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
Matthew Geraci Matthew Geraci's Janney Montgomery Scott LLC Experience August 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2014 - Present
Janney Montgomery Scott LLC February 2012 - December 2014
CDR Associates February 2010 - February 2012
Northwestern Mutual Financial Network August 2006 - January 2011
NOVA Savings Bank June 2005 - August 2005
Skills
Finance, Financial Analysis, Securities, Investments, Wealth Management, Retirement Planning, Equities, Asset Allocation, Customer Service, Microsoft Excel, Mutual Funds, Sales, Analysis, Series 7, Financial Services, Marketing, Business Development, PowerPoint, Retirement, Microsoft Word, Series 63, Series 6, Coaching, Life Insurance, Disability Insurance, Variable Annuities
Education
University of Delaware 2003 — 2006
Marketing, Marketing, English, Economics
The Lawrenceville School 1998 — 2002
High School
Janney Montgomery Scott LLC August 2014 - Present
Janney Montgomery Scott LLC February 2012 - December 2014
CDR Associates February 2010 - February 2012
Northwestern Mutual Financial Network August 2006 - January 2011
NOVA Savings Bank June 2005 - August 2005
Skills
Finance, Financial Analysis, Securities, Investments, Wealth Management, Retirement Planning, Equities, Asset Allocation, Customer Service, Microsoft Excel, Mutual Funds, Sales, Analysis, Series 7, Financial Services, Marketing, Business Development, PowerPoint, Retirement, Microsoft Word, Series 63, Series 6, Coaching, Life Insurance, Disability Insurance, Variable Annuities
Education
University of Delaware 2003 — 2006
Marketing, Marketing, English, Economics
The Lawrenceville School 1998 — 2002
High School
Thomas Graham Thomas Graham's Janney Montgomery Scott LLC Experience August 2012 - Present
Job Senior Vice President/Wealth Management, M.A., Accredited Wealth Management Advisor (sm) Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2012 - Present
Morgan Stanley Wealth Management June 1994 - August 2012
Reusch International 1993 - 1994
MetLife 1987 - 1993
Skills
Investments, Portfolio Management, Alternative Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Securities, Fixed Income, ETFs, Tax Free Investing, Financial Relationship, Corporate Finance, Income Planning, College Savings Plans, 529 Plans, Advice and Counsel, Estate Planning, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Seton Hall University 1990 — 1992
Master's degree, Far East Economic Studies
Saint Louis University High School 1979 — 1983
Janney Montgomery Scott LLC August 2012 - Present
Morgan Stanley Wealth Management June 1994 - August 2012
Reusch International 1993 - 1994
MetLife 1987 - 1993
Skills
Investments, Portfolio Management, Alternative Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Equities, Strategic Financial..., Securities, Fixed Income, ETFs, Tax Free Investing, Financial Relationship, Corporate Finance, Income Planning, College Savings Plans, 529 Plans, Advice and Counsel, Estate Planning, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Seton Hall University 1990 — 1992
Master's degree, Far East Economic Studies
Saint Louis University High School 1979 — 1983
Ed Medlin Ed Medlin's Janney Montgomery Scott LLC Experience September 2004 - Present
Job Financial Advisor at Janney Montgomery Scott, LLC
Industry Investment Management
Experience
Janney Montgomery Scott, LLC September 2004 - Present
UBS Financial Services August 2000 - September 2004
J. C. Bradford & Co. 1991 - 2000
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Securities, Investments, Alternative Investments, Uniform Combined State..., Strategic Financial..., Financial Advisory, Estate Planning, Equities
Education
University of North Carolina at Chapel Hill
Janney Montgomery Scott, LLC September 2004 - Present
UBS Financial Services August 2000 - September 2004
J. C. Bradford & Co. 1991 - 2000
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Securities, Investments, Alternative Investments, Uniform Combined State..., Strategic Financial..., Financial Advisory, Estate Planning, Equities
Education
University of North Carolina at Chapel Hill
Doran M Young Doran M Young's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Vice President/Branch Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Joe Culley Joe Culley's Janney Montgomery Scott LLC Experience January 2014 - Present
Job Head of Equities & Investment Banking at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott August 2000 - Present
Janney Montgomery Scott LLC January 2014 - Present
EY January 2015 - Present
Pennoni Associates January 2013 - Present
Philadelphia Securities Association January 2007 - December 2010
J-Net Global Indexes, LLC June 2007 - November 2010
Financial Industry Regulatory Authority June 2004 - December 2006
Skills
Investment Banking, Mergers & Acquisitions, Private Placements, IPO, Capital Markets, Venture Capital, Leveraged Finance, Corporate Finance, Finance, Private Equity, Alternative Investments, Financial Structuring, Financial Advisory, Due Diligence, Investments, Fairness Opinions, Leadership, Valuation, Management, Water, Utility Industry, Financial Analysis, Debt & Equity Financing, Nonprofits, Board of Directors, Board Governance, Equity Capital Markets, Oil & Gas Industry, Wastewater, Desalination, Follow-on Offerings, MLP, Secondary Offerings, Mentoring, Change Management, Team Building, Team Management, Equities, Equity Research, Equity Trading, Syndicate, Shipping, Trading, Institutional Sales, Financial Modeling, Securities, Strategic Planning
Education
Swarthmore College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Interboro High School 1992 — 1996
Glenolden School 1982 — 1992
Janney Montgomery Scott August 2000 - Present
Janney Montgomery Scott LLC January 2014 - Present
EY January 2015 - Present
Pennoni Associates January 2013 - Present
Philadelphia Securities Association January 2007 - December 2010
J-Net Global Indexes, LLC June 2007 - November 2010
Financial Industry Regulatory Authority June 2004 - December 2006
Skills
Investment Banking, Mergers & Acquisitions, Private Placements, IPO, Capital Markets, Venture Capital, Leveraged Finance, Corporate Finance, Finance, Private Equity, Alternative Investments, Financial Structuring, Financial Advisory, Due Diligence, Investments, Fairness Opinions, Leadership, Valuation, Management, Water, Utility Industry, Financial Analysis, Debt & Equity Financing, Nonprofits, Board of Directors, Board Governance, Equity Capital Markets, Oil & Gas Industry, Wastewater, Desalination, Follow-on Offerings, MLP, Secondary Offerings, Mentoring, Change Management, Team Building, Team Management, Equities, Equity Research, Equity Trading, Syndicate, Shipping, Trading, Institutional Sales, Financial Modeling, Securities, Strategic Planning
Education
Swarthmore College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Interboro High School 1992 — 1996
Glenolden School 1982 — 1992
Amy Thurman Amy Thurman's Janney Montgomery Scott LLC Experience November 2013 - Present
Job Sales at Janney Capital Markets
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 2013 - Present
popchips February 2011 - August 2013
Keiretsu Forum 2009 - 2009
Skills
Public Relations, Event Management, Media Relations, Sales, Finance
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.)
Janney Montgomery Scott LLC November 2013 - Present
popchips February 2011 - August 2013
Keiretsu Forum 2009 - 2009
Skills
Public Relations, Event Management, Media Relations, Sales, Finance
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.)
Brendan Magarity Brendan Magarity's Janney Montgomery Scott LLC Experience July 2014 - Present
Job Institutional Municipal Sales Asst. at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott June 2013 - July 2014
Janney Montgomery Scott June 2012 - June 2013
Skills
Middle Office, Settlement, Investments, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Securities, Retirement Planning, Fixed Income, Asset Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Towson University 2007 — 2009
Janney Montgomery Scott LLC July 2014 - Present
Janney Montgomery Scott June 2013 - July 2014
Janney Montgomery Scott June 2012 - June 2013
Skills
Middle Office, Settlement, Investments, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Securities, Retirement Planning, Fixed Income, Asset Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Towson University 2007 — 2009
Ping liu Ping liu's Janney Montgomery Scott LLC Experience May 2014 - August 2014
Job Model Validation Analyst at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Johns Hopkins University January 2014 - Present
Johns Hopkins University August 2014 - December 2014
Janney Montgomery Scott LLC May 2014 - August 2014
Citi February 2013 - July 2013
Skills
Microsoft Excel, Financial Modeling, Matlab, risk management, Statistics, Fixed Income, Quantitative Finance, Data Analysis, Financial Analysis, Derivatives, Financial Accounting, R, Bloomberg, VBA
Education
The Johns Hopkins University 2013 — 2014
Master's degree, Financial Mathematics, 3.9
Wuhan University
Bachelor's Degree, Economics
Citi January 2015 - Present
Johns Hopkins University January 2014 - Present
Johns Hopkins University August 2014 - December 2014
Janney Montgomery Scott LLC May 2014 - August 2014
Citi February 2013 - July 2013
Skills
Microsoft Excel, Financial Modeling, Matlab, risk management, Statistics, Fixed Income, Quantitative Finance, Data Analysis, Financial Analysis, Derivatives, Financial Accounting, R, Bloomberg, VBA
Education
The Johns Hopkins University 2013 — 2014
Master's degree, Financial Mathematics, 3.9
Wuhan University
Bachelor's Degree, Economics
Christopher Waleri's Janney Montgomery Scott LLC Experience June 2001 - June 2006
Job Wealth Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Kimberly Pekula Kimberly Pekula's Janney Montgomery Scott LLC Experience June 2005 - March 2006
Job Graphic Designer at Delaware Valley Wholesale Florist
Industry Design
Experience
Custom Designs by K. July 2008 - Present
Delaware Valley Wholesale Florist July 2011 - Present
Hill International July 2007 - August 2008
ARAMARK March 2006 - July 2007
Janney Montgomery Scott, LLC June 2005 - March 2006
Excel Color Graphics 1997 - 2004
Skills
InDesign, Illustrator, QuarkXPress, PowerPoint, Word, Layout, Adobe Acrobat, Outlook, Brochures, Graphics, Graphic Design, Photoshop, Flyers, Adobe Creative Suite, Advertising, Trade Shows, Art, Logos, Photography, Promotions, Marketing Materials, Microsoft Office, Proposal Writing, Dreamweaver, Excel, Packaging, Writing, Web Design, Newsletters, Editing, Mac, Production, Publications, Flash, Magazines, Calendars, Newspaper, Event Management, Copywriting, Materials, Catalogs, Microsoft Excel, Microsoft Word, Business Cards, Marketing, Corporate Identity, Logo Design, Corporate Branding, Image Manipulation, Vector Illustration
Education
Rutgers University – Camden 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Rutgers University-New Brunswick 2001 — 2004
BA, English
SkillPath
SkillPath
SkillPath
SkillPath
Washington Township
Bachelor of Arts (B.A.)
Custom Designs by K. July 2008 - Present
Delaware Valley Wholesale Florist July 2011 - Present
Hill International July 2007 - August 2008
ARAMARK March 2006 - July 2007
Janney Montgomery Scott, LLC June 2005 - March 2006
Excel Color Graphics 1997 - 2004
Skills
InDesign, Illustrator, QuarkXPress, PowerPoint, Word, Layout, Adobe Acrobat, Outlook, Brochures, Graphics, Graphic Design, Photoshop, Flyers, Adobe Creative Suite, Advertising, Trade Shows, Art, Logos, Photography, Promotions, Marketing Materials, Microsoft Office, Proposal Writing, Dreamweaver, Excel, Packaging, Writing, Web Design, Newsletters, Editing, Mac, Production, Publications, Flash, Magazines, Calendars, Newspaper, Event Management, Copywriting, Materials, Catalogs, Microsoft Excel, Microsoft Word, Business Cards, Marketing, Corporate Identity, Logo Design, Corporate Branding, Image Manipulation, Vector Illustration
Education
Rutgers University – Camden 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Rutgers University-New Brunswick 2001 — 2004
BA, English
SkillPath
SkillPath
SkillPath
SkillPath
Washington Township
Bachelor of Arts (B.A.)
