Kevin Reed Email & Phone Number
EVP; President of Private Client Group @ Janney Montgomery Scott LLC
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Kevin Reed Location
- Philadelphia, PA, US
Kevin Reed Work
- 2023 -now EVP; President of Private Client Group @
- 2014 -2022 EVP; Head of Wealth Management @
- 2009 -2014 Managing Director; Private Client Group Trading @
- 2007 -2009 Vice President; Municipal Capital Markets @
- 2002 -2007 Head Retail Fixed Income Trader @
- 2000 -2002 Senior Fixed Income Trader @
- 1995 -2000 AVP - Securities Lending and Repo Services @
Kevin Reed Education
- Penn State University
Master's Degree (Finance)
2007-2008 - Colorado State University
Bachelor's Degree (Finance)
1991-1995
Kevin Reed Skills
- Wealth Management
- Fixed Income
- Capital Markets
- Portfolio Management
- Risk Management
- Credit Risk
- Counterparty Risk
- Compliance
- Fixed Income Strategies
- Preferred Stock
- Unit Investment Trusts
- Syndicate
- Securities Lending
- Repo Funding
- Mutual Funds
- Series 7
- Series 24
- Series 53
- Series 63
- Microsoft Office
- Microsoft Excel
- Holistic Financial Planning
- Financial Analysis
- Networking
- Wealth Management Services
- Strategy
Kevin Reed Summary
- Kevin Reed, based in Philadelphia, PA, US, is currently a EVP; President of Private Client Group at Janney Montgomery Scott LLC. Kevin Reed brings experience from previous roles at Janney Montgomery Scott LLC and LPL Financial Services. Kevin Reed holds a 2007 - 2008 Master's Degree in Finance @ Penn State University. With a robust skill set that includes Wealth Management, Fixed Income, Capital Markets, Portfolio Management, Risk Management and more. Kevin Reed has 2 emails and 2 mobile phone numbers on RocketReach.
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