Education & Professional Experience

Pete has studied at Columbia Union College in Finance between 1988 and 1991, then at Bethesda Chevy Chase High School in Finance and Financial Management Services between 1982 and 1986.

Pete worked for Burney Company as Managing Partner, Wealth Management between 2016 and 2018, for Carson Partners as Regional VP - Eastern Division between 2015 and 2016, for Fidelity Investments as Vice President Institutional Sales between 2012 and 2015, for TD Ameritrade as Vice President Institutional Sales between 2004 and 2012, for Overture Asset Management as Vice President between 2000 and 2004, for Rydex Investments as Vice President between 1994 and 2000.

 Skills & Competences

Pete has the following skills : Sales, Marketing Strategy, Financial Services, Customer Relationship Management (CRM), Product Management, Business Strategy, Sales Operations, Asset Allocation, Private Equity, Sales Management, Capital Markets, Business-to-Business (B2B), Business Development, Investments, Asset Management, CRM, Sales Process, Investment Advisory, Alternative Investments, Consultative Selling.

Pete graduated from the following courses : Miller Heiman Training, BSmarter Training, Miller Heiman Sales Training, Decker Sales Training.

Pete speaks the following languages : English.

Pete has earned the following certifications : Series 7, delivered by FINRA (Financial Industry Regulatory Authority); Series 65, delivered by FINRA (Financial Industry Regulatory Authority); Series 63, delivered by FINRA (Financial Industry Regulatory Authority).