Peter Schatoff Email & Phone Number
Senior Relationship Manager @ Fi-Tek Wealth Solutions
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Peter Schatoff Location
- United States
Peter Schatoff Work
- 2025 - now Senior Relationship Manager @
- 2024 - 2026 Senior Relationship Manager @
- 2020 - 2024 Relationship Manager @
- 2019 - 2020 Associate Director @
- 2015 - 2019 Investment Associate @ J.P. Morgan Securities
- 2012 - 2015 Client Associate Private Wealth Management @
- 2012 - 2012 Client Services Representative @
- 2010 - 2012 Senior Retail Client Specialist @
Peter Schatoff Education
- State University of New York at Albany
Bachelor's Degree (Russian Language and Literature)
- Adelphi University
Graduate Certificate (Financial Planning)
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 United States, is currently a Senior Relationship Manager at Fi-Tek Wealth Solutions. Peter Schatoff brings experience from previous roles at Fi-Tek Wealth Solutions, UBS and J.P. Morgan Securities. Peter Schatoff holds a Bachelor's Degree in Russian Language and Literature @ State University of New York at Albany. With a robust skill set that includes Wealth Management, FinTech, Family Office, Financial Markets, Investments and more. Peter Schatoff has 3 emails and 1 mobile phone numbers on RocketReach.
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