Peter Wagner Email & Phone Number
Managing Director-Investments @ Oppenheimer & Co. Inc.
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Peter Wagner Location
- Roslyn, NY, US
Peter Wagner Work
- 2013 -now Managing Director-Investments @
- 2002 -2013 Sr Vice President UBS Financial Services @ UBS
- 1981 -2002 Executive Director @
Peter Wagner Education
- NYU GBA
Master of Business Administration (MBA) (Finance, General)
1979-1980 - NYU
Bachelor of Science (BS) (Marketing)
1977-1979
Peter Wagner Skills
- Securities
- Asset Allocation
- Tax-Efficient Strategies
- Multigenerational Wealth Transfer Strategies
- Wealth-Preservation Strategies
- Financial Services
- Omega
- Tax Efficient Strategies
- Risk Management
- Customer Service
- Wealth Preservation Strategies
- Sales
- Portfolio Managers
- Finance
- Services
- Strategy
- Investments
- Project Management
Peter Wagner Summary
- Peter Wagner, based in Roslyn, NY, US, is currently a Managing Director-Investments at Oppenheimer & Co. Inc.. Peter Wagner brings experience from previous roles at UBS and Oppenheimer & Co. Inc.. Peter Wagner holds a 1979 - 1980 Master of Business Administration (MBA) in Finance, General @ NYU GBA. With a robust skill set that includes Securities, Asset Allocation, Tax-Efficient Strategies, Multigenerational Wealth Transfer Strategies, Wealth-Preservation Strategies and more. Peter Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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