Peter Newman Email & Phone Number

Senior Financial Advisor, First Vice President @ Merrill Lynch

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Peter Newman Location

Burlington, VT, US

Peter Newman Work

2014 - now Senior Financial Advisor, First Vice President @ Merrill Lynch
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2012 - 2014 Managing Director, Head of Domestic Institutional Sales @ CLSA Americas
2005 - 2012 Managing Director, Head of Institutional Sales @ Caris & Company, Inc.

2001 - 2005 Principal, Institutional Sales @ Thomas Weisel Partners, LLC
1995 - 2001 Senior Vice President, Institutional Sales @ Gerard Klauer Mattison & Co., Inc.
1986 - 1995 Senior Vice President, Institutional Sales @ PRUDENTIAL-AMERICAN SECURITIES, INC.

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Peter Newman Education

University of Vermont
Bachelor's Degree
1982 - 1985

Peter Newman Skills

Business Succession Planning
Estate Planning Strategies
Customized Wealth Planning

Retirement Planning
Wealth Management
Investments
Strategic Financial Planning
Fixed Annuities
Banking

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Peter Newman Summary

Peter Newman, based in Burlington, VT, US, is currently a Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management. Peter Newman brings experience from previous roles at CLSA Americas, Caris & Company, Inc., Thomas Weisel Partners, LLC and Gerard Klauer Mattison & Co., Inc.. Peter Newman holds a 1982 - 1985 Bachelor's Degree @ University of Vermont. With a robust skill set that includes Business Succession Planning, Estate Planning Strategies, Customized Wealth Planning, Retirement Planning, Wealth Management and more. Peter Newman has 1 emails and 1 mobile phone numbers on RocketReach.

Peter Newman Emails

Found 1 emails

@gmail.com

Peter Newman Phone Numbers

Found 1 phone numbers

+1 970-372-XXXX

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