Branch Manager @ Waddell & Reed, Inc. (November 2013 - November 2018)
Wealth Management Advisor @ (May 2012 - November 2013)
Director @ (April 2011 - May 2012)
Associate Director @ (September 2007 - April 2011)
Resident Director and Sales Manager @ (September 1994 - September 2007)
Commissioned Officer Uss Permit @ (January 1985 - January 1991)
Peter Soltesz Education
United States Naval Academy
Peter Soltesz Skills
Commissioning
Project Management
Marketing
Training
Engineering
Sales Management
Sales
Multi Unit
Business Strategy
Wealth Management
Operational Planning
Key Account Management
Peter Soltesz Summary
Peter Soltesz, based in Winnetka, IL, US, is currently a Financial Advisor at Waddell & Reed, Inc.. Peter Soltesz brings experience from previous roles at Waddell & Reed, Inc. and Merrill Lynch. Peter Soltesz holds a United States Naval Academy. With a robust skill set that includes Commissioning, Project Management, Marketing, Training, Engineering and more. Peter Soltesz has 1 emails and 2 mobile phone numbers on RocketReach.
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