Penny Cromwell Penny Cromwell's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Business Technology Leader at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott LLC 2013 - 2014
US Army July 2010 - August 2013
US Army January 2009 - July 2010
US Army January 2008 - January 2009
US Army June 2007 - January 2008
US Army November 2006 - June 2007
US Army January 2005 - May 2007
Photography Stores August 1998 - April 2004
Skills
Military, Army, SharePoint, IT Management, Logistics, Network Security, Cloud Computing, Afghanistan, Human Resources, Networking, Microsoft Exchange, Testing, Information Technology, Reconnaissance, Military Operations, IT Operations, IT Strategy, Strategic Planning, Project Management, Leadership, Command, Security, National Security, Operational Planning, Training, Security Clearance, Defense, Information Assurance, Military Experience, Management, Force Protection, DoD, Team Leadership, Project Planning
Education
JEVS workshop 2013 — 2014
Villanova University 2013 — 2014
Project Management, A
University of Maryland University College 2005 — 2011
Master of Arts (M.A.), Counseling Psychology, GPA 3.93, cum laude
Southern Illinois University, Carbondale 1998 — 2004
Bachelor of Arts (B.A.), Photography/Spanish, GPA: 3.66, cum laude
Janney Montgomery Scott LLC October 2013 - Present
Janney Montgomery Scott LLC 2013 - 2014
US Army July 2010 - August 2013
US Army January 2009 - July 2010
US Army January 2008 - January 2009
US Army June 2007 - January 2008
US Army November 2006 - June 2007
US Army January 2005 - May 2007
Photography Stores August 1998 - April 2004
Skills
Military, Army, SharePoint, IT Management, Logistics, Network Security, Cloud Computing, Afghanistan, Human Resources, Networking, Microsoft Exchange, Testing, Information Technology, Reconnaissance, Military Operations, IT Operations, IT Strategy, Strategic Planning, Project Management, Leadership, Command, Security, National Security, Operational Planning, Training, Security Clearance, Defense, Information Assurance, Military Experience, Management, Force Protection, DoD, Team Leadership, Project Planning
Education
JEVS workshop 2013 — 2014
Villanova University 2013 — 2014
Project Management, A
University of Maryland University College 2005 — 2011
Master of Arts (M.A.), Counseling Psychology, GPA 3.93, cum laude
Southern Illinois University, Carbondale 1998 — 2004
Bachelor of Arts (B.A.), Photography/Spanish, GPA: 3.66, cum laude
Johnny Aviles III's Janney Montgomery Scott LLC Experience November 2013 - December 2013
Job Founder of LifeCoachLJ.com
Industry Information Technology and Services
Experience
www.LifeCoachLJ.com May 2015 - Present
Team Beachbody April 2015 - Present
Inspira Health Network April 2015 - Present
Inspira Health Network June 2014 - April 2015
NFI December 2013 - June 2014
Janney Montgomery Scott LLC November 2013 - December 2013
Inspira Health Network April 2007 - November 2013
Synergixx April 2003 - April 2007
Rowan University September 2002 - December 2003
Skills
Business Intelligence, Microsoft SQL Server, SharePoint, SQL, Crystal Reports, Targit, Dashboards, Data Warehousing, Analysis Services, SharePoint Designer, Healthcare Information..., Databases, Software Documentation, Access, Database Administration, Software Development, Troubleshooting, Visio, SSRS, HL7, InfoPath Forms, SSAS 2008, Microsoft Reporting..., HIPAA, EHR, Data Mining, SharePoint Workflows, SharePoint Forms, Lawson, Siemens Soarian, Cubes, Data Migration, Relational Databases, .NET, Visual Basic, MS Integration Services, Business Process..., Fitness, Nutrition, Coaching, Motivational Speaking, Life Coaching, Business Coaching, Leadership, Healthcare, SSIS, Management, Process Improvement, Customer Service, Networking
Education
Rowan University 2002 — 2006
Bachelor's, Business Management Information Systems
Delsea Regional High School
www.LifeCoachLJ.com May 2015 - Present
Team Beachbody April 2015 - Present
Inspira Health Network April 2015 - Present
Inspira Health Network June 2014 - April 2015
NFI December 2013 - June 2014
Janney Montgomery Scott LLC November 2013 - December 2013
Inspira Health Network April 2007 - November 2013
Synergixx April 2003 - April 2007
Rowan University September 2002 - December 2003
Skills
Business Intelligence, Microsoft SQL Server, SharePoint, SQL, Crystal Reports, Targit, Dashboards, Data Warehousing, Analysis Services, SharePoint Designer, Healthcare Information..., Databases, Software Documentation, Access, Database Administration, Software Development, Troubleshooting, Visio, SSRS, HL7, InfoPath Forms, SSAS 2008, Microsoft Reporting..., HIPAA, EHR, Data Mining, SharePoint Workflows, SharePoint Forms, Lawson, Siemens Soarian, Cubes, Data Migration, Relational Databases, .NET, Visual Basic, MS Integration Services, Business Process..., Fitness, Nutrition, Coaching, Motivational Speaking, Life Coaching, Business Coaching, Leadership, Healthcare, SSIS, Management, Process Improvement, Customer Service, Networking
Education
Rowan University 2002 — 2006
Bachelor's, Business Management Information Systems
Delsea Regional High School
Christopher Wolper's Janney Montgomery Scott LLC Experience July 2014 - Present
Job Cash Management Associate, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2014 - Present
Randstad at Vanguard September 2012 - July 2014
Genuardi's December 2006 - August 2012
Skills
Press Releases, Social Media, Blogging, Social Networking, Facebook, Ap Style, Customer Oriented, Public Speaking, Data Processing, Pension Funds, Communication, Microsoft Office, Microsoft Word, Lotus Notes, Customer Satisfaction, Windows, Twitter, PowerPoint, Customer Service, Problem Solving, Sustainability, Workflow & Imaging..., Writing, Internet, Retail
Education
University of Scranton 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
La Salle College High School 2004 — 2008
Janney Montgomery Scott LLC July 2014 - Present
Randstad at Vanguard September 2012 - July 2014
Genuardi's December 2006 - August 2012
Skills
Press Releases, Social Media, Blogging, Social Networking, Facebook, Ap Style, Customer Oriented, Public Speaking, Data Processing, Pension Funds, Communication, Microsoft Office, Microsoft Word, Lotus Notes, Customer Satisfaction, Windows, Twitter, PowerPoint, Customer Service, Problem Solving, Sustainability, Workflow & Imaging..., Writing, Internet, Retail
Education
University of Scranton 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
La Salle College High School 2004 — 2008
Michael S. Cox's Janney Montgomery Scott LLC Experience 2003 - 2010
Job Sales Leader | Negotiation & Closing | Account Management | Lead Generation | Client Loyalty | Referral Programs
Industry Financial Services
Experience
Atrium Financial Associates, LLC (Vantage Point Bank) 2013 - Present
Fulcrum Securities, LLC 2010 - 2013
Janney Montgomery Scott, LLC 2003 - 2010
Wachovia Securities (Wells Fargo Securities) 2000 - 2003
Morgan Stanley 1991 - 1999
Paine Webber 1987 - 1991
Skills
Sales Leadership, Growth Strategies, Account Management, Negotiation, Social Selling, Sales Operations, Marketing Strategy, Wealth Management, Sales Lead Partnerships, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Asset Management, Alternative Investments, Retirement Planning, Portfolio Management, Business Development, Solution Selling, Relationship Management, Lead Generation, Prospect Conversion, Networking, Cold Calling, Financial Analysis, Client Loyalty, Referral Programs, Operations Management, Policies & Procedures, Regulatory Compliance, Closing Business, Sales Skills Development, Coaching & Mentoring, Seminar Selling Model, Product Education, Training, Presentations, Effective Communications, Strategic Selling, Establishing Strategic..., Cross-functional..., Public Speaking, Recruiting, Sales Process, Sales Presentations, Business Analysis, Strategic Communications, Social Skills, Stocks
Education
University of Pennsylvania - The Wharton School
Wealth Management Accreditation Program
University of Cincinnati
Bachelor of Science, Pharmacy
Atrium Financial Associates, LLC (Vantage Point Bank) 2013 - Present
Fulcrum Securities, LLC 2010 - 2013
Janney Montgomery Scott, LLC 2003 - 2010
Wachovia Securities (Wells Fargo Securities) 2000 - 2003
Morgan Stanley 1991 - 1999
Paine Webber 1987 - 1991
Skills
Sales Leadership, Growth Strategies, Account Management, Negotiation, Social Selling, Sales Operations, Marketing Strategy, Wealth Management, Sales Lead Partnerships, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Asset Management, Alternative Investments, Retirement Planning, Portfolio Management, Business Development, Solution Selling, Relationship Management, Lead Generation, Prospect Conversion, Networking, Cold Calling, Financial Analysis, Client Loyalty, Referral Programs, Operations Management, Policies & Procedures, Regulatory Compliance, Closing Business, Sales Skills Development, Coaching & Mentoring, Seminar Selling Model, Product Education, Training, Presentations, Effective Communications, Strategic Selling, Establishing Strategic..., Cross-functional..., Public Speaking, Recruiting, Sales Process, Sales Presentations, Business Analysis, Strategic Communications, Social Skills, Stocks
Education
University of Pennsylvania - The Wharton School
Wealth Management Accreditation Program
University of Cincinnati
Bachelor of Science, Pharmacy
Danielle Lemek Danielle Lemek's Janney Montgomery Scott LLC Experience June 2014 - June 2015
Job Federal Inside Sales Representative at KBZ Communications
Industry Public Relations and Communications
Experience
KBZ Communications Inc. June 2012 - Present
Janney Montgomery Scott LLC June 2014 - June 2015
Virginia Lottery February 2008 - March 2012
Craftsource, Inc. January 2010 - July 2011
It Takes 2 February 2008 - December 2009
Diccicco Battista Communications January 2007 - November 2007
The American College September 2006 - January 2007
PNC Bank June 2006 - September 2006
Skills
Internal Communications, Strategic Communications, Media Relations, Event Planning, Creative Writing, Management, Public Relations, Social Media, Press Releases, Marketing Communications, Advertising, Crisis Communications, Corporate Communications, Customer Service, Strategy, Marketing, Social Media Marketing
Education
Temple University 2004 — 2006
Bachelor of Arts
York College of Pennsylvania 2002 — 2004
KBZ Communications Inc. June 2012 - Present
Janney Montgomery Scott LLC June 2014 - June 2015
Virginia Lottery February 2008 - March 2012
Craftsource, Inc. January 2010 - July 2011
It Takes 2 February 2008 - December 2009
Diccicco Battista Communications January 2007 - November 2007
The American College September 2006 - January 2007
PNC Bank June 2006 - September 2006
Skills
Internal Communications, Strategic Communications, Media Relations, Event Planning, Creative Writing, Management, Public Relations, Social Media, Press Releases, Marketing Communications, Advertising, Crisis Communications, Corporate Communications, Customer Service, Strategy, Marketing, Social Media Marketing
Education
Temple University 2004 — 2006
Bachelor of Arts
York College of Pennsylvania 2002 — 2004
Ryan Lee, CFP® Ryan Lee, CFP®'s Janney Montgomery Scott LLC Experience January 2000 - October 2000
Job VP Private Client / Senior Account Executive
Industry Financial Services
Experience
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
David Dansby, CFP® David Dansby, CFP®'s Janney Montgomery Scott LLC Experience July 1998 - Present
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 1998 - Present
National Confectioners Association 1998 - 1998
Skills
Strategic Financial..., Investments, Series 7, Estate Planning, Series 63, Retirement, Investment Strategies, Insurance, Retirement Planning, Finance, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Securities, Investment Advisory, Fixed Annuities
Education
Sewanee-The University of the South 1994 — 1998
Bachelor of Arts, European History
Episcopal High School
Janney Montgomery Scott LLC July 1998 - Present
National Confectioners Association 1998 - 1998
Skills
Strategic Financial..., Investments, Series 7, Estate Planning, Series 63, Retirement, Investment Strategies, Insurance, Retirement Planning, Finance, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Securities, Investment Advisory, Fixed Annuities
Education
Sewanee-The University of the South 1994 — 1998
Bachelor of Arts, European History
Episcopal High School
James Burton James Burton's Janney Montgomery Scott LLC Experience September 2007 - Present
Job 1st VicePresident Investments at Janney Montgomery Scott LLC
Industry
Experience
Janney Montgomery Scott LLC September 2007 - Present
Merrill Lynch March 2005 - September 2007
Advest, Inc. March 1985 - March 2005
Bache Halsy Stuart Shields May 1981 - March 1985
Skills
Wealth Management, Finance, Investments, Mutual Funds, Retirement Planning, Securities, Financial Services, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, FINRA, Series 63, Uniform Combined State..., Series 7, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
millville
Janney Montgomery Scott LLC September 2007 - Present
Merrill Lynch March 2005 - September 2007
Advest, Inc. March 1985 - March 2005
Bache Halsy Stuart Shields May 1981 - March 1985
Skills
Wealth Management, Finance, Investments, Mutual Funds, Retirement Planning, Securities, Financial Services, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, FINRA, Series 63, Uniform Combined State..., Series 7, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
millville
Walter J. Mack Jr. Walter J. Mack Jr.'s Janney Montgomery Scott LLC Experience 2001 - Present
Job First Vice President /Wealth Management AWMA
Industry Investment Management
Experience
Janney Montgomery Scott LLC 2001 - Present
MorganStanley May 2001 - May 2005
Janney Montgomery Scott September 1994 - May 2001
Skills
Retirement Planning, Wealth Management, ETFs, Asset Allocation, Business Succession..., Estate Planning and..., Securities, Strategic Financial..., Retirement, Asset Managment, Investments, Estate Planning, Mutual Funds, Investment Advisory, Equities, Insurance, Portfolio Management, 401k, Investment Management, Fixed Income, Long-term Care, Fixed Annuities, Risk Management
Education
Temple University 1972 — 1975
BS
Wharton School, University of Pennsylvania
Accredited Wealth Management Advisor
Janney Montgomery Scott LLC 2001 - Present
MorganStanley May 2001 - May 2005
Janney Montgomery Scott September 1994 - May 2001
Skills
Retirement Planning, Wealth Management, ETFs, Asset Allocation, Business Succession..., Estate Planning and..., Securities, Strategic Financial..., Retirement, Asset Managment, Investments, Estate Planning, Mutual Funds, Investment Advisory, Equities, Insurance, Portfolio Management, 401k, Investment Management, Fixed Income, Long-term Care, Fixed Annuities, Risk Management
Education
Temple University 1972 — 1975
BS
Wharton School, University of Pennsylvania
Accredited Wealth Management Advisor
Ashwini Walde Ashwini Walde's Janney Montgomery Scott LLC Experience May 2015 - Present
Job Business Technology Leader
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
Cognizant Technology Solutions November 2011 - April 2015
Cognizant Technology Solutions May 2009 - October 2011
Cognizant Technology Solutions July 2008 - November 2008
Cognizant Technology Solutions March 2007 - June 2008
Cognizant Technology Solutions September 2006 - February 2007
Hexaware Technologies September 2005 - August 2006
Hexaware Technologies November 2003 - August 2005
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Requirements Gathering, Quality Assurance, Oracle, Project Management, Testing, Quality Center, SQL, Business Requirements, Solution Architecture, PL/SQL, Test Planning, Eagle STAR, Eagle PACE, Eagle Security..., RFP, SOW, Microsoft Excel, MS Project, SharePoint, Long View Trading System, Pricing, Performance Measurement, Microsoft Project, Microsoft Word, Unix, Markit EDM (CADIS), Murex, CA Clarity
