Peter Healy Email & Phone Number
Regional Vice President @ Guggenheim Investment Advisors
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Peter Healy Location
- New Canaan, CT, US
Peter Healy Work
- 2024 -now Regional Vice President @
- 2014 -2023 Vice President | External Advisor Consultant @
- 2011 -2014 Account Manager - US GWM Sales @
- 2007 -2010 Senior Investment Specialist @
- 2006 -2007 Financial Representative @
- 2005 -2006 Financial Representative @ Raymond James Financial
Peter Healy Education
- Southern Connecticut State University
(Finance)
2003-2006
Peter Healy Skills
- Skilled Multi-tasker
- Marketing
- Organization Skills
- Client Services
- Client Relations
- Business Growth
- Problem Solving
- Presentations
- Due Diligence
- Data Analysis
- Critical Thinking
- Communication
- Wealth Management Services
- Sales
- Microsoft Excel
- Business Development
- Analytical Skills
- Series 7
- Mutual Funds
- Asset Allocation
- Separately Managed Accounts
- Alternative Investments
- Series 63
- Investments
- Retirement
- Finance
- Financial Advisory
- ETFs
- Portfolio Management
- Research
- Customer Service
- Financial Analysis
- Strategy
- Appointment Scheduling
- Reconstruction
- Donors
- Community Service
- PowerPoint
- Supplies
- Demolition
- Hard Drives
- Westport
- Blood
- Needs Analysis
- Answering Phones
- Retirement Planning
- Kitchen
- Logistics
- Networking
- Managerial Finance
- Legal Writing
- Materials
- Fundraisers
- Reports
- Purchased
- Summaries
- Business Administration
- Microsoft Office
- Microsoft Word
- Training
- Red Cross
- Certified Financial Planner
- Fire Management
- Invoicing
- Long Term Care Insurance
- Contractual Agreements
- Management
- House
- Connecticut
- Science
- Painting
- Computer Proficiency
- Coordinate
Peter Healy Summary
- Peter Healy, based in New Canaan, CT, US, is currently a Regional Vice President at Guggenheim Investments. Peter Healy brings experience from previous roles at The TCW Group, PIMCO, Allianz Global Investors and Northwestern Mutual. Peter Healy holds a 2003 - 2006 Southern Connecticut State University. With a robust skill set that includes Skilled Multi-tasker, Marketing, Organization Skills, Client Services, Client Relations and more. Peter Healy has 2 emails and 1 mobile phone numbers on RocketReach.
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