2021 -2022 Director of High Net Worth Consulting @
2015 -2021 Vice President - Wealth Management @
2012 -2015 Vice President - Wealth Management @
2010 -2012 Vice President - Private Client Group @
2009 -2010 Director of Sales @
2002 -2008 Vice President, Regional Wholesaler @
2000 -2002 Analyst, Equity Trading @
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 3 emails and 1 mobile phone numbers on RocketReach.
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