Peter Clements Email & Phone Number
Senior Regional Vice President - National Accounts @ Columbia Threadneedle Investments
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Peter Clements Location
- Boston, MA, US
Peter Clements Work
- 2014 - now Senior Regional Vice President - National Accounts @
- 2007 - 2013 Senior Vice President- Institutional Services @
- 2005 - 2007 Vice President Institutional Sales @ Pyramis Global Advisors
- 1997 - 2005 Senior Vice President Sales @
- 1991 - 1994 Institutional Services @
Peter Clements Education
- University of Massachusetts Dartmouth
Bachelor's degree (Political Science with a concentration in Business Management)
1985 - 1989 - MVRHS
- University of Massachusetts
Bachelor of Arts (B.A.) (Political Science with Business Concentration)
Peter Clements Skills
- Asset Allocation
- Investments
- Retirement Planning
- Investment Strategies
- Wealth Management
- Fixed Income
- Alternative Investments
- Financial Services
- Equities
- Investment Advisory
- Portfolio Management
- Series 7
- Series 63
- Health Insurance
- Life Insurance
- AIF
- CEBS
- Series 6
- FINRA
- Relationship Management
- Account Management
- Business Analysis
- Microsoft Word
- Marketing
- New Business Development
- Customer Service
Peter Clements Summary
- Peter Clements, based in Boston, MA, US, is currently a Senior Regional Vice President - National Accounts at Columbia Management. Peter Clements brings experience from previous roles at Fidelity Investments, Pyramis Global Advisors and Federated Investors, Inc.. Peter Clements holds a 1985 - 1989 Bachelor's degree in Political Science with a concentration in Business Management @ University of Massachusetts Dartmouth. With a robust skill set that includes Asset Allocation, Investments, Retirement Planning, Investment Strategies, Wealth Management and more. Peter Clements has 3 emails and 1 mobile phone numbers on RocketReach.
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