Peter Searles Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Peter Searles Location
- Providence, RI, US
Peter Searles Work
- 2013 -now Senior Vice President - Investment Officer @
- 2025 -2025 Retired @
- 2007 -2013 First Vice President @
- 1998 -2007 First Vice President - Investments @ SMITH BARNEY
- 1990 -1997 Chief Financial Officer @ WEINGEROFF ENTERPRISES, INC.
- 1987 -1990 CPA @ Peter J. Searles, CPA
Peter Searles Education
- Bentley University - McCallum Graduate School of Business
MS (Taxation)
1978-1979 - Providence College
BS (Business Administration-Accounting)
1974-1978 - Palmerton H.S. 1970-1974
Peter Searles Skills
- Estate Planning
- Investments
- Retirement Planning
- Portfolio Management
- Wealth Management
- Wealth
- Asset Management
- Alternative Investments
- Comprehensive Wealth Management
- Asset Allocation
- Retirement
- Mutual Funds
- Securities
- Wealth Management Services
- Thoroughbred Racehorse Ownership
- Estate Planning Strategies
- Sales
- Process Improvement
- Strategic Planning
- Financial Analysis
- Business Development
- Project Management
- Business Analysis
Peter Searles Summary
- Peter Searles, based in Providence, RI, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Peter Searles brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, SMITH BARNEY and WEINGEROFF ENTERPRISES, INC.. Peter Searles holds a 1978 - 1979 MS in Taxation @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management and more. Peter Searles has 1 emails and 1 mobile phone numbers on RocketReach.
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