Peter Wessner Location
- Houston, TX, US
Peter Wessner Work
- 2019 -now Financial Advisor @ Bering Street Advisors, A private wealth advisory practice of Ameriprise Financi
- 2012 -2019 Vice President and Financial Advisor @
- 2010 -2012 Wealth Manager @
- 2009 -2010 Vice President and Wealth Manager @ Abshier Webb Donnelly & Baker
- 2004 -2009 Financial Advisor @
Peter Wessner Education
- University of Houston
Master of Business Administration (M.B.A.)
1989-1991 - New Jersey Institute of Technology
Bachelor of Science (BS) (Chemical Engineering)
1974-1978
Peter Wessner Skills
- Equities
- Management
- Project Management
- Strategic Planning
- Portfolio Management
- Process Improvement
- Fixed Income
- Series 7
- Team Building
- Capital Markets
- Contract Negotiation
- Customer Service
- Sales
- Investments
- Leadership
Peter Wessner Summary
- Peter Wessner, based in Houston, TX, US, is currently a Financial Advisor at Bering Street Advisors, A private wealth advisory practice of Ameriprise Financi. Peter Wessner brings experience from previous roles at B. Riley Wealth Management, Sanders Morris Harris, Inc., Abshier Webb Donnelly & Baker and UBS Financial Services. Peter Wessner holds a 1989 - 1991 Master of Business Administration (M.B.A.) @ University of Houston. With a robust skill set that includes Equities, Management, Project Management, Strategic Planning, Portfolio Management and more. Peter Wessner has 1 emails and 4 mobile phone numbers on RocketReach.
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Peter Wessner
Financial Advisor
Houston, TX, US
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