Peter Girgis Email & Phone Number
Investment Solutions @ Fidelity Investments
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Peter Girgis Location
- Phoenix, AZ, US
Peter Girgis Work
- Investment Solutions @ (December 2020 - Present)
- Wealth Advisor @ (February 2020 - November 2020)
- Managing Partner @ Girgis Financial Management Group (May 2014 - November 2020)
- Wealth Manager @ (September 2013 - April 2014)
- Financial Advisor @ (April 2013 - July 2013)
- Client Relationship Consultant @ (January 2006 - March 2013)
- Consulting @ (April 2002 - December 2003)
- Senior Sales Representative @ (May 2001 - September 2001)
Peter Girgis Education
- Keller Graduate School of Management of DeVry University
MBA ( Project Management)
2007-2009 - Arizona State University
International Business ( Finance)
2002-2005
Peter Girgis Skills
- Leadership
- Client Relationship Management
- CRM
- Mutual Funds
- Investments
- Sales
- Series 7
- Series 63
- Finance
- Employee Benefits
- Relationship Management
- Coaching
- Strategic Planning
- Management
- Team Building
- Project Management
- Strategic Financial Planning
- Business Strategy
- 401k
- College Recruiting
- Retirement Planning
- Retirement
- Change Management
- Defined Contribution
- Defined Benefit
- Insurance
- Financial Analysis
- Portfolio Management
- Risk Management
- Investment Management
- Process Improvement
- Investment Advisory
- ERISA
- Asset Managment
- Investment Strategies
- Pensions
- Wealth Management
- Analysis
- Securities
- Vendor Management
- Equities
- Asset Allocation
- Small Business
- Mentoring
- Financial Planning
- MBA
- Consultative Selling
- Strategy
- Financial Services
- Customer Service
Peter Girgis Summary
- Peter Girgis, based in Phoenix, AZ, US, is currently a Investment Solutions at Fidelity Investments. Peter Girgis brings experience from previous roles at LPL Financial, Girgis Financial Management Group, Securian Financial Group and Edward Jones. Peter Girgis holds a 2007 - 2009 MBA in Project Management @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Leadership, Client Relationship Management, CRM, Mutual Funds, Investments and more. Peter Girgis has 2 emails and 3 mobile phone numbers on RocketReach.
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