Peter Coley Email & Phone Number
Officer; seniorFinancial Advisor @ Citizens Securities, Inc.
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Peter Coley Location
- Cambridge, MA, US
Peter Coley Work
- 2022 -now Officer; seniorFinancial Advisor @
- 2007 -2009 Vice President @ Morgan Stanley Smith Barney
- 2001 -2007 Former diector and treasurer of the New england salmon Association @
Peter Coley Education
- Colby College
A.B. English (English Language and Literature/Letters)
1981-1986 - Brown University
Teaching Certification , Harare, Zimbabwe (Education)
1984-1985 - The Loomis Chaffee School
- Brown University
(International Relations and Affairs)
1985 - Brown University katz fellowship
- Colby College
- Colby College
(ENGLISH LANGUAGE AND LITERATURE/LETTERS)
- The Loomis Chaffee School
Colby college (English literature & economics biology African studies)
Peter Coley Skills
- Quantitative theory analysis
- Adobe Creative Suite
- French fluency
- Insurance
- Retirement
- Brokerage
- Securities
- Asset Managment
- Retirement Planning
- Portfolio Management
- Investment Advisory
- 401k
- Capital Markets
- Asset Allocation
- Fixed Income
- Investment Strategies
- Investments
- Account Management
- Analytical Skills
- Financial Analysis
- Business Development
- Banking
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Financial Services
- Research
- Sales
- Microsoft Office
- Microsoft Excel
- Salesforce.com
- Fundraising
- Education Funding
- Managing Accounts
- IRAs
- Series 65
- Series 24
- Series 3 Commodities & Futures
- Series 24 Principal
- Alternative Investments
- Series 63
- Team Building
- Public Speaking
- Accounting
- Fixed Annuities
- Series 3 Commodities And Futures
- Business Analysis
- Strategy
- Wealth Management
- Mutual Funds
- Small Business
- Business Strategy
- Series 7
- Customer Relationship Management Crm
- Customer Relationship Management
Peter Coley Summary
- Peter Coley, based in Cambridge, MA, US, is currently a Officer; seniorFinancial Advisor at Citizens Investment Services. Peter Coley brings experience from previous roles at Morgan Stanley Smith Barney and Coley Pharmaceutical Group. Peter Coley holds a 1981 - 1986 A.B. English in English Language and Literature/Letters @ Colby College. With a robust skill set that includes Quantitative theory analysis, Adobe Creative Suite, French fluency, Insurance, Retirement and more. Peter Coley has 2 emails on RocketReach.
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