1997
CIGNA Property & Casualty Companies August 1977 - March 1996
Education
Temple University - Fox School of Business and Management 1991 — 1993
M.B.A., Business
Princeton University 1973 — 1977
Bachelor’s Degree, Psychology, Economics
Abdallah Nassar's Janney Montgomery Scott LLC Experience July 2014 - Present
Job Help Desk Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott LLC July 2014 - Present
Evolve IP October 2013 - June 2014
Skills
Active Directory, Help Desk Support, Servers, Cisco Technologies, Microsoft Office, VPN, Customer Service, Troubleshooting, Disaster Recovery, Telecommunications
Education
Lincoln Technical Institute-Philadelphia 2010 — 2011
Associate's degree, Computer networking and security
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott LLC July 2014 - Present
Evolve IP October 2013 - June 2014
Skills
Active Directory, Help Desk Support, Servers, Cisco Technologies, Microsoft Office, VPN, Customer Service, Troubleshooting, Disaster Recovery, Telecommunications
Education
Lincoln Technical Institute-Philadelphia 2010 — 2011
Associate's degree, Computer networking and security
Tyler Batory Tyler Batory's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Equity Research Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
The Buckingham Research Group May 2014 - January 2015
Janney Montgomery Scott June 2012 - May 2014
BlackRock May 2011 - August 2011
Philadelphia Investment Partners May 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Equities, Series 7, Series 63, Series 86, Series 87
Education
La Salle University - School of Business Administration 2008 — 2012
Northfield Mount Hermon School 2006 — 2008
Janney Montgomery Scott LLC January 2015 - Present
The Buckingham Research Group May 2014 - January 2015
Janney Montgomery Scott June 2012 - May 2014
BlackRock May 2011 - August 2011
Philadelphia Investment Partners May 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Equities, Series 7, Series 63, Series 86, Series 87
Education
La Salle University - School of Business Administration 2008 — 2012
Northfield Mount Hermon School 2006 — 2008
Eric Hinrichsen Jr. Eric Hinrichsen Jr.'s Janney Montgomery Scott LLC Experience November 2014 - Present
Job Service Technician at Janney Montgomery Scott LLC
Industry Computer Networking
Experience
Janney Montgomery Scott LLC November 2014 - Present
Congoleum Corporation September 2013 - November 2014
Rider University January 2013 - December 2013
AlliedBarton Security Services May 2012 - September 2013
Skills
Microsoft Office, Computer Hardware, Computer Hardware..., Computer Hardware..., Windows, Linux, Mac OS, Computer Repair, Troubleshooting
Education
Rider University 2010 — 2014
Bachelors of Business Administration, Computer Information Systems, 3.2
Janney Montgomery Scott LLC November 2014 - Present
Congoleum Corporation September 2013 - November 2014
Rider University January 2013 - December 2013
AlliedBarton Security Services May 2012 - September 2013
Skills
Microsoft Office, Computer Hardware, Computer Hardware..., Computer Hardware..., Windows, Linux, Mac OS, Computer Repair, Troubleshooting
Education
Rider University 2010 — 2014
Bachelors of Business Administration, Computer Information Systems, 3.2
Andrew Cody Squassi's Janney Montgomery Scott LLC Experience July 2013 - August 2013
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
The Aeon Multi-Opportunity Fund May 2014 - September 2014
Alethia Partners, LLC May 2013 - September 2013
Janney Montgomery Scott LLC July 2013 - August 2013
Eventide Grille June 2013 - August 2013
Sallee Tee's Grille May 2012 - August 2012
Navesink Marina May 2006 - September 2011
Skills
Microsoft Office..., Microsoft Excel, Management, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Social Media, Boating Safety..., Business Ethics, Valuation, Employee Training, Market Research, Bloomberg, Social Networking, Fundraising
Education
Ithaca College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, GPA 3.68
High Point University 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, GPA 3.75
BNY Mellon February 2015 - Present
The Aeon Multi-Opportunity Fund May 2014 - September 2014
Alethia Partners, LLC May 2013 - September 2013
Janney Montgomery Scott LLC July 2013 - August 2013
Eventide Grille June 2013 - August 2013
Sallee Tee's Grille May 2012 - August 2012
Navesink Marina May 2006 - September 2011
Skills
Microsoft Office..., Microsoft Excel, Management, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Social Media, Boating Safety..., Business Ethics, Valuation, Employee Training, Market Research, Bloomberg, Social Networking, Fundraising
Education
Ithaca College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, GPA 3.68
High Point University 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, GPA 3.75
Hunter Dudzik Hunter Dudzik's Janney Montgomery Scott LLC Experience June 2012 - June 2012
Job Internal Wholesaler at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson December 2013 - Present
Adirondack Cup Small-Cap Investment Competition Team August 2012 - May 2013
Core Traders’ Club (CTC) managing a real-time portfolio January 2010 - May 2013
The Dunes Club 2005 - 2013
Oppenheimer & Co Inc July 2012 - July 2012
Janney Montgomery Scott LLC June 2012 - June 2012
Skills
Corporate Finance, Portfolio Management, Microsoft Excel, Finance, Mutual Funds, Investment Management, Financial Accounting, Financial Advisory, Research, PowerPoint, Microsoft Office, Public Speaking, Data Analysis, Morningstar, Outlook, Sales, Salesforce.com, Fixed Income, Investments, Social Networking, Equities, Time Management, Teamwork
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration: Concentration in Finance
Jackson December 2013 - Present
Adirondack Cup Small-Cap Investment Competition Team August 2012 - May 2013
Core Traders’ Club (CTC) managing a real-time portfolio January 2010 - May 2013
The Dunes Club 2005 - 2013
Oppenheimer & Co Inc July 2012 - July 2012
Janney Montgomery Scott LLC June 2012 - June 2012
Skills
Corporate Finance, Portfolio Management, Microsoft Excel, Finance, Mutual Funds, Investment Management, Financial Accounting, Financial Advisory, Research, PowerPoint, Microsoft Office, Public Speaking, Data Analysis, Morningstar, Outlook, Sales, Salesforce.com, Fixed Income, Investments, Social Networking, Equities, Time Management, Teamwork
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration: Concentration in Finance
Seth Diamond Seth Diamond's Janney Montgomery Scott LLC Experience December 2013 - Present
Job Vice President/Investments Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2013 - Present
Morgan Stanley July 2005 - December 2013
Prudential Securities/ Wachovia Securities June 1995 - June 2005
Education
New York University 1985 — 1990
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1978 — 1982
Bachelor's Degree, Economics
Janney Montgomery Scott LLC December 2013 - Present
Morgan Stanley July 2005 - December 2013
Prudential Securities/ Wachovia Securities June 1995 - June 2005
Education
New York University 1985 — 1990
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1978 — 1982
Bachelor's Degree, Economics
Mike Repak Mike Repak's Janney Montgomery Scott LLC Experience November 2006 - Present
Job Estate Tax Planner
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 2006 - Present
The Law Offices of Michael J. Repak September 2003 - December 2006
KPMG LLP May 2002 - June 2003
Arthur Andersen LLP September 2001 - May 2002
Estee Lauder Inc. October 1992 - October 2000
Arthur Andersen LLP August 1984 - June 1992
Skills
Estate Planning, Tax, Estate Tax Planning, Income Tax, Executive Compensation
Education
Temple University - James E. Beasley School of Law 2008 — 2010
Certificate
New York University School of Law 1988 — 1990
LL. M.
University of Florida - Fredric G. Levin College of Law 1981 — 1984
J.D.
University of Wisconsin-Madison 1977 — 1979
M.S.
William Paterson University of New Jersey 1975 — 1977
B.A.
St. Nicholas of Tolentine
Janney Montgomery Scott LLC November 2006 - Present
The Law Offices of Michael J. Repak September 2003 - December 2006
KPMG LLP May 2002 - June 2003
Arthur Andersen LLP September 2001 - May 2002
Estee Lauder Inc. October 1992 - October 2000
Arthur Andersen LLP August 1984 - June 1992
Skills
Estate Planning, Tax, Estate Tax Planning, Income Tax, Executive Compensation
Education
Temple University - James E. Beasley School of Law 2008 — 2010
Certificate
New York University School of Law 1988 — 1990
LL. M.
University of Florida - Fredric G. Levin College of Law 1981 — 1984
J.D.
University of Wisconsin-Madison 1977 — 1979
M.S.
William Paterson University of New Jersey 1975 — 1977
B.A.
St. Nicholas of Tolentine
Edward Walters's Janney Montgomery Scott LLC Experience January 2014 - April 2015
Job Senior Product Administration Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Janney Montgomery Scott LLC January 2014 - April 2015
Janney Montgomery Scott April 2007 - January 2014
Ferris Baker Watts, Inc. October 2005 - April 2007
KPMG October 2002 - October 2005
Legg Mason October 1997 - October 2002
Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning
Education
Morgan State University 1992 — 1996
BA, Economics
Saint Joseph's University
Master of Business Administration (MBA), Management
T. Rowe Price April 2015 - Present
Janney Montgomery Scott LLC January 2014 - April 2015
Janney Montgomery Scott April 2007 - January 2014
Ferris Baker Watts, Inc. October 2005 - April 2007
KPMG October 2002 - October 2005
Legg Mason October 1997 - October 2002
Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning
Education
Morgan State University 1992 — 1996
BA, Economics
Saint Joseph's University
Master of Business Administration (MBA), Management
Austen Kim's Janney Montgomery Scott LLC Experience June 2013 - Present
Job Intern at Janney Montgomery Scott LLC.
Industry Higher Education
Experience
Janney Montgomery Scott LLC June 2013 - Present
New Haven Country Club April 2009 - Present
Bracesaurus: Private Practice in Orthodontics December 2013 - 2014
Skills
Equity Valuation, Microsoft Excel, Bloomberg Terminal, Xcode, Dev C++, Problem Solving, Data Analysis, Perspective Drawings, Personal Training, Architectural Drawings, Minitab, Leadership, Customer Service, Social Networking, Teamwork, Economics, Time Management, Management, Creative Writing, Social Media Marketing
Education
Kenyon College 2012 — 2016
Economics, English
Janney Montgomery Scott LLC June 2013 - Present
New Haven Country Club April 2009 - Present
Bracesaurus: Private Practice in Orthodontics December 2013 - 2014
Skills
Equity Valuation, Microsoft Excel, Bloomberg Terminal, Xcode, Dev C++, Problem Solving, Data Analysis, Perspective Drawings, Personal Training, Architectural Drawings, Minitab, Leadership, Customer Service, Social Networking, Teamwork, Economics, Time Management, Management, Creative Writing, Social Media Marketing
Education
Kenyon College 2012 — 2016
Economics, English
Cori Moore Cori Moore's Janney Montgomery Scott LLC Experience February 2014 - Present
Job Certified Quality Assurance Analyst & I.T. Intranet Content Mgr at Janney LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
Janney Montgomery Scott July 2012 - February 2014
Janney Montgomery Scott LLC March 2010 - July 2012
Janney Montgomery Scott LLC February 2008 - March 2010
Associates LLC November 2007 - February 2008
Lucille Roberts Health Club February 2004 - April 2007
Skills
Quality Assurance, Access, Microsoft Excel, Customer Service, Troubleshooting, Investments, Data Entry, Financial Services, Mutual Funds, Equities, Series 7, Insurance, Adobe LiveCycle Designer, Visual Basic, Data Analysis, Visio, Microsoft Office, Financial Analysis, Visual Basic 2008, Strategic Planning, Marketing, Recruiting, Team Leadership, Vendor Management, Retirement Planning, Wealth Management
Education
Penn State University 2000 — 2004
BA, English
Pennsylvania State University 2000 — 2004
BACHELOR OF ENGLISH
Janney Montgomery Scott LLC February 2014 - Present
Janney Montgomery Scott July 2012 - February 2014
Janney Montgomery Scott LLC March 2010 - July 2012
Janney Montgomery Scott LLC February 2008 - March 2010
Associates LLC November 2007 - February 2008
Lucille Roberts Health Club February 2004 - April 2007
Skills
Quality Assurance, Access, Microsoft Excel, Customer Service, Troubleshooting, Investments, Data Entry, Financial Services, Mutual Funds, Equities, Series 7, Insurance, Adobe LiveCycle Designer, Visual Basic, Data Analysis, Visio, Microsoft Office, Financial Analysis, Visual Basic 2008, Strategic Planning, Marketing, Recruiting, Team Leadership, Vendor Management, Retirement Planning, Wealth Management
Education
Penn State University 2000 — 2004
BA, English
Pennsylvania State University 2000 — 2004
BACHELOR OF ENGLISH
Robert Whelen Robert Whelen's Janney Montgomery Scott LLC Experience February 2014 - August 2015
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Matthew Kalajian, CFP® Matthew Kalajian, CFP®'s Janney Montgomery Scott LLC Experience July 2006 - Present
Job Financial/Wealth Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Katherine Burke Katherine Burke's Janney Montgomery Scott LLC Experience February 2015 - Present
Job
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Brean Capital, LLC March 2013 - February 2015
Brean Capital, LLC September 2012 - March 2013
Local Economy Center at Franklin & Marshall College September 2010 - May 2012
A.R. Schmeidler & Co July 2011 - July 2011
CLIC Sargent February 2011 - May 2011
Skills
Financial Analysis, Data Analysis, Equities, Microsoft Excel, Valuation, Research, Equity Research, Financial Modeling, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts, English Literature
Advanced Studies in England 2011 — 2011
English Literature
Saguaro
Janney Montgomery Scott LLC February 2015 - Present
Brean Capital, LLC March 2013 - February 2015
Brean Capital, LLC September 2012 - March 2013
Local Economy Center at Franklin & Marshall College September 2010 - May 2012
A.R. Schmeidler & Co July 2011 - July 2011
CLIC Sargent February 2011 - May 2011
Skills
Financial Analysis, Data Analysis, Equities, Microsoft Excel, Valuation, Research, Equity Research, Financial Modeling, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts, English Literature
Advanced Studies in England 2011 — 2011
English Literature
Saguaro
Nicholas Russillo AAMS Nicholas Russillo AAMS's Janney Montgomery Scott LLC Experience 2007 - Present
Job Senior Vice President at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2007 - Present
Merrill Lynch February 2003 - March 2007
Advest, Inc. July 2001 - February 2003
Skills
Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, 401k, Mutual Funds, Retirement, Portfolio Management, Series 7, Alternative Investments, Securities, Asset Allocation, Investments, FINRA, Series 63
Education
Roger Williams University
Bachelor of Science, Marketing
Janney Montgomery Scott LLC 2007 - Present
Merrill Lynch February 2003 - March 2007
Advest, Inc. July 2001 - February 2003
Skills
Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, 401k, Mutual Funds, Retirement, Portfolio Management, Series 7, Alternative Investments, Securities, Asset Allocation, Investments, FINRA, Series 63
Education
Roger Williams University
Bachelor of Science, Marketing
Geraldine Spinella's Janney Montgomery Scott LLC Experience October 1998 - July 2010
Job Senior Vice President, NYWM; Financial Advisor, Accredited Wealth Managment Advisor, Raymond James Financial Services
Industry Financial Services
Experience
New York Wealth Management, an Independent Firm July 2010 - Present
The Corinthians January 2010 - September 2010
Janney Montgomery Scott LLC October 1998 - July 2010
NYS Northeastern Queens Nature and Historic Preserve Commission April 2005 - April 2009
The Bayside Historical Society 2001 - 2008
Skills
Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Strategic Financial..., Financial Advisory, Wealth, Securities, Portfolio Management, Financial Services, Series 7, Investment Advisory, Uniform Combined State..., Financial Planners, Insurance, Fixed Annuities, Asset Allocation, Alternative Investments, Estate Planning, IRAs, 401k, ETFs, Published Author, Series 63, Series 65, Experienced Sailor, Historical Restoration, Patriot, Series 24
Education
College for Financial Planning - University of Pennsylvania - The Wharton School 2008 — 2008
AWMA, financial planning, PASSED!
