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Peter Tortorici Location
Port Washington, NY, US
Peter Tortorici Work
Director @ (October 2022 - Present)
Director of High Net Worth Consulting @ (November 2021 - October 2022)
Vice President - Wealth Management @ (September 2015 - November 2021)
Vice President - Wealth Management @ (August 2012 - September 2015)
Vice President - Private Client Group @ (January 2010 - December 2012)
Director of Sales @ (January 2009 - December 2010)
Vice President, Regional Wholesaler @ (January 2002 - December 2008)
Analyst, Equity Trading @ (January 2000 - December 2002)
Peter Tortorici Education
Fairfield University
Bachelor of Science (BS) (Charles F. Dolan School of Business)
1996-2000
Universita di Lorenzo de Medici
(International Marketing, Art History)
1998-1999
Peter Tortorici Skills
Wealth Management
Alternative Investments
Series 7
Investments
Sales
Equities
Fixed Income
Asset Management
Portfolio Management
Asset Allocation
Mutual Funds
ETFs
Microsoft Excel
Business Development
Customer Service
Peter Tortorici Summary
Peter Tortorici, based in Port Washington, NY, US, is currently a Director at WestEnd Advisors. Peter Tortorici brings experience from previous roles at Janney Montgomery Scott LLC, UBS Financial Services, Inc. and Deutsche Bank. Peter Tortorici holds a 1996 - 2000 Bachelor of Science (BS) in Charles F. Dolan School of Business @ Fairfield University. With a robust skill set that includes Wealth Management, Alternative Investments, Series 7, Investments, Sales and more. Peter Tortorici has 2 emails and 2 mobile phone numbers on RocketReach.
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