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Peter Barcia Location
New Canaan, CT, US
Peter Barcia Work
2009 -now Senior Private Wealth Advisor @
2002 -2009 Financial Advisor @
1973 -2001 Consultant and Product Head @
Peter Barcia Skills
Customer Service
Wealth Management
Strategy
Team Management
Wealth
Education Planning
Consulting
Retirement Planning
Series 7
Peter Barcia Summary
Peter Barcia, based in New Canaan, CT, US, is currently a Senior Private Wealth Advisor at Belpointe Asset Management LLC. Peter Barcia brings experience from previous roles at UBS Wealth Management and MetLife. With a robust skill set that includes Customer Service, Wealth Management, Strategy, Team Management, Wealth and more. Peter Barcia has 2 emails on RocketReach.
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