Omar Khalifa

Omar Khalifa Email and Phone Number

Regional Advisory Consultant, AVP @ Janney Montgomery Scott LLC
philadelphia, pennsylvania, united states
Omar Khalifa's Location
Greater Philadelphia, United States
Omar Khalifa's Contact Details
About Omar Khalifa

A problem solver with vast experience in the asset management and wealth management industry. A demonstrated ability to strategically and creatively position solutions by using a consultative approach.

Omar Khalifa's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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Regional Advisory Consultant, AVP
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
Omar Khalifa Work Experience Details
  • Janney Montgomery Scott Llc
    Regional Advisory Consultant
    Janney Montgomery Scott Llc Oct 2019 - Present
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  • Janney Montgomery Scott Llc
    Manager, Advisory Consulting Group
    Janney Montgomery Scott Llc Mar 2017 - Oct 2019
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  • Ishares
    Etf Specialist
    Ishares Sep 2013 - Feb 2017
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  • Wells Fargo Advisors
    Regional Private Banker
    Wells Fargo Advisors Dec 2012 - Sep 2013
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  • Blackrock
    Internal Advisor Consultant
    Blackrock Oct 2005 - Dec 2012
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  • Merrill Lynch
    Merrill Lynch Direct Representative
    Merrill Lynch Mar 2004 - Oct 2005
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  • Merrill Lynch
    Team Supervisor
    Merrill Lynch Mar 2003 - Mar 2004
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  • Merrill Lynch
    Beyond Banking Specialist
    Merrill Lynch Feb 2002 - Mar 2003
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  • Merrill Lynch
    High-Net Worth Representative
    Merrill Lynch Jan 2001 - Feb 2002
    View

Omar Khalifa Skills

Mutual Funds Investments Series 7 Alternative Investments Equities Asset Management Portfolio Management Financial Services Investment Management Relationship Management Etfs Uniform Combined State Law Asset Allocation Series 63 Separately Managed Accounts Business Strategy Mba Retirement Investment Advisory Sales Wealth Management Consultative Selling Financial Analysis Private Banking Investment Strategies High Net Worth Individuals Finance Banking Selling Life Insurance Securities Lending Securities Fixed Income Series 65 Financial Advisory Capital Markets Finra Financial Markets Closed End Funds Securities Regulation Trading Market Analysis Series 66 Consumer Lending Small Business Lending Commercial Lending Portfolio Optimization Smart Beta

Omar Khalifa Education Details

Frequently Asked Questions about Omar Khalifa

What company does Omar Khalifa work for?

Omar Khalifa works for Janney Montgomery Scott Llc

What is Omar Khalifa's role at the current company?

Omar Khalifa's current role is Regional Advisory Consultant, AVP.

What is Omar Khalifa's email address?

Omar Khalifa's email address is ok****@****hoo.com

What schools did Omar Khalifa attend?

Omar Khalifa attended Rutgers Business School, Rutgers University.

What are some of Omar Khalifa's interests?

Omar Khalifa has interest in Animal Welfare, Education, Health.

What skills is Omar Khalifa known for?

Omar Khalifa has skills like Mutual Funds, Investments, Series 7, Alternative Investments, Equities, Asset Management, Portfolio Management, Financial Services, Investment Management, Relationship Management, Etfs, Uniform Combined State Law.

Who are Omar Khalifa's colleagues?

Omar Khalifa's colleagues are Jason Wood, Cammie Thompson, Anthony Snaith, G.v. Ryan, Kathy Perlo, Jon Cuscani, Glenn H. Ratcliffe, Cfp®.

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