Dan Flaherty, Cfa Email & Phone Number

A driven financial professional with proven abilities in financial modeling, financial statement analysis, and accounting principles. A team player, well-organized, and able to provide quality work under high-stress and tight deadlines.I joined Janney Montgomery Scott in May of 2019 as part of the acquisition of FIG Partners. At FIG Partners, I was one of 11 partners and primarily focused on expanding the firm's investment banking practice in the Northeast and Mid-Atlantic regions. Prior to joining FIG Partners, I worked in the investment banking divisions of Sterne Agee and the Carson Medlin Company, providing corporate finance and investment banking services to Southeast-based community financial institutions. I have advised community banks on strategic options, capital planning, sell-side mergers, buy-side acquisitions and provided bank valuations. I received a BA from Tufts University and an MBA from the University of Tampa. I hold the Series 7, 24, 63 & 79 licenses and am a CFA charterholder.