Peter May
25 Seguidores
Personal Information
Organização/Local de trabalho
Greater Philadelphia Area United States
Cargo
Problem Solver * Risk Mitigation * Multi-Generational Planning * Transformative Leadership
Setor
Finance / Banking / Insurance
Site
http://www.artstogrow.org
Sobre
Wealth Management Executive with 20+ years of experience. Provides individual HNW clients with in-depth expertise in financial, estate and philanthropic matters. Specialties: * Provides unique combination of experience and knowledge to clients ranging from $10M - $500M. * Developed new revenue stream opportunities from inception to implementation in corporate settings. * Created national relationships with business partners in fine arts, philanthropy, legal and insurance sectors. * Recognized as content expert in trade and financial publications. * Licensed for Insurance. * CFP®
Detalhes do contato
Marcadores
risk mitigation healthcare disability ltc investme
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Personal Information
Organização/Local de trabalho
Greater Philadelphia Area United States
Cargo
Problem Solver * Risk Mitigation * Multi-Generational Planning * Transformative Leadership
Setor
Finance / Banking / Insurance
Site
http://www.artstogrow.org
Sobre
Wealth Management Executive with 20+ years of experience. Provides individual HNW clients with in-depth expertise in financial, estate and philanthropic matters. Specialties: * Provides unique combination of experience and knowledge to clients ranging from $10M - $500M. * Developed new revenue stream opportunities from inception to implementation in corporate settings. * Created national relationships with business partners in fine arts, philanthropy, legal and insurance sectors. * Recognized as content expert in trade and financial publications. * Licensed for Insurance. * CFP®
Marcadores
risk mitigation healthcare disability ltc investme
Ver mais