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 @
- 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 @
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
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.
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