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 @
- 2009 -2014 Director of Wealth Management @
- 2007 -2009 Managing Director @
- 2005 -2007 Director of Investment Products @ Smith Barney
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
- Equities
- Securities
- Retirement
- Retirement Planning
- Investment Management
- Estate Planning
- ETFs
- Strategic Financial Planning
- Hedge Funds
- Portfolio Management
- Insurance
- Financial Planners
- Financial Services
- Financial Advisory
- Analysts
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 3 emails and 1 mobile phone numbers on RocketReach.
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Greg McShea
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Kelly Bruchesky
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Chris Johnson
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Pat Ehret
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Dawn Dupre
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Tony Miller
President and CEO
Philadelphia, PA, US
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