Peter Goldman Email & Phone Number
Financial Consultant @ Fidelity Investments
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Peter Goldman Location
- New York, NY, US
Peter Goldman Work
- 2022 -now Financial Consultant @
- 2007 -2022 Vice President - Senior Sales @
- 2016 -2022 Regional Vice President, Sales @ Fidelity Investments - Fidelity Clearing & Custody Solutions
- 2004 -2006 President and Chief Operating Officer @ Fenimore Asset Management
- 2002 -2004 Division Vice President @
- 2000 -2002 Regional Vice President @
- 1999 -2000 Senior Vice President @ Prudential Investments Advisory Group
- 1995 -1999 Vice President @ Fidelity Investments Advisor Group
- 1993 -1995 Account Executive @ Seer Technologies
- 1981 -1993 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
(Law)
Peter Goldman Skills
- Mutual Funds
- Financial Services
- Investment Advisory
- Portfolio Management
- Relationship Management
- Financial Planning
- Series 24
- Management
- Strategic Planning
- Business Analysis
- Strategy
- Social Media
- Investments
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 1 emails and 2 mobile phone numbers on RocketReach.
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