Peter Stewart Email & Phone Number
Senior Wealth Manager and Vice President @ BNY Mellon Wealth Management
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Peter Stewart Location
- Atlanta, GA, US
Peter Stewart Work
- 2015 - now Senior Wealth Manager and Vice President @
- 2015 - 2019 Wealth Manager and Private Client Advisor @
- 2012 - 2015 Portfolio Officer @
- 2011 - 2014 Trustee, Board Member @
- 2007 - 2012 Senior Business Development Associate @
- 2005 - 2006 Product Marketing Specialist @
- 2002 - 2005 Senior Shareholder Services Representative @
Peter Stewart Education
- Georgia State University
Master Of Business Administration (Financial Management, Finance)
2012 - 2014 - University of Georgia 2007 - 2008
- Vermont
Bachelors (Business Administration)
1997 - 2001 - The Lovett School 1984 - 1997
Peter Stewart Skills
- Alternative Investments
- Wealth Management
- Estate Planning
- Asset Management
- Customer Relations
- Portfolio Management
- Business Development
- Equities
- Hedge Funds
- Asset Allocation
- Investment Advisory
- Financial Analysis
- Customer Service
- Investment Management
- Asset Managment
- Private Banking
- Program Management
- Investments
- Risk Management
- Mutual Funds
- Series 7
- Securities
- Wealth
- Wealth Management Services
- Strategic Financial Planning
Peter Stewart Summary
- Peter Stewart, based in Atlanta, GA, US, is currently a Senior Wealth Manager and Vice President at Bny Mellon Wealth Management. Peter Stewart brings experience from previous roles at Bny Mellon Wealth Management and Literacy Action, Inc.. Peter Stewart holds a 2012 - 2014 Master Of Business Administration in Financial Management, Finance @ Georgia State University. With a robust skill set that includes Alternative Investments, Wealth Management, Estate Planning, Asset Management, Customer Relations and more. Peter Stewart has 2 emails on RocketReach.
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