Larry Seiden, Mba, Cfp® Email and Phone Number
Larry Seiden, Mba, Cfp® work email
- Valid
- Valid
- Valid
- Valid
Larry Seiden, Mba, Cfp® personal email
I have a passion for education and enjoy providing advice on all matters related to financial planning. My over thirty-five years of experience includes working on both the individual and institutional sides of the business most notably in New York City and London. Two of my greatest achievements are having developed long-lasting client relationships and the opportunity to pass my knowledge on to the next generation. I have experience providing comprehensive financial planning services including advice on investments, insurance, retirement planning, tax planning and estate planning.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.
-
First Vice President/Wealth Management, Financial AdvisorJanney Montgomery Scott Llc Nov 2023 - PresentPhiladelphia, UsProvide comprehensive financial planning services including advice on investments, insurance, retirement planning, tax planning and estate planning. Manage individual and institutional client portfolios based on risk tolerance, financial condition and other factors necessary to determine appropriate asset allocation.
-
Vice President, Wealth AdvisorGoldman Sachs May 2008 - Nov 2023New York, New York, UsProvided comprehensive financial planning services including advice on investments, insurance, retirement planning, tax planning and estate planning. Managed individual and institutional client portfolios based on risk tolerance, financial condition and other factors necessary to determine appropriate asset allocation. -
Adjunct Professor, Department Of FinanceTowson University Aug 2018 - Dec 2020Towson, Md, UsTaught Fundamentals of Financial Planning covering all relevant topics requiring completion of a financial plan term project and testing of subject matter expertise. -
Agency ManagerMetlife Jul 2006 - May 2008New York, Ny, UsWorked with the Managing Director to establish the branch business plan including developing initiatives to promote client retention and new sales opportunities. Completed suitability review for investment accounts, annuity contracts, life insurance, long-term care insurance and disability insurance policies. -
Broker-Dealer ManagerMetlife Jun 2004 - Jul 2006New York, Ny, UsConsulted with financial advisory firms and their clients to advise on the understanding of MetLife’s products and services. Met with financial advisors to discuss ways of increasing growth including cross-selling and development of strategic sales programs.
-
Financial AdvisorGreat Scott Financial Services Apr 2003 - May 2004Established and implemented portfolio asset allocation by investing in mutual funds and equity/fixed income securities along with providing advice to clients on all finance-related matters. Assisted with marketing efforts by participating in Financial Workshops and discussing the full suite of product and service offerings. -
Director, European Capital MarketsThomson Reuters Mar 2001 - Aug 2002Toronto, On, CaDeveloped the Capital Markets consulting business accounting for nearly $5 million in revenues with a particular focus on prospective client pitches, project completion and product development. Met with C-level executives to discuss ways of enhancing shareholder value and communication strategies. -
Manager, North American Capital MarketsThomson Reuters Sep 1996 - Mar 2001Toronto, On, CaCompleted Ownership Reports and Perceptions Studies analyzing all aspects of a company’s shareholder base and recommended ways to improve shareholder value. Utilized proprietary Targeting Model to identify institutions where a company’s stock should be held and arranged Investor Roadshows.
-
TraderUbs Mar 1995 - Sep 1996Zurich, ChProvided research and trading of equity/fixed income securities for Private Banking clients having learned to use UBS’s proprietary Discounted Cash Flow Model for analyzing stocks. Reviewed portfolios with clients on an annual basis to evaluate historic performance and establish future goals. -
Client Relationship ManagerJpmorgan Chase Dec 1993 - Feb 1995New York, Ny, UsMaintained Private Banking accounts through the research of equity/fixed income securities and recommended investments worth inclusion in client portfolios. -
Assistant Portfolio ManagerJpmorgan Chase Jun 1989 - Dec 1993New York, Ny, UsLearned to use JPMorgan’s proprietary Dividend Discount Model to value stocks and determine investments worth inclusion in client portfolios.
Larry Seiden, Mba, Cfp® Skills
Larry Seiden, Mba, Cfp® Education Details
-
Alfred Lerner College Of Business & Economics At University Of DelawareFinance Concentration -
Virginia Tech - Pamplin College Of BusinessFinance And Economics Majors
Frequently Asked Questions about Larry Seiden, Mba, Cfp®
What company does Larry Seiden, Mba, Cfp® work for?
Larry Seiden, Mba, Cfp® works for Janney Montgomery Scott Llc
What is Larry Seiden, Mba, Cfp®'s role at the current company?
Larry Seiden, Mba, Cfp®'s current role is First Vice President/Wealth Management, Financial Advisor.
What is Larry Seiden, Mba, Cfp®'s email address?
Larry Seiden, Mba, Cfp®'s email address is ls****@****son.edu
What schools did Larry Seiden, Mba, Cfp® attend?
Larry Seiden, Mba, Cfp® attended Alfred Lerner College Of Business & Economics At University Of Delaware, Virginia Tech - Pamplin College Of Business.
What are some of Larry Seiden, Mba, Cfp®'s interests?
Larry Seiden, Mba, Cfp® has interest in Traveling, Hiking, Enjoy Golf.
What skills is Larry Seiden, Mba, Cfp® known for?
Larry Seiden, Mba, Cfp® has skills like Financial Life Management, Holistic Financial Planning, Retirement Income Strategies, Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Salesforce, Microsoft Office, Financial Education, Schwab Advisor Center, Insurance Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial