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John Phelan

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John Phelan

Senior Vice President, Financial Advisor

City of Albany, New York, United States

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John Phelan

Summary

John Phelan is a seasoned financial advisor with over two decades of experience in investment management and client relations. Currently serving as the Senior Vice President at Janney Montgomery Scott, he has a proven track record of managing diverse client portfolios and assets. His leadership experience spans several roles, including significant positions at First Union Wells Fargo and First Albany, where he oversaw teams of brokers and managed branch operations. An alumnus of Boston College with a degree in Economics, John further pursued postgraduate studies at prestigious institutions such as Columbia University and NYU, focusing on biostatistics and biological sciences. His extensive background in finance is complemented by a strong commitment to client service and strategic investment planning. John is known for his adaptability in the fast-paced financial landscape and his ability to foster lasting relationships with clients. He is based in Albany, New York, and remains actively engaged in the financial community.

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Leadership Experience

Long-Term Tenure

Professional interests

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John Phelan

Work Experience

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Senior Vice President, Financial Advisor at

Janney Montgomery Scott LLC

January 2002 - Present

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Senior Vice President, Financial Consultant at

First Union Wells Fargo

January 2000 - January 2002

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Branch Office Manager & Investment Broker at

First Albany Corp.

January 1974 - January 2000

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John Phelan

Education

Columbia University Vagelos College of Physicians and Surgeons , Postgraduate Work

New York University, Postgraduate Work

Frequently Asked Questions about John Phelan

What is John Phelan email address?

John Phelan's primary email address is *******@janney.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where John Phelan graduated from?

John Phelan holds a degree in Economics from Boston College.

How can I directly contact John Phelan?

To contact John Phelan directly, you can use the email address *******@janney.com. Complete contact information is available upon registration with Muraena.

Who is John Phelan?

John Phelan is a seasoned financial advisor with over two decades of experience in investment management and client relations. Currently serving as the Senior Vice President at Janney Montgomery Scott, he has a proven track record of managing diverse client portfolios and assets. His leadership experience spans several roles, including significant positions at First Union Wells Fargo and First Albany, where he oversaw teams of brokers and managed branch operations. An alumnus of Boston College with a degree in Economics, John further pursued postgraduate studies at prestigious institutions such as Columbia University and NYU, focusing on biostatistics and biological sciences. His extensive background in finance is complemented by a strong commitment to client service and strategic investment planning. John is known for his adaptability in the fast-paced financial landscape and his ability to foster lasting relationships with clients. He is based in Albany, New York, and remains actively engaged in the financial community.

John`s contact details

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*******@janney.com

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