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 @ Oppenheimer & Co. Inc.
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2002 - 2013 Sr Vice President UBS Financial Services @ UBS
1981 - 2002 Executive Director @ Oppenheimer & Co. Inc.

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

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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.

Peter Wagner Emails

Found 2 emails

Peter Wagner Phone Numbers

Found 3 phone numbers

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