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Peter Monahan Location
Bryn Athyn, PA, US
Peter Monahan Work
CEO @ (January 2016 - Present)
Senior Agency Sales Director @ Independence Wealth Strategies, an Office of MetLife (January 2010 - January 2015)
Managing Director @ South Jersey Financial Group, an office of MetLife (April 2001 - March 2010)
Managing Director, Greater Delaware Valley @ Prudential Preferred Financial Services (January 1996 - January 2000)
Peter Monahan Education
Saint Joseph's University
Bachelor of Science (Economics)
1985
Peter Monahan Skills
Retirement Planning
Wealth Management
Insurance
Investments
Series 7
Series 24
Series 63
Series 65
Strategic Leadership
Financial Services
Estate Planning
Business Succession Strategies
Leadership
Business Development
Business Analysis
Marketing Strategy
Strategic Planning
Life Insurance
Financial Planning
Peter Monahan Summary
Peter Monahan, based in Bryn Athyn, PA, US, is currently a CEO at WealthBridge Financial. Peter Monahan brings experience from previous roles at Independence Wealth Strategies, an Office of MetLife, South Jersey Financial Group, an office of MetLife and Prudential Preferred Financial Services. Peter Monahan holds a Bachelor of Science in Economics @ Saint Joseph's University. With a robust skill set that includes Retirement Planning, Wealth Management, Insurance, Investments, Series 7 and more. Peter Monahan has 1 emails and 2 mobile phone numbers on RocketReach.
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