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Peter Greenberger Cfa Cfp

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Peter Greenberger Cfa Cfp

Senior Vice President, Manager Product Administration | Dynasty Financial Partners

Saint Petersburg, Florida, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Peter Greenberger Cfa Cfp

Work Experience

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Senior Vice President, Manager Product Administration at

Dynasty Financial Partners

July 2023 - Present

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Director, Mutual Fund Research & Marketing at

Raymond James

November 2012 - July 2023

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Director, Mutual Fund & 529 Plan Product Management at

Raymond James

June 2017 - July 2023

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Interim Director, Mutual Fund Research & Marketing at

Raymond James

February 2012 - November 2012

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Manager, Mutual Fund Research at

Raymond James

August 2008 - February 2012

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Mutual Fund Analyst at

Raymond James

September 2007 - August 2008

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Private Client Associate at

AllianceBernstein

August 2005 - March 2007

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Executive Compensation Officer at

AllianceBernstein

January 2004 - August 2005

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Analyst, Executive Compensation at

AllianceBernstein

June 2002 - January 2004

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Compensation Analyst at

Bank of America Corporation

January 2000 - January 2002

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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

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Andy Butte

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Bonnie Hill

VP, Vendor Management Coordinator

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