Omar Khalifa
Regional Advisory Consultant
- Role
- Regional Advisory Consultant at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Omar Khalifa
A problem solver with vast experience in the asset management and wealth management…
Experience
Regional Advisory Consultant
Oct 2019 — Present
Education
Rutgers Business School
Master of Business Administration (MBA)
Rutgers University
Bachelor's degree
Skills
- High Net Worth Individuals
- Financial Services
- Private Banking
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Financial Advisory
- Selling
- Uniform Combined State Law
- Sales
- Closed-End Funds
- Commercial Lending
- Investment Advisory
- Series 66
- Series 63
- Financial Analysis
- Retirement
- Financial Markets
- Trading
- Wealth Management
- Securities Lending
- Relationship Management
- Life Insurance
- Finance
- Asset Allocation
- Banking
- Mutual Funds
- Portfolio Optimization
- Investments
- Equities
- Fixed Income
- Asset Management
- Mba
- Small Business Lending
- Market Analysis
- Investment Management
- Capital Markets
- Series 7
- Securities Regulation
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