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Peter Stamm Location
New York, NY, US
Peter Stamm Work
Executive Director @ (February 2025 - Present)
Senior Financial Advisor @ (June 2022 - February 2025)
Financial Advisor @ (August 2018 - June 2022)
Client Advisor (VIA RJ acquisition of DB PCS) @ (September 2016 - July 2018)
Client Advisor @ Deutsche Bank Asset and Wealth Management (August 2011 - September 2016)
Client Advisor @ Deutsche Bank Asset and Wealth Management (August 2011 - September 2016)
Peter Stamm Skills
Alternative Investments
Series 63
PowerPoint
Banking
Customer Relations
Public Speaking
Sales
Portfolio Management
Investments
Bloomberg
Market Research
Negotiation
Excel
Finance
Asset Allocation
Fundraising
Wealth Management
Equities
Mutual Funds
Outlook
Microsoft Office
Securities
Microsoft Word
Investment Strategies
Real Estate
Microsoft Excel
Risk Management
Asset Management
Credit
Customer Service
Private Equity
Commodity
Due Diligence
Word
Options
Series 7
Institutional
Hedge Funds
Access
Structured Products
Peter Stamm Summary
Peter Stamm, based in New York, NY, US, is currently a Executive Director at AGC Equity Partners. Peter Stamm brings experience from previous roles at Merrill Lynch, J.P. Morgan, Alex. Brown, a Division of Raymond James and Deutsche Bank Asset and Wealth Management. With a robust skill set that includes Alternative Investments, Series 63, PowerPoint, Banking, Customer Relations and more. Peter Stamm has 2 emails and 2 mobile phone numbers on RocketReach.
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