See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Peter F. Sansevero Jr. profile image

Peter F. Sansevero Jr.

Independent Business Owner at Accountable Transition Services LLC
Intro Book
Seasoned financial professional with expertise in financial advisory, business management, and operations management.
  • Claim this Profile
Location
Goodyear, Arizona, United States, US
Skills
  • Financial Advisory
  • Business Management
  • Operations Management
  • Financial Planning
  • Portfolio Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Peter F. Sansevero Jr. is a seasoned financial professional with extensive experience in financial advisory, business management, and operations management. He has successfully transitioned clients' accounts, managed portfolios, and provided wealth management services. With a strong educational background from the University of Portland, he has held various roles in the financial industry, including financial advisor, operation manager, and regional business officer.

Experience

  • Accountable Transition Services LLC
    • Independent Business Owner
      • May 2015 - Present

      Efficiently transitioning your clients accounts from one Broker Dealer to another. Whether it be from the Wire-House or Independent channels.

  • Washington Wealth Management
    • San Diego
    • National Director of Field Operations
      • Jul 2011 - May 2015
      • San Diego

      Working with an indepentent firm is not right for everyone but for those with an entrepreneurial spirit, who desire the flexibility offered by owning their own business, it can be a catalyst for positive change. Washington Wealth Management offers the ability to be independent without being alone.

  • Morgan Stanley Smith Barney
    • Regional Business & Services Officer, District Business Manager
      • Feb 2007 - Jun 2011

  • Merrill Lynch
    • Complex Administrative Manager, Operation Manager, Financial Advisor, Operation Service Analyst
      • Dec 1977 - Nov 2003

Education

  • 1976 - 1978
    University of Portland

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles