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