Education
Symbiosis Center 2005 — 2007
Post Graduate Diploma in Business Administration, Finance
University of Mumbai 1999 — 2003
Bachelor Of Engineering, Computer Science
Janney Montgomery Scott LLC May 2015 - Present
Cognizant Technology Solutions November 2011 - April 2015
Cognizant Technology Solutions May 2009 - October 2011
Cognizant Technology Solutions July 2008 - November 2008
Cognizant Technology Solutions March 2007 - June 2008
Cognizant Technology Solutions September 2006 - February 2007
Hexaware Technologies September 2005 - August 2006
Hexaware Technologies November 2003 - August 2005
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Requirements Gathering, Quality Assurance, Oracle, Project Management, Testing, Quality Center, SQL, Business Requirements, Solution Architecture, PL/SQL, Test Planning, Eagle STAR, Eagle PACE, Eagle Security..., RFP, SOW, Microsoft Excel, MS Project, SharePoint, Long View Trading System, Pricing, Performance Measurement, Microsoft Project, Microsoft Word, Unix, Markit EDM (CADIS), Murex, CA Clarity
Education
Symbiosis Center 2005 — 2007
Post Graduate Diploma in Business Administration, Finance
University of Mumbai 1999 — 2003
Bachelor Of Engineering, Computer Science
Al DiGiacomo Al DiGiacomo's Janney Montgomery Scott LLC Experience June 2015 - August 2015
Job Capital Markets Intern at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - August 2015
Star Group December 2013 - February 2015
Acme Markets, Inc May 2013 - September 2013
Acme Markets, Inc May 2012 - September 2012
Catelli Brothers Veal and Lamb Company June 2011 - February 2012
Valarie’s Place June 2008 - July 2010
Skills
Microsoft Office, Minitab, Dependable Team Player, Reliable, Works Well in Groups, Self-motivated..., Goal-oriented..., Passion for Success, Teamwork, Time Management, Microsoft Excel, Social Networking, Microsoft Word, Bloomberg Terminal, Leadership
Education
University of Delaware 2011 — 2015
Bachelor of Science, Finance, Economics Minor
Janney Montgomery Scott LLC June 2015 - August 2015
Star Group December 2013 - February 2015
Acme Markets, Inc May 2013 - September 2013
Acme Markets, Inc May 2012 - September 2012
Catelli Brothers Veal and Lamb Company June 2011 - February 2012
Valarie’s Place June 2008 - July 2010
Skills
Microsoft Office, Minitab, Dependable Team Player, Reliable, Works Well in Groups, Self-motivated..., Goal-oriented..., Passion for Success, Teamwork, Time Management, Microsoft Excel, Social Networking, Microsoft Word, Bloomberg Terminal, Leadership
Education
University of Delaware 2011 — 2015
Bachelor of Science, Finance, Economics Minor
Irene Buhalo Irene Buhalo's Janney Montgomery Scott LLC Experience May 2000 - Present
Job VP, Equity Research Editor and Supervisory Analyst at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC May 2000 - Present
Skills
Equity Research, Equities, Capital Markets, Series 7, Series 63, Securities, FINRA, Financial Modeling, Investments, Bloomberg, Series 16
Education
Mount Saint Joseph Academy
High School, Academic
Our Lady of Calvary
Temple University
BA, Journalism
Janney Montgomery Scott LLC May 2000 - Present
Skills
Equity Research, Equities, Capital Markets, Series 7, Series 63, Securities, FINRA, Financial Modeling, Investments, Bloomberg, Series 16
Education
Mount Saint Joseph Academy
High School, Academic
Our Lady of Calvary
Temple University
BA, Journalism
Jim Bloodgood Jim Bloodgood's Janney Montgomery Scott LLC Experience May 2001 - Present
Job V.P. Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2001 - Present
Janney Montgomery Scott LLC May 2001 - Present
Prudential Financial January 1996 - May 2001
Smith Barney January 1990 - May 1996
Skills
Wealth Management, Series 65 Registered..., Retirement Planning, Multi State Life,..., Investment Advisory, Tax Free Income, Investment Strategies, Securities, Asset Management, Series 7, Series 63, $2,500,000.00 FDIC..., Family Legacy Planning, Estate Planning, College Planning & 529..., FDIC Insured CD..., Social Security Advisory, Social Security for..., UTMA & UGMA Minor Gift..., Managed Mutual Funds, Asset Protection, Alternative Investments, Business Management, Asset Allocation, Separately Managed..., Small Business...
Education
University of Denver 1968 — 1971
Bachelor of Science (B.S.), Math & Science
Janney Montgomery Scott LLC May 2001 - Present
Janney Montgomery Scott LLC May 2001 - Present
Prudential Financial January 1996 - May 2001
Smith Barney January 1990 - May 1996
Skills
Wealth Management, Series 65 Registered..., Retirement Planning, Multi State Life,..., Investment Advisory, Tax Free Income, Investment Strategies, Securities, Asset Management, Series 7, Series 63, $2,500,000.00 FDIC..., Family Legacy Planning, Estate Planning, College Planning & 529..., FDIC Insured CD..., Social Security Advisory, Social Security for..., UTMA & UGMA Minor Gift..., Managed Mutual Funds, Asset Protection, Alternative Investments, Business Management, Asset Allocation, Separately Managed..., Small Business...
Education
University of Denver 1968 — 1971
Bachelor of Science (B.S.), Math & Science
Gerald Scheinker Gerald Scheinker's Janney Montgomery Scott LLC Experience April 2009 - Present
Job Executive Vice President | Scheinker Investment Partners of Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Sean Reichert's Janney Montgomery Scott LLC Experience February 2009 - June 2009
Job Portfolio Manager, Index Management Solutions
Industry Financial Services
Experience
Index Management Solutions August 2014 - Present
Index Management Solutions February 2010 - August 2014
VTL Associates, LLC June 2009 - February 2011
Janney Montgomery Scott LLC February 2009 - June 2009
PREIT June 2006 - September 2007
Skills
Investments, Equities, Portfolio Management, ETFs, Portfolio Optimization, Cash Management, Loss Harvesting, Corporate Actions, Model Portfolios, Asset Allocation, Research, Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. Economics, Concentration in Finance
Father Judge High School 2001 — 2005
Index Management Solutions August 2014 - Present
Index Management Solutions February 2010 - August 2014
VTL Associates, LLC June 2009 - February 2011
Janney Montgomery Scott LLC February 2009 - June 2009
PREIT June 2006 - September 2007
Skills
Investments, Equities, Portfolio Management, ETFs, Portfolio Optimization, Cash Management, Loss Harvesting, Corporate Actions, Model Portfolios, Asset Allocation, Research, Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. Economics, Concentration in Finance
Father Judge High School 2001 — 2005
Tom Schubert Tom Schubert's Janney Montgomery Scott LLC Experience May 2014 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott April 2009 - Present
ING 1999 - 2009
Skills
Income Planning, Retirees, Small Business, Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management, Investments, Strategic Financial..., Financial Planning, Insurance, Series 63, Portfolio Management, Financial Advisory, Asset Management, Marketing, Wealth, Asset Allocation, Fixed Annuities, Investor Psychology
Education
Saint Joseph's University
Bachelors of Sicence, Finance
Salesianum High School
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott April 2009 - Present
ING 1999 - 2009
Skills
Income Planning, Retirees, Small Business, Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management, Investments, Strategic Financial..., Financial Planning, Insurance, Series 63, Portfolio Management, Financial Advisory, Asset Management, Marketing, Wealth, Asset Allocation, Fixed Annuities, Investor Psychology
Education
Saint Joseph's University
Bachelors of Sicence, Finance
Salesianum High School
Courtney Rich Courtney Rich's Janney Montgomery Scott LLC Experience September 2006 - May 2010
Job Speech Language Pathologist at Southern Elementary School
Industry Hospital & Health Care
Experience
EBS Healthcare November 2013 - Present
St. Mary Medical Center May 2013 - July 2013
Colonial School District January 2013 - May 2013
West Chester University Speech and Hearing Clinic January 2012 - December 2012
Janney Montgomery Scott LLC September 2006 - May 2010
The Children's Ark at St. George's August 2004 - August 2006
Skills
Healthcare Management, Treatment, Healthcare, Language Disorders, Clinical Research, Hospitals, Dysarthria, Dysphagia
Education
West Chester University of Pennsylvania 2011 — 2013
Master of Arts (MA), Speech-Language Pathology/Pathologist
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Social Work
EBS Healthcare November 2013 - Present
St. Mary Medical Center May 2013 - July 2013
Colonial School District January 2013 - May 2013
West Chester University Speech and Hearing Clinic January 2012 - December 2012
Janney Montgomery Scott LLC September 2006 - May 2010
The Children's Ark at St. George's August 2004 - August 2006
Skills
Healthcare Management, Treatment, Healthcare, Language Disorders, Clinical Research, Hospitals, Dysarthria, Dysphagia
Education
West Chester University of Pennsylvania 2011 — 2013
Master of Arts (MA), Speech-Language Pathology/Pathologist
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Social Work
Brittany Kole Brittany Kole's Janney Montgomery Scott LLC Experience July 2012 - Present
Job Regulatory Compliance Specialist at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2012 - Present
Janney Montgomery Scott July 2012 - Present
The Little Apple September 2011 - May 2013
McCalla Raymer, LLC January 2011 - July 2011
Skills
Management, Time Management, Microsoft Office, Outlook, Training, Hospitality, Sales, Software Documentation, Teamwork, Customer Service, Bloomberg, Microsoft Excel, Event Planning
Education
Wilkes University 2008 — 2010
Bachelor's Degree, International Studies
Temple University 2006 — 2008
Janney Montgomery Scott LLC July 2012 - Present
Janney Montgomery Scott July 2012 - Present
The Little Apple September 2011 - May 2013
McCalla Raymer, LLC January 2011 - July 2011
Skills
Management, Time Management, Microsoft Office, Outlook, Training, Hospitality, Sales, Software Documentation, Teamwork, Customer Service, Bloomberg, Microsoft Excel, Event Planning
Education
Wilkes University 2008 — 2010
Bachelor's Degree, International Studies
Temple University 2006 — 2008
Jenna Ferguson's Janney Montgomery Scott LLC Experience February 2014 - Present
Job Private Client Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
EDAC Technologies Corp August 2013 - February 2014
EDAC Technologies May 2013 - February 2014
EDAC Technologies June 2006 - August 2013
Skills
Aerospace, Process Improvement, Microsoft Office, Customer Service, Lean Manufacturing, Team Building, Recruiting, Project Management, Human Resources, Kaizen, Kanban, Social Media, Office Management, Office Administration, Visio, Payroll
Education
University of Bridgeport
Bachelor's degree, Business Administration, Management and Operations
Janney Montgomery Scott LLC February 2014 - Present
EDAC Technologies Corp August 2013 - February 2014
EDAC Technologies May 2013 - February 2014
EDAC Technologies June 2006 - August 2013
Skills
Aerospace, Process Improvement, Microsoft Office, Customer Service, Lean Manufacturing, Team Building, Recruiting, Project Management, Human Resources, Kaizen, Kanban, Social Media, Office Management, Office Administration, Visio, Payroll
Education
University of Bridgeport
Bachelor's degree, Business Administration, Management and Operations
Martin Schamis's Janney Montgomery Scott LLC Experience October 2015 - Present
Job Vice President / Head of Wealth Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Richard Keetley Richard Keetley's Janney Montgomery Scott LLC Experience April 2009 - Present
Job Executive Vice President / Wealth Management at Janney Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2009 - Present
Smith Barney December 2005 - April 2009
Legg Mason September 1992 - December 2005
Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Management, Financial Advisory, New Business Development, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategy, High Net Worth..., Investment Management, Portfolio Management, Series 63, Certified Financial..., Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Investment Advisory, FINRA, ETFs, Retirement, Fixed Income, Series 65, Separately Managed..., Investment Strategies, Hedge Funds, Financial Services, Series 24, Wealth Management..., Estate Planning, 401k, Bloomberg, Bonds, Fixed Annuities, Equity Research, IRAs, Trading, Series 6, Capital Markets, Long-term Care, Investment Advisory..., Relationship Management, Financial Planning
Education
The Johns Hopkins University 1988 — 1992
1992, Social and Behavioral Sciences
John Carroll High School 1985 — 1988
Janney Montgomery Scott LLC April 2009 - Present
Smith Barney December 2005 - April 2009
Legg Mason September 1992 - December 2005
Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Management, Financial Advisory, New Business Development, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategy, High Net Worth..., Investment Management, Portfolio Management, Series 63, Certified Financial..., Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Investment Advisory, FINRA, ETFs, Retirement, Fixed Income, Series 65, Separately Managed..., Investment Strategies, Hedge Funds, Financial Services, Series 24, Wealth Management..., Estate Planning, 401k, Bloomberg, Bonds, Fixed Annuities, Equity Research, IRAs, Trading, Series 6, Capital Markets, Long-term Care, Investment Advisory..., Relationship Management, Financial Planning
Education
The Johns Hopkins University 1988 — 1992
1992, Social and Behavioral Sciences
John Carroll High School 1985 — 1988
Nicole Lewin Mariash Nicole Lewin Mariash's Janney Montgomery Scott LLC Experience May 2007 - January 2008
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
SAP 2011 - Present
Websignia January 2006 - September 2008
Janney Montgomery Scott, LLC May 2007 - January 2008
Pennsylvania Horticultural Society August 2000 - January 2006
Golden Slipper Camp 1994 - 1998
Education
University of Miami 1992 — 1996
New World School of the Arts
Musical Theatre
SAP 2011 - Present
Websignia January 2006 - September 2008
Janney Montgomery Scott, LLC May 2007 - January 2008
Pennsylvania Horticultural Society August 2000 - January 2006
Golden Slipper Camp 1994 - 1998
Education
University of Miami 1992 — 1996
New World School of the Arts
Musical Theatre
Franklin A. Hart, III, AWMA® Franklin A. Hart, III, AWMA®'s Janney Montgomery Scott LLC Experience January 1990 - December 2012
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2012 - Present
Janney Montgomery Scott LLC January 1990 - December 2012
Skills
Financial Services, Financial Advisory, Finance, Wealth Management, Investments, Strategic Financial..., Research, Retirement Planning, Estate Planning, Investment Advisory, Series 7, Insurance, Series 63, Risk Management, Tax Management, Education Funding, Investment Planning
Education
University of North Carolina at Chapel Hill 1977 — 1980
B.A., Philosophy
The Hill School
RBC Wealth Management December 2012 - Present
Janney Montgomery Scott LLC January 1990 - December 2012
Skills
Financial Services, Financial Advisory, Finance, Wealth Management, Investments, Strategic Financial..., Research, Retirement Planning, Estate Planning, Investment Advisory, Series 7, Insurance, Series 63, Risk Management, Tax Management, Education Funding, Investment Planning
Education
University of North Carolina at Chapel Hill 1977 — 1980
B.A., Philosophy
The Hill School
Albert Jacobson's Janney Montgomery Scott LLC Experience November 2006 - December 2007
Job Senior Accountant at Comcast
Industry Financial Services
Experience
Comcast May 2014 - Present
Comcast February 2014 - May 2014
Comcast March 2012 - December 2013
Ameriquest Ambulance Inc November 2010 - February 2012
Marsh & McLennan Companies February 2009 - October 2010
Wachovia Bank December 2007 - September 2008
Janney Montgomery Scott LLC November 2006 - December 2007
