Peter Lugo Email & Phone Number
FSA - Merrill @ Merrill Lynch
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Lugo Location
- Orlando, FL, US
Peter Lugo Work
- 2024 -now FSA - Merrill @
- 2023 -2024 Director, Retirement Planner @
- 2020 -2022 Director of Investment Operations @
- 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 @
- 2013 -2014 Financial Advisor Associate @
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
- Leadership
- Microsoft Excel
- Sales
- Strategic Planning
- Microsoft PowerPoint
- Microsoft Word
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.
Looking for a different Peter Lugo?
Find contact details for 700 million professionals.
Others Named Peter Lugo
Peter Lugo
FSA - Merrill
Orlando, FL, US
Peter Lugo
Founder
Los Angeles, CA, US
Peter Lugo
Senior Recruiter
Florida, United States
Top Merrill Lynch Employees
Brian Ascher
Managing Director
New York, NY, US
Charu Mani
Managing Director
New York, NY, US
Gordana Warga
Chief Operating Officer for The Gsell Group
Far Hills, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co