Peter Devlin Email & Phone Number
Vice President | Retirement Plan Services @ Risk Strategies Company
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Peter Devlin Location
- New York, NY, US
Peter Devlin Work
- 2022 - now Vice President | Retirement Plan Services @
- 2022 - now Vice President | Finance and Wealth Services @
- 2021 - 2022 Director Of Client Relations @
- 2017 - 2021 Relationship Manager @
- 2012 - 2017 Wealth Management Analyst @
- 2009 - 2012 Internal Advanced Sales and Relationship Manager @
- 2008 - 2009 Associate @
- 2005 - 2008 NYSE Floor Broker and Head of Floor Operations @ Perdiue Securities LLC
- 2002 - 2005 NYSE Trading Assistant @ CJ Ledone Equities
Peter Devlin Education
- Bucknell University
Bachelor of Arts - BA (Economics, Political Science)
1998 - 2002
Peter Devlin Skills
- Investments
- Wealth Management
- Asset Allocation
- Retirement Planning
- Financial Planning
- Investment Strategies
- Estate Planning
- Retirement
- Investment Management
- Wealth
- Scribe
- Financial Services
Peter Devlin Summary
- Peter Devlin, based in New York, NY, US, is currently a Vice President | Retirement Plan Services at Risk Strategies Company. Peter Devlin brings experience from previous roles at Standard Pension Services, LLC and Wealthstream Advisors Inc.. Peter Devlin holds a 1998 - 2002 Bachelor of Arts - BA in Economics, Political Science @ Bucknell University. With a robust skill set that includes Investments, Wealth Management, Asset Allocation, Retirement Planning, Financial Planning and more. Peter Devlin has 3 emails and 2 mobile phone numbers on RocketReach.
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