Peter Farquharson Email & Phone Number
Assistant Vice President CPWM Wealth Planning Analyst @ Citi
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Peter Farquharson Location
- New York, United States
Peter Farquharson Work
- 2013 -now Assistant Vice President CPWM Wealth Planning Analyst @
- 2013 -2013 Retirement Plan Account Administrator @ NYC Deferred Compensation. Plan/GWFS Equities Inc.
- 2009 -2011 FX Operations @
- 2006 -2009 Market Risk Analyst 3 @
- 2005 -2006 Mutual Fund Advisory Helpdesk and Choice Sales and Marketing @
- 2002 -2005 Insurance Annuities and Choice Sales and Marketing @
Peter Farquharson Education
- Niagara University
MBA (Finance/Marketing)
2011-2012 - Baruch College
BBA (Finance & Investments)
1995-1998
Peter Farquharson Skills
- Insurance
- Annuities
- Mutual Funds
- Equities
- Equity Valuation
- Foreign Exchange
- Financial Modeling
- Spanish
- Some German
- Some Italian
- Series 6
- Series 63
- VAR
- Retirement Planning
- Estate Planning
- Wealth Management
- Capital IQ
- Bloomberg
- Reuters
- Morningstar
- SWIFT
- Fixed Annuities
- Trading
- Investments
- Risk Management
- Securities
- FX Options
- Financial Advisory
- Alternative Investments
- Series 7
- Financial Planning
- Financial Analysis
- Asset Allocation
- Financial Services
- Microsoft Office
- Microsoft Excel
- Asset Management
- Finance
- Portfolio Management
- Analysis
- Management
- Fixed Income
- Financial Risk
- Sales
Peter Farquharson Summary
- Peter Farquharson, based in New York, United States, is currently a Assistant Vice President CPWM Wealth Planning Analyst at Citi. Peter Farquharson brings experience from previous roles at NYC Deferred Compensation. Plan/GWFS Equities Inc., Citi and Morgan Stanley. Peter Farquharson holds a 2011 - 2012 MBA in Finance/Marketing @ Niagara University. With a robust skill set that includes Insurance, Annuities, Mutual Funds, Equities, Equity Valuation and more. Peter Farquharson has 2 emails and 1 mobile phone numbers on RocketReach.
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