Queensborough Community College 1977 — 1978
business management
New York Wealth Management, an Independent Firm July 2010 - Present
The Corinthians January 2010 - September 2010
Janney Montgomery Scott LLC October 1998 - July 2010
NYS Northeastern Queens Nature and Historic Preserve Commission April 2005 - April 2009
The Bayside Historical Society 2001 - 2008
Skills
Wealth Management, Mutual Funds, Investment Strategies, Retirement, Investments, Strategic Financial..., Financial Advisory, Wealth, Securities, Portfolio Management, Financial Services, Series 7, Investment Advisory, Uniform Combined State..., Financial Planners, Insurance, Fixed Annuities, Asset Allocation, Alternative Investments, Estate Planning, IRAs, 401k, ETFs, Published Author, Series 63, Series 65, Experienced Sailor, Historical Restoration, Patriot, Series 24
Education
College for Financial Planning - University of Pennsylvania - The Wharton School 2008 — 2008
AWMA, financial planning, PASSED!
Queensborough Community College 1977 — 1978
business management
Ryan Wilson, CPA, CFP®'s Janney Montgomery Scott LLC Experience March 2009 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2009 - Present
A.G. Edwards & Sons, Inc. (now Wells Fargo Advisors) August 1999 - March 2009
PricewaterhouseCoopers September 1997 - August 1999
Price Waterhouse May 1996 - August 1996
Skills
Wealth Management, 401k, Investment Strategies, Estate Planning, Retirement, Retirement Planning, Retirement Income..., Pensions, Financial Advisory, Wealth, Small Business, Wealth Management..., Investments, Strategic Financial..., Investment Management, Financial Planners, Securities, Finance, Tax, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Fixed Annuities, Series 63, Series 65, ETFs, Financial Planning, Financial Analysis, Financial Services, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's of Science, Accounting
North Pocono High School
Janney Montgomery Scott LLC March 2009 - Present
A.G. Edwards & Sons, Inc. (now Wells Fargo Advisors) August 1999 - March 2009
PricewaterhouseCoopers September 1997 - August 1999
Price Waterhouse May 1996 - August 1996
Skills
Wealth Management, 401k, Investment Strategies, Estate Planning, Retirement, Retirement Planning, Retirement Income..., Pensions, Financial Advisory, Wealth, Small Business, Wealth Management..., Investments, Strategic Financial..., Investment Management, Financial Planners, Securities, Finance, Tax, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Fixed Annuities, Series 63, Series 65, ETFs, Financial Planning, Financial Analysis, Financial Services, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's of Science, Accounting
North Pocono High School
Trey Griffith Trey Griffith's Janney Montgomery Scott LLC Experience January 2014 - Present
Job Assistant Vice President/Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
Ameriprise Financial August 2008 - January 2014
JP Morgan Chase May 2004 - July 2008
Education
Mississippi College 1999 — 2003
Janney Montgomery Scott LLC January 2014 - Present
Ameriprise Financial August 2008 - January 2014
JP Morgan Chase May 2004 - July 2008
Education
Mississippi College 1999 — 2003
Mrunal Patel, CFP® Mrunal Patel, CFP®'s Janney Montgomery Scott LLC Experience November 2006 - February 2011
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2012 - Present
Janney Montgomery Scott January 2011 - December 2012
Janney Montgomery Scott LLC November 2006 - February 2011
Intersections Inc. September 2005 - November 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Equities, Education Funding, Series 63, Portfolio Management, Investments, Wealth Management, Asset Allocation, Separately Managed..., Investment Strategies, Financial Advisory, Retirement, Estate Planning, FINRA, ETFs, Asset Management, Bloomberg, 401k, Personal Financial..., Retirement Savings, IRAs, Wealth Accumulation, 401k Rollovers, Roth IRA, Options, 529 Plans, Uniform Combined State..., Series 65
Education
Georgetown University 2010 — 2010
Roanoke College 2001 — 2005
BBA, Business Administration
RBC Wealth Management December 2012 - Present
Janney Montgomery Scott January 2011 - December 2012
Janney Montgomery Scott LLC November 2006 - February 2011
Intersections Inc. September 2005 - November 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Equities, Education Funding, Series 63, Portfolio Management, Investments, Wealth Management, Asset Allocation, Separately Managed..., Investment Strategies, Financial Advisory, Retirement, Estate Planning, FINRA, ETFs, Asset Management, Bloomberg, 401k, Personal Financial..., Retirement Savings, IRAs, Wealth Accumulation, 401k Rollovers, Roth IRA, Options, 529 Plans, Uniform Combined State..., Series 65
Education
Georgetown University 2010 — 2010
Roanoke College 2001 — 2005
BBA, Business Administration
Jonell Walker Jonell Walker's Janney Montgomery Scott LLC Experience April 2013 - Present
Job Registered Private Client Assistant
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2013 - Present
York County Assistance Office, PA DPW February 2012 - September 2012
Ephrata Community Hospital August 2011 - February 2012
County of Lancaster, PA 1985 - 2009
Skills
Financial Services, Customer Service, Office Management, Writing, Budgets, Project Management, Coordinating Events, Facilities Management
Education
Franklin & Marshall College 1980 — 1984
Bachelor's degree, English, Minor in Economics
Janney Montgomery Scott LLC April 2013 - Present
York County Assistance Office, PA DPW February 2012 - September 2012
Ephrata Community Hospital August 2011 - February 2012
County of Lancaster, PA 1985 - 2009
Skills
Financial Services, Customer Service, Office Management, Writing, Budgets, Project Management, Coordinating Events, Facilities Management
Education
Franklin & Marshall College 1980 — 1984
Bachelor's degree, English, Minor in Economics
Angela Pandaleno's Janney Montgomery Scott LLC Experience November 2014 - Present
Job Investment Adviser Compliance Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Tim Moynihan, AAMS Tim Moynihan, AAMS's Janney Montgomery Scott LLC Experience March 2008 - Present
Job Executive Vice President at Janney Montgomery Scott, LLC Trusted Advisor For Generations
Industry Financial Services
Experience
Janney Montgomery Scott, LLC March 2008 - Present
Bear Stearns February 2006 - March 2008
Advest, Inc. April 1992 - February 2006
Skills
Estate Planning, Series 7, Series 63, Retirement Planning, Investments, Portfolio Management, Capital Markets, Finance, Small Business, Life Insurance, Wealth Management, Mutual Funds, Securities, Fixed Income, Strategic Financial..., Equities, Investment Management, Hedge Funds, ETFs, Asset Managment, Series 65, 401k, Asset Allocation, FINRA, Financial Services, Financial Planners, Investment Advisory, Retirement, Wealth Management..., Insurance, Asset Management
Education
Merrimack College 1984 — 1988
Bachelor Of Science, Finance, Andover, MA
Bridgeton Academy 1983 — 1984
Post Grad
Austin Prep 1979 — 1983
High school degree
Janney Montgomery Scott, LLC March 2008 - Present
Bear Stearns February 2006 - March 2008
Advest, Inc. April 1992 - February 2006
Skills
Estate Planning, Series 7, Series 63, Retirement Planning, Investments, Portfolio Management, Capital Markets, Finance, Small Business, Life Insurance, Wealth Management, Mutual Funds, Securities, Fixed Income, Strategic Financial..., Equities, Investment Management, Hedge Funds, ETFs, Asset Managment, Series 65, 401k, Asset Allocation, FINRA, Financial Services, Financial Planners, Investment Advisory, Retirement, Wealth Management..., Insurance, Asset Management
Education
Merrimack College 1984 — 1988
Bachelor Of Science, Finance, Andover, MA
Bridgeton Academy 1983 — 1984
Post Grad
Austin Prep 1979 — 1983
High school degree
Monica Marziani Monica Marziani's Janney Montgomery Scott LLC Experience April 2014 - September 2014
Job UX + UI Designer / Consultant
Industry Design
Experience
Freelance January 2011 - Present
Comcast - EveryBlock Project September 2014 - May 2015
Janney Montgomery Scott LLC April 2014 - September 2014
THE GAMUT 2011 - January 2013
I-SITE March 2008 - December 2010
EngineRoom November 2006 - February 2008
Skills
Web Design, Interaction Design, Logo Design, Art Direction, Illustration, User Interface Design, Creative Direction, Branding & Identity, Information Architecture, Mobile Design, Graphic Design, Mobile Applications, Information Design, Online Advertising, Web Application Design, Adobe Creative Suite, InVision Prototyping, User Experience, Illustrator, Usability
Education
Philadelphia University 2001 — 2003
BS, Graphic Design Communications
Indiana University of Pennsylvania 1998 — 2000
Studio Arts: Graphic Design and Fiber Arts
Freelance January 2011 - Present
Comcast - EveryBlock Project September 2014 - May 2015
Janney Montgomery Scott LLC April 2014 - September 2014
THE GAMUT 2011 - January 2013
I-SITE March 2008 - December 2010
EngineRoom November 2006 - February 2008
Skills
Web Design, Interaction Design, Logo Design, Art Direction, Illustration, User Interface Design, Creative Direction, Branding & Identity, Information Architecture, Mobile Design, Graphic Design, Mobile Applications, Information Design, Online Advertising, Web Application Design, Adobe Creative Suite, InVision Prototyping, User Experience, Illustrator, Usability
Education
Philadelphia University 2001 — 2003
BS, Graphic Design Communications
Indiana University of Pennsylvania 1998 — 2000
Studio Arts: Graphic Design and Fiber Arts
Sheikh Zakir Elahi's Janney Montgomery Scott LLC Experience August 1999 - August 2002
Job Managing Director Sunco Energy Group
Industry Political Organization
Experience
PMC OIL FIED SERVICES February 2012 - Present
SUNCO ENERGY GROUP January 2007 - Present
CWA Middle East February 2011 - Present
PAKISTAN STRATEGY FORUM February 2011 - Present
GLOBAL METIS GROUP January 2010 - Present
Pakistan Tehreek insaf May 2011 - December 2012
Adamson Brothers September 2002 - September 2006
Janney Montgomery Scott LLC August 1999 - August 2002
JOSEPTHTAL LYON AND ROSS April 1990 - July 1999
Skills
Management Consulting, Management, Mergers, Project Planning, International Relations, Leadership, Politics, Strategic Partnerships, Budgets, Policy, Venture Capital, Strategic Planning, Research, Investment Banking, Business Strategy, Project Management, Public Speaking, Team Building, Portfolio Management, Mergers & Acquisitions, Team Leadership, Entrepreneurship, Business Development, Team Management, Business Planning, Public Relations, Government, Negotiation, Change Management, Social Media, Finance, Reputation Management, Strategy, Energy, Analysis, Program Management, Start-ups, Organizational...
Education
Kansas State University 1984 — 1990
Accounting and Finance
CADET COLLEGE HASSAN ABDAL 1979 — 1984
FSC
PMC OIL FIED SERVICES February 2012 - Present
SUNCO ENERGY GROUP January 2007 - Present
CWA Middle East February 2011 - Present
PAKISTAN STRATEGY FORUM February 2011 - Present
GLOBAL METIS GROUP January 2010 - Present
Pakistan Tehreek insaf May 2011 - December 2012
Adamson Brothers September 2002 - September 2006
Janney Montgomery Scott LLC August 1999 - August 2002
JOSEPTHTAL LYON AND ROSS April 1990 - July 1999
Skills
Management Consulting, Management, Mergers, Project Planning, International Relations, Leadership, Politics, Strategic Partnerships, Budgets, Policy, Venture Capital, Strategic Planning, Research, Investment Banking, Business Strategy, Project Management, Public Speaking, Team Building, Portfolio Management, Mergers & Acquisitions, Team Leadership, Entrepreneurship, Business Development, Team Management, Business Planning, Public Relations, Government, Negotiation, Change Management, Social Media, Finance, Reputation Management, Strategy, Energy, Analysis, Program Management, Start-ups, Organizational...
