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Timothy J. Herrera, Awma® Email & Phone Number
Regional Business Development and Teaming Coach - Mid-Atlantic
at
Janney Montgomery Scott LLC
1 work email found
@janney.com
2 phones found area 215 and 203
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Business Development and Teaming Coach - Mid-Atlantic
Location
Wayne, Pennsylvania, United States
Company size
Who is Timothy J. Herrera, Awma®? Overview
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Quick answer
Timothy J. Herrera, Awma® is listed as Regional Business Development and Teaming Coach - Mid-Atlantic at Janney Montgomery Scott LLC, a with 2579 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at janney.com, phone signal with area code 215, 203, and a matched LinkedIn profile for Timothy J. Herrera, Awma®.
Timothy J. Herrera, Awma® previously worked as Regional Business Development & Teaming Coach - Mid-Atlantic at Janney Montgomery Scott Llc and Regional Business Development Consultant, Mid-Atlantic at Janney Montgomery Scott Llc. Timothy J. Herrera, Awma® holds Bachelor Of Business Administration, Finance & Banking from Hofstra University.
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 Timothy J. Herrera, Awma®. Compare company email patterns before reaching out.
Profile bio
About Timothy J. Herrera, Awma®
A tenured financial services professional with extensive experience in providing innovative business development solutions, strategic planning and coaching across Client Service and Technology Platforms, and within Financial Advisory team building and Financial Advisor Succession Planning processes. Delivers hands on training related to desktop tools and financial planning software all geared towards improving practice efficiencies and streamlining books of business for future growth. Savvy organizational partner capable of driving results with leaders across entire enterprise.Selected core competencies: Practice Management • Business Development • Sales & Asset Growth • Client Service Model Delivery • Process Analysis and Improvement • Customized Coaching Engagements
Listed skills include Mutual Funds, Investments, Asset Allocation, Series 7, and 17 others.
Current workplace
Timothy J. Herrera, Awma®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Janney Montgomery Scott Llc
10 roles
Timothy J. Herrera, Awma® work experience
A career timeline built from the work history available for this profile.
Regional Business Development & Teaming Coach - Mid-Atlantic
Role expanded to include development and execution of formal Financial Advisor/Team Coaching Engagements along with the additional responsibilities of oversight and execution of all Regional Financial Advisor Teaming and Succession Planning activities. Work closely with Regional Director and Branch Leaders to drive net new asset growth, deliver broader Financial Planning activity and provide Advisor Recruiting assistance geared towards achieving Branch and Regional goals and objectives.
Regional Business Development Consultant, Mid-Atlantic
Key member of the Practice Management Group responsible for supporting the nearly 30 Branches and over 270 Financial Advisors in Janney's Mid-Atlantic Region (Eastern PA, Southern New Jersey, Delaware and Maryland). Work closely with the Regional Manager, Branch Managers and Financial Advisors to focus on and grow the overall advisory business and planning centric practices. Provide ongoing consultation and practice reviews leveraging internal and external resources, technology and industry experts. Deliver customized training and guidance through the application of a broad based solution set.
Mar 2020 - Aug 2023
Vice President, Director Of Mutual Funds & Etf'S
Responsible for the coordination of sales and product support efforts across the entire Branch System.Develop, enhance and continue to maintain and leverage internal and external relationships and resources thereby effectively increasing asset growth, revenue generation and product line penetration. Ongoing success is achieved primarily via product and platform analysis executed in conjunction with education and marketing efforts.
May 2017 - Mar 2020
Vice President - Director Of Mutual Fund Sales & Marketing
Artfully managed the Mutual Fund National Account relationships with a focus on the firm’s Strategic Partnership's. This notably includes negotiating and implementing Strategic Partner contracts and terms and executing agreed upon business development strategies.A strong collaborator who coordinated with internal training staff to deliver both broad-based and targeted Financial Advisor and Client educational programs, most notably through regional and national conferences.
Jul 2008 - Mar 2020
Investment Specialist
Initially hired into Janney Montgomery Scott LLC to provide product knowledge, marketing support and research and analysis of Mutual Funds to the entire Financial Advisor population. Also created and delivered investment, asset allocation, market and sector recommendations prior to a quick ascension to the Director of Mutual Fund Sales role.
