Peter Moroni Email & Phone Number
Head of Sales @ Sherpas
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Peter Moroni Location
- United States
Peter Moroni Work
- 2024 -now Head of Sales @
- 2022 -2024 Head of Sales @
- 2020 -2021 Director, Sales @
- 2010 -2020 Director OCIO Solutions @
- 2008 -2009 Financial Consultant @
- 2004 -2007 Supervisor @
Peter Moroni Education
- Winthrop University
MBA (Finance)
2008-2009 - Winthrop University
B.S. (International Business)
2004-2007 - Ridge High School 1999-2003
Peter Moroni Skills
- Series 7
- Investments
- Asset Allocation
- Asset Managment
- Mutual Funds
- Investment Strategies
- Strategic Financial Planning
- Uniform Combined State Law
- Investment Management
- Finance
- Defined Benefit
- Asset Management
- Defined Contribution
- Fixed Income
- Alternative Investments
- Portfolio Management
- Management
- Team Building
- Project Management
- Business Analysis
- New Business Development
- Sales Management
- Process Improvement
- Wealth Management
Peter Moroni Summary
- Peter Moroni, based in United States, is currently a Head of Sales at Sherpas. Peter Moroni brings experience from previous roles at Seeds, Vise, Russell Investments and State of South Carolina. Peter Moroni holds a 2008 - 2009 MBA in Finance @ Winthrop University. With a robust skill set that includes Series 7, Investments, Asset Allocation, Asset Managment, Mutual Funds and more. Peter Moroni has 3 emails on RocketReach.
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