Peter Nee Email & Phone Number

Founding Partner @ Wellesley Private Advisors, LLC

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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 @ UBS Group AG
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2003 - 2009 Sr. Financial Advisor, CSNA Certified Special Needs Advisor, CRPC Certified Retirement Planning @ Merrill Lynch

Vice President @ BankBoston
Director @ BankBoston
Director, Private Banking @ FleetBoston Financial

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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

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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 3 emails and 1 mobile phone numbers on RocketReach.

Peter Nee Emails

Found 3 emails

Peter Nee Phone Numbers

Found 3 phone numbers

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