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Peter Moroni Location
United States
Peter Moroni Work
Head of Sales and Enablement @ (May 2024 - Present)
Head of Sales @ (July 2024 - Present)
Head of Sales @ (January 2022 - May 2024)
Director, Sales @ (December 2020 - December 2021)
Director OCIO Solutions @ (January 2010 - December 2020)
Regional Director @ (August 2010 - August 2020)
Financial Consultant @ (January 2008 - May 2009)
Supervisor @ (May 2004 - November 2007)
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 and Enablement at Sherpas. Peter Moroni brings experience from previous roles at Sherpas, Seeds, Vise and Russell Investments. 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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