Ian McLaughlin Email & Phone Number
Financial Planner @ Janney Montgomery Scott LLC
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Ian McLaughlin Location
- Media, PA, US
Ian McLaughlin Work
- 2026 -now Financial Planner @
- 2022 -2026 Senior Advisor Consultant @
- 2020 -2022 Advisor Consultant @
- 2019 -2020 Independent Branch Financial Consultant @
- 2018 -2019 Independent Branch Associate Financial Consultant @
- 2018 -2018 Client Specialist @
- 2015 -2018 Investment Adviser Representative @
- 2015 -2018 Associate @ Daniel P. Keenan - Insurance and Investment Services
- 2010 -2014 Trading @
- 2009 -2010 Sales Associate @
- 2008 -2010 Concession Supervisor @
Ian McLaughlin Education
- La Salle University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2010-2013 - La Salle University
Bachelors (Lacrosse Club, LaSalle University Ambassador, Gamma Iota Sigma member)
2003-2007 - LaSalle College High School
(Cross Country, Lacrosse, Indoor Track, Ski Club)
1999-2003 - SJS 1991-1999
Ian McLaughlin Skills
- Microsoft Excel
- Strategy
- Communication
- Writing
- Team Building
- Insurance
- Vendors
- Windows
- Sales
- Cold Calling
- Motivational Speaking
- Mentoring
- Finance
- Investigative Research
- Uniform Combined State Law
- Strategic Financial Planning
- Non Technical
- Entrepreneurship
- Bloomberg Terminal
- Legal
- Paperwork
- Compliance Procedures
- Municipalities
- Management
- Design
- Security
- Hiring
- Circumstances
- Cash Flow Analysis
- GAP
- Accounting
- Securities Regulation
- Build Strong Relationships
- Stands
- Financials
- Valuation
- Philadelphia
- Retirement Planning
- Financial Planning
- Portfolio Management
- Earned Value Management
- Customer Satisfaction
- Business Services
- Relationship Management
- Bloomberg
- Dialog Programs
- Asset Allocation
- Reports
- Supervision
- Life Insurance
- Microsoft Office
- FINRA
- Ingredients
- Desires
- Financial Concepts
- Deloitte
- Training
- Disability Insurance
- 401k Rollovers
- Documentation
- Research
- Stakeholders
- Analysis
- Financial Markets
- Gamma
- Fixed Income
- Joining
- Mascot
- High Tech
- Concessions
- Negotiation
- Detail
- Firefighting
- Strategic Planning
- Bridge
- Sales Management
- Marketing
- Ski
- Presentations
- Accident
- Country
- Internal Audit
- Six Sigma
- Regulations
- Rapport
- Allergy
- Portfolio
- Tax
- Reviews
- Investments
- Financial Services
- Wealth Management
- Relationship Building
- Financial Analysis
- Lacrosse
- Series 7
- Market Analysis
- Insurance Law
- Risk
- Problem Solving
- Trading
- Health Insurance
- Database Systems
- Traders
- Securities
- Performance Management
- Databases
Ian McLaughlin Summary
- Ian McLaughlin, based in Media, PA, US, is currently a Financial Planner at Janney Montgomery Scott LLC. Ian McLaughlin brings experience from previous roles at Lincoln Investment and Charles Schwab. Ian McLaughlin holds a 2010 - 2013 Master of Business Administration (MBA) in Finance and Financial Management Services @ La Salle University. With a robust skill set that includes Microsoft Excel, Strategy, Communication, Writing, Team Building and more. Ian McLaughlin has 3 emails and 1 mobile phone numbers on RocketReach.
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