Shawn Dotterer
Project Manager at Janney Montgomery Scott LLC
- Role
- Advisory Solutions Project Manager at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Advisory Solutions Project Manager
Mar 2023 — Present · Philadelphia, PA, US
Education
La Salle University
BSBA, Finance & Risk Management & Insurance
2003 — 2007
Skills
- Financial Planning
- Securities
- Financial Services
- Investments
- Equities
- Series 7
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Finra
- Fixed Annuities
- Series 65
- Iras
- Series 63
- Retirement
- Investment Advisory
- Series 66
- Finance
- 401k
- Wealth Management
- Etfs
- Investment Strategies
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