Peter Carleton Location
- New York, NY, US
Peter Carleton Work
- 2020 - now Founder @ PFC Advisors
- 2019 - 2020 Engagement Manager @
- 2016 - 2019 First Vice President and Client Relationship Manager @ Hallmark Capital Management
- 2004 - 2016 Relationship Manager @
Peter Carleton Education
- Babson College - Franklin W. Olin Graduate School of Business
- Rollins College
- University of Sydney
Peter Carleton Skills
- Microsoft Office
- Financial Reporting
- Project Management
- Microsoft Excel
- Services
- Financial Analysis
- Financial Services
- Portfolio Management
- Investments
- Business Development
- Asset Management
- Business Consulting
- Asset Allocation
- Investment Advisory
- Wealth Management
Peter Carleton Summary
- Peter Carleton, based in New York, NY, US, is currently a Founder at PFC Advisors. Peter Carleton brings experience from previous roles at MarketCounsel, Hallmark Capital Management and Charles Schwab Advisor Services. Peter Carleton holds a Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Microsoft Office, Financial Reporting, Project Management, Microsoft Excel, Services and more.
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