Charlie Walter's Location
United States
Charlie Walter's Work
- First Vice President Wealth Management @ Janney Montgomery Scott LLC
- Officer @ US Army
Charlie Walter's Education
- University of Pennsylvania - The Wharton School
Accredited Wealth Management Advisor
- McDaniel College
Bachelor's degree (Economics)
1973 - 1977 - McDaniel College
Bachelor of Arts (BA) (Economics)
Charlie Walter's Skills
- Alternative Investments
- Series 63
- Banking
- Equity Valuation
- Insurance
- Retirement Planning
- Wealth Management Services
- Brokerage
- Portfolio Management
- Investments
Charlie Walter's Summary
Charlie Walter, based in United States, is currently a First Vice President Wealth Management at Janney Montgomery Scott, bringing experience from previous roles at U.S. Army. Charlie Walter holds a Accredited Wealth Management Advisor @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Alternative Investments, Series 63, Banking, Equity Valuation, Insurance and more, Charlie Walter contributes valuable insights to the industry. Charlie Walter has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Charlie Walter you were looking for?
Find contact details for 700 million professionals.
Top Janney Montgomery Scott LLC Employees
-
34
-
23
-
View
Bob Thielmann
Chief Information Officer at Janney Montgomery Scott LLC
Franklin Township, NJ, US35+ -
View
Kevin Reed
EVP; President of Private Client Group at Janney Montgomery Scott LLC
Philadelphia, PA, US43 -
ViewMaddee Kassimir
Managing Director-MBS SALES at Janney Montgomery Scott LLC
Port Washington, NY, US31 -
22
-
View
Raj Chilumula
Vice President - Applications at Janney Montgomery Scott LLC
Monroe, New Jersey, United States45+ -
5+3
-
View
Brian Enright
Executive Vice President at Janney Montgomery Scott LLC
Albany, New York, United States13 -
22
-
34
-
45
-
ViewJerry Lombard
President and Private Client Group at Janney Montgomery Scott LLC
Philadelphia, PA, US21 -
23
-
32
-
45+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
