Peter Gaughan Email & Phone Number
Financial Advisor
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Peter Gaughan Location
- Cincinnati, OH, US
Peter Gaughan Work
- 2022 -now Financial Advisor @ Retirment Planning Solutions
- 2022 -now Financial Advisor @ Retirement Planning Solutions, LLC
- 2013 -2022 First Vice President, Wealth Management, Investment Management Consultant @ Raymond James & Associates, Inc.
- 2007 -2012 First Vice President, Investment Management Consultant @ Morgan Keegan & Co., Inc.
- 2004 -2007 First Vice President, Financial Consultant @
- 1988 -2004 First Vice President, Senior Portfolio Manager @ Citigroup Smith Barney
Peter Gaughan Education
- University of Cincinnati
BUP (Architecture, Design, Urban Planning, Economics)
1974-1979 - John Carroll University
(History)
1973-1974
Peter Gaughan Skills
- Investments
- Portfolio Management
- Wealth Management
- Alternative Investments
- Investment Strategies
- Asset Allocation
- Financial Advisory
- Series 7
- Securities
- Finance
- Insurance
- Business Analysis
- Change Management
- Retirement Planning
- Mergers & Acquisitions
- Investment Management
- Mutual Funds
- Investment Advisory
- Planning
- Sales
- Microsoft Excel
- Risk Management
- Project Management
- Mergers and Acquisitions
Peter Gaughan Summary
- Peter Gaughan, based in Cincinnati, OH, US, is currently a Financial Advisor at Retirment Planning Solutions. Peter Gaughan brings experience from previous roles at Retirement Planning Solutions, LLC, Raymond James & Associates, Inc., Morgan Keegan & Co., Inc. and UBS Financial Services, Inc.. Peter Gaughan holds a 1974 - 1979 BUP in Architecture, Design, Urban Planning, Economics @ University of Cincinnati. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies and more. Peter Gaughan has 1 emails on RocketReach.
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