Education
Kansas State University 1984 — 1990
Accounting and Finance
CADET COLLEGE HASSAN ABDAL 1979 — 1984
FSC
barbara terrone barbara terrone's Janney Montgomery Scott LLC Experience January 1981 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
SuperStud Building Products, Inc & Galaxy Metal Products December 2011 - Present
Janney Montgomery Scott January 1981 - March 2011
Janney Montgomery Scott, LLC January 1981 - March 2011
janney montgomery scott llc January 1981 - March 2011
Skills
Mutual Funds, DTC, Account Reconciliation, Securities, Bonds, Equities, FINRA, Back Office, Series 63, Trading, Banking, Settlement, Wealth Management, Options, Investment Advisory, Series 24, Retirement Planning, Capital Markets, Bloomberg, Alternative Investments, ETFs, Equity Trading, Estate Planning, Portfolio Management, Risk Management, Asset Allocation, Fixed Income, Investments, Asset Management, Fixed Annuities, Strategic Financial..., Investment Strategies, AML, Financial Services
Education
Kingsborough Community College
Liberal Arts
SuperStud Building Products, Inc & Galaxy Metal Products December 2011 - Present
Janney Montgomery Scott January 1981 - March 2011
Janney Montgomery Scott, LLC January 1981 - March 2011
janney montgomery scott llc January 1981 - March 2011
Skills
Mutual Funds, DTC, Account Reconciliation, Securities, Bonds, Equities, FINRA, Back Office, Series 63, Trading, Banking, Settlement, Wealth Management, Options, Investment Advisory, Series 24, Retirement Planning, Capital Markets, Bloomberg, Alternative Investments, ETFs, Equity Trading, Estate Planning, Portfolio Management, Risk Management, Asset Allocation, Fixed Income, Investments, Asset Management, Fixed Annuities, Strategic Financial..., Investment Strategies, AML, Financial Services
Education
Kingsborough Community College
Liberal Arts
Brian Plodizyn Brian Plodizyn's Janney Montgomery Scott LLC Experience 2005 - 2006
Job Corporate Compliance
Industry Financial Services
Experience
Edmund Optics September 2013 - Present
PNC June 2009 - December 2012
PNC June 2009 - December 2012
Vanguard February 2007 - May 2009
Wells Fargo 2005 - 2007
Janney Montgomery Scott LLC 2005 - 2006
Skills
Investments, Enviromental Compliance, ISO 14001, C-TPAT, Internal Audit, ISO 9000, OSHA, Value Stream Mapping, Lean Manufacturing, Quality Assurance, RoHS, 5S, Environmental..., Environmental Compliance, Hazardous Materials..., Manufacturing, Banking, Mutual Funds, Finance, Equities, Business Analysis, Financial Analysis, Hazardous Materials, Conflcit Minerals, Business Strategy, Strategic Financial..., Business Continuity, Disaster Recovery
Education
Penn State University 2015 — 2017
Masters Supply Chain Management, Logistics, Materials, and Supply Chain Management
Rosemont College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.9
Moravian College 2000 — 2004
Bachelor of Arts (B.A.), Finance
Haddonfield High School
Edmund Optics September 2013 - Present
PNC June 2009 - December 2012
PNC June 2009 - December 2012
Vanguard February 2007 - May 2009
Wells Fargo 2005 - 2007
Janney Montgomery Scott LLC 2005 - 2006
Skills
Investments, Enviromental Compliance, ISO 14001, C-TPAT, Internal Audit, ISO 9000, OSHA, Value Stream Mapping, Lean Manufacturing, Quality Assurance, RoHS, 5S, Environmental..., Environmental Compliance, Hazardous Materials..., Manufacturing, Banking, Mutual Funds, Finance, Equities, Business Analysis, Financial Analysis, Hazardous Materials, Conflcit Minerals, Business Strategy, Strategic Financial..., Business Continuity, Disaster Recovery
Education
Penn State University 2015 — 2017
Masters Supply Chain Management, Logistics, Materials, and Supply Chain Management
Rosemont College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.9
Moravian College 2000 — 2004
Bachelor of Arts (B.A.), Finance
Haddonfield High School
Jeanne Mark's Janney Montgomery Scott LLC Experience February 2014 - Present
Job HR Benefits Coordinator at Janney Montgomery Scott
Industry Human Resources
Experience
Janney Montgomery Scott LLC February 2014 - Present
Free Library of Philadelphia Foundation December 2013 - March 2014
Janney Montgomery Scott LLC November 2013 - February 2014
The Reliable Companies August 2013 - December 2013
Free Library of Philadelphia Foundation September 2009 - December 2013
Free Library of Philadelphia Foundation August 2007 - August 2009
Skills
Training, Public Speaking, Leadership, Human Resources, Curriculum Design, Microsoft Office, Microsoft Excel, Management, Customer Service, Recruiting, Staff Development, Leadership Development, Time Management, Employee Benefits, Teamwork, Project Management
Education
Temple University
Bachelors of Business Administration, Human Resources Management, Minor in Chinese, 3.83 GPA
Fudan University
International Summer Program, 4.0 GPA
Central High School
Janney Montgomery Scott LLC February 2014 - Present
Free Library of Philadelphia Foundation December 2013 - March 2014
Janney Montgomery Scott LLC November 2013 - February 2014
The Reliable Companies August 2013 - December 2013
Free Library of Philadelphia Foundation September 2009 - December 2013
Free Library of Philadelphia Foundation August 2007 - August 2009
Skills
Training, Public Speaking, Leadership, Human Resources, Curriculum Design, Microsoft Office, Microsoft Excel, Management, Customer Service, Recruiting, Staff Development, Leadership Development, Time Management, Employee Benefits, Teamwork, Project Management
Education
Temple University
Bachelors of Business Administration, Human Resources Management, Minor in Chinese, 3.83 GPA
Fudan University
International Summer Program, 4.0 GPA
Central High School
Andrea Bonner Andrea Bonner's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job Student at James Madison University
Industry Financial Services
Experience
44 Business Capital, LLC June 2015 - August 2015
Janney Montgomery Scott LLC June 2014 - August 2014
H&S Business Partners June 2011 - May 2014
Skills
Access, Financial Accounting, Microsoft Word, PowerPoint, Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Financial Modeling, General Ledger, Accounts Payable, Finance, Account Reconciliation, Accounts Receivable, Time Management, Teamwork, Spreadsheets, Bookkeeping, Microsoft Office
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
James Madison University 2012 — 2016
BBA of Finance, Finance, General
44 Business Capital, LLC June 2015 - August 2015
Janney Montgomery Scott LLC June 2014 - August 2014
H&S Business Partners June 2011 - May 2014
Skills
Access, Financial Accounting, Microsoft Word, PowerPoint, Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Financial Modeling, General Ledger, Accounts Payable, Finance, Account Reconciliation, Accounts Receivable, Time Management, Teamwork, Spreadsheets, Bookkeeping, Microsoft Office
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
James Madison University 2012 — 2016
BBA of Finance, Finance, General
Matthew R. Mazza's Janney Montgomery Scott LLC Experience June 2012 - June 2014
Job Assistant City Treasurer Executive Director of the Sinking Fund Commission at City of Philadelphia
Industry Government Administration
Experience
City of Philadelphia July 2015 - Present
Daimler AG July 2014 - July 2015
Janney Montgomery Scott LLC June 2012 - June 2014
Bloomberg LP March 2010 - May 2012
Skills
Fixed Income, Bloomberg Terminal, Treasury, Municipal Bonds, Portfolio Management, MBS, ABS, CMBS, Fixed Income Strategies, Credit Derivatives, Hedging, Mortgage Trading, Interest Rate..., Interest Rate Swaps, Commercial Paper, Debt & Equity Financing
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business
City of Philadelphia July 2015 - Present
Daimler AG July 2014 - July 2015
Janney Montgomery Scott LLC June 2012 - June 2014
Bloomberg LP March 2010 - May 2012
Skills
Fixed Income, Bloomberg Terminal, Treasury, Municipal Bonds, Portfolio Management, MBS, ABS, CMBS, Fixed Income Strategies, Credit Derivatives, Hedging, Mortgage Trading, Interest Rate..., Interest Rate Swaps, Commercial Paper, Debt & Equity Financing
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Emil J Jutrowski Emil J Jutrowski's Janney Montgomery Scott LLC Experience January 2001 - June 2001
Job Senior Vice President at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Nelson Mack Nelson Mack's Janney Montgomery Scott LLC Experience August 2015 - Present
Job Financial Advisor Trainee at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2015 - Present
Complete Payroll Resources Inc. 2007 - 2015
Skills
Sales, CRM, Cold Calling, Data Analysis, Account Management, Business Development, Microsoft Excel, Payroll, Investments
Education
Penn State University 2007 — 2012
Bachelor of Science (BS), Accounting
Janney Montgomery Scott LLC August 2015 - Present
Complete Payroll Resources Inc. 2007 - 2015
Skills
Sales, CRM, Cold Calling, Data Analysis, Account Management, Business Development, Microsoft Excel, Payroll, Investments
Education
Penn State University 2007 — 2012
Bachelor of Science (BS), Accounting
Katharine Thompson's Janney Montgomery Scott LLC Experience August 2006 - March 2013
Job Relationship Specialist
Industry Market Research
Experience
Forrester Research May 2015 - Present
Forrester Research 2013 - Present
Financial Investments August 2006 - March 2013
Janney Montgomery Scott, LLC August 2006 - March 2013
World Savings Bank April 2005 - August 2006
Wachovia, formally World Savings 2005 - 2006
Nordstrom May 2001 - May 2004
Nordstrom, Woodland Hills CA, Broomfield CO May 2001 - May 2004
EXPRESS October 2000 - May 2001
Woodland Hills, CA Marriot June 2000 - November 2000
Skills
Customer Relations, Microsoft Office, Word, Excel, PowerPoint, Administrative Support, Internal Communications, Administrative...
Education
Rollins College 1996 — 2000
BA, Communications
Rollins College 1996 — 2000
B.A, Communicative Cultural Linguistics
Tabor Academy 1992 — 1996
H.S. Diploma
Forrester Research May 2015 - Present
Forrester Research 2013 - Present
Financial Investments August 2006 - March 2013
Janney Montgomery Scott, LLC August 2006 - March 2013
World Savings Bank April 2005 - August 2006
Wachovia, formally World Savings 2005 - 2006
Nordstrom May 2001 - May 2004
Nordstrom, Woodland Hills CA, Broomfield CO May 2001 - May 2004
EXPRESS October 2000 - May 2001
Woodland Hills, CA Marriot June 2000 - November 2000
Skills
Customer Relations, Microsoft Office, Word, Excel, PowerPoint, Administrative Support, Internal Communications, Administrative...
Education
Rollins College 1996 — 2000
BA, Communications
Rollins College 1996 — 2000
B.A, Communicative Cultural Linguistics
Tabor Academy 1992 — 1996
H.S. Diploma
Norm Nelson Norm Nelson's Janney Montgomery Scott LLC Experience May 1987 - May 1989
Job Senior Vice President, Investments, Nelson Wealth Managers of Raymond James http://raymondjames.com/nelsonwealthmanagers
Industry Financial Services
Experience
Nelson Wealth Managers of Raymond James May 2002 - Present
Credit Suisse (Donaldson Lufkin Jenrette) May 1996 - April 2002
Prudential Bache Securities May 1989 - May 1996
Janney Montgomery Scott LLC May 1987 - May 1989
Reliance Insurance Company September 1985 - April 1987
Deloitte September 1983 - September 1985
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Series 63, Estate Planning, Financial Services, Strategic Financial..., Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Retirement, Wealth, Management
Education
Penn State University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Nelson Wealth Managers of Raymond James May 2002 - Present
Credit Suisse (Donaldson Lufkin Jenrette) May 1996 - April 2002
Prudential Bache Securities May 1989 - May 1996
Janney Montgomery Scott LLC May 1987 - May 1989
Reliance Insurance Company September 1985 - April 1987
Deloitte September 1983 - September 1985
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Series 63, Estate Planning, Financial Services, Strategic Financial..., Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Retirement, Wealth, Management
Education
Penn State University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Ava Lichauco Ava Lichauco's Janney Montgomery Scott LLC Experience June 2015 - August 2015
Job Capital Markets Intern at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Prospect Research, Institutional Advancement September 2012 - Present
Janney Montgomery Scott LLC June 2015 - August 2015
Elsevier May 2014 - August 2014
The Illuminated Cities Project June 2013 - August 2013
Skills
SPSS, Statistics, Stata, Spanish, Economics, Qualitative Research, Quantitative Analytics, R, Quantitative Research, Fundraising, Econometrics, Critical Thinking, Community Outreach, Blogging, Nonprofits, Market Research, Mathematica, Microsoft Office, Marketing Strategy
Education
Haverford College 2012 — 2016
Bachelor's Degree, Mathematics, Mathematical Economics
Budapest Semesters in Mathematics 2014 — 2015
Study Abroad in Budapest, Hungary (September 2014-December 2014), Mathematics
Bayonne High School 2008 — 2012
Prospect Research, Institutional Advancement September 2012 - Present
Janney Montgomery Scott LLC June 2015 - August 2015
Elsevier May 2014 - August 2014
The Illuminated Cities Project June 2013 - August 2013
Skills
SPSS, Statistics, Stata, Spanish, Economics, Qualitative Research, Quantitative Analytics, R, Quantitative Research, Fundraising, Econometrics, Critical Thinking, Community Outreach, Blogging, Nonprofits, Market Research, Mathematica, Microsoft Office, Marketing Strategy
Education
Haverford College 2012 — 2016
Bachelor's Degree, Mathematics, Mathematical Economics
Budapest Semesters in Mathematics 2014 — 2015
Study Abroad in Budapest, Hungary (September 2014-December 2014), Mathematics
Bayonne High School 2008 — 2012
Matthew Pearse Matthew Pearse's Janney Montgomery Scott LLC Experience May 2015 - August 2015
Job Student at Muhlenberg College
Industry Financial Services
Experience
Muhlenberg College September 2013 - Present
Janney Montgomery Scott LLC May 2015 - August 2015
Casa Guadalupe Education Center May 2014 - August 2014
Skills
Microsoft Word, Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership
Education
Muhlenberg College 2012 — 2016
International Relations
Florence University of the Arts 2014 — 2014
Springfield High School 2008 — 2012
Muhlenberg College September 2013 - Present
Janney Montgomery Scott LLC May 2015 - August 2015
Casa Guadalupe Education Center May 2014 - August 2014
Skills
Microsoft Word, Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership
Education
Muhlenberg College 2012 — 2016
International Relations
Florence University of the Arts 2014 — 2014
Springfield High School 2008 — 2012
Ryan M. Connors Ryan M. Connors's Janney Montgomery Scott LLC Experience March 2010 - December 2014
Job Managing Director Boenning & Scattergood, Inc.
