Emily Pittman

Emily Pittman Email and Phone Number

Senior Registered Private Client Associate at Janney Montgomery Scott LLC @ Janney Montgomery Scott LLC
philadelphia, pennsylvania, united states
Emily Pittman's Location
Goldsboro, North Carolina, United States, United States
Emily Pittman's Contact Details

Emily Pittman work email

Emily Pittman personal email

n/a

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About Emily Pittman

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Emily Pittman's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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Senior Registered Private Client Associate at Janney Montgomery Scott LLC
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
Emily Pittman Work Experience Details
  • Janney Montgomery Scott Llc
    Senior Registered Private Client Associate
    Janney Montgomery Scott Llc Sep 2023 - Present
    Goldsboro, North Carolina, United States
    View
  • Wells Fargo Advisors
    Client Associate
    Wells Fargo Advisors Aug 2015 - Sep 2023
    Goldsboro, North Carolina
    Provides support to the Financial Advisors and clients by providing them with account information, establishing new accounts and processing deliveries and payments. Performs various administrative functions for the Financial Advisors including, but not limited to, typing letters, forms and reports, correspondence and preparation of FA directed marketing campaigns. Handles telephone calls and responds to other inquiries and requests for research reports as well as researching account inquiries. Establishes and maintains files to meet the firm's regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
    View
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Jan 2015 - May 2015
    Raleigh, Nc
    Worked with the Retirement Benefits Group and assisted clients with Retirement and Life Insurance needs.
    View
  • Sound Partners
    Finance Intern
    Sound Partners Mar 2013 - Dec 2013
    Greenville, North Carolina Area
    Helped develop and organize a list of asset allocations for future client use.

Emily Pittman Education Details

Frequently Asked Questions about Emily Pittman

What company does Emily Pittman work for?

Emily Pittman works for Janney Montgomery Scott Llc

What is Emily Pittman's role at the current company?

Emily Pittman's current role is Senior Registered Private Client Associate at Janney Montgomery Scott LLC.

What is Emily Pittman's email address?

Emily Pittman's email address is em****@****ors.com

What is Emily Pittman's direct phone number?

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What schools did Emily Pittman attend?

Emily Pittman attended East Carolina University.

Who are Emily Pittman's colleagues?

Emily Pittman's colleagues are Edward Spann Reames, Walt Webb, Anthony Longo, Denise Cook, Robert Blair, Alan Mann, Sokhom Din.

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