Peter Ponzio Email & Phone Number
Sr. Vice President
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Peter Ponzio Location
- Bala Cynwyd, PA, US
Peter Ponzio Work
- Sr. Vice President @ Penn Advisors Financial Resources (October 2022 - Present)
- Sr. Vice President @ Penn Investment Advisors, Inc. (August 2014 - Present)
- President @ Longview Financial Partners (July 2013 - July 2014)
- Registered Representative and Investment Advisor Representative @ LPL Financial (October 2012 - July 2014)
- President @ Longview Financial Advisors (October 2005 - July 2013)
- Registered Representative @ Sunbelt Securities (January 2011 - October 2012)
- Sr. Vice President of Retirement Services @ (January 1999 - January 2005)
- District Manager @ VALIC (January 1990 - January 2000)
- Advisor @ Donald Smith & Associates (January 1986 - January 1990)
- Registered Representative @ (January 1982 - January 1986)
Peter Ponzio Education
- Rutgers University 1982-1984
Peter Ponzio Skills
- Retirement Planning
- Asset Management
- Mutual Funds
- Wealth Management
- Qualified Retirement Plans
- 401k
- Insurance
- Health Insurance
- Property & Casualty Insurance
- Life Insurance
- ERISA
- Investment Advisory
- Investments
- Securities
- Marketing
- Longview
- Services
- Financial Services
- Property and Casualty Insurance
- Business Development
Peter Ponzio Summary
- Peter Ponzio, based in Bala Cynwyd, PA, US, is currently a Sr. Vice President at Penn Advisors Financial Resources. Peter Ponzio brings experience from previous roles at Penn Investment Advisors, Inc., Longview Financial Partners, LPL Financial and Longview Financial Advisors. Peter Ponzio holds a 1982 - 1984 Rutgers University. With a robust skill set that includes Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement Plans and more. Peter Ponzio has 2 emails on RocketReach.
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