Peter Nee Email & Phone Number
Founding Partner
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Peter Nee Location
- Massachusetts, United States
Peter Nee Work
- 2016 -now Founding Partner @ Wellesley Private Advisors, LLC
- 2009 -2016 Vice President, Investments @
- 2003 -2009 Sr. Financial Advisor, CSNA Certified Special Needs Advisor, CRPC Certified Retirement Planning @
- 1983 -2003 Vice President @
- 1984 -2003 Director @
- 2000 -2003 Director, Private Banking @ FleetBoston Financial
Peter Nee Education
- Cannon Institute
Trust School (Fiduciary Studies)
1998-1999 - Gordon College
BA (Economics and Business)
1977-1981 - Rothesay Collegiate School
HS (1977)
1972-1977
Peter Nee Skills
- Team Building
- Union
- Project Management
- Public Speaking
- Services
- Customer Service
- Artillery
Peter Nee Summary
- Peter Nee, based in Massachusetts, United States, is currently a Founding Partner at Wellesley Private Advisors, LLC. Peter Nee brings experience from previous roles at UBS Financial, Merrill Lynch and Bank of Boston. Peter Nee holds a 1998 - 1999 Trust School in Fiduciary Studies @ Cannon Institute. With a robust skill set that includes Team Building, Union, Project Management, Public Speaking, Services and more. Peter Nee has 2 emails and 1 mobile phone numbers on RocketReach.
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