Judd Walter
Financial Advisor at Janney Montgomery Scott LLC
- Role
- Vice President of Wealth Management at Janney Montgomery Scott LLC
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President of Wealth Management
Jan 2025 — Present
Education
McDaniel College
Bachelor's degree
2002 — 2006
Skills
- Small Business
- Series 7
- Series 6
- Salesforce.com
- Cold Calling
- Leadership
- Series 65
- Retirement Plan Consulting
- 401(K) Retirement Savings Plans
- Series 63
- Customer-Focused Service
- Adp Payroll
- Retirement Planning
- Teamwork
- Mutual Funds
- Time Management
- Team Building
- 401k
- Account Management
- Public Speaking
- Telecommunications
- Sales Process
- Customer Retention
- Retirement Savings
- Customer Service
- Sales
- Employee Benefits
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