John Panas Email & Phone Number
Wealth Advisory Services Manager @ Sageworth
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John Panas Location
- Lancaster, PA, US
John Panas Work
- Wealth Advisory Services Manager @ (January 2025 - Present)
- Senior Wealth Advisor @ Sageworth Trust Company (January 2019 - January 2025)
- Wealth Advisor @ Sageworth Trust Company (August 2012 - January 2019)
- Investment Analyst @ Sageworth Trust Company (March 2011 - August 2012)
- Portfolio Manager @ Fulton Financial Advisors/Clermont Wealth Strategies (August 2008 - March 2011)
- Relationship Manager @ (November 2006 - August 2008)
- Management Trainee @ (August 2005 - November 2006)
John Panas Education
- Penn State University
Bachelor of Science (Finance, Minor in Economics)
2001-2005
John Panas Skills
- Due Diligence
- Investment Strategies
- Investment Advisory
- Accounting
- Portfolio Management
- Wealth Management
- Mutual Funds
- CRM
- Business Analysis
- Wealth Management Services
- PowerPoint
- Investments
- Financial Advisory
- Alternative Investments
- Finance
- Banking
- Asset Management
- Financial Analysis
- Strategy
- Investment Management
- Asset Allocation
John Panas Summary
- John Panas, based in Lancaster, PA, US, is currently a Wealth Advisory Services Manager at Sageworth. John Panas brings experience from previous roles at Sageworth Trust Company and Fulton Financial Advisors/Clermont Wealth Strategies. John Panas holds a 2001 - 2005 Bachelor of Science in Finance, Minor in Economics @ Penn State University. With a robust skill set that includes Due Diligence, Investment Strategies, Investment Advisory, Accounting, Portfolio Management and more. John Panas has 2 emails and 1 mobile phone numbers on RocketReach.
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Tiffany Forte
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Victoria Gery
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Lucy Schulz
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Nicole Swiatek
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Ryan Byorick
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Meg McBeth
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