Peter Goldman Location
New York, NY, US
Peter Goldman Work
- 2022 - now Financial Consultant @ Fidelity Investments
- 2007 - 2022 Vice President - Senior Sales @ Fidelity Investments
- 2016 - 2022 Regional Vice President, Sales @ Fidelity Investments - Fidelity Clearing & Custody Solutions
- President and Chief Operating Officer @ Fenimore Asset Management
- Division Vice President @ Schwab Advisor Services
- Regional Vice President @ Schwab Advisor Services
- Senior Vice President @ Prudential Investments Advisory Group
- Vice President @ Fidelity Investments Advisor Group
- Account Executive @ Seer Technologies
- Account Marketing Representative, Operations Manager @ IBM Corporation
Peter Goldman Education
- Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Master of Business Administration (M.B.A.) (Business Administration and Technology)
2006 - 2007 - Siena College
Bachelor's Degree (Business Administration)
1977 - 1981 - Suffolk University Law School
Peter Goldman Skills
- Mutual Funds
- Financial Services
- Investment Advisory
- Portfolio Management
- Relationship Management
- Financial Planning
- Series 24
- Management
- Strategic Planning
- Business Analysis
Peter Goldman Summary
Peter Goldman, based in New York, NY, US, is currently a Financial Consultant at Fidelity Investments. Peter Goldman brings experience from previous roles at Fidelity Investments, Fidelity Investments - Fidelity Clearing & Custody Solutions, Fenimore Asset Management and Schwab Institutional. Peter Goldman holds a 2006 - 2007 Master of Business Administration (M.B.A.) in Business Administration and Technology @ Rensselaer Polytechnic Institute - The Lally School of Management and Technology. With a robust skill set that includes Mutual Funds, Financial Services, Investment Advisory, Portfolio Management, Relationship Management and more. Peter Goldman has 2 emails and 2 mobile phone numbers on RocketReach.
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