Vice President - Director Of Insured Solutions Consulting
Current
Mar 2022 - Present
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Peter Longo Email & Phone Number
Director of Insured Solutions Consulting - Vice President - Janney Montgomery Scott LLC
at
Janney Montgomery Scott LLC
1 work email found
@janney.com
1 phone found area 303
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director of Insured Solutions Consulting - Vice President - Janney Montgomery Scott LLC
Location
Annandale, New Jersey, United States
Company size
Who is Peter Longo? Overview
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Quick answer
Peter Longo is listed as Director of Insured Solutions Consulting - Vice President - Janney Montgomery Scott LLC at Janney Montgomery Scott LLC, a company with 2171 employees, based in Annandale, New Jersey, United States. AeroLeads shows a work email signal at janney.com, phone signal with area code 303, and a matched LinkedIn profile for Peter Longo.
Peter Longo previously worked as Vice President - Director of Insured Solutions Consulting at Janney Montgomery Scott Llc and Regional Insured Solutions Director at Janney Montgomery Scott Llc. Peter Longo holds Bs | Bachelor Of Science, Business And Finance from Mount St. Mary'S University.
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Email format at Janney Montgomery Scott LLC
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{first_initial}{last}@janney.com
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Profile bio
About Peter Longo
Accomplished business professional with extensive experience in Annuities, Retirement, Long Term Care and Insurance. Consultative planning-based approach, with a comprehensive understanding of uncovering new business opportunities. Proven track record of consistently exceeding expectations, while delivering superior results. Experienced in developing unique strategies and implementing solutions to enhance the client relationship in order to "Grow & Protect" an advisor’s business."The views and opinions I express here are solely my own, and not necessarily those of my employer. They are not intended to provide, and should not be relied upon for, investment, accounting, legal, tax or financial planning advice."
Listed skills include Retirement, Retirement Planning, Investments, Mutual Funds, and 23 others.
Current workplace
Peter Longo's current company
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Janney Montgomery Scott Llc
10 roles · 31 years
Peter Longo work experience
A career timeline built from the work history available for this profile.
Regional Insured Solutions Director
As a member of Janney's Insured Solutions Group, I am responsible for developing new Annuity, Insurance & Long Term Care opportunities within the Northeast Region from Pennsylvania to Maine. I provide a consultative, planning-based approach and external support to over 400 Janney Montgomery Scott Financial Advisors, as they provide solutions for their.
Mar 2019 - Mar 2022
Regional Sales Director
Experienced sales professional responsible for providing retirement income education & solutions to Financial Advisors and their clients. I help people plan "To and Through" their retirement years, while assisting advisors to "Grow & Protect" their retirement book of business.
May 2016 - Mar 2019
Director | Annuity Sales
Created and implemented strategic initiatives, while developing staff to proactively enhance company’s annuity sales. Accountable for leading team to increase sales results with Independent Advisors, Planners, CPAs, Broker/Dealers and Banks. Independent insurance distributor of Annuity, Life, Long Term Care & Disability products.
Dec 2015 - May 2016
Vice President | Retirement Consultant
Led overall growth of new Annuity and IRA business for 600+ Advisors across a 5 state territory (NJ/NY/PA/CT/RI). Accountable for leading the firm’s retirement initiatives and delivering expertise around all annuity products and retirement income programs.
2009 - 2015
~6 yrs
Vice President | Retirement Consultant
Designed and delivered sales strategies to drive a holistic sales approach that encompassed client financial needs. Led training initiatives for 80+ Financial Advisors and facilitated the creation of a team sales approach. Increased annuity sales over 80% and grew IRA sales 82% in 3 year period.
2006 - 2009
~3 yrs
Vice President | Area Sales Executive | Annuity Products Representative
Selected to oversee retail sales and support efforts for all annuity products and life insurance programs. Collaborated with management to develop strategies that increased revenue and successfully acquired new assets. Partnered closely with carrier wholesalers to lead advisor education for new product solutions.
2003 - 2006
~3 yrs
Vice President | Financial Consultant
Charged with driving new business development in order to grow local market presence. Built brand name recognition through partnerships with various internal and external centers of influence. Achieved top 10% sales ranking for NJ/NY/CT region (1999). President’s Club Award recipient for NJ/NY/CT and ranked #7 of 103 for sales production (2001)..
1999 - 2003
~4 yrs
Vice President | Branch Manager | Registered Representative
Managed and directed daily sales activities and evaluated performance of 6 Bank employees. Accountable for overall sales and profitability for the retail office.
