Max Romano Email & Phone Number
Senior Vice President of investments @ Janney Montgomery Scott LLC
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Max Romano Location
- New York, NY, US
Max Romano Work
- 2022 -now Senior Vice President of investments @
- 2015 -2022 Senior Vice President - Investments @
- 2008 -2015 Financial Advisor @
- 1999 -2008 Financial Advisor @
Max Romano Education
- CW Post
Financial Planning
Max Romano Skills
- Investments
- Retirement Planning
- Finance
- Mutual Funds
- Asset Allocation
- Fixed Income
- Equities
- Investment Strategies
- Economics
- Alternative Investments
- Financial Advisory
- Insurance
- Securities
- Financial Reporting
- Budgets
- Customer Service
- Research
- Sales
- Leadership
Max Romano Summary
- Max Romano, based in New York, NY, US, is currently a Senior Vice President of investments at Janney Montgomery Scott LLC. Max Romano brings experience from previous roles at Wells Fargo Advisors, UBS and Morgan Stanley. Max Romano holds a Financial Planning @ CW Post. With a robust skill set that includes Investments, Retirement Planning, Finance, Mutual Funds, Asset Allocation and more. Max Romano has 4 emails on RocketReach.
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