Industry Capital Markets
Experience
Boenning & Scattergood, Inc. January 2015 - Present
Janney Montgomery Scott LLC March 2010 - December 2014
Boenning & Scattergood, Inc. March 2006 - March 2010
Janney Montgomery Scott LLC 2003 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Equities, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Hedge Funds, Fixed Income, Alternative Investments
Education
Georgetown University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Boenning & Scattergood, Inc. January 2015 - Present
Janney Montgomery Scott LLC March 2010 - December 2014
Boenning & Scattergood, Inc. March 2006 - March 2010
Janney Montgomery Scott LLC 2003 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Equities, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Hedge Funds, Fixed Income, Alternative Investments
Education
Georgetown University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Ruben Juarez's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Student/Investor
Industry Investment Banking
Experience
Bloomberg LP July 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders July 2015 - Present
Janney Montgomery Scott LLC January 2015 - Present
Mitchell & Titus, LLP an Ernst & Young member firm June 2014 - August 2014
Schmitz' Home August 2012 - May 2014
Outback Steakhouse August 2009 - September 2013
American Pool, Westchester June 2011 - August 2011
Boulder Creek Steakhouse January 2008 - October 2008
Skills
Accounting, Customer Service, PowerPoint, Microsoft Office, Management, Microsoft Excel, Time Management, Investments, Cpr Certified, Sales, Microsoft Word, Economics, Facebook, Team Leadership, Calculus, Customer Satisfaction, Outlook, Financial Modeling, Finance, Public Finance
Education
Fordham Gabelli School of Business 2014 — 2015
Master of Science (M.S.), Global Finance, 3.71 out of 4.0
City University of New York-Herbert H. Lehman College 2010 — 2014
Bachelor's degree, Accounting, 3.83 out 4.00
Bloomberg LP July 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders July 2015 - Present
Janney Montgomery Scott LLC January 2015 - Present
Mitchell & Titus, LLP an Ernst & Young member firm June 2014 - August 2014
Schmitz' Home August 2012 - May 2014
Outback Steakhouse August 2009 - September 2013
American Pool, Westchester June 2011 - August 2011
Boulder Creek Steakhouse January 2008 - October 2008
Skills
Accounting, Customer Service, PowerPoint, Microsoft Office, Management, Microsoft Excel, Time Management, Investments, Cpr Certified, Sales, Microsoft Word, Economics, Facebook, Team Leadership, Calculus, Customer Satisfaction, Outlook, Financial Modeling, Finance, Public Finance
Education
Fordham Gabelli School of Business 2014 — 2015
Master of Science (M.S.), Global Finance, 3.71 out of 4.0
City University of New York-Herbert H. Lehman College 2010 — 2014
Bachelor's degree, Accounting, 3.83 out 4.00
Cassandra Kaiser's Janney Montgomery Scott LLC Experience December 2008 - May 2009
Job International Business Process Analyst at Teracore, Inc.
Industry Management Consulting
Experience
Teracore, Inc. April 2015 - Present
Chadbourne & Parke LLP March 2014 - March 2015
Robert Half Legal September 2013 - March 2014
Weil Gotshal and Manges October 2012 - September 2013
Woodley & McGillivary August 2011 - September 2012
Woodley & McGillivary July 2010 - September 2011
Woodley & McGillivary February 2010 - July 2010
Paradigm Companies May 2009 - January 2010
Janney Montgomery Scott LLC December 2008 - May 2009
Lycoming College August 2008 - May 2009
Skills
Customer Relations, Databases, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Research, Client Liaison, Legal Writing, Microsoft Office, Legal Research, Editing, Social Media, Data Entry, Administrative..., Public Speaking, Case Managment, Westlaw, Legal Documents, Lexis, Adobe Acrobat, Data Analysis, Client Relations Skills, Spreadsheets, Summation iBlaze, Filezilla, Marketing, Employment Law, Customer Service, Intellectual Property, Legal Assistance, Leadership, Courts, Analysis, Patents, Time Management, Document Review, Litigation Support, Management, Litigation, Administrative...
Education
Lycoming College 2005 — 2009
BA, Business and Communictions
Emmaus High School
Teracore, Inc. April 2015 - Present
Chadbourne & Parke LLP March 2014 - March 2015
Robert Half Legal September 2013 - March 2014
Weil Gotshal and Manges October 2012 - September 2013
Woodley & McGillivary August 2011 - September 2012
Woodley & McGillivary July 2010 - September 2011
Woodley & McGillivary February 2010 - July 2010
Paradigm Companies May 2009 - January 2010
Janney Montgomery Scott LLC December 2008 - May 2009
Lycoming College August 2008 - May 2009
Skills
Customer Relations, Databases, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Research, Client Liaison, Legal Writing, Microsoft Office, Legal Research, Editing, Social Media, Data Entry, Administrative..., Public Speaking, Case Managment, Westlaw, Legal Documents, Lexis, Adobe Acrobat, Data Analysis, Client Relations Skills, Spreadsheets, Summation iBlaze, Filezilla, Marketing, Employment Law, Customer Service, Intellectual Property, Legal Assistance, Leadership, Courts, Analysis, Patents, Time Management, Document Review, Litigation Support, Management, Litigation, Administrative...
Education
Lycoming College 2005 — 2009
BA, Business and Communictions
Emmaus High School
Candace Goldstein-Lefebvre Candace Goldstein-Lefebvre's Janney Montgomery Scott LLC Experience October 2007 - Present
Job Continuing Education Program Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2007 - Present
Janney Montgomery Scott LLC November 2000 - October 2007
Janney Montgomery Scott LLC November 1995 - November 2000
Skills
Training, Customer Service, Investments, Wealth Management, Financial Services, Securities, Strategic Planning, Leadership, Series 7, Risk Management, E-Learning, Learning Management..., Professional Learning...
Education
Penn State University 1991 — 1995
Bachelor's Degree, Labor and Employment Relations with a Focus on Human Resource Management
Janney Montgomery Scott LLC October 2007 - Present
Janney Montgomery Scott LLC November 2000 - October 2007
Janney Montgomery Scott LLC November 1995 - November 2000
Skills
Training, Customer Service, Investments, Wealth Management, Financial Services, Securities, Strategic Planning, Leadership, Series 7, Risk Management, E-Learning, Learning Management..., Professional Learning...
Education
Penn State University 1991 — 1995
Bachelor's Degree, Labor and Employment Relations with a Focus on Human Resource Management
Nareg Khoshafian Nareg Khoshafian's Janney Montgomery Scott LLC Experience June 2014 - January 2015
Job Contractor at Endeavour Partners
Industry Consumer Electronics
Experience
Endeavour Partners February 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
MarketPsych May 2013 - June 2014
Kaprealian Investment Group May 2013 - July 2013
Massachusetts Small Business Development Center August 2012 - December 2012
Katrina Relief Urban Plunge December 2010 - February 2011
Skills
Economics, Financial Analysis, Financial Modeling, Data Analysis, Research, Stata, PowerPoint, Econometrics, Microsoft Excel, Microsoft Office, Macroeconomics, Statistics, Economic Research, JavaScript, Node.js, MongoDB
Education
Free Code Camp 2015 — 2016
Computer Software Engineering
University of Massachusetts, Amherst
College of Social & Behavioral Science, Economics
Endeavour Partners February 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
MarketPsych May 2013 - June 2014
Kaprealian Investment Group May 2013 - July 2013
Massachusetts Small Business Development Center August 2012 - December 2012
Katrina Relief Urban Plunge December 2010 - February 2011
Skills
Economics, Financial Analysis, Financial Modeling, Data Analysis, Research, Stata, PowerPoint, Econometrics, Microsoft Excel, Microsoft Office, Macroeconomics, Statistics, Economic Research, JavaScript, Node.js, MongoDB
Education
Free Code Camp 2015 — 2016
Computer Software Engineering
University of Massachusetts, Amherst
College of Social & Behavioral Science, Economics
Frank Cusimano Jr., CFA Frank Cusimano Jr., CFA's Janney Montgomery Scott LLC Experience May 2008 - July 2010
Job Treasury Manager at The Dow Chemical Company
Industry Financial Services
Experience
The Dow Chemical Company June 2014 - Present
The Dow Chemical Company July 2012 - May 2014
The Dow Chemical Company May 2011 - August 2011
Janney Montgomery Scott LLC May 2008 - July 2010
Janney Montgomery Scott LLC November 2006 - May 2008
Skills
Account Reconciliation, Financial Analysis, Financial Modeling, Equities, Valuation, Corporate Finance, Investments, Finance, Data Analysis, Fixed Income, Bloomberg, Analysis, Internal Audit, Process Improvement, Strategic Financial..., Trading, Accounting, Portfolio Management, Financial Services, Credit Risk, Asset Management, Capital Markets, Wealth Management, Investment Banking, Financial Reporting, Credit
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Double Major: Finance & Accounting
Montclair State University 2003 — 2005
Bachelor's Degree, Double Major: Finance & Business Economics
Middlesex County College 2001 — 2003
Associate of Science, Mathematics
The Dow Chemical Company June 2014 - Present
The Dow Chemical Company July 2012 - May 2014
The Dow Chemical Company May 2011 - August 2011
Janney Montgomery Scott LLC May 2008 - July 2010
Janney Montgomery Scott LLC November 2006 - May 2008
Skills
Account Reconciliation, Financial Analysis, Financial Modeling, Equities, Valuation, Corporate Finance, Investments, Finance, Data Analysis, Fixed Income, Bloomberg, Analysis, Internal Audit, Process Improvement, Strategic Financial..., Trading, Accounting, Portfolio Management, Financial Services, Credit Risk, Asset Management, Capital Markets, Wealth Management, Investment Banking, Financial Reporting, Credit
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Double Major: Finance & Accounting
Montclair State University 2003 — 2005
Bachelor's Degree, Double Major: Finance & Business Economics
Middlesex County College 2001 — 2003
Associate of Science, Mathematics
Joe Livoti Joe Livoti's Janney Montgomery Scott LLC Experience January 2005 - Present
Job First Vice President Wealth Management at Janney Montgomery Scott LLC
Industry
Experience
Janney Montgomery Scott LLC January 2005 - Present
Wachovia Securities Financial Network July 2003 - July 2005
Prudential Financial January 1984 - July 2003
Skills
Wealth Management, Finance, Financial Planning, Microsoft Excel, Management, Retirement Planning, Investments, Microsoft Office
Education
Hofstra University
Master of Business Administration (M.B.A.)
Janney Montgomery Scott LLC January 2005 - Present
Wachovia Securities Financial Network July 2003 - July 2005
Prudential Financial January 1984 - July 2003
Skills
Wealth Management, Finance, Financial Planning, Microsoft Excel, Management, Retirement Planning, Investments, Microsoft Office
Education
Hofstra University
Master of Business Administration (M.B.A.)
Alan M. Rhode, CFP®'s Janney Montgomery Scott LLC Experience April 2011 - September 2013
Job Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Kyle Sjarif Kyle Sjarif's Janney Montgomery Scott LLC Experience September 2009 - December 2009
Job
Industry Retail
Experience
Alton Lane May 2014 - Present
Alton Lane May 2013 - April 2014
Alton Lane August 2012 - May 2013
Alton Lane June 2012 - August 2012
AXA Advisors June 2011 - May 2012
Janney Montgomery Scott LLC September 2009 - December 2009
AIA Financial June 2009 - August 2009
The Transcript January 2008 - May 2009
Delaware Gazette September 2008 - December 2008
Skills
Risk Management, Series 7, Finance, Journalism, Analysis, Uniform Combined State..., Editing, Management, International Logistics, Securities, Investigative Reporting, Logistics, Inventory Management, Gerber Accumark, NetSuite, Supply Chain Management, Leadership, Social Media, Public Speaking, Operations, Magento, Project Management, Technology Start-up, Supply Chain Operations, UPS Systems, Process Improvement, Operations Management, Project Planning, Demand Forecasting, Logistics Management, ERP, Microsoft Office, PowerPoint, Research, Microsoft Word
Education
Ohio Wesleyan University 2007 — 2011
B.A, Economics and Journalism
Jakarta International School 2005 — 2007
International Baccalaureate
Alton Lane May 2014 - Present
Alton Lane May 2013 - April 2014
Alton Lane August 2012 - May 2013
Alton Lane June 2012 - August 2012
AXA Advisors June 2011 - May 2012
Janney Montgomery Scott LLC September 2009 - December 2009
AIA Financial June 2009 - August 2009
The Transcript January 2008 - May 2009
Delaware Gazette September 2008 - December 2008
Skills
Risk Management, Series 7, Finance, Journalism, Analysis, Uniform Combined State..., Editing, Management, International Logistics, Securities, Investigative Reporting, Logistics, Inventory Management, Gerber Accumark, NetSuite, Supply Chain Management, Leadership, Social Media, Public Speaking, Operations, Magento, Project Management, Technology Start-up, Supply Chain Operations, UPS Systems, Process Improvement, Operations Management, Project Planning, Demand Forecasting, Logistics Management, ERP, Microsoft Office, PowerPoint, Research, Microsoft Word
Education
Ohio Wesleyan University 2007 — 2011
B.A, Economics and Journalism
Jakarta International School 2005 — 2007
International Baccalaureate
Junaid Zubair Junaid Zubair's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job Business Associate at The Harvard Crimson
Industry
Experience
The Harvard Half Asian Program Association September 2015 - Present
The Harvard Crimson February 2015 - Present
Harvard Financial Analyst Club February 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
Police Athletic League June 2011 - August 2011
Boys and Girls Clubs of America June 2011 - August 2011
Education
Harvard University 2014 — 2018
Libera Università di Lingue e Comunicazione IULM 2015 — 2015
Atlantic City High School 2010 — 2014
NJ Governor's School of Engineering and Technology 2013 — 2013
The Harvard Half Asian Program Association September 2015 - Present
The Harvard Crimson February 2015 - Present
Harvard Financial Analyst Club February 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
Police Athletic League June 2011 - August 2011
Boys and Girls Clubs of America June 2011 - August 2011
Education
Harvard University 2014 — 2018
Libera Università di Lingue e Comunicazione IULM 2015 — 2015
Atlantic City High School 2010 — 2014
NJ Governor's School of Engineering and Technology 2013 — 2013
Aissatou Ndao, MBA's Janney Montgomery Scott LLC Experience April 1996 - September 1998
Job Higher education
Industry Higher Education
Experience
Mercy College 2015 - Present
Self-employed 2003 - 2014
Societe Generale Corporate and Investment Banking - SGCIB September 1998 - October 2003
Janney Montgomery Scott LLC April 1996 - September 1998
Skills
Fidessa, Marketing, Interpreting, Management, Entrepreneurship, Outlook, Negotiation, International Business, Sales, Leadership, Trade Finance, US Equities, Higher Education, Trade Shows, Import Export, Operations Management, Customer Service, Corporate Communications, Interior Design, Design, Sales Operations, Elementary Education, Taskstream, Public Relations, Research, Corporate Finance, International Sales, Administrative..., Long-term Customer..., Customer Satisfaction, Training, Marketing Strategy, Inventory Management, Sales Management, Finance, Simultaneous..., Inventory Control, Inventory Planning, Inventory Analysis, Business Strategy, Small Business, Retail Sales, Consecutive..., Public Speaking
Education
Mercy College 2014 — 2015
Master of Business Administration (M.B.A.), International Business
CUNY Bernard Baruch College 1997 — 1999
Bachelor’s Degree, Bachelor of Business Administration, Corporate Communications
Mercy College 2015 - Present
Self-employed 2003 - 2014
Societe Generale Corporate and Investment Banking - SGCIB September 1998 - October 2003
Janney Montgomery Scott LLC April 1996 - September 1998
Skills
Fidessa, Marketing, Interpreting, Management, Entrepreneurship, Outlook, Negotiation, International Business, Sales, Leadership, Trade Finance, US Equities, Higher Education, Trade Shows, Import Export, Operations Management, Customer Service, Corporate Communications, Interior Design, Design, Sales Operations, Elementary Education, Taskstream, Public Relations, Research, Corporate Finance, International Sales, Administrative..., Long-term Customer..., Customer Satisfaction, Training, Marketing Strategy, Inventory Management, Sales Management, Finance, Simultaneous..., Inventory Control, Inventory Planning, Inventory Analysis, Business Strategy, Small Business, Retail Sales, Consecutive..., Public Speaking
Education
Mercy College 2014 — 2015
Master of Business Administration (M.B.A.), International Business
CUNY Bernard Baruch College 1997 — 1999
Bachelor’s Degree, Bachelor of Business Administration, Corporate Communications
Andrew Heard Andrew Heard's Janney Montgomery Scott LLC Experience October 1989 - January 1994
Job Director of IT at Desert Mountain Club
Industry Hospitality
Experience
Desert Mountain Club July 2000 - Present
The Phoenician Resort October 1996 - June 2000
Jostens Learning January 1994 - September 1996
Janney Montgomery Scott LLC October 1989 - January 1994
Skills
Budgets, Management, Strategic Planning, Leadership, Team Building, Marketing, Hospitality Industry, Hotels, Event Management, Information Security, Microsoft Office, Microsoft Excel, Financial Reporting, Project Management, Troubleshooting, Accounting, Security, Training, Customer Service
Education
La Salle University 1987 — 1989
BS, Accounting
Desert Mountain Club July 2000 - Present
The Phoenician Resort October 1996 - June 2000
Jostens Learning January 1994 - September 1996
Janney Montgomery Scott LLC October 1989 - January 1994
Skills
Budgets, Management, Strategic Planning, Leadership, Team Building, Marketing, Hospitality Industry, Hotels, Event Management, Information Security, Microsoft Office, Microsoft Excel, Financial Reporting, Project Management, Troubleshooting, Accounting, Security, Training, Customer Service
Education
La Salle University 1987 — 1989
BS, Accounting
Christopher Whitcomb Christopher Whitcomb's Janney Montgomery Scott LLC Experience December 2012 - January 2014
Job Executive Director Equity Capital Markets at Oppenheimer & Co. Inc.