Nuveen Investments Inc February 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Essbase, Trend Analysis, Portfolio Management, Operations Management, Auditing, Compliance, Benefit Cost Analysis
Education
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor of Science (B.S.), Finance
Comcast May 2014 - Present
Comcast February 2014 - May 2014
Comcast March 2012 - December 2013
Ameriquest Ambulance Inc November 2010 - February 2012
Marsh & McLennan Companies February 2009 - October 2010
Wachovia Bank December 2007 - September 2008
Janney Montgomery Scott LLC November 2006 - December 2007
Nuveen Investments Inc February 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Essbase, Trend Analysis, Portfolio Management, Operations Management, Auditing, Compliance, Benefit Cost Analysis
Education
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor of Science (B.S.), Finance
Michael Greb, AWMA® Michael Greb, AWMA®'s Janney Montgomery Scott LLC Experience June 2005 - Present
Job Financial Advisor; 1st Vice President at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2005 - Present
Parker/Hunter, a division of Janney Montgomery Scott LLC 2005 - 2009
Parker/Hunter Incorporated 1981 - 2005
H.J. Heinz Company June 1972 - October 1978
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Insurance, Series 7, Asset Managment, Finance, Wealth Management..., Asset Management, Series 63, Financial Advisory, Wealth Management, Investment Advisory, Securities, Retirement, Asset Allocation
Education
University of Pittsburgh 1979 — 1981
BA, Economics and Business
University of Pittsburgh
Janney Montgomery Scott LLC June 2005 - Present
Parker/Hunter, a division of Janney Montgomery Scott LLC 2005 - 2009
Parker/Hunter Incorporated 1981 - 2005
H.J. Heinz Company June 1972 - October 1978
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Insurance, Series 7, Asset Managment, Finance, Wealth Management..., Asset Management, Series 63, Financial Advisory, Wealth Management, Investment Advisory, Securities, Retirement, Asset Allocation
Education
University of Pittsburgh 1979 — 1981
BA, Economics and Business
University of Pittsburgh
Ismael Lahlou Ismael Lahlou's Janney Montgomery Scott LLC Experience June 2015 - July 2015
Job StudentAthlete at University of Pennsylvania
Industry Investment Banking
Experience
Janney Montgomery Scott LLC June 2015 - July 2015
OCP SA June 2014 - July 2014
Hilco Global August 2013 - August 2013
Procter & Gamble June 2013 - July 2013
Skills
Trading, Econometrics, Stata, Financial Reporting, Financial Accounting, Statistics, Management, French, Negotiation
Education
University of Pennsylvania 2012 — 2016
Economics, Mathematics, Statistics
Janney Montgomery Scott LLC June 2015 - July 2015
OCP SA June 2014 - July 2014
Hilco Global August 2013 - August 2013
Procter & Gamble June 2013 - July 2013
Skills
Trading, Econometrics, Stata, Financial Reporting, Financial Accounting, Statistics, Management, French, Negotiation
Education
University of Pennsylvania 2012 — 2016
Economics, Mathematics, Statistics
Amanda Colledge Amanda Colledge's Janney Montgomery Scott LLC Experience January 2013 - Present
Job Registered private client assistant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2013 - Present
Skills
Investments, Customer Service, Microsoft Office, Financial Analysis, Finance, Portfolio Management, Risk Management, Leadership, Project Management, Banking
Education
University of Pittsburgh
Janney Montgomery Scott LLC January 2013 - Present
Skills
Investments, Customer Service, Microsoft Office, Financial Analysis, Finance, Portfolio Management, Risk Management, Leadership, Project Management, Banking
Education
University of Pittsburgh
Julie Gehring Julie Gehring's Janney Montgomery Scott LLC Experience March 2003 - July 2008
Job Executive Assistant at NewsChannel 9 WSYR
Industry Broadcast Media
Experience
NewsChannel 9 WSYR July 2008 - Present
Janney Montgomery Scott LLC March 2003 - July 2008
Skills
Executive..., Accounting, Event Planning, Programming, Employee Relations, Expense Reports, Travel Arrangements, Public Speaking, Time Management
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
State University of New York College at Oswego
Bachelor's degree, Theatre Arts and English
NewsChannel 9 WSYR July 2008 - Present
Janney Montgomery Scott LLC March 2003 - July 2008
Skills
Executive..., Accounting, Event Planning, Programming, Employee Relations, Expense Reports, Travel Arrangements, Public Speaking, Time Management
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
State University of New York College at Oswego
Bachelor's degree, Theatre Arts and English
Tom Gayer Tom Gayer's Janney Montgomery Scott LLC Experience May 2015 - Present
Job First Vice President at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
RBC Wealth Management Financial Services April 2009 - May 2015
Education
University of Dayton 1970 — 1973
Bachelor of Science in Business Administration, Marketing
Janney Montgomery Scott LLC May 2015 - Present
RBC Wealth Management Financial Services April 2009 - May 2015
Education
University of Dayton 1970 — 1973
Bachelor of Science in Business Administration, Marketing
Brian Bittner's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Mark Eskin Mark Eskin's Janney Montgomery Scott LLC Experience March 1999 - Present
Job Executive Vice President/Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 1999 - Present
Ballard Spahr LLP September 1993 - March 1998
Skills
Strategic Financial..., Investment Advisory, Asset Allocation, Series 7, Portfolio Management, Investment Strategies, Financial Advisory, Estate Planning, Retirement Planning, Retirement Plan..., 401k Rollovers, Investments, Life Insurance, Financial Planning, Retirement Income..., Comprehensive Wealth..., Wealth Transfer Planning, Wealth, Wealth Management..., Retirement, High Net Worth...
Education
Temple University - James E. Beasley School of Law 1990 — 1993
Juris Doctor (J.D.), Magna Cum Laude
University of Pennsylvania 1986 — 1990
Bachelor’s Degree, Political Science and Government
Janney Montgomery Scott LLC March 1999 - Present
Ballard Spahr LLP September 1993 - March 1998
Skills
Strategic Financial..., Investment Advisory, Asset Allocation, Series 7, Portfolio Management, Investment Strategies, Financial Advisory, Estate Planning, Retirement Planning, Retirement Plan..., 401k Rollovers, Investments, Life Insurance, Financial Planning, Retirement Income..., Comprehensive Wealth..., Wealth Transfer Planning, Wealth, Wealth Management..., Retirement, High Net Worth...
Education
Temple University - James E. Beasley School of Law 1990 — 1993
Juris Doctor (J.D.), Magna Cum Laude
University of Pennsylvania 1986 — 1990
Bachelor’s Degree, Political Science and Government
Drew Mackintosh, CFA's Janney Montgomery Scott LLC Experience January 1996 - January 1998
Job Founder and Principal at Mackintosh Investor Relations
Industry Public Relations and Communications
Experience
Mackintosh Investor Relations May 2014 - Present
The Ryland Group November 2005 - May 2014
UBS Investment Bank July 2000 - October 2005
Janney Montgomery Scott LLC January 1996 - January 1998
Skills
Investments, Equities, Capital Markets, Investor Relations, Asset Managment, Financial Modeling, Accounting, Corporate Communications, Marketing, Management, Valuation, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Finance
University of Michigan 1991 — 1995
BA, Political Science
HPHS 1987 — 1991
Mackintosh Investor Relations May 2014 - Present
The Ryland Group November 2005 - May 2014
UBS Investment Bank July 2000 - October 2005
Janney Montgomery Scott LLC January 1996 - January 1998
Skills
Investments, Equities, Capital Markets, Investor Relations, Asset Managment, Financial Modeling, Accounting, Corporate Communications, Marketing, Management, Valuation, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Finance
University of Michigan 1991 — 1995
BA, Political Science
HPHS 1987 — 1991
Bruce Malinowski Bruce Malinowski's Janney Montgomery Scott LLC Experience 2004 - Present
Job First Vice President/Wealth Management at Janney Montgomery Scott LLC, Chartered Financial Consultant
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2004 - Present
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Portfolio Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Janney Montgomery Scott LLC 2004 - Present
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Portfolio Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Louis M. Deering, ChFC Louis M. Deering, ChFC's Janney Montgomery Scott LLC Experience August 2005 - Present
Job Vice President Investments, Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Emily Pappas's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Recruiting Coordinator at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
Lincoln Financial Advisors July 2006 - March 2015
Skills
Investments
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Janney Montgomery Scott LLC March 2015 - Present
Lincoln Financial Advisors July 2006 - March 2015
Skills
Investments
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Dennis Riley Dennis Riley's Janney Montgomery Scott LLC Experience June 1986 - June 1988
Job Vice President at Glenmede
Industry Investment Management
Experience
Glenmede June 1988 - Present
Janney Montgomery Scott LLC June 1986 - June 1988
Skills
Alternative Investments, Asset Management, Investments, Asset Allocation, Equities, Wealth Management, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Management, Mutual Funds, Local Government, Finance
Education
Saint Joseph's University 1985 — 1991
Bachelor's Degree, Finance and Financial Management Services
Glenmede June 1988 - Present
Janney Montgomery Scott LLC June 1986 - June 1988
Skills
Alternative Investments, Asset Management, Investments, Asset Allocation, Equities, Wealth Management, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Management, Mutual Funds, Local Government, Finance
Education
Saint Joseph's University 1985 — 1991
Bachelor's Degree, Finance and Financial Management Services
Katrina Donohue Swenson's Janney Montgomery Scott LLC Experience October 2013 - May 2015
Job Marketing Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Anne (McCormick) Samuel's Janney Montgomery Scott LLC Experience October 2006 - December 2006
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
Dorothy Barber's Janney Montgomery Scott LLC Experience February 2008 - Present
Job Registered Private Client Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2008 - Present
Skills
FINRA, Series 7, Series 63, Client Relations Skills, ThomsonOne, Wealth Management, Securities, Securities Market, Retirement Planning, Mutual Funds, Customer Service, Social Media, Public Speaking, Microsoft Excel, Leadership, Microsoft Office
Education
University at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Interdisciplinary Social Sciences
Canandaigua Academy 1997 — 2001
Janney Montgomery Scott LLC February 2008 - Present
Skills
FINRA, Series 7, Series 63, Client Relations Skills, ThomsonOne, Wealth Management, Securities, Securities Market, Retirement Planning, Mutual Funds, Customer Service, Social Media, Public Speaking, Microsoft Excel, Leadership, Microsoft Office
Education
University at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Interdisciplinary Social Sciences
Canandaigua Academy 1997 — 2001
Jason Meil's Janney Montgomery Scott LLC Experience November 2013 - May 2015
Job Investment Officer | Loudoun County Government
Industry Government Administration
Experience
Loudoun County Government May 2015 - Present
MCCP: Medical Care for Children Partnership June 2014 - Present
Janney Montgomery Scott LLC November 2013 - May 2015
Morgan Stanley April 2011 - November 2013
Shepard and Vrbanac Securities July 2006 - March 2011
Capitol Financial Partners March 2003 - July 2006
Skills
Alternative Investments, Derivatives, Fixed Income, Investments, Portfolio Management, Wealth Management, Risk Management, Asset Management, Trading, Finance, ETFs, Structured Products, Series 7, Mutual Funds, Asset Allocation, Equities, Series 66, Series 31, Series 28, Series 24, Series 4, Securities, Valuation, Banking, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Investment Managment Analyst Program Aresty Institute of Executive Education, Certified Investment Managment Analyst Program
University of Maryland College Park 1999 — 2003
Economics, Finance, Mathematics
New York Institute of Finance
Professional Certificate, Derivatives and Risk Managment
Winston Churchill HS
Loudoun County Government May 2015 - Present
MCCP: Medical Care for Children Partnership June 2014 - Present
Janney Montgomery Scott LLC November 2013 - May 2015
Morgan Stanley April 2011 - November 2013
Shepard and Vrbanac Securities July 2006 - March 2011
Capitol Financial Partners March 2003 - July 2006
Skills
Alternative Investments, Derivatives, Fixed Income, Investments, Portfolio Management, Wealth Management, Risk Management, Asset Management, Trading, Finance, ETFs, Structured Products, Series 7, Mutual Funds, Asset Allocation, Equities, Series 66, Series 31, Series 28, Series 24, Series 4, Securities, Valuation, Banking, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Investment Managment Analyst Program Aresty Institute of Executive Education, Certified Investment Managment Analyst Program
University of Maryland College Park 1999 — 2003
Economics, Finance, Mathematics
New York Institute of Finance
Professional Certificate, Derivatives and Risk Managment
Winston Churchill HS
Kimberly Espinoza's Janney Montgomery Scott LLC Experience January 1998 - February 1999
Job Legal Assistant at Becker Meisel LLC
Industry Law Practice
Experience
Becker Meisel LLC October 2011 - Present
Rawle & Henderson LLP February 1999 - August 2009
Janney Montgomery Scott LLC January 1998 - February 1999
Education
Rowan College at Gloucester County 1994 — 1997
Associate's degree, Legal Assistant/Paralegal
Becker Meisel LLC October 2011 - Present
Rawle & Henderson LLP February 1999 - August 2009
Janney Montgomery Scott LLC January 1998 - February 1999
Education
Rowan College at Gloucester County 1994 — 1997
Associate's degree, Legal Assistant/Paralegal
Kevin Gilligan Kevin Gilligan's Janney Montgomery Scott LLC Experience August 2008 - Present
Job Vice President, Director Client Marketing Strategies at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2008 - Present
SEI June 2007 - August 2008
The Vanguard Group January 2005 - August 2007
The Vanguard Group January 2000 - January 2005
Skills
Series 7, Series 6, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Retirement, Leadership, Marketing, Marketing Strategy, Wealth Management, Hedge Funds, Separately Managed..., Asset Allocation, Competitive Analysis, Product Management, ETFs, Social Media Marketing, Corporate Website..., Cash Management, Defined Contribution, Defined Benefit
Education
Shippensburg University of Pennsylvania 1989 — 1993
Garnet Valley HS
Janney Montgomery Scott LLC August 2008 - Present
SEI June 2007 - August 2008
The Vanguard Group January 2005 - August 2007
The Vanguard Group January 2000 - January 2005
Skills
Series 7, Series 6, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Retirement, Leadership, Marketing, Marketing Strategy, Wealth Management, Hedge Funds, Separately Managed..., Asset Allocation, Competitive Analysis, Product Management, ETFs, Social Media Marketing, Corporate Website..., Cash Management, Defined Contribution, Defined Benefit
Education
Shippensburg University of Pennsylvania 1989 — 1993
Garnet Valley HS
Matthew Koziol, CFA Matthew Koziol, CFA's Janney Montgomery Scott LLC Experience November 2014 - Present
Job Research Associate, Consumer: Branded Apparel & Footwear at Janney Montgomery Scott LLC
Industry Capital Markets
Experience
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Brandon Snyder's Janney Montgomery Scott LLC Experience December 2014 - May 2015
Job Financial Analyst at Tollos, Inc.