1997 - 1999
~2 yrs
Financial Advisor
1995 - 1997
~2 yrs
Team & coworkers
Colleagues at Janney Montgomery Scott LLC
Other employees you can reach at janney.com. View company contacts for 2171 employees →
BA
Bradley Adams
Colleague at Janney Montgomery Scott Llc
Furlong, Pennsylvania, United States, United States
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JM
Jason Morgenstern
Colleague at Janney Montgomery Scott Llc
New York, New York, United States, United States
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NK
Nikolay Karulin
Colleague at Janney Montgomery Scott Llc
Greater Philadelphia, United States
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NW
Noble Wealth Advisors
Colleague at Janney Montgomery Scott Llc
New Haven, Connecticut, United States, United States
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FP
Frank Polsinello
Colleague at Janney Montgomery Scott Llc
Cohoes, New York, United States, United States
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DT
Don Thomas
Colleague at Janney Montgomery Scott Llc
Lancaster, Pennsylvania, United States, United States
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BF
Bill Farrell
Colleague at Janney Montgomery Scott Llc
New York, New York, United States, United States
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KB
Kerma Brunecker
Colleague at Janney Montgomery Scott Llc
New York City Metropolitan Area, United States
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PF
Patrick Fagan
Colleague at Janney Montgomery Scott Llc
Boston, Massachusetts, United States, United States
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BC
Brian Cuttic, Aif®
Colleague at Janney Montgomery Scott Llc
Blue Bell, Pennsylvania, United States, United States
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Bradley Adams
Colleague at Janney Montgomery Scott Llc
Furlong, Pennsylvania, United States, United States
View →
JM
Jason Morgenstern
Colleague at Janney Montgomery Scott Llc
New York, New York, United States, United States
View →
NK
Nikolay Karulin
Colleague at Janney Montgomery Scott Llc
Greater Philadelphia, United States
View →
NW
Noble Wealth Advisors
Colleague at Janney Montgomery Scott Llc
New Haven, Connecticut, United States, United States
View →
FP
Frank Polsinello
Colleague at Janney Montgomery Scott Llc
Cohoes, New York, United States, United States
View →
DT
Don Thomas
Colleague at Janney Montgomery Scott Llc
Lancaster, Pennsylvania, United States, United States
View →
BF
Bill Farrell
Colleague at Janney Montgomery Scott Llc
New York, New York, United States, United States
View →
KB
Kerma Brunecker
Colleague at Janney Montgomery Scott Llc
New York City Metropolitan Area, United States
View →
PF
Patrick Fagan
Colleague at Janney Montgomery Scott Llc
Boston, Massachusetts, United States, United States
View →
BC
Brian Cuttic, Aif®
Colleague at Janney Montgomery Scott Llc
Blue Bell, Pennsylvania, United States, United States
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2 education records
Peter Longo education
Bs | Bachelor Of Science, Business And Finance
Education record
The Delbarton Preparatory School | Morristown, Nj
FAQ
Frequently asked questions about Peter Longo
Quick answers generated from the profile data available on this page.
What company does Peter Longo work for?
Peter Longo works for Janney Montgomery Scott LLC.
What is Peter Longo's role at Janney Montgomery Scott LLC?
Peter Longo is listed as Director of Insured Solutions Consulting - Vice President - Janney Montgomery Scott LLC at Janney Montgomery Scott LLC.
What is Peter Longo's email address?
AeroLeads has found 1 work email signal at @janney.com for Peter Longo at Janney Montgomery Scott LLC.
What is Peter Longo's phone number?
AeroLeads has found 1 phone signal(s) with area code 303 for Peter Longo at Janney Montgomery Scott LLC.
Where is Peter Longo based?
Peter Longo is based in Annandale, New Jersey, United States while working with Janney Montgomery Scott LLC.
What companies has Peter Longo worked for?
Peter Longo has worked for Janney Montgomery Scott Llc, Great-West Financial, Madison Brokerage Corporation, Wells Fargo & Co. | Wells Fargo Advisors, Llc, and Wachovia, N.A..
Who are Peter Longo's colleagues at Janney Montgomery Scott LLC?
Peter Longo's colleagues at Janney Montgomery Scott LLC include Bradley Adams, Jason Morgenstern, Nikolay Karulin, Noble Wealth Advisors, and Frank Polsinello.
How can I contact Peter Longo?
You can use AeroLeads to view verified contact signals for Peter Longo at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.
What schools did Peter Longo attend?
Peter Longo holds Bs | Bachelor Of Science, Business And Finance from Mount St. Mary'S University.
What skills is Peter Longo known for?
Peter Longo is listed with skills including Retirement, Retirement Planning, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Financial Services, and Series 7.
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