Wayne Moyer Email and Phone Number
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Reliable, detailed oriented, diligent and inquisitive professional with seven years experience within the financial services sector. Specialties: Thomson, Bloomberg/Bloomberg Terminal, Hyperion Intelligence, Microsoft Office, Research and Customer Service
Janney Montgomery Scott Llc
View- Website:
- janney.com
- Employees:
- 2171
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Operations AdministratorJanney Montgomery Scott Llc Mar 2015 - PresentPhiladelphia•Work with Business Technology Lead to implement any required technology changes to the Financial Advisor Dashboard Client Segmentation Tool•Work with the Private Client Group Administration representative responsible for the Client Segmentation Program to determine any changes to the program offering•Assist with projects to continue enhancing the client experience•Assist with the coordination of a new Financial Advisor On-Boarding•Research data integrity issues and recommend solutions for correcting and maintaining that data
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Retirement SpecialistJanney Montgomery Scott Mar 2011 - Mar 2015Philadelphia•Provide operational and administrative support to branch personnel and clients •Pricing of alternative investments held within IRA accounts•Operate Hyperion Intelligence to research and resolve database issues•Reconcile State withholding for all IRA distributions•Review and respond to various daily, monthly, quarterly and annual reports from internal, SEC and FINRA audits•Oversee the opening and the communications of all Qualified Plans (Simple IRAs, Profit Sharing Plans, Money Purchase Plans and Solo 401-Ks)
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Equity Fundamentals AnalystBloomberg Jan 2010 - Mar 2011Princeton, Nj•Researched numerous sectors: insurance, banking, IT, aerospace and automotive•Qualitative and quantitative techniques were used to research various financial reports (8-K’s,10-Q’s, 10-K’s and along with monthly industry reports)•Used analytical skills to approve data accuracy and improve product quality•Collaborated with team members to meet deadlines of projects•Able to multitask and prioritize to complete multiple projects at the same time -
InternIng Nederland Jan 2008 - May 2008West Chester, Pa•Checked with other departments to ensure the quality and timeliness of information •Worked independently on quality checks on financial reports •Helped prepare for quarterly (10-Q's) and yearly (10-K's) reporting •Maintained databases for budgeting reports
Wayne Moyer Skills
Wayne Moyer Education Details
Frequently Asked Questions about Wayne Moyer
What company does Wayne Moyer work for?
Wayne Moyer works for Janney Montgomery Scott Llc
What is Wayne Moyer's role at the current company?
Wayne Moyer's current role is Operations Administrator at Janney Montgomery Scott LLC.
What is Wayne Moyer's email address?
Wayne Moyer's email address is wm****@****hoo.com
What schools did Wayne Moyer attend?
Wayne Moyer attended Immaculata University.
What are some of Wayne Moyer's interests?
Wayne Moyer has interest in Investing, Traveling, Reading, Sports, Running.
What skills is Wayne Moyer known for?
Wayne Moyer has skills like Customer Service, Bloomberg, Word, Microsoft Office, Powerpoint, Retirement Planning, Bloomberg Terminal, Financial Analysis, Investments, Microsoft Excel, Excel, Thomson One.
Who are Wayne Moyer's colleagues?
Wayne Moyer's colleagues are Katie Smith, Jim B. Kraft, Susan Piller, Bill Malone, Carolann Ward, Garry Schweifel, Jeffrey Smith.
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