Peter Sims Email & Phone Number
Chief Executive Officer @ The Athena Network, Financial & Life Management
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Peter Sims Location
- Philadelphia, PA, US
Peter Sims Work
- 2023 -now Chief Executive Officer @
- 2022 -2023 Advisory Board @
- 2022 -2023 Vice President Corporate Development @
- 2018 -2022 President @
- 2014 -2018 President and Co- Founder @ ENSPIRE Investments
- 2010 -2014 Head of Sales, Intermediary Retirement Plans @
- 2009 -2010 Head of Sales, Wire and Bank Annuities @
- 2006 -2009 Head of Sales, Investments @
- 2003 -2006 Eastern Divisional Manager @
- 1998 -2003 Senior Vice President @
- 1995 -1997 Vice President @
- 1994 -1995 Internal Wholesaler @
- 1991 -1994 Registered Investment Advisor @ Sims Financial Services, LLC
Peter Sims Education
- Center for Fiduciary Studies
(Accredited Investment Fiduciary)
- Boston College
BS (Business Administration)
- University of Pennsylvania - The Wharton School
SIFMA (Securities Industry Institute)
Peter Sims Skills
- Series 63
- Mutual Funds
- Retirement Planning
- Series 7
- Business Development
- Marketing Strategy
- 401k
- Series 6
- Separately Managed Accounts
- Wealth Management
- Financial Services
- Insurance
- Retirement
- Investments
- Fixed Annuities
- Asset Allocation
- Financial Planning
- Sales
- Asset Management
- Finance
- Securities Regulation
- Marketing
- Trading
- 529 Plans
- 401k Retirement Savings Plans
Peter Sims Summary
- Peter Sims, based in Philadelphia, PA, US, is currently a Chief Executive Officer at Ford & Friar Partners. Peter Sims brings experience from previous roles at PayForED - Student Loan Assistance Program l Navigating Student Loan and Repayme, OneDigital and ENSPIRE Investments. Peter Sims holds a Center for Fiduciary Studies. With a robust skill set that includes Series 63, Mutual Funds, Retirement Planning, Series 7, Business Development and more. Peter Sims has 1 emails and 8 mobile phone numbers on RocketReach.
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