Industry Computer Software
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Lake Street Capital Markets, LLC March 2015 - August 2015
iamSecure Online, Inc January 2014 - February 2015
Janney Montgomery Scott LLC December 2012 - January 2014
ThinkEquity LLC January 2003 - October 2012
Skills
Equity Research, Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Corporate Development, Private Equity, Series 7, Investments, Financial Modeling, Venture Capital, Bloomberg, Asset Management, Securities, Alternative Investments, Private Placements
Education
Lawrence University 1984 — 1988
Bachelor's degree, Economics
Oppenheimer & Co. Inc. August 2015 - Present
Lake Street Capital Markets, LLC March 2015 - August 2015
iamSecure Online, Inc January 2014 - February 2015
Janney Montgomery Scott LLC December 2012 - January 2014
ThinkEquity LLC January 2003 - October 2012
Skills
Equity Research, Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Corporate Development, Private Equity, Series 7, Investments, Financial Modeling, Venture Capital, Bloomberg, Asset Management, Securities, Alternative Investments, Private Placements
Education
Lawrence University 1984 — 1988
Bachelor's degree, Economics
Luli Rachel Chandra's Janney Montgomery Scott LLC Experience September 1999 - June 2000
Job Membership Development Manager at ChenMed
Industry Hospital & Health Care
Experience
ChenMed February 2015 - Present
Health Exchange Agency & AIA Direct, Inc. October 2013 - February 2015
Colonial Life & Aflac June 2012 - September 2013
TMS YOGA May 2012 - June 2012
TheraPeeds, Inc. August 2007 - April 2012
BrainWoRx, Inc. & Children's Hearing Associates March 2007 - July 2008
Pure Yoga Studio September 2003 - February 2007
Janney Montgomery Scott, LLC September 1999 - June 2000
Loretta Ciraldo, MD March 1999 - August 1999
Michael Weiner, MD February 1989 - July 1998
Skills
Healthcare, Health Insurance, Employee Benefits, Disability Insurance, Team Building, Voluntary Employee..., Medical Practice..., Surgical Scheduling, Entrepreneurship, Leadership Development, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CRM Databases, Blogging, Customer Service, Management, Marketing Strategy, Public Speaking, Sales, Life Insurance, Medicare, New Business Development
Education
Miami Dade College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
ChenMed February 2015 - Present
Health Exchange Agency & AIA Direct, Inc. October 2013 - February 2015
Colonial Life & Aflac June 2012 - September 2013
TMS YOGA May 2012 - June 2012
TheraPeeds, Inc. August 2007 - April 2012
BrainWoRx, Inc. & Children's Hearing Associates March 2007 - July 2008
Pure Yoga Studio September 2003 - February 2007
Janney Montgomery Scott, LLC September 1999 - June 2000
Loretta Ciraldo, MD March 1999 - August 1999
Michael Weiner, MD February 1989 - July 1998
Skills
Healthcare, Health Insurance, Employee Benefits, Disability Insurance, Team Building, Voluntary Employee..., Medical Practice..., Surgical Scheduling, Entrepreneurship, Leadership Development, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CRM Databases, Blogging, Customer Service, Management, Marketing Strategy, Public Speaking, Sales, Life Insurance, Medicare, New Business Development
Education
Miami Dade College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Kyle Giordano Kyle Giordano's Janney Montgomery Scott LLC Experience July 2013 - August 2013
Job Intern at Teksystems
Industry
Experience
TEKsystems June 2015 - Present
A.J. Dwoskin & Associates May 2014 - August 2014
Janney Montgomery Scott LLC July 2013 - August 2013
Skills
Sales, Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Public Speaking, Leases, Negotiation, Time Management, Access
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
TEKsystems June 2015 - Present
A.J. Dwoskin & Associates May 2014 - August 2014
Janney Montgomery Scott LLC July 2013 - August 2013
Skills
Sales, Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Public Speaking, Leases, Negotiation, Time Management, Access
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Donald Bennett Donald Bennett's Janney Montgomery Scott LLC Experience April 2005 - June 2009
Job Financial Regulatory Compliance Officer
Industry Financial Services
Experience
BNY Mellon July 2012 - June 2014
Ameriprise Financial Services, Inc. July 2009 - July 2012
Janney Montgomery Scott LLC April 2005 - June 2009
Parker/Hunter Inc. January 2002 - March 2005
Parker/Hunter Inc. March 2000 - December 2001
Skills
Compliance, Finance, Securities, Mutual Funds, Investments, Strategic Financial..., Risk Management, Financial Analysis, Asset Management, Financial Risk, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions
Education
Robert Morris University 1998 — 2001
Bachelor's degree, Accounting and Finance, Graduated Magna Cum Laude, GPA: 3.76/4.0
BNY Mellon July 2012 - June 2014
Ameriprise Financial Services, Inc. July 2009 - July 2012
Janney Montgomery Scott LLC April 2005 - June 2009
Parker/Hunter Inc. January 2002 - March 2005
Parker/Hunter Inc. March 2000 - December 2001
Skills
Compliance, Finance, Securities, Mutual Funds, Investments, Strategic Financial..., Risk Management, Financial Analysis, Asset Management, Financial Risk, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions
Education
Robert Morris University 1998 — 2001
Bachelor's degree, Accounting and Finance, Graduated Magna Cum Laude, GPA: 3.76/4.0
Napoleon C. Birch Jr.'s Janney Montgomery Scott LLC Experience February 1993 - March 1995
Job FINANCE / INVESTMENT BANKING / INSURANCE / CHARITABLE GIFTS
Industry Financial Services
Experience
VillageDirect.Org January 2007 - September 2011
Self Employed September 2001 - December 2007
Global 2000 (2010) International August 2005 - July 2007
Pryor Counts & Co Inc. January 2002 - May 2002
National Life of Vermont (National Life Insurance Company) April 1997 - September 2001
Investacorp, Inc. March 1995 - September 2001
Janney Montgomery Scott, LLC February 1993 - March 1995
First Albany Corporation (Broadpoint) January 1991 - February 1993
McLaughlin, Piven, Vogel Securities, Inc. January 1989 - December 1990
Education
SABBATICAL JOURNEY 2011 — 2015
Self Education - Life
Penn State University 1984 — 1988
B.Sc.
VillageDirect.Org January 2007 - September 2011
Self Employed September 2001 - December 2007
Global 2000 (2010) International August 2005 - July 2007
Pryor Counts & Co Inc. January 2002 - May 2002
National Life of Vermont (National Life Insurance Company) April 1997 - September 2001
Investacorp, Inc. March 1995 - September 2001
Janney Montgomery Scott, LLC February 1993 - March 1995
First Albany Corporation (Broadpoint) January 1991 - February 1993
McLaughlin, Piven, Vogel Securities, Inc. January 1989 - December 1990
Education
SABBATICAL JOURNEY 2011 — 2015
Self Education - Life
Penn State University 1984 — 1988
B.Sc.
Ed Sherwood Ed Sherwood's Janney Montgomery Scott LLC Experience Financial Advisor / Offsite Branch ManagerPrudential Securities1997 - 2001
Job Vice President / Investments Branch Manager
Industry Financial Services
Experience
Janney Montgomery Scott LLC Financial Advisor / Offsite Branch ManagerPrudential Securities1997 - 2001
Skills
Financial Planning, Retirement Planning, Social Security, Investments, Retirement Income..., Wealth Management, College Savings Plans, Portfolio Management, IRA Rollovers, 401k Rollovers
Education
Philadelphia University
Bachelor's Degree, Business Finance
Janney Montgomery Scott LLC Financial Advisor / Offsite Branch ManagerPrudential Securities1997 - 2001
Skills
Financial Planning, Retirement Planning, Social Security, Investments, Retirement Income..., Wealth Management, College Savings Plans, Portfolio Management, IRA Rollovers, 401k Rollovers
Education
Philadelphia University
Bachelor's Degree, Business Finance
Daniel Roque's Janney Montgomery Scott LLC Experience October 2014 - Present
Job Institutional Taxable Fixed Income Sales Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2014 - Present
Estilo Dance Studio November 2006 - Present
Janney Montgomery Scott June 2013 - September 2014
U.S. Department of Justice December 2008 - June 2013
Wells Fargo Financial December 2008 - August 2009
Labat-Anderson October 2008 - December 2008
Golden Carriers Trucking and Logistics September 2004 - July 2006
Skills
Budgets, Software Documentation, Accounting, Customer Service, Payroll, Auditing, Managerial Finance, Financial Analysis, Training, Internal Controls, Finance, Financial Reporting, Spanish, Invoicing, Research, Analysis
Education
Gwynedd-Mercy College 2014 — 2015
Master of Business Administration (M.B.A.), Management
Rutgers University-New Brunswick 2003 — 2007
Spanish, Literature
Janney Montgomery Scott LLC October 2014 - Present
Estilo Dance Studio November 2006 - Present
Janney Montgomery Scott June 2013 - September 2014
U.S. Department of Justice December 2008 - June 2013
Wells Fargo Financial December 2008 - August 2009
Labat-Anderson October 2008 - December 2008
Golden Carriers Trucking and Logistics September 2004 - July 2006
Skills
Budgets, Software Documentation, Accounting, Customer Service, Payroll, Auditing, Managerial Finance, Financial Analysis, Training, Internal Controls, Finance, Financial Reporting, Spanish, Invoicing, Research, Analysis
Education
Gwynedd-Mercy College 2014 — 2015
Master of Business Administration (M.B.A.), Management
Rutgers University-New Brunswick 2003 — 2007
Spanish, Literature
Michael Sorgenti, MBA's Janney Montgomery Scott LLC Experience September 2014 - Present
Job Assistant Vice President, Compliance Risk Control Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott LLC January 2014 - September 2014
TD Wealth Management August 2012 - January 2014
TD Wealth Management November 2010 - August 2012
TD Wealth Management January 2010 - July 2010
TD Wealth Management April 2008 - July 2010
MetLife May 2007 - April 2008
Skills
Finance, Mutual Funds, Investments, Securities, Retirement Planning, Insurance, Financial Services, Retirement, Financial Advisory, Management
Education
Rider University 2009 — 2011
MBA, Finance
Rider University 2003 — 2007
Bachelors of Science in Business Administration, Minor In Economics
Janney Montgomery Scott LLC September 2014 - Present
Janney Montgomery Scott LLC January 2014 - September 2014
TD Wealth Management August 2012 - January 2014
TD Wealth Management November 2010 - August 2012
TD Wealth Management January 2010 - July 2010
TD Wealth Management April 2008 - July 2010
MetLife May 2007 - April 2008
Skills
Finance, Mutual Funds, Investments, Securities, Retirement Planning, Insurance, Financial Services, Retirement, Financial Advisory, Management
Education
Rider University 2009 — 2011
MBA, Finance
Rider University 2003 — 2007
Bachelors of Science in Business Administration, Minor In Economics
Wayne Moyer Wayne Moyer's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Operations Administrator at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2011 - March 2015
Bloomberg January 2010 - March 2011
ING Nederland January 2008 - May 2008
Skills
Excel, Bloomberg, Thomson One, Word, Microsoft Office, Access, PowerPoint, Research, Retirement Planning, Operations, Customer Service, Data Analysis, Data Mining, Customer Relations, IFS, Quality Assurance, Bloomberg Terminal, Outlook, Web Based Systems, Mass Mailings, Analytics, Financial Analysis, Investments, Banking, Alternative Investments, Accounting, Leadership, Public Speaking, Event Planning, Equities, Management, Financial Services, Mutual Funds, Microsoft Word, Microsoft Excel, Financial Planning, Social Media, Asset Management, Social Networking, Sales, Fixed Income, Securities, Analysis, Finance, Wealth Management, Team Building, Process Improvement, Financial Modeling, Portfolio Management, Insurance
Education
Immaculata University 2005 — 2008
B.S., Business Adimistration and Finance, 3.2
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2011 - March 2015
Bloomberg January 2010 - March 2011
ING Nederland January 2008 - May 2008
Skills
Excel, Bloomberg, Thomson One, Word, Microsoft Office, Access, PowerPoint, Research, Retirement Planning, Operations, Customer Service, Data Analysis, Data Mining, Customer Relations, IFS, Quality Assurance, Bloomberg Terminal, Outlook, Web Based Systems, Mass Mailings, Analytics, Financial Analysis, Investments, Banking, Alternative Investments, Accounting, Leadership, Public Speaking, Event Planning, Equities, Management, Financial Services, Mutual Funds, Microsoft Word, Microsoft Excel, Financial Planning, Social Media, Asset Management, Social Networking, Sales, Fixed Income, Securities, Analysis, Finance, Wealth Management, Team Building, Process Improvement, Financial Modeling, Portfolio Management, Insurance
Education
Immaculata University 2005 — 2008
B.S., Business Adimistration and Finance, 3.2
Clarissa Wilkins Clarissa Wilkins's Janney Montgomery Scott LLC Experience August 2014 - May 2015
Job Project Administrator at Boston Children's Hospital
Industry Financial Services
Experience
Boston Children's Hospital June 2015 - Present
Janney Montgomery Scott LLC August 2014 - May 2015
Fidelity Investments March 2011 - June 2014
The Palladium Group May 2010 - February 2011
MFS Investment Management September 2009 - April 2010
New England Strategic Development Corporation September 2008 - April 2010
Fidelity Investments June 2005 - March 2008
Skills
Outlook, Administrative..., Microsoft Excel, Visio, Lotus Notes, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Office Management, Financial Services, Management, Human Resources, Program Management, Marketing, Social Media, Travel Arrangements, Calendars, Event Planning, Leadership, Analysis, Research, Sales, Strategic Planning, Public Speaking, Fundraising, Process Improvement, Interviews, Onboarding, Team Building, Nonprofits
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Boston Children's Hospital June 2015 - Present
Janney Montgomery Scott LLC August 2014 - May 2015
Fidelity Investments March 2011 - June 2014
The Palladium Group May 2010 - February 2011
MFS Investment Management September 2009 - April 2010
New England Strategic Development Corporation September 2008 - April 2010
Fidelity Investments June 2005 - March 2008
Skills
Outlook, Administrative..., Microsoft Excel, Visio, Lotus Notes, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Office Management, Financial Services, Management, Human Resources, Program Management, Marketing, Social Media, Travel Arrangements, Calendars, Event Planning, Leadership, Analysis, Research, Sales, Strategic Planning, Public Speaking, Fundraising, Process Improvement, Interviews, Onboarding, Team Building, Nonprofits
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Shawn J. Houde's Janney Montgomery Scott LLC Experience June 2007 - August 2007
Job Senior Valuation Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments April 2011 - October 2013
Central Hockey League June 2008 - February 2011
Geneva Business Improvement District September 2007 - December 2007
Janney Montgomery Scott, LLC June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Research, Windows, Economics, SAS, Data Analysis, Bloomberg, Equities, Securities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Investments, Microsoft Office, Business Analysis
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Environmental Studies
Brewster Academy 2002 — 2004
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments April 2011 - October 2013
Central Hockey League June 2008 - February 2011
Geneva Business Improvement District September 2007 - December 2007
Janney Montgomery Scott, LLC June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Research, Windows, Economics, SAS, Data Analysis, Bloomberg, Equities, Securities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Investments, Microsoft Office, Business Analysis
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Environmental Studies
Brewster Academy 2002 — 2004
Bill Flatley Bill Flatley's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job Investment Banking Analyst at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
DreamIt Ventures May 2013 - August 2013
Tredyffrin Township July 2012 - August 2012
Sterling Investment Advisors, Ltd. May 2012 - July 2012
Skills
Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance
Conestoga High School 2007 — 2011
Petsky Prunier LLC July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
DreamIt Ventures May 2013 - August 2013
Tredyffrin Township July 2012 - August 2012
Sterling Investment Advisors, Ltd. May 2012 - July 2012
Skills
Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance
Conestoga High School 2007 — 2011
Barbara Murphy-Warrington's Janney Montgomery Scott LLC Experience July 2009 - October 2010
Job CEO at Girl Scouts of Greater New York, Inc.
