Peter Cieszko

Partner at Convergency Partners
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Credentials

  • Series 7, 24, 53, 63
    FINRA

Experience

  • Convergency Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Jul 2021 - Present

      Convergency Partners is a unique advisory and consulting business focused on the formulation and execution of growth strategies for asset management, wealth management and financial technology clients Convergency Partners is a unique advisory and consulting business focused on the formulation and execution of growth strategies for asset management, wealth management and financial technology clients

  • BizEquity
    • United States
    • Desktop Computing Software Products
    • 1 - 100 Employee
    • Senior Advisor
      • Feb 2021 - Feb 2022

  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Head of Enterprise Strategic Relationships
      • 2019 - 2021

    • Senior Vice President and Chief Client Officer
      • 2011 - 2019

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • President, Fidelity Investment Institutional Services Company, Inc
      • 2009 - 2011

  • Evergreen Investment Management
    • Charlotte, North Carolina, United States
    • President of Global Distribution
      • 2006 - 2009

      Evergreen operated under the parent company Wachovia, Corp, which was acquired by Wells Fargo in 2008. Named as successor to retiring CEO. Evergreen operated under the parent company Wachovia, Corp, which was acquired by Wells Fargo in 2008. Named as successor to retiring CEO.

  • Legg Mason (Acquired by Franklin Templeton)
    • United States
    • Financial Services
    • 700 & Above Employee
    • Head of Distribution
      • 2000 - 2006

      Led US Distribution following Legg Mason's acquisition of Citigroup Asset Management in 2005. Served as Board Director for CitiStreet. Led US Distribution following Legg Mason's acquisition of Citigroup Asset Management in 2005. Served as Board Director for CitiStreet.

  • Nuveen Asset Management
    • New York, United States
    • MD Distribution, Product and Business Development
      • 1999 - 2000

  • Montgomery Asset Managment
    • San Francisco, California, United States
    • Corporate Vice President and Principal
      • 1995 - 1999

  • Glaves & Associates
    • Wayne, New Jersey, United States
    • Principal, Investment Banking
      • 1989 - 1995

  • EF Hutton
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP, Consulting Services Division
      • 1984 - 1989

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • 1982 - 1984

Education

  • Villanova University
    BS, Business Administration

Community

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