Janney Montgomery Scott Llc
Senior Vice President and Wealth Management
Janney Montgomery Scott Llc
Financial Advisor
Wells Fargo Advisors Jul 2015 - Jan 2017
Financial Consultant
Janney Montgomery Scott Llc Apr 1, 2007 - Jun 2015
Assistant Vice President - Investments
Wells Fargo Jun 2004 - Apr 2007
Financial Advisor
Education:
Saratoga Springs High School 2004 - 2007
Saint Michael's College 1997 - 2001
Bachelors, Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 - 1997
Skills:
Retirement Planning Investments Investment Strategies Financial Advisory Bonds Life Insurance Investment Advisory Etfs Long Term Care Insurance Alternative Investments Mutual Funds Wealth Management Trading Stocks Fixed Income Insurance Municipal Bonds
Roger Luehrman, Charles Clark, Tim Short, Nancy Crates, Randy Short, Susan Pollard, Susie Abbott, Mary Lajaunie, Darlene Jones, Eric Anderson, Theresa Clouse
Jeffery Pollard (1987-1991), Kevin Klemm (1982-1985), Mary Knorr (1967-1971), Anna Monroe (1979-1984), Kathy Kilber (1970-1974), Frederick Isaak (1971-1975)