Carolann Ward
Director of Client Services and Data at Janney Montgomery Scott Llc
Based in Philadelphia, United States
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Seniority
Director
Department
Customer/Client Service
Location
Philadelphia
Industry
Financial Services
Company size
2.6K
Contact information
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c•••••••@janney.com
Phone
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Background
About Carolann Ward
I currently serve as Vice President for Janney's Operations Group. I am manager for the Account Services Department. I am responsible for the management & oversight of the 14 associates in the Account Services Department. The Account Services Department consist of a merger of the New Accounts and Account Transfer Departments. Additionally, I assist with project management for various operational programs. I assist with implementation of new systems, training support, testing, relationship management for associates to achieve the firms goals. In the past, I served as associate in the Security Processing and Cash Management Departments of the firm. I managed the New Account Department since 2008. I currently reside in New Jersey with my husband, Frank, and son.
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