Peter Park Email & Phone Number
Fiduciary | Speaker | Financial Planner @ fi360
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Peter Park Location
- Rochester, NY, US
Peter Park Work
- now Fiduciary | Speaker | Financial Planner @
- 2011 - now Financial Planner @
- 2006 - 2010 Member, Board of Directors @ Palmyra-Macedon Rotary Club
- 2009 - 2009 Chapter President @ Early Birds Chapter Bni
- 2008 - 2009 Club President @ Palmyra-Macedon Rotary Club
- 2007 - 2008 Chairman, Foundation Board Investment Committee @
- 2005 - 2008 Member, Foundation Board of Directors @
- 2004 - now President and Financial Planner @ Lifequest Financial
- 2002 - 2004 Financial Advisor @
- 1999 - 2003 Territory Sales Manager @
Peter Park Education
- Brown University
- University of Rochester
(Economics, Political Science)
- Pittsford Mendon High School
Peter Park Skills
- Retirement Planning
- Financial Services
- Investment Advisory Services
- Investments
- Retirement
- Small Business
- Strategic Planning
- Asset Allocation
- Portfolio Management
- Asset Management
- Marketing
- Finance
- Investment Management
- Securities
- Insurance
- Strategy
- Nonprofits
- Mutual Funds
- Management Consulting
- Wealth Management
- Series 7
- 401k
- Disability Insurance
- Long-term Care
- Investment Advisory
- Non-profits
- Budgets
- Employee Benefits
- Series 63
- Estate Planning
- Fixed Annuities
- Financial Planners
- Life Insurance
- Competitive Analysis
- Strategic Financial Planning
- Financial Advisory
- Sales Management
- Leadership
- Public Speaking
- Coaching
- Fundraising
- Team Building
- Process Improvement
- IRAs
- Uniform Combined State Law
- Series 6
- Series 65
- Long Term Care
- Non Profits
Peter Park Summary
- Peter Park, based in Rochester, NY, US, is currently a Fiduciary | Speaker | Financial Planner at Fi360. Peter Park brings experience from previous roles at Cetera Advisors LLC, Palmyra-Macedon Rotary Club and Early Birds Chapter Bni. Peter Park holds a Brown University. With a robust skill set that includes Retirement Planning, Financial Services, Investment Advisory Services, Investments, Retirement and more. Peter Park has 3 emails and 1 mobile phone numbers on RocketReach.
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