Industry Hospital & Health Care
Experience
Tollos, Inc September 2015 - Present
Janney Montgomery Scott LLC December 2014 - May 2015
Robert W. Baird & Co. September 2010 - September 2013
Bath Fitter June 2008 - August 2011
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Economics, Market Research, Data Analysis, Marketing, Outlook, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pikesville High School 2007 — 2011
Tollos, Inc September 2015 - Present
Janney Montgomery Scott LLC December 2014 - May 2015
Robert W. Baird & Co. September 2010 - September 2013
Bath Fitter June 2008 - August 2011
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Economics, Market Research, Data Analysis, Marketing, Outlook, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pikesville High School 2007 — 2011
Julia Riccardi Julia Riccardi's Janney Montgomery Scott LLC Experience June 2014 - August 2014
Job Health and Group Benefits Intern, Towers Watson
Industry Insurance
Experience
Gamma Iota Sigma- Sigma Chapter December 2014 - Present
The National Constitution Center August 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - August 2014
Skills
Microsoft Word, Leadership, Microsoft Excel, Management, Microsoft Office, Human Resources, Communication, Critical Thinking, Customer Service, Social Media, Recruiting, PowerPoint, Public Speaking, Time Management, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Major: Risk Management and Insurance; Major: Human Resource Management
Temple University - Fox School of Business and Management 2012 — 2016
Risk Management and Insurance; Human Resource Management
Gamma Iota Sigma- Sigma Chapter December 2014 - Present
The National Constitution Center August 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - August 2014
Skills
Microsoft Word, Leadership, Microsoft Excel, Management, Microsoft Office, Human Resources, Communication, Critical Thinking, Customer Service, Social Media, Recruiting, PowerPoint, Public Speaking, Time Management, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Major: Risk Management and Insurance; Major: Human Resource Management
Temple University - Fox School of Business and Management 2012 — 2016
Risk Management and Insurance; Human Resource Management
Steven Syfert Steven Syfert's Janney Montgomery Scott LLC Experience 1983 - 1994
Job
Industry Financial Services
Experience
Kildare Capital, Inc 2009 - Present
Ferris Baker Watts 2006 - 2008
Dolphin & Bradbury 1995 - 2005
Janney Montgomery Scott LLC 1983 - 1994
Wertheim & Co 1980 - 1982
Butcher & Singer 1975 - 1979
Butcher & Singer 1969 - 1975
Education
The Ohio State University
Kildare Capital, Inc 2009 - Present
Ferris Baker Watts 2006 - 2008
Dolphin & Bradbury 1995 - 2005
Janney Montgomery Scott LLC 1983 - 1994
Wertheim & Co 1980 - 1982
Butcher & Singer 1975 - 1979
Butcher & Singer 1969 - 1975
Education
The Ohio State University
Michael Weckenman's Janney Montgomery Scott LLC Experience May 2006 - Present
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2006 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 65, Life & Health Insurance..., Retirement Income..., 401(K) Rollovers, Personal Financial..., Strategic Financial..., Financial Planners, Estate Planning, Uniform Combined State..., Fixed Annuities, Finance, Portfolio Management, Investment Advisory, Asset Allocation, Trust Services, Wealth, Retirement, Investment Strategies, Series 63, Securities, 401k, Alternative Investments, ETFs, Separately Managed..., IRAs, Variable Annuities, Wealth Management..., Financial Advisory, FINRA, Series 6, 401k Rollovers, Investments, Financial Planning
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Finance, Real Estate
Janney Montgomery Scott LLC May 2006 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 65, Life & Health Insurance..., Retirement Income..., 401(K) Rollovers, Personal Financial..., Strategic Financial..., Financial Planners, Estate Planning, Uniform Combined State..., Fixed Annuities, Finance, Portfolio Management, Investment Advisory, Asset Allocation, Trust Services, Wealth, Retirement, Investment Strategies, Series 63, Securities, 401k, Alternative Investments, ETFs, Separately Managed..., IRAs, Variable Annuities, Wealth Management..., Financial Advisory, FINRA, Series 6, 401k Rollovers, Investments, Financial Planning
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Finance, Real Estate
Van D. Olmstead,Jr. CFP® AWMA® Van D. Olmstead,Jr. CFP® AWMA®'s Janney Montgomery Scott LLC Experience May 2001 - October 2010
Job Senior Vice President Branch Manager at Fulcrum Securities
Industry Financial Services
Experience
Fulcrum Securities March 2014 - Present
Fulcrum Securities, LLC. September 2010 - Present
Capital District Kiwanis 1983 - 2015
Capital District Kiwanis 1983 - 2015
Kiwanis Club of Wilmington DE 2012 - 2013
Congregation Beth Emeth 2010 - 2013
Congregation Beth Emeth 2010 - 2013
Janney Montgomery Scott LLC May 2001 - October 2010
Legg Mason January 1989 - March 2001
Alex. Brown & Sons, Incorporated November 1983 - January 1989
Skills
Asset Allocation, Securities, Wealth Management..., Investments, Wealth Management, Series 7, Financial Advisory, Retirement Planning, Finance, Alternative Investments, Mutual Funds, Investment Advisory, ETFs, Series 63, FINRA, Series 24, Investment Strategies, Series 65, 401k, Asset Management, Estate Planning, Portfolio Management, Retirement, Fixed Annuities, Strategic Financial..., Equities
Education
University of Pennsylvania 2005 — 2006
AWMA, Wealth Management (Wharton)
Widener University School of Law 1973 — 1975
Law
West Chester University of Pennsylvania 1965 — 1969
BA, Political Science, History
Fulcrum Securities March 2014 - Present
Fulcrum Securities, LLC. September 2010 - Present
Capital District Kiwanis 1983 - 2015
Capital District Kiwanis 1983 - 2015
Kiwanis Club of Wilmington DE 2012 - 2013
Congregation Beth Emeth 2010 - 2013
Congregation Beth Emeth 2010 - 2013
Janney Montgomery Scott LLC May 2001 - October 2010
Legg Mason January 1989 - March 2001
Alex. Brown & Sons, Incorporated November 1983 - January 1989
Skills
Asset Allocation, Securities, Wealth Management..., Investments, Wealth Management, Series 7, Financial Advisory, Retirement Planning, Finance, Alternative Investments, Mutual Funds, Investment Advisory, ETFs, Series 63, FINRA, Series 24, Investment Strategies, Series 65, 401k, Asset Management, Estate Planning, Portfolio Management, Retirement, Fixed Annuities, Strategic Financial..., Equities
Education
University of Pennsylvania 2005 — 2006
AWMA, Wealth Management (Wharton)
Widener University School of Law 1973 — 1975
Law
West Chester University of Pennsylvania 1965 — 1969
BA, Political Science, History
Joseph Gaviola Joseph Gaviola's Janney Montgomery Scott LLC Experience March 2015 - Present
Job Financial Advisor and Investment Advisor at Janney Montgomery Scott LLC
Industry Banking
Experience
Janney Montgomery Scott LLC March 2015 - Present
Suffolk Bancorp May 2012 - Present
Suffolk Bancorp March 2004 - Present
Chris-Nic properties 1988 - Present
Skills
Banking, Commercial Lending, Strategic Planning, Risk Management, Loans, Marketing Strategy, Investments, Mergers & Acquisitions, Public Speaking, Financial Analysis, Finance, Commercial Banking, Customer Service, Portfolio Management, Team Building
Education
ABA Stonier Graduate School of Banking at Wharton College 2013 — 2015
University of Rhode Island
Bachelor of Arts (B.A.), Business.
Janney Montgomery Scott LLC March 2015 - Present
Suffolk Bancorp May 2012 - Present
Suffolk Bancorp March 2004 - Present
Chris-Nic properties 1988 - Present
Skills
Banking, Commercial Lending, Strategic Planning, Risk Management, Loans, Marketing Strategy, Investments, Mergers & Acquisitions, Public Speaking, Financial Analysis, Finance, Commercial Banking, Customer Service, Portfolio Management, Team Building
Education
ABA Stonier Graduate School of Banking at Wharton College 2013 — 2015
University of Rhode Island
Bachelor of Arts (B.A.), Business.
