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
- EVP; President of Private Client Group @ (January 2023 - Present)
- EVP; Head of Wealth Management @ (September 2014 - December 2022)
- Managing Director; Private Client Group Trading @ (April 2009 - August 2014)
- Vice President; Municipal Capital Markets @ (June 2007 - April 2009)
- Head Retail Fixed Income Trader @ (January 2002 - January 2007)
- Senior Fixed Income Trader @ (January 2000 - January 2002)
- AVP - Securities Lending and Repo Services @ (January 1995 - January 2000)
Kevin Reed Education
- Penn State University
Master's Degree (Finance)
2007-2008 - Colorado State University
Bachelor's Degree (Finance)
1991-1995
Kevin Reed Skills
- Capital Markets
- Compliance
- Counterparty Risk
- Credit Risk
- Fixed Income
- Fixed Income Strategies
- Holistic Financial Planning
- Mutual Funds
- Portfolio Management
- Preferred Stock
- Repo Funding
- Risk Management
- Securities Lending
- Series 24
- Series 53
- Series 63
- Series 7
- Syndicate
- Unit Investment Trusts
- Wealth Management
- Wealth Management Services
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Networking
- 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 Capital Markets, Compliance, Counterparty Risk, Credit Risk, Fixed Income and more. Kevin Reed has 2 emails and 2 mobile phone numbers on RocketReach.
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