Peter Wloka Email & Phone Number
Chief Revenue Officer (CRO) @ Buckler
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Peter Wloka Location
- Montreal, QC, CA
Peter Wloka Work
- Chief Revenue Officer (CRO) @ (October 2024 - Present)
- Vice President Partnerships and Business Development, Online Brokerage and Digital Wealth @ (July 2023 - October 2024)
- District Vice President @ (October 2009 - July 2023)
- District Vice President @ (September 2006 - October 2009)
- Regional Manager, Financial Planning @ (October 2003 - September 2006)
Peter Wloka Education
- Columbia Business School
Executive Education (Personal Leadership and Success)
- Western University
BA
- Schulich School of Business - York University
Business
Peter Wloka Skills
- Account Management
- Advertising
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Credit
- Direct Sales
- Equities
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Income
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Loans
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retail Banking
- Retirement
- Retirement Planning
- Sales Management
- Securities
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
Peter Wloka Summary
- Peter Wloka, based in Montreal, QC, CA, is currently a Chief Revenue Officer (CRO) at Buckler. Peter Wloka brings experience from previous roles at Aviso Wealth, Fidelity Investments and TD Waterhouse. Peter Wloka holds a Executive Education in Personal Leadership and Success @ Columbia Business School. With a robust skill set that includes Account Management, Advertising, Alternative Investments, Asset Allocation, Asset Management and more. Peter Wloka has 2 emails and 1 mobile phone numbers on RocketReach.
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