Maryann Vassalotti's Janney Montgomery Scott LLC Experience November 2000 - September 2010
Job Director, Compliance Exams, Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
JoAnn Attwood Nemis's Janney Montgomery Scott LLC Experience October 1996 - Present
Job Vice President, Investments for Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 1996 - Present
Lerner Associates February 1990 - October 1996
Skills
Retirement Planning, 401k Rollovers, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Management, Long Term Care, Annuities, Estate Planning, Financial Planning, Life Insurance, Investments, Financial Advisory, Fixed Income
Education
Sacred Heart University
BS, Business Management
Janney Montgomery Scott LLC October 1996 - Present
Lerner Associates February 1990 - October 1996
Skills
Retirement Planning, 401k Rollovers, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Management, Long Term Care, Annuities, Estate Planning, Financial Planning, Life Insurance, Investments, Financial Advisory, Fixed Income
Education
Sacred Heart University
BS, Business Management
Jeffery P. (Jeff) Paulsen's Janney Montgomery Scott LLC Experience 2010 - Present
Job Senior Vice President, Complex Manager, Private Client Group, at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
Brett Durick's Janney Montgomery Scott LLC Experience September 2005 - March 2007
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Deutsche Bank June 2009 - July 2009
Deutsche Bank May 2007 - June 2009
Janney Montgomery Scott LLC September 2005 - March 2007
Skills
Valuation, Private Equity, Leveraged Finance, LBO, Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Bloomberg
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
The University of South Dakota 2001 — 2005
BBA, Finance
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Deutsche Bank June 2009 - July 2009
Deutsche Bank May 2007 - June 2009
Janney Montgomery Scott LLC September 2005 - March 2007
Skills
Valuation, Private Equity, Leveraged Finance, LBO, Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Bloomberg
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
The University of South Dakota 2001 — 2005
BBA, Finance
Chris Strauss's Janney Montgomery Scott LLC Experience January 2011 - Present
Job Practice Management and Technology Specialist at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC January 2011 - Present
Equinox Fund Management January 2010 - January 2011
Janney Montgomery Scott August 2008 - January 2010
Janney Montgomery Scott July 2006 - August 2008
Skills
Asset Management, Investments, Portfolio Management, Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Finance, Equities, Financial Advisory, Investment Strategies, Securities
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Economics, Political Science
Janney Montgomery Scott, LLC January 2011 - Present
Equinox Fund Management January 2010 - January 2011
Janney Montgomery Scott August 2008 - January 2010
Janney Montgomery Scott July 2006 - August 2008
Skills
Asset Management, Investments, Portfolio Management, Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Finance, Equities, Financial Advisory, Investment Strategies, Securities
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Economics, Political Science
Scott Nuttall's Janney Montgomery Scott LLC Experience February 2000 - September 2014
Job Associate Financial Advisor, Vice President, Compass Financial
Industry Financial Services
Experience
Compass Financial, A financial advisory practice of Ameriprise Financial Services, Inc. October 2014 - Present
Janney Montgomery Scott LLC February 2000 - September 2014
Prudential Securities 1989 - 2000
Wachovia Securities 1989 - 2000
Home Port Agency 1987 - 1989
Prudential-Bache 1985 - 1989
Education
Stockton University 1989 — 2001
ACCC 1988 — 1989
Transferred, Business Administration
Holy Spirit High School 1981 — 1985
Compass Financial, A financial advisory practice of Ameriprise Financial Services, Inc. October 2014 - Present
Janney Montgomery Scott LLC February 2000 - September 2014
Prudential Securities 1989 - 2000
Wachovia Securities 1989 - 2000
Home Port Agency 1987 - 1989
Prudential-Bache 1985 - 1989
Education
Stockton University 1989 — 2001
ACCC 1988 — 1989
Transferred, Business Administration
Holy Spirit High School 1981 — 1985
Keiana Pearson's Janney Montgomery Scott LLC Experience May 2005 - June 2010
Job Office of Student Engagement at Charlotte School of Law
Industry Higher Education
Experience
Charlotte School of Law August 2012 - Present
Bechtel Corporation May 2015 - July 2015
Charlotte School of Law January 2011 - July 2012
Janney Montgomery Scott, LLC May 2005 - June 2010
Firstrust Bank April 2002 - May 2005
Skills
Leadership, Event Planning, Human Resources, Customer Service, Team Building, Microsoft Office, Outlook, Microsoft Excel, Teamwork, Training, Program Management, Event Management, Strategic Planning, Research, Time Management, Access, Microsoft Word, PowerPoint, Recruiting, Onboarding, Project Coordination, Public Speaking, Marketing, Leadership Development, Employee Relations, Budgets, Process Improvement, Spreadsheets, Public Relations, Editing, Inventory Management, Team Leadership, Coaching, Teaching, Corporate Events, Customer Satisfaction, Coordinating Special..., Administrative...
Education
Pennsylvania State University 2013 — 2015
Master of Professional Studies, Human Resources & Employment Relations
University of Phoenix 2007 — 2010
Diploma, Business Management
Charlotte School of Law August 2012 - Present
Bechtel Corporation May 2015 - July 2015
Charlotte School of Law January 2011 - July 2012
Janney Montgomery Scott, LLC May 2005 - June 2010
Firstrust Bank April 2002 - May 2005
Skills
Leadership, Event Planning, Human Resources, Customer Service, Team Building, Microsoft Office, Outlook, Microsoft Excel, Teamwork, Training, Program Management, Event Management, Strategic Planning, Research, Time Management, Access, Microsoft Word, PowerPoint, Recruiting, Onboarding, Project Coordination, Public Speaking, Marketing, Leadership Development, Employee Relations, Budgets, Process Improvement, Spreadsheets, Public Relations, Editing, Inventory Management, Team Leadership, Coaching, Teaching, Corporate Events, Customer Satisfaction, Coordinating Special..., Administrative...
Education
Pennsylvania State University 2013 — 2015
Master of Professional Studies, Human Resources & Employment Relations
University of Phoenix 2007 — 2010
Diploma, Business Management
Joseph Wurzer's Janney Montgomery Scott LLC Experience March 2014 - Present
Job Senior Graphic Designer at Janney
Industry Graphic Design
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott, LLC February 2008 - February 2014
Ernst & Young September 2007 - March 2008
Ernst & Young May 1999 - September 2007
Georgia Credit Union Affiliates February 1993 - October 1998
Skills
Graphic Design, Graphics, Adobe Creative Suite, Logo Design, Corporate Branding, InDesign, Adobe Acrobat, Illustrator, Illustration, Web Design, User Interface Design, Dreamweaver, Flash, Mac, Corporate Identity, Photoshop, User Experience, Photography, Typography, Advertising
Education
The Ohio State University 1985 — 1991
BS, Visual Communications
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott, LLC February 2008 - February 2014
Ernst & Young September 2007 - March 2008
Ernst & Young May 1999 - September 2007
Georgia Credit Union Affiliates February 1993 - October 1998
Skills
Graphic Design, Graphics, Adobe Creative Suite, Logo Design, Corporate Branding, InDesign, Adobe Acrobat, Illustrator, Illustration, Web Design, User Interface Design, Dreamweaver, Flash, Mac, Corporate Identity, Photoshop, User Experience, Photography, Typography, Advertising
Education
The Ohio State University 1985 — 1991
BS, Visual Communications
Ross Marzarella's Janney Montgomery Scott LLC Experience 2001 - 2002
Job Chief Operating Officer at Steward Partners Consulting Solutions, Founding Partner of Steward Partners Holdings
Industry Management Consulting
Experience
Steward Partners Consulting Solutions January 2014 - Present
All County Exteriors April 2004 - December 2013
Juice Software 2003 - 2004
SaleTaxi.com 2002 - 2003
Janney Montgomery Scott LLC 2001 - 2002
Beacon Hill Partners 1992 - 1999
Skills
Business Development, Construction Management, Marketing Strategy, Strategic Planning, Strategic Partnerships, Forecasting, Construction, New Business Development, Business Strategy, Sales Process, Contract Negotiation, Sales, Account Management, Sales Management, Salesforce.com
Education
Drexel University - LeBow College of Business 1996 — 1997
MBA, Finance, Marketing
The Catholic University of America 1988 — 1991
BS, Financial management
Steward Partners Consulting Solutions January 2014 - Present
All County Exteriors April 2004 - December 2013
Juice Software 2003 - 2004
SaleTaxi.com 2002 - 2003
Janney Montgomery Scott LLC 2001 - 2002
Beacon Hill Partners 1992 - 1999
Skills
Business Development, Construction Management, Marketing Strategy, Strategic Planning, Strategic Partnerships, Forecasting, Construction, New Business Development, Business Strategy, Sales Process, Contract Negotiation, Sales, Account Management, Sales Management, Salesforce.com
Education
Drexel University - LeBow College of Business 1996 — 1997
MBA, Finance, Marketing
The Catholic University of America 1988 — 1991
BS, Financial management
Patricia Casperson's Janney Montgomery Scott LLC Experience 2006 - Present
Job Assistant V.P, Regulatory Counsel, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2006 - Present
Stradley Ronon Stevens & Young September 1995 - February 2006
Education
University of Pennsylvania Law School 1992 — 1995
Janney Montgomery Scott LLC 2006 - Present
Stradley Ronon Stevens & Young September 1995 - February 2006
Education
University of Pennsylvania Law School 1992 — 1995
Sam Siegel's Janney Montgomery Scott LLC Experience December 2014 - Present
Job Information Systems Security Manager at Janney Montgomery Scott LLC
Industry Information Technology and Services
Experience
Janney Montgomery Scott LLC December 2014 - Present
Urban Outfitters July 2012 - December 2014
Morgan Lewis & Bockius, LLP November 2000 - June 2012
Reliance Insurance February 1997 - November 2000
Towers Perrin August 1995 - January 1997
Temple University January 1993 - July 1995
Skills
Active Directory, Disaster Recovery, Network Security, Virtualization, DNS, Windows Server, DHCP, VMware ESX, Microsoft Exchange, Security, Servers, Data Center, SharePoint, System Administration, IT Management, VMware, Cloud Computing, Microsoft Technologies, Cisco Technologies, ITIL, Computer Security, System Deployment, Group Policy, Information Security, Unix, Networking, Integration, Firewalls, Software Documentation, Enterprise Software, Citrix, VPN, Server Administration, Network Administration, IT Operations, Information Technology, Business Continuity, SaaS, Infrastructure, Server Architecture, Windows 7, Enterprise Architecture, TCP/IP, Hardware, Help Desk Support, Troubleshooting, Technical Support, Operating Systems, Hyper-V, EMC Storage
Education
Temple University 1990 — 1995
Bachelor of Arts, Psychology, Magna Cum Laude
Janney Montgomery Scott LLC December 2014 - Present
Urban Outfitters July 2012 - December 2014
Morgan Lewis & Bockius, LLP November 2000 - June 2012
Reliance Insurance February 1997 - November 2000
Towers Perrin August 1995 - January 1997
Temple University January 1993 - July 1995
Skills
Active Directory, Disaster Recovery, Network Security, Virtualization, DNS, Windows Server, DHCP, VMware ESX, Microsoft Exchange, Security, Servers, Data Center, SharePoint, System Administration, IT Management, VMware, Cloud Computing, Microsoft Technologies, Cisco Technologies, ITIL, Computer Security, System Deployment, Group Policy, Information Security, Unix, Networking, Integration, Firewalls, Software Documentation, Enterprise Software, Citrix, VPN, Server Administration, Network Administration, IT Operations, Information Technology, Business Continuity, SaaS, Infrastructure, Server Architecture, Windows 7, Enterprise Architecture, TCP/IP, Hardware, Help Desk Support, Troubleshooting, Technical Support, Operating Systems, Hyper-V, EMC Storage
Education
Temple University 1990 — 1995
Bachelor of Arts, Psychology, Magna Cum Laude
Debra Barrett's Janney Montgomery Scott LLC Experience September 2014 - Present
Job Private Client Assistant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2014 - Present
Century 21 Dallow Realty June 2013 - Present
Capital One 2008 - December 2010
North Fork Bank 2005 - 2008
GreenPoint Bank 1987 - 2005
Skills
Deposits, Retirement, Banking, Strategy, Portfolio Management, Software Documentation, Leadership, Customer Service, Financial Risk, Risk Management, Project Management, Relationship Management
Education
St. John's University, The Peter J. Tobin College of Business
B. S., Finance
Janney Montgomery Scott LLC September 2014 - Present
Century 21 Dallow Realty June 2013 - Present
Capital One 2008 - December 2010
North Fork Bank 2005 - 2008
GreenPoint Bank 1987 - 2005
Skills
Deposits, Retirement, Banking, Strategy, Portfolio Management, Software Documentation, Leadership, Customer Service, Financial Risk, Risk Management, Project Management, Relationship Management
Education
St. John's University, The Peter J. Tobin College of Business
B. S., Finance
Rusty Krauss, AWMA®, CLTC®'s Janney Montgomery Scott LLC Experience November 1994 - Present
Job Financial Advisor with over 25 years of experience
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 1994 - Present
Skills
Wealth Management..., Financial Planning, Estate Planning, Retirement Savings, 401(k) Plans, Portfolio Management, Mutual Funds, Equities, Fixed Income Strategies, ETFs, Long-Term Care, Life Insurance, Variable Annuities, Fixed Annuities, Non-Profit Organizations, College Savings Plans, Municipal Bonds, Separately Managed..., Managed Money, Long-term Care, Retirement Planning, Retirement, Investments, Wealth Management
Education
University of Delaware 1971 — 1975
Janney Montgomery Scott LLC November 1994 - Present
Skills
Wealth Management..., Financial Planning, Estate Planning, Retirement Savings, 401(k) Plans, Portfolio Management, Mutual Funds, Equities, Fixed Income Strategies, ETFs, Long-Term Care, Life Insurance, Variable Annuities, Fixed Annuities, Non-Profit Organizations, College Savings Plans, Municipal Bonds, Separately Managed..., Managed Money, Long-term Care, Retirement Planning, Retirement, Investments, Wealth Management
Education
University of Delaware 1971 — 1975
