George Zaki
executive vice president financial advisor wealth management at janney montgomery scott llc@ Janney Montgomery Scott LLC
New York, New York, United States
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George Zaki is a highly experienced professional with 16.8 years of work experience in financial advisory, opportunity tracking, and business partnering. He has a strong background in consulting, market research, and sales operations. George has worked in various roles, including Executive Vice President and Financial Advisor, at reputable companies such as Janney Montgomery Scott LLC, Barclays Wealth Management, Merrill Lynch, and Neuberger Berman. He is skilled in Microsoft Word, PowerPoint, and Outlook, and has a strong work ethic and strong analytical skills. George is currently based in the United States.
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Emails and Phone Numbers

@gmail.com
@jmsonline.com
@janney.com
+1 215665****
+1 833231****
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About

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Work Experience

Philadelphia, US

Financial Services

2368
Phone
+1 2156656000
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George Zaki's Professional Milestones

  • Client Associate (2007-01-01~2010-01-01): Providing exceptional customer support and exceeding satisfaction targets through effective communication and communication.
  • Senior Associate And Financial Advisor (2010-06-01~2012-10-01): Guided clients through complex financial planning and analysis, elevating their financial stability and minimizing risk.
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Education

Fairmont State University
Fairmont State University

Marketing,

Management,

Bachelors,

Bachelor Of Business Administration

2004-01-01-2007-01-01
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