Peter Lugo Email & Phone Number

FSA - Merrill @ Merrill Lynch

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Peter Lugo Location

Orlando, FL, US

Peter Lugo Work

2024 - now FSA - Merrill @ Merrill Lynch
2023 - 2024 Director, Retirement Planner @ Fidelity Investments
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2020 - 2022 Director of Investment Operations @ Mml Investor Services
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2019 - 2019 Director of Investment Operations @ Northwestern Mutual Investment Services LLC
2017 - 2019 Sr. Operations Specialist @ Charles Schwab & Co., Inc.
2014 - 2015 Licensed Banker II @ Wells Fargo
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2013 - 2014 Financial Advisor Associate @ Morgan Stanley
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Peter Lugo Education

EAST CAROLINA UNIVERSITY
Bachelor's Degree
2007 - 2011

Peter Lugo Skills

Portfolio Management
Risk Management
Management

Finance
Investments
Financial Analysis
Financial Services
Public Speaking
Banking
Customer Service

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Peter Lugo Summary

Peter Lugo, based in Orlando, FL, US, is currently a FSA - Merrill at Merrill Lynch Wealth Management. Peter Lugo brings experience from previous roles at Fidelity Investments, MML Investor Services, Northwestern Mutual Investment Services LLC and Charles Schwab & Co., Inc.. Peter Lugo holds a 2007 - 2011 Bachelor's Degree @ EAST CAROLINA UNIVERSITY. With a robust skill set that includes Portfolio Management, Risk Management, Management, Finance, Investments and more. Peter Lugo has 3 emails and 1 mobile phone numbers on RocketReach.

Peter Lugo Emails

Found 3 emails

Peter Lugo Phone Numbers

Found 1 phone numbers

+1 910-797-XXXX

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Peter Lugo

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Peter Lugo

FSA - Merrill at Merrill Lynch Wealth Management

Orlando, FL, US
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- gmail.com
- yahoo.com
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Peter Lugo

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Los Angeles, CA, US
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Peter Lugo

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Corona, CA, US
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Peter Lugo

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Peter Lugo

Security technology at American Honda Motor Company, Inc.

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