Dennis Garvey's Janney Montgomery Scott LLC Experience January 1994 - Present
Job First Vice President/Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC January 1994 - Present
Kidder Peabody November 1977 - January 1994
Education
University of Scranton 1990 — 1991
Janney Montgomery Scott, LLC January 1994 - Present
Kidder Peabody November 1977 - January 1994
Education
University of Scranton 1990 — 1991
Philip Janney's Janney Montgomery Scott LLC Experience December 2011 - Present
Job Vice President/Investments, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2011 - Present
Skills
Retirement Planning, Equities, Wealth Management, Asset Allocation, Estate Planning, Series 7, Investments, Portfolio Management, Insurance, Alternative Investments, IRAs, Mutual Funds, Asset Management, Real Estate, Series 63, Risk Management, Retirement, Investment Management, Strategic Financial..., Investment Strategies, Valuation, Financial Analysis, Fixed Annuities, Capital Markets, Wealth Management..., Fixed Income, Financial Services, Securities
Education
University of Richmond 2000 — 2004
BS, Business Administration
Janney Montgomery Scott LLC December 2011 - Present
Skills
Retirement Planning, Equities, Wealth Management, Asset Allocation, Estate Planning, Series 7, Investments, Portfolio Management, Insurance, Alternative Investments, IRAs, Mutual Funds, Asset Management, Real Estate, Series 63, Risk Management, Retirement, Investment Management, Strategic Financial..., Investment Strategies, Valuation, Financial Analysis, Fixed Annuities, Capital Markets, Wealth Management..., Fixed Income, Financial Services, Securities
Education
University of Richmond 2000 — 2004
BS, Business Administration
Liam Timoney's Janney Montgomery Scott LLC Experience September 2009 - Present
Job Director Institutional Equity Trading at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2009 - Present
Boenning & Scattergood, Inc. September 2002 - September 2009
Skills
Series 7, Equities, Bloomberg, Series 63, Series 65, Capital Markets, Electronic Trading..., Equity Trading, Investments, Securities, Trading, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
The Catholic University of America 1998 — 2002
Bachelor of Science, Electrical Engineering
The Catholic University of America
Janney Montgomery Scott LLC September 2009 - Present
Boenning & Scattergood, Inc. September 2002 - September 2009
Skills
Series 7, Equities, Bloomberg, Series 63, Series 65, Capital Markets, Electronic Trading..., Equity Trading, Investments, Securities, Trading, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
The Catholic University of America 1998 — 2002
Bachelor of Science, Electrical Engineering
The Catholic University of America
Jeff Malinoski's Janney Montgomery Scott LLC Experience October 2013 - Present
Job Associate Real Estate Project Manager at Janney Montgomery Scott LLC
Industry Real Estate
Experience
South Jersey Baseball Academy January 2014 - Present
Janney Montgomery Scott LLC October 2013 - Present
Ashland Inc January 2008 - May 2013
NovaCare Rehabilitation May 2000 - January 2008
American Financial Realty Trust June 2006 - October 2006
Trans World November 1999 - April 2000
County of Gloucester April 1999 - October 1999
Gloucester County June 1998 - March 1999
Blockbuster Video July 1992 - May 1998
Skills
Real Estate, Property Management, Budgets, Due Diligence, Contract Negotiation, Leases, Negotiation, Project Management, Lease Negotiations, Lease Administration, Commercial Real Estate, Disposition, Acquisitions, Investment Properties, Real Estate Transactions, Start-ups, Management, Location Intelligence, Strategic Planning, Leadership, Sales, Property, Relocation, Accounting, Training, Real Estate Development, Corporate Real Estate, Facilities Management, Construction Management, Tenant, Selling, Landlords, Team Building, Customer Service, Marketing Strategy, Business Strategy, Time Management, Coaching, Account Management, Outlook, Accounts Payable, Recruiting, Public Speaking, Microsoft Excel, REO, Market Analysis, Mergers, Financial Analysis, Real Estate Economics, Marketing
Education
Rochville University 2005 — 2006
MBA, Real Estate
Rowan University 1990 — 1992
B.S., Marketing
Gloucester County College 1988 — 1990
A.S., Business Administration
University of Dayton 1988 — 1988
NA, Sports Management
South Jersey Baseball Academy January 2014 - Present
Janney Montgomery Scott LLC October 2013 - Present
Ashland Inc January 2008 - May 2013
NovaCare Rehabilitation May 2000 - January 2008
American Financial Realty Trust June 2006 - October 2006
Trans World November 1999 - April 2000
County of Gloucester April 1999 - October 1999
Gloucester County June 1998 - March 1999
Blockbuster Video July 1992 - May 1998
Skills
Real Estate, Property Management, Budgets, Due Diligence, Contract Negotiation, Leases, Negotiation, Project Management, Lease Negotiations, Lease Administration, Commercial Real Estate, Disposition, Acquisitions, Investment Properties, Real Estate Transactions, Start-ups, Management, Location Intelligence, Strategic Planning, Leadership, Sales, Property, Relocation, Accounting, Training, Real Estate Development, Corporate Real Estate, Facilities Management, Construction Management, Tenant, Selling, Landlords, Team Building, Customer Service, Marketing Strategy, Business Strategy, Time Management, Coaching, Account Management, Outlook, Accounts Payable, Recruiting, Public Speaking, Microsoft Excel, REO, Market Analysis, Mergers, Financial Analysis, Real Estate Economics, Marketing
Education
Rochville University 2005 — 2006
MBA, Real Estate
Rowan University 1990 — 1992
B.S., Marketing
Gloucester County College 1988 — 1990
A.S., Business Administration
University of Dayton 1988 — 1988
NA, Sports Management
Kevin Satchell's Janney Montgomery Scott LLC Experience February 2015 - Present
Job Reorganization Corporate Actions Analysis . Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Kenneth Feiertag's Janney Montgomery Scott LLC Experience March 2005 - Present
Job Senior Vice President Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Dianne Castellente's Janney Montgomery Scott LLC Experience 2000 - 2005
Job Manager, Channel Marketing
Industry Financial Services
Experience
Ascensus February 2014 - Present
Ascensus February 2011 - February 2014
Ascensus November 2006 - February 2011
Open Text 2006 - 2006
Janney Montgomery Scott LLC 2000 - 2005
Skills
Marketing Communications, Marketing Strategy, Financial Services, Market Research, Strategy, Strategic Planning, Copywriting, Brand Development, Investments, Brand Management, Strategic Communications, Marketing Management, Creative Direction, Editing, Leadership, Event Planning, Integrated Marketing, Account Management, Digital Marketing, Direct Mail, Online Advertising, Corporate Communications
Education
Shippensburg University of Pennsylvania
Bachelor's Degree, Major: English; Minor: Communications/Journalism
Ascensus February 2014 - Present
Ascensus February 2011 - February 2014
Ascensus November 2006 - February 2011
Open Text 2006 - 2006
Janney Montgomery Scott LLC 2000 - 2005
Skills
Marketing Communications, Marketing Strategy, Financial Services, Market Research, Strategy, Strategic Planning, Copywriting, Brand Development, Investments, Brand Management, Strategic Communications, Marketing Management, Creative Direction, Editing, Leadership, Event Planning, Integrated Marketing, Account Management, Digital Marketing, Direct Mail, Online Advertising, Corporate Communications
Education
Shippensburg University of Pennsylvania
Bachelor's Degree, Major: English; Minor: Communications/Journalism
Kay Strohecker's Janney Montgomery Scott LLC Experience May 2001 - August 2005
Job Management Consultant at Selfemployed
Industry Accounting
Experience
Self-employed August 2013 - Present
Virtus Wealth Solutions, an office of Metlife March 2007 - June 2013
Janney Montgomery Scott LLC May 2001 - August 2005
Legg Mason May 1987 - February 2000
Skills
Securities, Financial Services, Strategic Financial..., FINRA, Wealth, Finance, Investments, FINRA Series 7, 24, 27..., Wealth Management
Education
University of Baltimore
MBA, Management, GPA 3.75
University of Baltimore
BS, Management, Magna cum Laude, GPA 3.825
Self-employed August 2013 - Present
Virtus Wealth Solutions, an office of Metlife March 2007 - June 2013
Janney Montgomery Scott LLC May 2001 - August 2005
Legg Mason May 1987 - February 2000
Skills
Securities, Financial Services, Strategic Financial..., FINRA, Wealth, Finance, Investments, FINRA Series 7, 24, 27..., Wealth Management
Education
University of Baltimore
MBA, Management, GPA 3.75
University of Baltimore
BS, Management, Magna cum Laude, GPA 3.825
Katelyn Fegan's Janney Montgomery Scott LLC Experience June 2015 - Present
Job Dividend and Reorganization Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
Janney Montgomery Scott LLC October 2014 - June 2015
Janney Montgomery Scott September 2012 - October 2014
Janney Montgomery Scott December 2011 - September 2012
Janney Montgomery Scott April 2011 - December 2011
Technichem, Inc. March 2005 - September 2010
Education
Rutgers University – Camden
BS, Business Management & eCommerce
Janney Montgomery Scott LLC June 2015 - Present
Janney Montgomery Scott LLC October 2014 - June 2015
Janney Montgomery Scott September 2012 - October 2014
Janney Montgomery Scott December 2011 - September 2012
Janney Montgomery Scott April 2011 - December 2011
Technichem, Inc. March 2005 - September 2010
Education
Rutgers University – Camden
BS, Business Management & eCommerce
Ande Creekmore, CFP®, CRPC®'s Janney Montgomery Scott LLC Experience June 2003 - Present
Job First VP Investments / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2003 - Present
Wachovia Securities, LLC 1998 - 2003
OLDE 1990 - 1998
Skills
Wealth Management, Investments, Retirement, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Estate Planning, Mutual Funds, Insurance, Strategic Financial..., CRPC, Certified Financial..., Market Risk
Education
University of North Carolina at Wilmington 1984 — 1986
BA, Communications
Wingate University 1982 — 1984
Janney Montgomery Scott LLC June 2003 - Present
Wachovia Securities, LLC 1998 - 2003
OLDE 1990 - 1998
Skills
Wealth Management, Investments, Retirement, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Estate Planning, Mutual Funds, Insurance, Strategic Financial..., CRPC, Certified Financial..., Market Risk
Education
University of North Carolina at Wilmington 1984 — 1986
BA, Communications
Wingate University 1982 — 1984
Brian Connors's Janney Montgomery Scott LLC Experience January 2010 - March 2013
Job Institutional Salestrader
Industry Financial Services
Experience
Macro Risk Advisors July 2014 - Present
Janney Montgomery Scott March 2013 - June 2014
Janney Montgomery Scott LLC January 2010 - March 2013
Janney Montgomery Scott LLC November 2008 - January 2010
Skills
Investment Strategies, Trading, Relationship Management, Hedge Funds, Series 63, Manage Client..., Sales Management, Series 7, Series 55, Bloomberg, Microsoft Office
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts (B.A.), Management and Society
Manhasset High School 2000 — 2004
Macro Risk Advisors July 2014 - Present
Janney Montgomery Scott March 2013 - June 2014
Janney Montgomery Scott LLC January 2010 - March 2013
Janney Montgomery Scott LLC November 2008 - January 2010
Skills
Investment Strategies, Trading, Relationship Management, Hedge Funds, Series 63, Manage Client..., Sales Management, Series 7, Series 55, Bloomberg, Microsoft Office
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts (B.A.), Management and Society
Manhasset High School 2000 — 2004
Barry M. Havener's Janney Montgomery Scott LLC Experience May 2012 - Present
Job Senior Vice President/CLTC/Private Client Group at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC May 2012 - Present
Janney Montgomery Scott, LLC April 2012 - Present
Morgan Keegan Co, Inc. May 2008 - April 2012
Paragon Financial Services (Wachovia Securities, LLC) January 2003 - May 2008
Skills
Alternative Investments, Portfolio Management, Investments, Asset Management, Equities, Rap, Wealth Management, Series 63, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Series 65, Series 7, Financial Advisory, Financial Planning, Financial Services, Finance, Financial Analysis, Risk Management, Hedge Funds, Estate Planning, 401k, Retirement, Fixed Income, Investment Management, Insurance, Fixed Annuities, Wealth Management..., Capital Markets, Bonds, ETFs, Financial Modeling, Relationship Management, Private Equity, Customer Service, Management, Investment Banking, Leadership, IRAs, Wealth
Education
University of Central Florida
Janney Montgomery Scott LLC May 2012 - Present
Janney Montgomery Scott, LLC April 2012 - Present
Morgan Keegan Co, Inc. May 2008 - April 2012
Paragon Financial Services (Wachovia Securities, LLC) January 2003 - May 2008
Skills
Alternative Investments, Portfolio Management, Investments, Asset Management, Equities, Rap, Wealth Management, Series 63, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Series 65, Series 7, Financial Advisory, Financial Planning, Financial Services, Finance, Financial Analysis, Risk Management, Hedge Funds, Estate Planning, 401k, Retirement, Fixed Income, Investment Management, Insurance, Fixed Annuities, Wealth Management..., Capital Markets, Bonds, ETFs, Financial Modeling, Relationship Management, Private Equity, Customer Service, Management, Investment Banking, Leadership, IRAs, Wealth
Education
University of Central Florida
Colin Quinn, CFA's Janney Montgomery Scott LLC Experience May 2006 - August 2006
Job Accountant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2007 - Present
Janney Montgomery Scott LLC May 2006 - August 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Asset Allocation, Finance, Portfolio Management, Risk Management, Financial Modeling, Equities, Investments, Asset Management, Fixed Income, Mutual Funds, Microsoft Office, Financial Planning, Securities, Valuation, Alternative Investments
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Janney Montgomery Scott May 2007 - Present
Janney Montgomery Scott LLC May 2006 - August 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Asset Allocation, Finance, Portfolio Management, Risk Management, Financial Modeling, Equities, Investments, Asset Management, Fixed Income, Mutual Funds, Microsoft Office, Financial Planning, Securities, Valuation, Alternative Investments
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Christopher Haidinger's Janney Montgomery Scott LLC Experience February 1986 - Present