Industry Nonprofit Organization Management
Experience
Girls Scouts of Greater New York, Inc June 2011 - Present
The MiraLite Group, LLC April 2005 - June 2011
Janney Montgomery Scott LLC July 2009 - October 2010
CARE 1998 - 2005
Skills
Strategic Planning, Capacity Building, Organizational..., International..., Non-profits, Program Development, Fundraising, Human Resources, Nonprofits, Grants, Workshop Facilitation, Management Consulting, Public Policy, Executive Coaching, Community Development, Grant Writing, Leadership Development, Strategy, Policy Analysis, Leadership, Policy, Public Speaking, Program Management, NGOs, Training, Succession Planning, Strategic Communications, Philanthropy, Conflict Resolution, Coaching
Education
New York University School of Law 1989 — 1993
Master of Laws (LLM), Taxation
Rutgers University School of Law - Newark 1981 — 1983
Juris Doctorate, Law
Fielding The Graduate University
The University of Kansas
Bachelor's degree, Behavioral Sciences
Girls Scouts of Greater New York, Inc June 2011 - Present
The MiraLite Group, LLC April 2005 - June 2011
Janney Montgomery Scott LLC July 2009 - October 2010
CARE 1998 - 2005
Skills
Strategic Planning, Capacity Building, Organizational..., International..., Non-profits, Program Development, Fundraising, Human Resources, Nonprofits, Grants, Workshop Facilitation, Management Consulting, Public Policy, Executive Coaching, Community Development, Grant Writing, Leadership Development, Strategy, Policy Analysis, Leadership, Policy, Public Speaking, Program Management, NGOs, Training, Succession Planning, Strategic Communications, Philanthropy, Conflict Resolution, Coaching
Education
New York University School of Law 1989 — 1993
Master of Laws (LLM), Taxation
Rutgers University School of Law - Newark 1981 — 1983
Juris Doctorate, Law
Fielding The Graduate University
The University of Kansas
Bachelor's degree, Behavioral Sciences
Susan Stabley's Janney Montgomery Scott LLC Experience April 2014 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott LLC April 2014 - Present
Charlotte Business Journal July 2007 - April 2014
South Florida Business Journal August 2004 - July 2007
Miami Today October 2002 - August 2004
The (Rock Hill, S.C.) Herald October 1999 - May 2002
Fort Mill Times February 1999 - October 1999
Skills
Twitter fiend, Research addict, Newspaper, Journalism, Ap Style, AP Style, Newspapers, News Writing, Headline Writing, Breaking News
Education
Queens University of Charlotte 1993 — 1997
B.A., Communications - Journalism, Minor in Studio Art (Photography)
Cardinal Gibbons High School 1989 — 1993
Westminster Academy 1980 — 1989
Janney Montgomery Scott LLC April 2014 - Present
Charlotte Business Journal July 2007 - April 2014
South Florida Business Journal August 2004 - July 2007
Miami Today October 2002 - August 2004
The (Rock Hill, S.C.) Herald October 1999 - May 2002
Fort Mill Times February 1999 - October 1999
Skills
Twitter fiend, Research addict, Newspaper, Journalism, Ap Style, AP Style, Newspapers, News Writing, Headline Writing, Breaking News
Education
Queens University of Charlotte 1993 — 1997
B.A., Communications - Journalism, Minor in Studio Art (Photography)
Cardinal Gibbons High School 1989 — 1993
Westminster Academy 1980 — 1989
Peggy Wren's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Benefits Manager
Industry Real Estate
Experience
Janney Montgomery Scott LLC May 2015 - Present
Brandywine Realty Trust September 1996 - Present
Skills
Deferred Compensation, Employee Benefits, Human Resources, Benefits Administration, HRIS, Payroll, Onboarding, Performance Management, Employee Relations, Employment Law, HR Policies, Talent Acquisition, New Hire Orientations, Management
Education
Penn State University 1979 — 1982
BA, Communications
Janney Montgomery Scott LLC May 2015 - Present
Brandywine Realty Trust September 1996 - Present
Skills
Deferred Compensation, Employee Benefits, Human Resources, Benefits Administration, HRIS, Payroll, Onboarding, Performance Management, Employee Relations, Employment Law, HR Policies, Talent Acquisition, New Hire Orientations, Management
Education
Penn State University 1979 — 1982
BA, Communications
Downey, Daneen's Janney Montgomery Scott LLC Experience February 2014 - Present
Job Deputy Counsel Asset Management and Corporate Affairs at Janney Montgomery Scott LLC
Industry Law Practice
Experience
Janney Montgomery Scott LLC February 2014 - Present
Radcliffe Capital Management, L.P. September 2011 - February 2014
Cipperman Compliance Services, LLC January 2010 - July 2011
Cipperman & Company LLC November 2007 - July 2011
Morgan, Lewis & Bockius LLP January 2006 - October 2007
Fiserv Securities, Inc. January 2004 - December 2005
Klehr Harrison Harvey Branzburg LLP January 2000 - January 2004
Skills
Compliance, Investment Advisory, Securities, SEC, Corporate Law, Broker-Dealer, Securities Regulation, Investments, Financial Services, Corporate Governance, Due Diligence, FINRA, Hedge Funds, Litigation, Private Equity, Asset Management
Education
Widener University School of Law 1996 — 2000
J.D.
King's College 1989 — 1993
B.A., History
Janney Montgomery Scott LLC February 2014 - Present
Radcliffe Capital Management, L.P. September 2011 - February 2014
Cipperman Compliance Services, LLC January 2010 - July 2011
Cipperman & Company LLC November 2007 - July 2011
Morgan, Lewis & Bockius LLP January 2006 - October 2007
Fiserv Securities, Inc. January 2004 - December 2005
Klehr Harrison Harvey Branzburg LLP January 2000 - January 2004
Skills
Compliance, Investment Advisory, Securities, SEC, Corporate Law, Broker-Dealer, Securities Regulation, Investments, Financial Services, Corporate Governance, Due Diligence, FINRA, Hedge Funds, Litigation, Private Equity, Asset Management
Education
Widener University School of Law 1996 — 2000
J.D.
King's College 1989 — 1993
B.A., History
Robert T. Pannell's Janney Montgomery Scott LLC Experience July 2013 - October 2013
Job Freelance Digital Designer
Industry Design
Experience
Brothers Pannell July 2011 - Present
South Philly Parents Resource Center July 2011 - April 2015
Ghostery Enterprise January 2014 - April 2014
Janney Montgomery Scott LLC July 2013 - October 2013
Saving Lincoln June 2011 - July 2011
Ghostery, Inc. March 2011 - March 2011
Florida State University June 2000 - June 2003
Skills
Graphic Design, Drawing, Art, Illustrator, Illustration, Adobe Creative Suite, Screen Printing, Painting, Photography, Typography, Photoshop, Fine Art, Flash Animation, Final Cut Pro, Motion Graphics, American History, Contemporary Art, Printmaking, Sculpture, Art Education, Intaglio, After Effects, Proficient in InDesign, Pre-press, Resolution, Creative Problem Solving, Public Speaking, College Teaching, Color Selection, Video Production, Video Editing, Lighting
Education
Sheridan Center, Brown University 2005 — 2006
Collegiate Teaching Certificate, Collegiate Teaching
Rhode Island School of Design 2004 — 2006
MFA, Printmaking
Florida State University 1996 — 2001
BS, Studio Art, History
Brothers Pannell July 2011 - Present
South Philly Parents Resource Center July 2011 - April 2015
Ghostery Enterprise January 2014 - April 2014
Janney Montgomery Scott LLC July 2013 - October 2013
Saving Lincoln June 2011 - July 2011
Ghostery, Inc. March 2011 - March 2011
Florida State University June 2000 - June 2003
Skills
Graphic Design, Drawing, Art, Illustrator, Illustration, Adobe Creative Suite, Screen Printing, Painting, Photography, Typography, Photoshop, Fine Art, Flash Animation, Final Cut Pro, Motion Graphics, American History, Contemporary Art, Printmaking, Sculpture, Art Education, Intaglio, After Effects, Proficient in InDesign, Pre-press, Resolution, Creative Problem Solving, Public Speaking, College Teaching, Color Selection, Video Production, Video Editing, Lighting
Education
Sheridan Center, Brown University 2005 — 2006
Collegiate Teaching Certificate, Collegiate Teaching
Rhode Island School of Design 2004 — 2006
MFA, Printmaking
Florida State University 1996 — 2001
BS, Studio Art, History
Benjamin Gidney's Janney Montgomery Scott LLC Experience May 2001 - May 2002
Job VP Global Finance at Catchpoint Systems Inc
Industry Entertainment
Experience
Catchpoint Systems Inc September 2013 - Present
TagMan February 2013 - September 2013
TagMan August 2012 - February 2013
Merlin Entertainments Group November 2010 - August 2012
Six Flags March 2009 - November 2010
Pret A Manger April 2008 - January 2009
LexonUS March 2007 - March 2008
Gidney & Company, CPA, P.A. August 2003 - December 2006
Kane & Kane, P.A. May 2002 - August 2003
Janney Montgomery Scott LLC May 2001 - May 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Budgets, Financial Modeling, Strategic Financial..., Account Reconciliation, Corporate Finance, Microsoft Excel, Financial Accounting, Managerial Finance, Finance, Microsoft Office, Auditing, Internal Controls, QuickBooks, Risk Management, Accounts Payable, Strategic Planning, Variance Analysis, Sarbanes-Oxley Act, Financial Audits, Hyperion Enterprise, Cash Flow Forecasting, Mergers & Acquisitions, Financial Planning
Education
University of Miami - School of Business 2007 — 2007
MBA
Nova Southeastern University 2006 — 2007
Masters
Nova Southeastern University 2005 — 2005
Bachelors
Lehigh University - College of Business and Economics 2000 — 2004
Bachelors
Catchpoint Systems Inc September 2013 - Present
TagMan February 2013 - September 2013
TagMan August 2012 - February 2013
Merlin Entertainments Group November 2010 - August 2012
Six Flags March 2009 - November 2010
Pret A Manger April 2008 - January 2009
LexonUS March 2007 - March 2008
Gidney & Company, CPA, P.A. August 2003 - December 2006
Kane & Kane, P.A. May 2002 - August 2003
Janney Montgomery Scott LLC May 2001 - May 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Budgets, Financial Modeling, Strategic Financial..., Account Reconciliation, Corporate Finance, Microsoft Excel, Financial Accounting, Managerial Finance, Finance, Microsoft Office, Auditing, Internal Controls, QuickBooks, Risk Management, Accounts Payable, Strategic Planning, Variance Analysis, Sarbanes-Oxley Act, Financial Audits, Hyperion Enterprise, Cash Flow Forecasting, Mergers & Acquisitions, Financial Planning
Education
University of Miami - School of Business 2007 — 2007
MBA
Nova Southeastern University 2006 — 2007
Masters
Nova Southeastern University 2005 — 2005
Bachelors
Lehigh University - College of Business and Economics 2000 — 2004
Bachelors
Kirwan Elliott's Janney Montgomery Scott LLC Experience May 2010 - July 2015
Job Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. July 2015 - Present
Janney Montgomery Scott LLC May 2010 - July 2015
Public Financial Management, Inc. February 2008 - April 2010
UBS Investment Bank July 2002 - November 2007
Skills
Capital Markets, Bonds, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Public Finance, Series 7, Series 63
Education
Georgetown University 1998 — 2002
BS, Majors: Finance and International Business; Minor: Government
The Hill School 1995 — 1998
Citigroup Global Markets Inc. July 2015 - Present
Janney Montgomery Scott LLC May 2010 - July 2015
Public Financial Management, Inc. February 2008 - April 2010
UBS Investment Bank July 2002 - November 2007
Skills
Capital Markets, Bonds, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Public Finance, Series 7, Series 63
Education
Georgetown University 1998 — 2002
BS, Majors: Finance and International Business; Minor: Government
The Hill School 1995 — 1998
Joe Tarangelo's Janney Montgomery Scott LLC Experience 1985 - 1999
Job Financial Services Professional at MassMutual
Industry Financial Services
Experience
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
Brian Tantalo's Janney Montgomery Scott LLC Experience December 1995 - October 1999
Job Partner/Portfolio Manager at Darwin Capital, CoCEO, VP BD & Finance at Public Table Restaurants
Industry Investment Management
Experience
Darwin Capital Management April 2009 - Present
Public Table Restaurants August 2013 - Present
RBC Capital Markets June 2008 - April 2009
Bear Stearns & Co. August 2005 - September 2008
Fulcrum Global Partners November 2001 - August 2005
Gruntal & Co. October 1999 - November 2001
Janney Montgomery Scott LLC December 1995 - October 1999
Olde Equity Research May 1994 - December 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Finance, Economics
Darwin Capital Management April 2009 - Present
Public Table Restaurants August 2013 - Present
RBC Capital Markets June 2008 - April 2009
Bear Stearns & Co. August 2005 - September 2008
Fulcrum Global Partners November 2001 - August 2005
Gruntal & Co. October 1999 - November 2001
Janney Montgomery Scott LLC December 1995 - October 1999
Olde Equity Research May 1994 - December 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Finance, Economics
Matthew Corrado's Janney Montgomery Scott LLC Experience March 2014 - June 2014
Job Assistant Vice President at GE Capital
Industry Financial Services
Experience
GE Capital June 2014 - Present
Janney Montgomery Scott LLC March 2014 - June 2014
Janney Montgomery Scott LLC June 2010 - February 2014
Janney Montgomery Scott LLC February 2010 - May 2010
Ardour Capital Investments November 2009 - February 2010
Capital Funding Group, Inc. January 2007 - May 2009
Capital Funding Group, Inc. September 2004 - January 2007
Skills
Investment Banking, Finance, Asset Management, Valuation, Equities, Capital Markets
Education
Fordham Gabelli School of Business 2009 — 2010
MBA, Finance
Loyola College in Maryland 2000 — 2004
BS, Biology
GE Capital June 2014 - Present
Janney Montgomery Scott LLC March 2014 - June 2014
