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Peter McCartney Location
Leander, TX, US
Peter McCartney Work
Team Lead - Senior Account Executive @ (June 2017 - Present)
Peter McCartney Education
Edison College
Bachelor of Science - BS (Accounting and Business/Management)
1999-2004
Cypress Lake High and Center for the Arts
High School Diploma/GED
1996-1998
Peter McCartney Skills
401(k) Retirement Savings Plans
Account Management
Alternative Investments
Business Development
Business-to-Business (B2B)
C-Suite Selling
Certified Coins
Client Relations
Client Services
Cold Calling
Communication
Corporate Communications
Customer Relationship Management (CRM)
Customer Service
Customer Success
Customer Support
FINRA
Financial Goals
Financial Planning
Financial Risk Management
Global Economy
Gold IRA
Google Docs
Health Insurance
Health Policy
ITIL Certified
Independent Financial Advice
Investments
Lead Generation
Leadership
Legacy Wealth
Life Insurance
Liquidity Risk Management
Mac
Mac & PC platforms
Management
Market Analysis
Market Research
Marketing
Marketing Strategy
Medicare Supplements
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Needs Analysis
Negotiation
New Business Development
OS X
Political Economy
Portfolio Management
Precious Metals
Public Speaking
Quality Assurance
ROI Strategies
Recruiting
Regulatory Compliance
Relationship Building
Retirement Planning
Return on Investment
Return on Marketing Investment (ROMI)
Risk Management
Sales
Sales Management
Sales Presentations
Sales Processes
Salesforce.com
Social Media
Social Media Marketing
Social Networking
Software as a Service (SaaS)
Startup Development
Strategic Planning
Strategy
Tax Shelter
Team Building
Team Management
Territory Growth
Territory Management
Training
Value Creation
Variable Annuities
Wealth Management Services
client success
Peter McCartney Summary
Peter McCartney, based in Leander, TX, US, is currently a Team Lead - Senior Account Executive at United States Gold Bureau. Peter McCartney holds a 1999 - 2004 Bachelor of Science - BS in Accounting and Business/Management @ Edison College. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Alternative Investments, Business Development, Business-to-Business (B2B) and more. Peter McCartney has 2 emails and 6 mobile phone numbers on RocketReach.
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