Peter Shapiro Email & Phone Number
Wealth Management Advisor | Envision Financial @ Northwestern Mutual
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Peter Shapiro Location
- Foxborough, MA, US
Peter Shapiro Work
- 2022 -now Wealth Management Advisor | Envision Financial @
- 2022 -2022 Financial Services Professional @
- 2018 -2022 Financial Services Professional @
- 2018 -2022 Licensed Insurance Agent @
- 2017 -2017 Account Executive @ OSG Global
- 2005 -2017 Fixed Income Sales @ Arbor Research and Trading
- 2003 -2005 Interest Rate Derivatives Broker @ Cantor Fitzgerald
- 2001 -2003 Interest Rate Derivative Sales Assistant @ ABN AMRO Bank N.V.
- 2001 -2001 Collateral Risk Management - Team Leader @ ABN AMRO Bank N.V.
- 1997 -2000 Emerging Market Repo Trader and Trading Desk Support @ Bracebridge Capital, LLC
- 1993 -1997 Operations Manager @ Dean Witter Reynolds Inc.
- 1992 -1993 Margin Clerk @ Dean Witter Reynolds Inc.
Peter Shapiro Education
- State University of New York College at Cortland
Bachelor's degree (Economics)
1988-1992
Peter Shapiro Skills
- Leadership
- Solution Selling
- Customer Relationship Management Crm
- Series 63
- Sales Process
- Strategic Partnerships
- Fixed Income
- Bonds
- Account Management
- Sales
- Cold Calling
- Series 3
- Capital Markets
- Derivatives
- Business Development
- Bloomberg
- Investments
- Futures
- Equities
- Investment Banking
- Options
- Series 7
- Hedge Funds
- Clearing
- Customer Relationship Management
Peter Shapiro Summary
- Peter Shapiro, based in Foxborough, MA, US, is currently a Wealth Management Advisor | Envision Financial at Northwestern Mutual. Peter Shapiro brings experience from previous roles at Northwestern Mutual, NYLIFE Securities LLC, New York Life Insurance Company and OSG Global. Peter Shapiro holds a 1988 - 1992 Bachelor's degree in Economics @ State University of New York College at Cortland. With a robust skill set that includes Leadership, Solution Selling, Customer Relationship Management Crm, Series 63, Sales Process and more. Peter Shapiro has 2 emails and 1 mobile phone numbers on RocketReach.
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