Janney Montgomery Scott LLC
Caitlin Ulmer-Long is a Senior Vice President at Janney Montgomery Scott LLC, where since October 2013, Caitlin has progressed through various leadership roles, including Head of PCG Strategy & Experience and Director of Private Client Group Administration. In these positions, Caitlin has directed support services for over 100 offices, enhancing practice management, business development, and Financial Advisor onboarding processes to ensure exceptional service delivery. Previously, Caitlin worked as a Data Analyst at CorVel Corporation and served as an Administrative Assistant, supporting sales teams with data analysis and reporting. Caitlin began a teaching career at Florida State University, instructing middle and high school students in Latin and college students in Ancient Mythology. Caitlin holds a Master's degree in Classical Archaeology from Florida State University and a Bachelor of Arts in Classics from Rhodes College.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. We focus on building strong relationships supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).