Peter Gaertner Email & Phone Number
Investment Manager @ Roffman Miller Associates Inc
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Peter Gaertner Location
- Philadelphia, PA, US
Peter Gaertner Work
- 2024 -now Investment Manager @
- 2023 -2024 Investment Advisor @ Bryn Mawr Capital Management, LLC
- 2013 -2023 Senior Financial Advisor @
- 2013 -2023 CERTIFIED FINANCIAL PLANNER (TM) practitioner @
- 2009 -2013 Senior Client Service Associate @
- 2008 -2009 Outside Portfolio Management Specialist @
Peter Gaertner Education
- University of Delaware
Certificate (Financial Planning)
2010-2011 - Delaware State University
Master of Business Administration (MBA) (Finance, General)
2007-2008 - Delaware State University
Bachelor of Science (Management; Finance)
2004-2007
Peter Gaertner Skills
- Investment Management
- Leadership
- Financial Advisory
- Relationship Building
- Certified Financial Planner
- Wealth Transfer
- Retirement Planning
- Wealth Management
- Finance
- Estate Planning
- Financial Planning
- Investments
- Portfolio Management
- Analysis
- 401k
- Alternative Investments
- Life Insurance
- Management
- Certified Divorce Financial Analyst
- Wealth Management Services
- Personal Finance
- 401k Rollovers
- Microsoft Word
- Clinical Research
- Training
- Project Planning
- Sales
- Public Speaking
- Hospitals
Peter Gaertner Summary
- Peter Gaertner, based in Philadelphia, PA, US, is currently a Investment Manager at Roffman Miller Associates Inc. Peter Gaertner brings experience from previous roles at Bryn Mawr Capital Management, LLC, Affinity Wealth Management LLC and J.P. Morgan. Peter Gaertner holds a 2010 - 2011 Certificate in Financial Planning @ University of Delaware. With a robust skill set that includes Investment Management, Leadership, Financial Advisory, Relationship Building, Certified Financial Planner and more. Peter Gaertner has 2 emails and 2 mobile phone numbers on RocketReach.
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