Peter Schatoff Email & Phone Number

Senior Manager, Relationship Management @ Trove

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Peter Schatoff Location

California, United States

Peter Schatoff Work

Senior Manager, Relationship Management @ (July 2026 - Present)
Relationship Manager @ (October 2020 - May 2024)
Senior Relationship Manager @ (February 2024 - June 2026)
Relationship Manager @ (October 2020 - May 2024)
Associate Director @ (December 2019 - October 2020)
Investment Associate @ J.P. Morgan Securities (March 2015 - December 2019)
Client Associate Private Wealth Management @ (October 2012 - March 2015)
Client Services Representative @ (April 2012 - October 2012)
Senior Retail Client Specialist @ (May 2010 - April 2012)

Peter Schatoff Education

Adelphi University
Graduate Certificate (Financial Planning)
State University of New York at Albany
Bachelor's Degree (Russian Language and Literature)

Peter Schatoff Skills

Wealth Management
FinTech
Family Office
Financial Markets
Investments
Asset Management
Financial Services
Trading
Customer Relationship Management (CRM)
Financial Planning
Portfolio Management
Financial Advisory
Banking
Investment Management
Private Equity
Loans
Finance
Project Management
Business Development
Series 7
Account Management
Business Intelligence (BI)
Software as a Service (SaaS)
Client Services
Relationship Building
Russian
Series 63
Series 65
Key Account Relationship Building

Peter Schatoff Summary

Peter Schatoff, based in California, United States, is currently a Senior Manager, Relationship Management at Trove FS, LLC. Peter Schatoff brings experience from previous roles at Fi-Tek Wealth Solutions, Rockit Solutions, LLC and UBS. Peter Schatoff holds a Graduate Certificate in Financial Planning @ Adelphi University. With a robust skill set that includes Wealth Management, FinTech, Family Office, Financial Markets, Investments and more. Peter Schatoff has 2 emails and 1 mobile phone numbers on RocketReach.

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