John Panas Email & Phone Number

John Panas Email & Phone Number

Wealth Advisory Services Manager @ Sageworth

John Panas Location

Lancaster, PA, US

John Panas Work

  • 2025 - now  Wealth Advisory Services Manager @ Sageworth
  • 2019 - 2025 Senior Wealth Advisor @ Sageworth Trust Company
  • 2012 - 2019 Wealth Advisor @ Sageworth Trust Company
  • 2011 - 2012 Investment Analyst @ Sageworth Trust Company
  • 2008 - 2011 Portfolio Manager @ Fulton Financial Advisors/Clermont Wealth Strategies
  • 2006 - 2008 Relationship Manager @ Fulton Private Bank
  • 2005 - 2006 Management Trainee @ Fulton Bank

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

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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