Janney Montgomery Scott LLC June 2010 - February 2014
Janney Montgomery Scott LLC February 2010 - May 2010
Ardour Capital Investments November 2009 - February 2010
Capital Funding Group, Inc. January 2007 - May 2009
Capital Funding Group, Inc. September 2004 - January 2007
Skills
Investment Banking, Finance, Asset Management, Valuation, Equities, Capital Markets
Education
Fordham Gabelli School of Business 2009 — 2010
MBA, Finance
Loyola College in Maryland 2000 — 2004
BS, Biology
Lisa (Morra) Brule's Janney Montgomery Scott LLC Experience April 2009 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2009 - Present
A.G. Edwards & Sons, Inc. December 1998 - April 2009
Republic National Bank June 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Finance, Uniform Combined State..., Investments, Strategic Financial..., Financial Advisory, Asset Allocation, Series 63, Series 7, Series 65, Investment Strategies, Securities, ETFs, Retirement, Portfolio Management, Asset Management, 401k, Fixed Income, Financial Planning
Education
LIU Post 1993 — 1997
Bachelor of Science, Finance/Management
Janney Montgomery Scott LLC April 2009 - Present
A.G. Edwards & Sons, Inc. December 1998 - April 2009
Republic National Bank June 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Finance, Uniform Combined State..., Investments, Strategic Financial..., Financial Advisory, Asset Allocation, Series 63, Series 7, Series 65, Investment Strategies, Securities, ETFs, Retirement, Portfolio Management, Asset Management, 401k, Fixed Income, Financial Planning
Education
LIU Post 1993 — 1997
Bachelor of Science, Finance/Management
Shawn Dotterer's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Registered Private Client Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Thomas Wittschen's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Director High Yield Trading & Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Joe Fenton's Janney Montgomery Scott LLC Experience 2001 - Present
Job Senior VicePresident at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 1974 - Present
Janney Montgomery Scott LLC 2001 - Present
Education
Manhattan College 1962 — 1966
Janney Montgomery Scott 1974 - Present
Janney Montgomery Scott LLC 2001 - Present
Education
Manhattan College 1962 — 1966
Steven Guggenheimer's Janney Montgomery Scott LLC Experience March 2014 - Present
Job EVP / Wealth Management Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Barclays Wealth and Investment Management November 2012 - March 2014
Neuberger Berman January 2002 - June 2010
Education
Haverford College 1980 — 1984
Bachelor of Arts (B.A.), History
Janney Montgomery Scott LLC March 2014 - Present
Barclays Wealth and Investment Management November 2012 - March 2014
Neuberger Berman January 2002 - June 2010
Education
Haverford College 1980 — 1984
Bachelor of Arts (B.A.), History
James Wolitarsky's Janney Montgomery Scott LLC Experience 2000 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Pennsylvania Trust Company March 2011 - Present
D.A. Davidson Companies January 2008 - Present
Pennsylvania Hospital January 2007 - Present
Janney Montgomery Scott LLC 2000 - 2007
Janney Montgomery Scott LLC 1991 - 2007
Janney Montgomery Scott 1991 - 1999
Skills
Investments, Equities, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Retirement Planning, Series 7, Securities, Asset Allocation, Mutual Funds, Investment Advisory
Education
New York University 1970 — 1973
Master of Business Administration (MBA), Accounting and Finance
Franklin & Marshall College 1964 — 1968
Bachelor of Arts (BA), Business Administration and Management, General
Pennsylvania Trust Company March 2011 - Present
D.A. Davidson Companies January 2008 - Present
Pennsylvania Hospital January 2007 - Present
Janney Montgomery Scott LLC 2000 - 2007
Janney Montgomery Scott LLC 1991 - 2007
Janney Montgomery Scott 1991 - 1999
Skills
Investments, Equities, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Retirement Planning, Series 7, Securities, Asset Allocation, Mutual Funds, Investment Advisory
Education
New York University 1970 — 1973
Master of Business Administration (MBA), Accounting and Finance
Franklin & Marshall College 1964 — 1968
Bachelor of Arts (BA), Business Administration and Management, General
ANDREW C. SMITH CFP® AWMA®'s Janney Montgomery Scott LLC Experience 2009 - Present
Job at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2009 - Present
Smith Barney 1995 - 2009
IBM January 1977 - November 1994
Skills
Series 7, Series 63, Series 65, Estate Planning, Wealth Management, Retirement Planning, Life & Health Insurance..., Disability Insurance, Long-term Care, Investment Advisory, Mutual Funds, ETFs, Financial Advisory, Securities, Investments
Education
Wake Forest University School of Business 1972 — 1976
MBA, Accounting / Finance
Quinnipiac University - School of Business 1969 — 1972
BS, Org Behavior
Janney Montgomery Scott LLC 2009 - Present
Smith Barney 1995 - 2009
IBM January 1977 - November 1994
Skills
Series 7, Series 63, Series 65, Estate Planning, Wealth Management, Retirement Planning, Life & Health Insurance..., Disability Insurance, Long-term Care, Investment Advisory, Mutual Funds, ETFs, Financial Advisory, Securities, Investments
Education
Wake Forest University School of Business 1972 — 1976
MBA, Accounting / Finance
Quinnipiac University - School of Business 1969 — 1972
BS, Org Behavior
Trevor Rochat's Janney Montgomery Scott LLC Experience September 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Matthew Gittlen's Janney Montgomery Scott LLC Experience July 2009 - September 2015
Job Credit Trading at D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson Companies October 2015 - Present
Janney Montgomery Scott LLC July 2009 - September 2015
Skills
Series 7, Series 63
Education
Penn State University 2005 — 2009
BS, Economics
D.A. Davidson Companies October 2015 - Present
Janney Montgomery Scott LLC July 2009 - September 2015
Skills
Series 7, Series 63
Education
Penn State University 2005 — 2009
BS, Economics
Matt Dragalin's Janney Montgomery Scott LLC Experience October 2014 - Present
Job Dealer Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2014 - Present
Barclays Capital December 2013 - June 2014
Barclays October 2010 - December 2013
Barclays Capital October 2007 - October 2010
Skills
Fixed Income, Middle Office, Bloomberg, Solution Selling, Alternative Investments, Derivatives, Equities, Credit Derivatives, Business Analysis, Sales Operations, Manage Client..., Client Representation, Structured Products, ETNs, Series 7, Series 63, Organized Multi-tasker, Proactive self-starter, Business Development, Building Relationships, Microsoft Excel, Microsoft Word, PowerPoint, Client Liason, Financial Analysis, Analytical Skills, People Skills, Sales, Supervisory Skills
Education
James Madison University 2003 — 2007
Bachelor's Degree, Finance, General
Janney Montgomery Scott LLC October 2014 - Present
Barclays Capital December 2013 - June 2014
Barclays October 2010 - December 2013
Barclays Capital October 2007 - October 2010
Skills
Fixed Income, Middle Office, Bloomberg, Solution Selling, Alternative Investments, Derivatives, Equities, Credit Derivatives, Business Analysis, Sales Operations, Manage Client..., Client Representation, Structured Products, ETNs, Series 7, Series 63, Organized Multi-tasker, Proactive self-starter, Business Development, Building Relationships, Microsoft Excel, Microsoft Word, PowerPoint, Client Liason, Financial Analysis, Analytical Skills, People Skills, Sales, Supervisory Skills
Education
James Madison University 2003 — 2007
Bachelor's Degree, Finance, General
Ericka Fisher (Krupka)'s Janney Montgomery Scott LLC Experience November 2009 - Present
Job Senior Search Executive at QuestGroup LLC
Industry Hospital & Health Care
Experience
QuestGroup LLC July 2015 - Present
Janney Montgomery Scott LLC November 2009 - Present
Buckingham Capital Management June 2007 - November 2009
Skills
Customer Service, Account Management, New Business Development, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Investments, Alternative Investments, Capital Markets, Equities, Financial Modeling, Fixed Income, Portfolio Management
Education
Florida State University 2002 — 2006
Bachelor of Science (BS)
QuestGroup LLC July 2015 - Present
Janney Montgomery Scott LLC November 2009 - Present
Buckingham Capital Management June 2007 - November 2009
Skills
Customer Service, Account Management, New Business Development, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Investments, Alternative Investments, Capital Markets, Equities, Financial Modeling, Fixed Income, Portfolio Management
Education
Florida State University 2002 — 2006
Bachelor of Science (BS)
Kenann Kelly's Janney Montgomery Scott LLC Experience 1996 - 1997
Job Senior Account Manager at Lexmark
Industry Information Technology and Services
Experience
Lexmark International, Inc. July 2013 - Present
Financial Software Systems October 2007 - July 2013
Janney Montgomery Scott LLC 1996 - 1997
Affiliated Financial Services 1994 - 1996
J.P. Morgan 1989 - 1994
Skills
Business Development, FX Options, Capital Markets, Portfolio Management, Banking, Risk Management, FX trading, Treasury Management, Payments, Financial Services, Key Account Management, International Account..., Vendor Management, CRM
Education
Penn State University
BA, International Politics & Business Minor
Lexmark International, Inc. July 2013 - Present
Financial Software Systems October 2007 - July 2013
Janney Montgomery Scott LLC 1996 - 1997
Affiliated Financial Services 1994 - 1996
J.P. Morgan 1989 - 1994
Skills
Business Development, FX Options, Capital Markets, Portfolio Management, Banking, Risk Management, FX trading, Treasury Management, Payments, Financial Services, Key Account Management, International Account..., Vendor Management, CRM
Education
Penn State University
BA, International Politics & Business Minor
John Mannen's Janney Montgomery Scott LLC Experience June 2014 - January 2015
Job Engineering Recruiter at Aerotek
Industry Financial Services
Experience
Aerotek April 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
BMO Capital Markets November 2013 - February 2014
Goldman Sachs July 2012 - October 2013
KBK Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, SAS, Quantitative Analytics, Microsoft Office, Microsoft Word, Investments, Economics, Risk Management, Statistics
Education
James Madison University 2007 — 2011
BBA, Finance, Econ(Minor)
Indian Hills High School (Oakland,NJ) 2003 — 2007
University Program-International Studies and Business
Aerotek April 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
BMO Capital Markets November 2013 - February 2014
Goldman Sachs July 2012 - October 2013
KBK Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, SAS, Quantitative Analytics, Microsoft Office, Microsoft Word, Investments, Economics, Risk Management, Statistics
Education
James Madison University 2007 — 2011
BBA, Finance, Econ(Minor)
Indian Hills High School (Oakland,NJ) 2003 — 2007
University Program-International Studies and Business
Simon Reale's Janney Montgomery Scott LLC Experience September 2014 - Present
Job Margin Associate at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2014 - Present
Eaton Vance September 2013 - August 2014
Eaton Vance September 2012 - August 2013
Rasky Baerlein Strategic Communications January 2012 - May 2012
Bisnow June 2011 - August 2011
Skills
Market Research, Finance, Microsoft Office, Microsoft Excel, Fixed Income, Cash Management, Spanish
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business, Cum Laude
2016 Level III Candidate in the CFA Program
Janney Montgomery Scott LLC September 2014 - Present
Eaton Vance September 2013 - August 2014
Eaton Vance September 2012 - August 2013
Rasky Baerlein Strategic Communications January 2012 - May 2012
Bisnow June 2011 - August 2011
Skills
Market Research, Finance, Microsoft Office, Microsoft Excel, Fixed Income, Cash Management, Spanish
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business, Cum Laude
2016 Level III Candidate in the CFA Program
Steve Spahr's Janney Montgomery Scott LLC Experience June 2015 - Present
Job Vice President and Assistant Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
Morgan Purvis's Janney Montgomery Scott LLC Experience March 2012 - February 2015
Job Internal Sales Consultant at Equity Investment Corporation
Industry Financial Services
Experience
Equity Investment Corporation February 2015 - Present
Janney Montgomery Scott LLC March 2012 - February 2015
Morgan Stanley Smith Barney October 2008 - March 2012
Education
Furman University 2002 — 2006
BA, Economics
Equity Investment Corporation February 2015 - Present
Janney Montgomery Scott LLC March 2012 - February 2015
Morgan Stanley Smith Barney October 2008 - March 2012
Education
Furman University 2002 — 2006
BA, Economics
Len Warren, CFP's Janney Montgomery Scott LLC Experience June 2010 - Present
Job First Vice President / Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Ray DiGaetano, CFA's Janney Montgomery Scott LLC Experience November 2011 - November 2012
Job Executive Vice President, Private Client Group at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation January 2013 - Present
Janney Montgomery Scott, LLC November 2011 - November 2012
Janney Montgomery Scott March 2005 - November 2011
Skills
Series 7, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning
Education
Hiram College 1980 — 1984
BA, Economics
City Securities Corporation January 2013 - Present
Janney Montgomery Scott, LLC November 2011 - November 2012
