Pete Ravani Email & Phone Number
Managing Director at World Investment Advisors - Bay Area @ World Investment Advisors (formerly Pensionmark)
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Pete Ravani Location
- California, United States
Pete Ravani Work
- Managing Director at World Investment Advisors - Bay Area @ (April 2023 - Present)
- Senior Vice President @ (August 2007 - April 2023)
- Registered Representative @ PFS (Citigroup) (May 1997 - August 2007)
Pete Ravani Education
- Santa Clara University Leavey School of Business
Master of Business Administration - MBA
- Stanford University Graduate School of Business
Professional Certificate (Sharpen Your Communication Skills)
- UCLA
Certified Financial Planner
- Northern Arizona University
Bachelor of Science - BS
Pete Ravani Skills
- Investment Advisory Services
- Private Client Services
- Business Development
- Financial Services
- Networking
- Financial Advisory
- Pensions
- Defined Contribution
- Insurance
- Retirement Planning
- Valuation
- Portfolio Management
- Tax
- Investments
- Financial Risk
- Finance
- 401k
- Asset Allocation
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Long Term Care
- Defined Benefit
- Due Diligence
- Retirement
- Mergers and Acquisitions
- Series 7
- Employee Benefits
Pete Ravani Summary
- Pete Ravani, based in California, United States, is currently a Managing Director at World Investment Advisors - Bay Area at World Investment Advisors (formerly Pensionmark). Pete Ravani brings experience from previous roles at CBIZ and PFS (Citigroup). Pete Ravani holds a Master of Business Administration - MBA @ Santa Clara University Leavey School of Business. With a robust skill set that includes Investment Advisory Services, Private Client Services, Business Development, Financial Services, Networking and more. Pete Ravani has 2 emails and 1 mobile phone numbers on RocketReach.
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