Christopher Clavin Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Christopher Clavin Location
- Philadelphia, PA, US
Christopher Clavin Work
- 2022 -now Executive Vice President and Wealth Management, Financial Advisor @
- 2003 -2022 Financial Advisor, Senior Vice President - Investment Officer, Senior PIM Portfolio Manager @ Wells Fargo Advisors
- 1995 -2003 Sr. Vice President - Financial Consultant @
- 1981 -1995 Sr. Engineering Tech 'A' @
- 1980 -1981 Field Engineer - Burroughs Corp. @ Unisys
- 1979 -1980 Engineering Technician - Burroughs Scientific Processor (BSP) @ Unisys
Christopher Clavin Education
- University of Pennsylvania - The Wharton School
CIMA® Educational Component (Certified Investment Management Analyst® Core Curriculum)
2012-2012 - College for Financial Planning
(Core Curriculum)
1994-1996 - RETS / CHI Institute
AST / Elect. Eng. Technology (Electrical Enginnering / Electronic Technician)
1979-1980
Christopher Clavin Skills
- Investments
- Asset Allocation
- Retirement Planning
- Risk Management
- Retirement
- Insurance
- Investment Strategies
- Concentrated Stock Management
- Investment Planning
- Wealth Preservation Strategies
- Corporate Retirement Plans
- Investment Selection & Analysis
- Estate Investment Planning
- Multi-generational Wealth Planning
- 401k Planning
- College Funding Strategies and 529 Plans
- 401k Rollovers
- Human Resource
- SQL
- Multi Generational Wealth Planning
- Portfolio Management
- Supply
- Investment Selection and Analysis
- Aviation
- Resources
Christopher Clavin Summary
- Christopher Clavin, based in Philadelphia, PA, US, is currently a Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. Christopher Clavin brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, PECO Energy and Unisys. Christopher Clavin holds a 2012 - 2012 CIMA® Educational Component in Certified Investment Management Analyst® Core Curriculum @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Investments, Asset Allocation, Retirement Planning, Risk Management, Retirement and more. Christopher Clavin has 3 emails and 1 mobile phone numbers on RocketReach.
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