Job Director Hight Net Worth Planning Group at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC February 1986 - Present
Skills
Strategic Financial..., Investment Strategies, Series 7, Estate Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Equities, Wealth Management, Retirement Planning, Finance, Fixed Annuities, Alternative Investments, Investments, Retirement, Investment Advisory, ETFs
Education
Susquehanna University 1976 — 1980
Bachelor of Science (BS), Economics and Finance
Janney Montgomery Scott, LLC February 1986 - Present
Skills
Strategic Financial..., Investment Strategies, Series 7, Estate Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Equities, Wealth Management, Retirement Planning, Finance, Fixed Annuities, Alternative Investments, Investments, Retirement, Investment Advisory, ETFs
Education
Susquehanna University 1976 — 1980
Bachelor of Science (BS), Economics and Finance
Charles Millar's Janney Montgomery Scott LLC Experience February 2014 - Present
Job Complex Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
The Ayco Company, L.P. September 2004 - February 2014
Johnston Lemon April 1989 - August 2001
Education
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (BS)
Janney Montgomery Scott LLC February 2014 - Present
The Ayco Company, L.P. September 2004 - February 2014
Johnston Lemon April 1989 - August 2001
Education
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (BS)
Leah D. Brooks's Janney Montgomery Scott LLC Experience May 2014 - Present
Job HR Operations Manager at Janney Montgomery Scott LLC
Industry Nonprofit Organization Management
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC June 2013 - May 2014
Janney Montgomery Scott LLC June 2012 - June 2013
Maternity Care Coalition June 2011 - December 2012
Iron Mountain August 2010 - 2011
ModSpace March 2009 - August 2010
eResearchTechnology Inc 2006 - 2008
CIGNA March 2004 - June 2006
CIGNA September 2001 - February 2004
Skills
Benefits Administration, ADP ReportSmith, ADP HRB, ADP Payroll, Employee Benefits, Payroll, HRIS, ADP E-Time, ADP ezLaborManager, Employee Relations, Deferred Compensation, Employee Wellness, HR Policies, Office Administration, Training, Employee Management, Human Resources, Facilities Operations
Education
Strayer University 2015 — 2016
2016, Business Administration and Human Resources
Pierce College 2005 — 2007
Associate’s Degree, Business Administration, Management and Operations
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott LLC June 2013 - May 2014
Janney Montgomery Scott LLC June 2012 - June 2013
Maternity Care Coalition June 2011 - December 2012
Iron Mountain August 2010 - 2011
ModSpace March 2009 - August 2010
eResearchTechnology Inc 2006 - 2008
CIGNA March 2004 - June 2006
CIGNA September 2001 - February 2004
Skills
Benefits Administration, ADP ReportSmith, ADP HRB, ADP Payroll, Employee Benefits, Payroll, HRIS, ADP E-Time, ADP ezLaborManager, Employee Relations, Deferred Compensation, Employee Wellness, HR Policies, Office Administration, Training, Employee Management, Human Resources, Facilities Operations
Education
Strayer University 2015 — 2016
2016, Business Administration and Human Resources
Pierce College 2005 — 2007
Associate’s Degree, Business Administration, Management and Operations
Jami Morrison's Janney Montgomery Scott LLC Experience August 2003 - August 2007
Job Senior at EY
Industry Accounting
Experience
EY January 2013 - Present
Pesta, Finnie and Associates, LLP May 2008 - January 2013
Janney Montgomery Scott, LLC August 2003 - August 2007
AmeriCorps August 2002 - August 2003
Skills
Tax, Investments, Financial Planners, Time Management, Trusts, High Net Worth..., Tax Returns, CPA, Interviews, Sales, Customer Service, Research, Income Tax
Education
University of North Carolina at Charlotte 2007 — 2008
Master's degree, Accounting
University of North Carolina at Chapel Hill 1996 — 2000
B.A, Communication Studies (Interpersonal/Organizational)
EY January 2013 - Present
Pesta, Finnie and Associates, LLP May 2008 - January 2013
Janney Montgomery Scott, LLC August 2003 - August 2007
AmeriCorps August 2002 - August 2003
Skills
Tax, Investments, Financial Planners, Time Management, Trusts, High Net Worth..., Tax Returns, CPA, Interviews, Sales, Customer Service, Research, Income Tax
Education
University of North Carolina at Charlotte 2007 — 2008
Master's degree, Accounting
University of North Carolina at Chapel Hill 1996 — 2000
B.A, Communication Studies (Interpersonal/Organizational)
brent ziegler's Janney Montgomery Scott LLC Experience January 2011 - Present
Job
Industry
Experience
Janney Montgomery Scott LLC January 2011 - Present
Education
Syracuse University 1980 — 1984
Bachelor's degree
Janney Montgomery Scott LLC January 2011 - Present
Education
Syracuse University 1980 — 1984
Bachelor's degree
Rick Budnovitch's Janney Montgomery Scott LLC Experience 2005 - 2013
Job
Industry Investment Management
Experience
Janney Montgomery Scott LLC 2005 - 2013
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Series 7, Financial Analysis, Asset Allocation, Insurance
Education
University of Scranton
Janney Montgomery Scott LLC 2005 - 2013
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Series 7, Financial Analysis, Asset Allocation, Insurance
Education
University of Scranton
Norman Oremland's Janney Montgomery Scott LLC Experience January 2014 - Present
Job Senior Vice President/Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
UBS Financial Services Inc. May 2007 - January 2014
Skills
Series 63, Investment Strategies, Financial Modeling, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Valuation, Finance, Financial Services, Risk Management
Education
The George Washington University
Master of Business Administration (MBA), Finance
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Janney Montgomery Scott LLC January 2014 - Present
UBS Financial Services Inc. May 2007 - January 2014
Skills
Series 63, Investment Strategies, Financial Modeling, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Valuation, Finance, Financial Services, Risk Management
Education
The George Washington University
Master of Business Administration (MBA), Finance
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Dan Order's Janney Montgomery Scott LLC Experience January 2014 - Present
Job Investment Research Associate at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
Signpost 2013 - 2013
U.S. Insulation 2010 - 2012
Skills
Marketing, Leadership, Entrepreneurship
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (BA), English Literature
Semester at Sea 2012 — 2012
Janney Montgomery Scott LLC January 2014 - Present
Signpost 2013 - 2013
U.S. Insulation 2010 - 2012
Skills
Marketing, Leadership, Entrepreneurship
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (BA), English Literature
Semester at Sea 2012 — 2012
Kyle Bickhart's Janney Montgomery Scott LLC Experience February 2014 - August 2014
Job Technical Support Specialist at Salem Community College
Industry Nonprofit Organization Management
Experience
Salem Community College August 2014 - Present
Janney Montgomery Scott LLC February 2014 - August 2014
Neighborhood House June 2012 - February 2014
Richard Stockton College September 2010 - December 2012
RadioShack September 2008 - June 2010
Skills
Computer Repair, Computer Hardware, Customer Service, Technical Support, Information Technology, Operating Systems, Databases, Networking, Hardware, Troubleshooting, Testing, Time Management, Help Desk Support
Education
Richard Stockton College of New Jersey 2010 — 2012
Bachelor of Science (BS), Computer Science and Information Systems
Gloucester County College 2008 — 2010
Associate's degree, Computer Information Systems
Salem Community College August 2014 - Present
Janney Montgomery Scott LLC February 2014 - August 2014
Neighborhood House June 2012 - February 2014
Richard Stockton College September 2010 - December 2012
RadioShack September 2008 - June 2010
Skills
Computer Repair, Computer Hardware, Customer Service, Technical Support, Information Technology, Operating Systems, Databases, Networking, Hardware, Troubleshooting, Testing, Time Management, Help Desk Support
Education
Richard Stockton College of New Jersey 2010 — 2012
Bachelor of Science (BS), Computer Science and Information Systems
Gloucester County College 2008 — 2010
Associate's degree, Computer Information Systems
Tamaqua Roland's Janney Montgomery Scott LLC Experience 2006 - April 2014
Job Compliance Advisor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
Janney Montgomery Scott LLC 2006 - April 2014
Janney Montgomery Scott LLC September 2003 - June 2006
Skills
Securities Regulation, Litigation, Legal Research, FINRA, Legal Writing, Mediation, Litigation Support, Dispute Resolution, Arbitration, Series 7, Document Management, Regulatory Affairs, eDiscovery, Legal Contract Review, Employment Law, Regulatory Filings, Series 24
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (BA), Business Administration and Political Science
J.R. Masterman
Lincoln Financial Group April 2014 - Present
Janney Montgomery Scott LLC 2006 - April 2014
Janney Montgomery Scott LLC September 2003 - June 2006
Skills
Securities Regulation, Litigation, Legal Research, FINRA, Legal Writing, Mediation, Litigation Support, Dispute Resolution, Arbitration, Series 7, Document Management, Regulatory Affairs, eDiscovery, Legal Contract Review, Employment Law, Regulatory Filings, Series 24
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (BA), Business Administration and Political Science
J.R. Masterman
Mary Pumphrey's Janney Montgomery Scott LLC Experience October 1997 - Present
Job Capital Markets Compliance at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 1997 - Present
Janney Montgomery Scott LLC October 1997 - October 2008
Skills
Compliance, Securities Regulation, Compliance Regulations, Regulatory Affairs, Policies and Procedures, Legal Documents, Investments, Fixed Income, Equities, Securities, Mutual Funds, Retirement, Investment Advisory, Institutional, Retail, Trading, Trading Systems, Series 7, Series 63, Series 53, Series 14, Series 9/10, Management, Capital Markets, Equity Research, Investment Banking, Syndicate, Municipal Bonds, Underwriting
Education
Widener University School of Law 2000 — 2003
Saint Joseph's University
Bachelor of Science (BS), Psychology
Janney Montgomery Scott LLC October 1997 - Present
Janney Montgomery Scott LLC October 1997 - October 2008
Skills
Compliance, Securities Regulation, Compliance Regulations, Regulatory Affairs, Policies and Procedures, Legal Documents, Investments, Fixed Income, Equities, Securities, Mutual Funds, Retirement, Investment Advisory, Institutional, Retail, Trading, Trading Systems, Series 7, Series 63, Series 53, Series 14, Series 9/10, Management, Capital Markets, Equity Research, Investment Banking, Syndicate, Municipal Bonds, Underwriting
Education
Widener University School of Law 2000 — 2003
Saint Joseph's University
Bachelor of Science (BS), Psychology
Charles Millar's Janney Montgomery Scott LLC Experience February 2014 - Present
Job Complex Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
Goldman Sachs September 2004 - January 2014
The Albany Academies January 2002 - June 2004
Johnston, Lemon and Company May 1989 - August 2001
Skills
Series 7
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree
Janney Montgomery Scott LLC February 2014 - Present
Goldman Sachs September 2004 - January 2014
The Albany Academies January 2002 - June 2004
Johnston, Lemon and Company May 1989 - August 2001
Skills
Series 7
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree
Robert Milano's Janney Montgomery Scott LLC Experience December 2006 - July 2010
Job Institutional Municipal Sales, Vice President at Multi Bank Securities Inc
Industry Financial Services
Experience
Multi Bank Securities Inc September 2014 - Present
Lebenthal & Co. LLC 2010 - 2014
Janney Montgomery Scott LLC December 2006 - July 2010
Education
State University of New York College at Oneonta
Bachelor's degree, Business Economics
Multi Bank Securities Inc September 2014 - Present
Lebenthal & Co. LLC 2010 - 2014
Janney Montgomery Scott LLC December 2006 - July 2010
Education
State University of New York College at Oneonta
Bachelor's degree, Business Economics
BRIAN DONOHUE's Janney Montgomery Scott LLC Experience January 2015 - Present
Job Managing Director at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
J.P. Morgan June 2005 - June 2008
Bear Stearns June 1999 - June 2001
Bear Stearns Trading oporations June 1994 - June 1998
Skills
Bloomberg, Capital Markets, Equities, Hedge Funds, Fixed Income, Series 63, Series 55, Series 7, Investments, Securities, Alternative Investments, Trading Systems
Education
University of Scranton
Bachelor's degree, Business Administration and Management, General
Janney Montgomery Scott LLC January 2015 - Present
J.P. Morgan June 2005 - June 2008
Bear Stearns June 1999 - June 2001
Bear Stearns Trading oporations June 1994 - June 1998
Skills
Bloomberg, Capital Markets, Equities, Hedge Funds, Fixed Income, Series 63, Series 55, Series 7, Investments, Securities, Alternative Investments, Trading Systems
Education
University of Scranton
Bachelor's degree, Business Administration and Management, General
ERIK GRAHAM's Janney Montgomery Scott LLC Experience September 2011 - Present
Job Institutional Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2011 - Present
Skills
Fixed Income
Education
University of Maryland College Park 1990 — 1994
BS, Finance, General
Janney Montgomery Scott LLC September 2011 - Present
Skills
Fixed Income
Education
University of Maryland College Park 1990 — 1994
BS, Finance, General
Erika Hines's Janney Montgomery Scott LLC Experience March 2007 - Present
Job Treasury Management Services Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2007 - Present
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Leadership, Finance, Team Building, Banking, Team Leadership, Microsoft Excel, Teamwork, Process Improvement, Coaching, Accounting, Financial Services, PowerPoint, Operations Management, QuickBooks
Education
University of Phoenix 2015 — 2017
Associate of Arts (A.A.), Accounting
Janney Montgomery Scott LLC March 2007 - Present
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Leadership, Finance, Team Building, Banking, Team Leadership, Microsoft Excel, Teamwork, Process Improvement, Coaching, Accounting, Financial Services, PowerPoint, Operations Management, QuickBooks
Education
University of Phoenix 2015 — 2017
Associate of Arts (A.A.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY