David Penn Email & Phone Number

Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC

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David Penn Location

Bryn Mawr, PA, US

David Penn Work

2014 - now Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
2009 - 2014 Director of Wealth Management @ Janney Montgomery Scott LLC
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2007 - 2009 Managing Director @ Legg Mason

2005 - 2007 Director of Investment Products @ Smith Barney

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David Penn Education

University of Pennsylvania - The Wharton School
1982 - 1984
Drexel University
1977 - 1982

David Penn Skills

Investments
Wealth Management
Series 7

Alternative Investments
Asset Allocation
Mutual Funds
Investment Advisory
Series 63
Investment Strategies
Asset Management

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David Penn Summary

David Penn, based in Bryn Mawr, PA, US, is currently a Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. David Penn brings experience from previous roles at Janney Montgomery Scott LLC, Legg Mason and Smith Barney. David Penn holds a 1982 - 1984 University of Pennsylvania - The Wharton School. With a robust skill set that includes Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation and more. David Penn has 2 emails and 1 mobile phone numbers on RocketReach.

David Penn Emails

Found 2 emails

David Penn Phone Numbers

Found 3 phone numbers

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