Oct 2007 - Jul 2008
Caretaker
Family Medical Leave
Aug 2003 - Oct 2007
Director Of Bank Client Services
Jan 2001 - Aug 2003
Group Manager - Assistant Treasurer
Aug 1998 - Jan 2001
Manager - Associate
May 1993 - Apr 1998
Team & coworkers
Colleagues at Janney Montgomery Scott LLC
Other employees you can reach at janney.com. View company contacts for 2579 employees →
JG
Jack Griffith
Colleague at Janney Montgomery Scott LlcColumbia, South Carolina Metropolitan Area, United States
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BM
Brandon Monahan, Cfp®, Cima®
Colleague at Janney Montgomery Scott LlcBaltimore, Maryland, United States
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JK
Joseph Kettelle
Colleague at Janney Montgomery Scott LlcProvidence County, Rhode Island, United States
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DK
Donald Karaj
Colleague at Janney Montgomery Scott LlcLansdale, Pennsylvania, United States
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EL
Erica Lombardi
Colleague at Janney Montgomery Scott LlcGarden City, New York, United States
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MB
Michael Blankenship
Colleague at Janney Montgomery Scott LlcPalm Beach Gardens, Florida, United States
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CA
Carol Astarita
Colleague at Janney Montgomery Scott LlcBrooklyn, New York, United States
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FM
Frank Midili
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
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DG
Dennis Garvey
Colleague at Janney Montgomery Scott LlcKingston, Pennsylvania, United States
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RB
Rick Browne
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
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Jack Griffith
Colleague at Janney Montgomery Scott LlcColumbia, South Carolina Metropolitan Area, United States
View →
BM
Brandon Monahan, Cfp®, Cima®
Colleague at Janney Montgomery Scott LlcBaltimore, Maryland, United States
View →
JK
Joseph Kettelle
Colleague at Janney Montgomery Scott LlcProvidence County, Rhode Island, United States
View →
DK
Donald Karaj
Colleague at Janney Montgomery Scott LlcLansdale, Pennsylvania, United States
View →
EL
Erica Lombardi
Colleague at Janney Montgomery Scott LlcGarden City, New York, United States
View →
MB
Michael Blankenship
Colleague at Janney Montgomery Scott LlcPalm Beach Gardens, Florida, United States
View →
CA
Carol Astarita
Colleague at Janney Montgomery Scott LlcBrooklyn, New York, United States
View →
FM
Frank Midili
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
View →
DG
Dennis Garvey
Colleague at Janney Montgomery Scott LlcKingston, Pennsylvania, United States
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RB
Rick Browne
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
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2 education records
Timothy J. Herrera, Awma® education
Bachelor Of Business Administration, Finance & Banking
Hofstra University
Associate, Business Administration
State University Of New York - System
FAQ
Frequently asked questions about Timothy J. Herrera, Awma®
Quick answers generated from the profile data available on this page.
What company does Timothy J. Herrera, Awma® work for?
Timothy J. Herrera, Awma® works for Janney Montgomery Scott LLC.
What is Timothy J. Herrera, Awma®'s role at Janney Montgomery Scott LLC?
Timothy J. Herrera, Awma® is listed as Regional Business Development and Teaming Coach - Mid-Atlantic at Janney Montgomery Scott LLC.
What is Timothy J. Herrera, Awma®'s email address?
AeroLeads has found 1 work email signal at @janney.com for Timothy J. Herrera, Awma® at Janney Montgomery Scott LLC.
What is Timothy J. Herrera, Awma®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 215, 203 for Timothy J. Herrera, Awma® at Janney Montgomery Scott LLC.
Where is Timothy J. Herrera, Awma® based?
Timothy J. Herrera, Awma® is based in Wayne, Pennsylvania, United States while working with Janney Montgomery Scott LLC.
What companies has Timothy J. Herrera, Awma® worked for?
Timothy J. Herrera, Awma® has worked for Janney Montgomery Scott Llc, Family Medical Leave, Adp, The Bank Of New York, and Jp Morgan.
Who are Timothy J. Herrera, Awma®'s colleagues at Janney Montgomery Scott LLC?
Timothy J. Herrera, Awma®'s colleagues at Janney Montgomery Scott LLC include Jack Griffith, Brandon Monahan, Cfp®, Cima®, Joseph Kettelle, Donald Karaj, and Erica Lombardi.
How can I contact Timothy J. Herrera, Awma®?
You can use AeroLeads to view verified contact signals for Timothy J. Herrera, Awma® at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.
What schools did Timothy J. Herrera, Awma® attend?
Timothy J. Herrera, Awma® holds Bachelor Of Business Administration, Finance & Banking from Hofstra University.
What skills is Timothy J. Herrera, Awma® known for?
Timothy J. Herrera, Awma® is listed with skills including Mutual Funds, Investments, Asset Allocation, Series 7, Financial Services, Alternative Investments, Wealth Management, and Relationship Management.
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