Janney Montgomery Scott March 2005 - November 2011
Skills
Series 7, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning
Education
Hiram College 1980 — 1984
BA, Economics
Megan Falasco's Janney Montgomery Scott LLC Experience January 2014 - May 2014
Job Content Strategy Intern at QVC & Graduate Assistant at West Chester University
Industry Publishing
Experience
West Chester University of Pennsylvania August 2015 - Present
QVC August 2015 - Present
Bootless Stageworks September 2014 - Present
Bootless Stageworks June 2012 - Present
DePuy Synthes Institute March 2015 - August 2015
AMC Theatres July 2014 - March 2015
Value Prop Interactive July 2014 - November 2014
Monarch Staffing June 2012 - July 2014
Janney Montgomery Scott LLC January 2014 - May 2014
Walt Disney World August 2013 - January 2014
Skills
Creative Writing, Public Speaking, Publishing, Microsoft Office, Blogging, Music, Microsoft Excel, Acting, Microsoft Word, Photoshop, Singing, Press Releases, Publicity, Leadership, Writing, Technical Writing, Wordpress, Twitter, Microsoft Publisher, HTML, CSS, JavaScript, Editing, Social Media
Education
West Chester University of Pennsylvania 2015 — 2017
Master’s Degree, English Language and Literature, General
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), English, Music, & Creative Writing
University of Limerick 2012 — 2012
Study Abroad, English & Music
Springfield High School 2005 — 2009
High School
West Chester University of Pennsylvania August 2015 - Present
QVC August 2015 - Present
Bootless Stageworks September 2014 - Present
Bootless Stageworks June 2012 - Present
DePuy Synthes Institute March 2015 - August 2015
AMC Theatres July 2014 - March 2015
Value Prop Interactive July 2014 - November 2014
Monarch Staffing June 2012 - July 2014
Janney Montgomery Scott LLC January 2014 - May 2014
Walt Disney World August 2013 - January 2014
Skills
Creative Writing, Public Speaking, Publishing, Microsoft Office, Blogging, Music, Microsoft Excel, Acting, Microsoft Word, Photoshop, Singing, Press Releases, Publicity, Leadership, Writing, Technical Writing, Wordpress, Twitter, Microsoft Publisher, HTML, CSS, JavaScript, Editing, Social Media
Education
West Chester University of Pennsylvania 2015 — 2017
Master’s Degree, English Language and Literature, General
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), English, Music, & Creative Writing
University of Limerick 2012 — 2012
Study Abroad, English & Music
Springfield High School 2005 — 2009
High School
Blake T. Jones's Janney Montgomery Scott LLC Experience August 2009 - Present
Job Senior Vice President / Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Anthony F. Falco's Janney Montgomery Scott LLC Experience April 1999 - Present
Job Senior Vice President/ Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 1999 - Present
Skills
Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Securities, Portfolio Management, Fixed Annuities, Estate Planning, Equities, Financial Advisory, Alternative Investments, Fixed Income
Education
Pace University
Bachelor's degree
Westchester Community College
Associate's degree
Janney Montgomery Scott LLC April 1999 - Present
Skills
Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Investment Strategies, Securities, Portfolio Management, Fixed Annuities, Estate Planning, Equities, Financial Advisory, Alternative Investments, Fixed Income
Education
Pace University
Bachelor's degree
Westchester Community College
Associate's degree
William DeMayo's Janney Montgomery Scott LLC Experience April 2004 - Present
Job vice president investments at janney montgomery scott llc
Industry Investment Banking
Experience
janney montgomery scott llc April 2004 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Securities, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds
Education
Quinnipiac University - School of Business 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
Quinnipiac University - School of Business 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
janney montgomery scott llc April 2004 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Securities, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds
Education
Quinnipiac University - School of Business 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
Quinnipiac University - School of Business 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
Frank Slee's Janney Montgomery Scott LLC Experience 1992 - 2011
Job Financial Advisor at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. July 2011 - Present
Janney Montgomery Scott LLC 1992 - 2011
Merrill Lynch Pierce Fenner & Smith 1986 - 1992
Bissel, Gorochow & Associates CPA's 1983 - 1986
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Strategic Financial..., Estate Planning, Securities, Investments, Fixed Income, Portfolio Management, Insurance, Mutual Funds, Uniform Combined State..., Retirement, Asset Allocation, Fixed Annuities, Investment Strategies, IRAs, Financial Planning
Education
Radford University
Bachelor's Degree, Accounting
Annandale High School
Radford University
BS, Accounting
Capitol Securities Management Inc. July 2011 - Present
Janney Montgomery Scott LLC 1992 - 2011
Merrill Lynch Pierce Fenner & Smith 1986 - 1992
Bissel, Gorochow & Associates CPA's 1983 - 1986
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Strategic Financial..., Estate Planning, Securities, Investments, Fixed Income, Portfolio Management, Insurance, Mutual Funds, Uniform Combined State..., Retirement, Asset Allocation, Fixed Annuities, Investment Strategies, IRAs, Financial Planning
Education
Radford University
Bachelor's Degree, Accounting
Annandale High School
Radford University
BS, Accounting
Dolores Jordan's Janney Montgomery Scott LLC Experience Vice President/Wealth ManagementJanney Montgomery ScottNovember 1992 - Present
Job Accredited Wealth Management Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC Vice President/Wealth ManagementJanney Montgomery ScottNovember 1992 - Present
International Business Forum 1984 - 1992
Skills
Wealth Management, Investment Advisory, Wealth Management..., IRAs, Retirement Planning, Asset Allocation, ETFs, Series 7, Series 24, Investment Strategies, Investments, Financial Services, Alternative Investments, Equities, Securities, Fixed Annuities, Fixed Income, Retirement, Bloomberg, Bonds, Mutual Funds, Asset Management, 401k, Financial Advisory, FINRA, Series 65, Capital Markets, Investment Management, Strategic Financial..., Series 63, Portfolio Management, Estate Planning
Education
Georgetown University
M.A., Ph.D., Government
Wharton School, University of Pennsylvania
AWMA, Wealth Management
Janney Montgomery Scott LLC Vice President/Wealth ManagementJanney Montgomery ScottNovember 1992 - Present
International Business Forum 1984 - 1992
Skills
Wealth Management, Investment Advisory, Wealth Management..., IRAs, Retirement Planning, Asset Allocation, ETFs, Series 7, Series 24, Investment Strategies, Investments, Financial Services, Alternative Investments, Equities, Securities, Fixed Annuities, Fixed Income, Retirement, Bloomberg, Bonds, Mutual Funds, Asset Management, 401k, Financial Advisory, FINRA, Series 65, Capital Markets, Investment Management, Strategic Financial..., Series 63, Portfolio Management, Estate Planning
Education
Georgetown University
M.A., Ph.D., Government
Wharton School, University of Pennsylvania
AWMA, Wealth Management
Joseph Herd's Janney Montgomery Scott LLC Experience September 2001 - Present
Job Executive Vice President Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC September 2001 - Present
First Union Securities, Inc August 2000 - October 2001
First Albany Corporation March 1983 - August 2000
Education
Florida State University 1976 — 1979
Doctor of Philosophy (PhD)
Janney Montgomery Scott, LLC September 2001 - Present
First Union Securities, Inc August 2000 - October 2001
First Albany Corporation March 1983 - August 2000
Education
Florida State University 1976 — 1979
Doctor of Philosophy (PhD)
Paul Lukas's Janney Montgomery Scott LLC Experience June 1997 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 1997 - Present
Skills
Finance, Financial Services, Retirement Planning, Equities, Financial Planning, Financial Analysis, Portfolio Management, Wealth Management, Investments, Mutual Funds, Small Business, Series 7, Retirement, Securities, Asset Allocation, Investment Advisory
Education
Robert Morris University 1989 — 1992
Finance
Trinity Area High School 1985 — 1989
Janney Montgomery Scott LLC June 1997 - Present
Skills
Finance, Financial Services, Retirement Planning, Equities, Financial Planning, Financial Analysis, Portfolio Management, Wealth Management, Investments, Mutual Funds, Small Business, Series 7, Retirement, Securities, Asset Allocation, Investment Advisory
Education
Robert Morris University 1989 — 1992
Finance
Trinity Area High School 1985 — 1989
Mike Hricko's Janney Montgomery Scott LLC Experience October 2012 - Present
Job Finance Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2012 - Present
Janney Montgomery Scott LLC September 2009 - October 2012
Janney Montgomery Scott LLC June 2008 - September 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Strategy, Finance, Financial Planning, Financial Services
Education
Philadelphia University 1994 — 1998
BS, Accounting and Finance
Father Judge HS 1990 — 1994
Janney Montgomery Scott LLC October 2012 - Present
Janney Montgomery Scott LLC September 2009 - October 2012
Janney Montgomery Scott LLC June 2008 - September 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Strategy, Finance, Financial Planning, Financial Services
Education
Philadelphia University 1994 — 1998
BS, Accounting and Finance
Father Judge HS 1990 — 1994
Danielle (Alessandrine) De La Puente's Janney Montgomery Scott LLC Experience January 1999 - September 2004
Job Office Administrator at Re/Max Connection Realtors
Industry Real Estate
Experience
Re/Max Connection Realtors May 2013 - Present
BlackRock June 2006 - March 2011
Merrill Lynch June 2004 - June 2006
Janney Montgomery Scott LLC January 1999 - September 2004
Skills
Administrative..., Office Management, Travel Arrangements, Microsoft Office, Spreadsheets, Outlook, Office Administration, Lotus Notes, Calendars, Calendaring, Data Entry, Confidentiality, Administrative...
Education
Gloucester County College 2012 — 2014
Burlington County College 2011 — 2012
West Catholic High School 1986 — 1990
diploma, Business/Office Automation/Technology/Data Entry
Re/Max Connection Realtors May 2013 - Present
BlackRock June 2006 - March 2011
Merrill Lynch June 2004 - June 2006
Janney Montgomery Scott LLC January 1999 - September 2004
Skills
Administrative..., Office Management, Travel Arrangements, Microsoft Office, Spreadsheets, Outlook, Office Administration, Lotus Notes, Calendars, Calendaring, Data Entry, Confidentiality, Administrative...
Education
Gloucester County College 2012 — 2014
Burlington County College 2011 — 2012
West Catholic High School 1986 — 1990
diploma, Business/Office Automation/Technology/Data Entry
Dena Boyle's Janney Montgomery Scott LLC Experience June 2013 - Present
Job Private Client Assistant, The Biggs Group at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2013 - Present
Education
Philadelphia University 2001 — 2005
Bachelor of Science (B.S.), Core Curriculum Business Administration/Merchandising
Pocono Mountain High School 1998 — 2001
High School Diploma
Janney Montgomery Scott LLC June 2013 - Present
Education
Philadelphia University 2001 — 2005
Bachelor of Science (B.S.), Core Curriculum Business Administration/Merchandising
Pocono Mountain High School 1998 — 2001
High School Diploma
Jeffrey Austin's Janney Montgomery Scott LLC Experience March 2009 - December 2014
Job Managing Director; SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2014 - Present
Janney Montgomery Scott, LLC March 2009 - December 2014
Citi January 2001 - January 2009
Skills
Idea Person, Hedge Funds, Equity Valuation, Research, Equity Sales, Bloomberg Terminal, Series 7, Investment Advisory, Equity Capital Markets, Equities, Equity Research, Capital Markets
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
University School, Hunting Valley, OH 1992 — 1996
SunTrust Robinson Humphrey December 2014 - Present
Janney Montgomery Scott, LLC March 2009 - December 2014
Citi January 2001 - January 2009
Skills
Idea Person, Hedge Funds, Equity Valuation, Research, Equity Sales, Bloomberg Terminal, Series 7, Investment Advisory, Equity Capital Markets, Equities, Equity Research, Capital Markets
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
University School, Hunting Valley, OH 1992 — 1996
Jack Schulman's Janney Montgomery Scott LLC Experience December 2014 - Present
Job Compliance Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2014 - Present
Aramark February 2014 - December 2014
The Food Trust May 2011 - August 2011
Citi September 2006 - December 2008
Merrill Lynch October 2004 - September 2006
Skills
Securities, Investments
Education
Temple University - College of Public Health 2010 — 2012
Master’s Degree, Public Health, 4.0/4.0
Penn State University 2000 — 2004
Bachelor’s Degree, Economics, 3.84/4.0
Janney Montgomery Scott LLC December 2014 - Present
Aramark February 2014 - December 2014
The Food Trust May 2011 - August 2011
Citi September 2006 - December 2008
Merrill Lynch October 2004 - September 2006
Skills
Securities, Investments
Education
Temple University - College of Public Health 2010 — 2012
Master’s Degree, Public Health, 4.0/4.0
Penn State University 2000 — 2004
Bachelor’s Degree, Economics, 3.84/4.0
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY