Omar Khalifa Email & Phone Number
Regional Advisory Consultant @ Janney Montgomery Scott LLC
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Omar Khalifa Location
- Philadelphia, PA, US
Omar Khalifa Work
- 2019 -now Regional Advisory Consultant @
- 2017 -2019 Manager, Advisory Consulting Group @
- 2013 -2017 ETF Specialist @
- 2012 -2013 Regional Private Banker @
- 2005 -2012 Internal Advisor Consultant @
- 2004 -2005 Merrill Lynch Direct Representative @
- 2003 -2004 Team Supervisor @
- 2002 -2003 Beyond Banking Specialist @
- 2001 -2002 High-Net Worth Representative @
Omar Khalifa Education
- Rutgers Business School
- Rutgers University
Bachelor's degree (Economics)
Omar Khalifa Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Portfolio Optimization
- Consultative Selling
- Banking
- Social Media
- Fixed Income
- Securities Regulation
- Sales
- Selling
- Closed End Funds
- Portfolio Management
- Capital Markets
- Investments
- Relationship Management
- Finance
- Series 66
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Life Insurance
- Mutual Funds
- Wealth Management
- Uniform Combined State Law
- FINRA
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Separately Managed Accounts
- Consumer Lending
- Customer Service
- Financial Analysis
- Series 7
- Market Analysis
- MBA
- Securities Lending
- Business Strategy
- ETFs
- Trading
- Private Banking
- Retirement
- Series 65
- Small Business Lending
- Loans
- Commercial Lending
- Securities
- Financial Markets
- Investment Management
- Smart Beta
Omar Khalifa Summary
- Omar Khalifa, based in Philadelphia, PA, US, is currently a Regional Advisory Consultant at Janney Montgomery Scott LLC. Omar Khalifa brings experience from previous roles at Janney Montgomery Scott LLC, iShares, Wells Fargo Advisors and BlackRock. Omar Khalifa holds a Rutgers Business School. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Portfolio Optimization, Consultative Selling and more. Omar Khalifa has 4 emails and 2 mobile phone numbers on RocketReach.
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Omar Khalifa
Regional Advisory Consultant
Philadelphia, PA, US
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