Pete Johnson Email & Phone Number
Director of Wealth Management, Investment Specialist @ Northeast Planning Corporation
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Pete Johnson Location
- New York, NY, US
Pete Johnson Work
- 2025 -now Director of Wealth Management, Investment Specialist @
- 2024 -2024 Amplified Planning: 2024 Externship @
- 2021 -2023 Vice President, Global Banking and Markets @
- 2014 -2020 Vice President, Global Sales and Distribution @
- 2010 -2014 Relationship Associate - PWM @
- 2006 -2010 Transition Account Manager @
Pete Johnson Education
- Fordham Gabelli School of Business
Master of Business Administration (Finance & Marketing)
2016 - University of Rhode Island
Bachelor of Science (B.S.) (Finance)
Pete Johnson Skills
- Financial Advisory
- Project Management
- Business Transformation
- Customer Experience
- Sales Presentations
- Strategic Analysis
- Financial Education
- Consultative Selling
- Investments
- Key Client Relationships
- Series 7
- Series 63
- Marketing Strategy
- Portfolio Management
- Financial Analysis
- Financial Services
- RIA operations
- Investment Brokerage
- Microsoft Excel
- Customer Service
- Bloomberg
- Finance
- Equities
- Mutual Funds
- Fixed Income
- Wealth Management
- Sales
- Sales & Marketing
- Business Development
- Asset Allocation
- Risk Management
- Asset Management
- Alternative Investments
- Capital Markets
- Securities
- Hedge Funds
- Analytical Skills
- Investment Management
- Presentation Development
- Customer Centric Solutions
- Business Strategy
- New Business Development
- Strategy
- Investment Advisory
- Financial Markets
- Data Analysis
- Customer Relationship Management (CRM)
- Relationship Building
- Client Relations
- Sales and Marketing
Pete Johnson Summary
- Pete Johnson, based in New York, NY, US, is currently a Director of Wealth Management, Investment Specialist at Northeast Financial Network. Pete Johnson brings experience from previous roles at Amplified Planning, Goldman Sachs, Morgan Stanley and Deutsche Bank. Pete Johnson holds a Master of Business Administration in Finance & Marketing @ Fordham Gabelli School of Business. With a robust skill set that includes Financial Advisory, Project Management, Business Transformation, Customer Experience, Sales Presentations and more. Pete Johnson has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Pete Johnson?
Find contact details for 700 million professionals.
Others Named Pete Johnson
Pete Johnson
Co-Founder
New York, NY, US
Pete Johnson
Co-Founder
Virginia Beach, VA, US
Pete Johnson
Co-Founder
Madison, WI, US
Pete Johnson
President and General Manager
Beaumont, TX, US
Pete Johnson
Chief Executive Officer
United States
Top Northeast Planning Corporation Employees
Lily Lam
Registered Representative
Glen Rock, NJ, US
Pete Johnson
Director of Wealth Management, Investment Specialist
New York, NY, US
Nicholas Limongelli
Director of Insurance Brokerage
New York, NY, US
John Ryan
Investment Advisory Representative
Roslyn, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co