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Katie Dunmire, Crpc Email & Phone Number

Portfolio and Investment Specialist at Janney Montgomery Scott LLC at Janney Montgomery Scott LLC
Location: Greensboro--Winston-Salem--High Point Area, United States, United States 7 work roles 4 schools
1 work email found @janney.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@janney.com
LinkedIn Profile matched
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Current company
Janney Montgomery Scott LLC
Role
Portfolio and Investment Specialist at Janney Montgomery Scott LLC
Location
Greensboro--Winston-Salem--High Point Area, United States, United States
Company size
2171 employees

Who is Katie Dunmire, Crpc? Overview

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Quick answer

Katie Dunmire, Crpc is listed as Portfolio and Investment Specialist at Janney Montgomery Scott LLC at Janney Montgomery Scott LLC, a company with 2171 employees, based in Greensboro--Winston-Salem--High Point Area, United States, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Katie Dunmire, Crpc.

Katie Dunmire, Crpc previously worked as Portfolio and Investment Specialist at Janney Montgomery Scott Llc and Vice President, Portfolio Management Officer at Truist Investment Services, Inc. at Truist Wealth. Katie Dunmire, Crpc holds Chartered Retirement Planning Counselor, Crpc® from College Of Financial Planning.

Company email context

Email format at Janney Montgomery Scott LLC

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*@janney.com
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AeroLeads found 1 current-domain work email signal for Katie Dunmire, Crpc. Compare company email patterns before reaching out.

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Profile bio

About Katie Dunmire, Crpc

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.

Listed skills include Retirement Planning, Series 7, Wealth Management, Mutual Funds, and 8 others.

Current workplace

Katie Dunmire, Crpc's current company

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Janney Montgomery Scott LLC
Janney Montgomery Scott Llc
Portfolio and Investment Specialist at Janney Montgomery Scott LLC
philadelphia, pennsylvania, united states
Website
janney.com
Employees
2171
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Company profile
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7 roles

Katie Dunmire, Crpc work experience

A career timeline built from the work history available for this profile.

Vice President, Portfolio Management Officer At Truist Investment Services, Inc.

Truist Wealth

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.

Feb 2021 - Dec 2022

Wealth Management Associate

Morgan Stanley

Raleigh, North Carolina

Jan 2017 - Oct 2018
Team & coworkers

Colleagues at Janney Montgomery Scott LLC

Other employees you can reach at janney.com. View company contacts for 2171 employees →

MH Mike Huecker Mike Huecker Colleague at Janney Montgomery Scott Llc Annapolis, Maryland, United States, United States View → RL Rodney Linderman Rodney Linderman Colleague at Janney Montgomery Scott Llc Philadelphia, Pennsylvania, United States, United States View → PM Patrick Maas Patrick Maas Colleague at Janney Montgomery Scott Llc Garden City, New York, United States, United States View → MQ Matt Quigley Matt Quigley Colleague at Janney Montgomery Scott Llc Villanova, Pennsylvania, United States, United States View → TE Tony Emanuel Tony Emanuel Colleague at Janney Montgomery Scott Llc Atlanta, Georgia, United States, United States View → MG Michael Gebhard Michael Gebhard Colleague at Janney Montgomery Scott Llc New York, New York, United States, United States View → RR Ray Richards Ray Richards Colleague at Janney Montgomery Scott Llc United States, United States View → AC Allison Casey, Cfp® Allison Casey, Cfp® Colleague at Janney Montgomery Scott Llc Marlton, New Jersey, United States, United States View → LS Lee Shulman Lee Shulman Colleague at Janney Montgomery Scott Llc Hackensack, New Jersey, United States, United States View → SR Simet Roxane Simet Roxane Colleague at Janney Montgomery Scott Llc Buffalo, New York, United States, United States View →
4 education records

Katie Dunmire, Crpc education

Chartered Retirement Planning Counselor, Crpc®

College Of Financial Planning
FAQ

Frequently asked questions about Katie Dunmire, Crpc

Quick answers generated from the profile data available on this page.

What company does Katie Dunmire, Crpc work for?

Katie Dunmire, Crpc works for Janney Montgomery Scott LLC.

What is Katie Dunmire, Crpc's role at Janney Montgomery Scott LLC?

Katie Dunmire, Crpc is listed as Portfolio and Investment Specialist at Janney Montgomery Scott LLC at Janney Montgomery Scott LLC.

What is Katie Dunmire, Crpc's email address?

AeroLeads has found 1 work email signal at @janney.com for Katie Dunmire, Crpc at Janney Montgomery Scott LLC.

Where is Katie Dunmire, Crpc based?

Katie Dunmire, Crpc is based in Greensboro--Winston-Salem--High Point Area, United States, United States while working with Janney Montgomery Scott LLC.

What companies has Katie Dunmire, Crpc worked for?

Katie Dunmire, Crpc has worked for Janney Montgomery Scott Llc, Truist Wealth, Bb&T Scott & Stringfellow, Morgan Stanley, and Ubs Financial Services, Inc.

Who are Katie Dunmire, Crpc's colleagues at Janney Montgomery Scott LLC?

Katie Dunmire, Crpc's colleagues at Janney Montgomery Scott LLC include Mike Huecker, Rodney Linderman, Patrick Maas, Matt Quigley, and Tony Emanuel.

How can I contact Katie Dunmire, Crpc?

You can use AeroLeads to view verified contact signals for Katie Dunmire, Crpc at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.

What schools did Katie Dunmire, Crpc attend?

Katie Dunmire, Crpc holds Chartered Retirement Planning Counselor, Crpc® from College Of Financial Planning.

What skills is Katie Dunmire, Crpc known for?

Katie Dunmire, Crpc is listed with skills including Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Financial Services, Leadership, and Fixed Annuities.

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