Pete Frantzis's Location
St. Petersburg, Florida, United States
Pete Frantzis's Work
- Director of Business Development @ Cyndeo Wealth Partners
- Senior Vice President -Wealth Management @ UBS
- Vice President Financial Advisor @ Merrill Lynch
- Senior Vice President Regional Executive Retail Banking @ Wells Fargo
- Vice President Retail Market Executive @ Bank of America
Pete Frantzis's Education
- University of Tampa
Bachelor of Applied Science (B.A.Sc.) ( Business, Management, Marketing, and Related Support Services )
1985 - 1986 - Mississippi State University1983 - 1985
- Seminole Community College
Associate of Arts (A.A.) ( Business Administration and Management, General )
1981 - 1983
Pete Frantzis's Skills
- Investments
- Finance
- Wealth Management
- Financial Analysis
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Investment Strategies
- Strategic Financial Planning
- Management
Pete Frantzis's Summary
Pete Frantzis, based in St. Petersburg, Florida, United States, is currently a Director of Business Development at Cyndeo Wealth Partners, bringing experience from previous roles at Ubs, Merrill Lynch, Wells Fargo and Bank of America. Pete Frantzis holds a 1985 - 1986 Bachelor of Applied Science (B.A.Sc.) in Business, Management, Marketing, and Related Support Services @ University of Tampa . With a robust skill set that includes Investments, Finance, Wealth Management, Financial Analysis, Portfolio Management and more, Pete Frantzis contributes valuable insights to the industry. Pete Frantzis has 1 email on RocketReach.
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Director of Business Development at Cyndeo Wealth Partners
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