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Peter Greenberger Cfa Cfp
Peter Greenberger Cfa Cfp
Senior Vice President, Manager Product Administration | Dynasty Financial Partners
Saint Petersburg, Florida, United States
Peter Greenberger Cfa Cfp
Summary
Peter Greenberger is a highly experienced finance professional with over 20 years in the financial services industry, specializing in investment management and financial planning. He currently serves as Senior Vice President at Dynasty Financial Partners, where he leads manager product administration. Peter has a strong background in mutual fund research, having held various leadership roles at Raymond James, where he significantly enhanced research processes and advisor engagement. His academic credentials include degrees from prestigious institutions like Columbia University and Fordham University, where he focused on organizational development and financial planning. Peter is also a Chartered Financial Analyst and a Certified Financial Planner, showcasing his commitment to professional excellence. His passion for developing innovative investment strategies is matched by his ability to foster strong relationships with clients and colleagues alike. He has authored articles and publications that reflect his deep understanding of market trends and investment strategies, making him a respected voice in the finance community. Peter's approach is characterized by a blend of strategic thinking and a hands-on attitude towards achieving results.
Peter Greenberger Cfa Cfp
Work Experience
Senior Vice President, Manager Product Administration at
Dynasty Financial Partners
July 2023 - Present
Director, Mutual Fund Research & Marketing at
Raymond James
November 2012 - July 2023
Director, Mutual Fund & 529 Plan Product Management at
Raymond James
June 2017 - July 2023
Interim Director, Mutual Fund Research & Marketing at
Raymond James
February 2012 - November 2012
Manager, Mutual Fund Research at
Raymond James
August 2008 - February 2012
Mutual Fund Analyst at
Raymond James
September 2007 - August 2008
Private Client Associate at
AllianceBernstein
August 2005 - March 2007
Executive Compensation Officer at
AllianceBernstein
January 2004 - August 2005
Analyst, Executive Compensation at
AllianceBernstein
June 2002 - January 2004
Compensation Analyst at
Bank of America Corporation
January 2000 - January 2002
Peter Greenberger Cfa Cfp
Education
Fordham University, Cfp
January 2006 - January 2006
Columbia University, Master Of Arts
January 1999 - January 2001
Pennsylvania State University, Bachelor Of Science
January 1995 - January 1999
Frequently Asked Questions about Peter Greenberger Cfa Cfp
What company does Peter Greenberger Cfa Cfp work for?
Peter Greenberger Cfa Cfp is a Senior Vice President, Manager Product Administration at Dynasty Financial Partners, a company specializing in Monetary Authorities-Central Bank.
Where Peter Greenberger Cfa Cfp graduated from?
Peter Greenberger Cfa Cfp holds a degree in Financial Planning from Fordham University.
Who is Peter Greenberger Cfa Cfp?
Peter Greenberger is a highly experienced finance professional with over 20 years in the financial services industry, specializing in investment management and financial planning. He currently serves as Senior Vice President at Dynasty Financial Partners, where he leads manager product administration. Peter has a strong background in mutual fund research, having held various leadership roles at Raymond James, where he significantly enhanced research processes and advisor engagement. His academic credentials include degrees from prestigious institutions like Columbia University and Fordham University, where he focused on organizational development and financial planning. Peter is also a Chartered Financial Analyst and a Certified Financial Planner, showcasing his commitment to professional excellence. His passion for developing innovative investment strategies is matched by his ability to foster strong relationships with clients and colleagues alike. He has authored articles and publications that reflect his deep understanding of market trends and investment strategies, making him a respected voice in the finance community. Peter's approach is characterized by a blend of strategic thinking and a hands-on attitude towards achieving results.
Peter`s contact details
Colleagues
Senior Vice President, Technology Network Services
Senior Vice President
Chief Investment Officer
Managing Director
Senior Vice President, Business Development
Senior Vice President, Head of Community & Events
Finance Leaders Fellow
SVP, Head of Operations Coordinators and Operations Change Management
Senior Vice President - Compliance
VP, Vendor Management Coordinator