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Peter Goldman

Financial Consultant at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/fidelity-investments">Fidelity Investments</a>
Intro Book
Seasoned investment advisor with 30+ years of experience in portfolio management and financial services.
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Location
New York, New York, United States, US
Skills
  • Mutual Funds
  • Financial Services
  • Investment Advisory
  • Portfolio Management
  • Relationship Management
  • Show all
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Bio

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Peter Goldman is a seasoned financial professional with 30+ years of experience in investment advisory, portfolio management, and financial services. He holds a Master of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Business Administration from Siena College. Goldman has worked for various institutions, including Fidelity Investments, Schwab Institutional, and Prudential Investments Advisory Group.

Credentials

  • Branch Office Manager
    -
  • General Securities Principal
    -
  • Investment Advisor Representative
    -
  • Registered Securities Representative
    -
  • Securities Sales Supervisor
    -

Experience

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Mar 2022 - Present

    • Vice President - Senior Sales
      • May 2007 - Mar 2022

      Responsible for sales to Registered Investment Advisors (RIAs) and breakaway brokers in Manhattan and Fairfield County, CT. Also responsible for mentoring other sales personnel in New York/Mid-Atlantic territories.

  • Fidelity Investments - Fidelity Clearing &amp; ...
    • Greater New York City Area
    • Regional Vice President, Sales
      • Jan 2016 - Mar 2022
      • Greater New York City Area

      Responsible for sales to Registered Investment Advisors (RIAs) and breakaway brokers in Manhattan and Upstate New York.

  • Fenimore Asset Management
    • Cobleskill, New York
    • President and Chief Operating Officer
      • 2004 - 2006
      • Cobleskill, New York

      Responsible for entire operation of the investment advisor, broker/dealer, and mutual fund aspects of the business.

  • Schwab Institutional
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Division Vice President
      • 2002 - 2004

      Responsible for running entire Eastern Division for institutional business serving RIAs.

    • Regional Vice President
      • 2000 - 2002

      Ran institutional sales for New England Region.

  • Prudential Investments Advisory Group
    • Newark, NJ
    • Senior Vice President
      • 1999 - 2000
      • Newark, NJ

      Recruited by Prudential to initiate sales program for Independent Registered Investment Advisors

  • Fidelity Investments Advisor Group
    • Boston, MA
    • Vice President
      • 1995 - 1999
      • Boston, MA

      Sales in New England territory

  • Seer Technologies
    • Boston, MA
    • Account Executive
      • 1993 - 1995
      • Boston, MA

      Joint venture between IBM and First Boston. Established new sales territory in New England for application development software.

  • IBM Corporation
    • Albany, NY & Providence, RI
    • Account Marketing Representative, Operations Manager
      • 1981 - 1993
      • Albany, NY & Providence, RI

      Various support, management and sales roles.

Education

  • 2006 - 2007
    Rensselaer Polytechnic Institute - The Lally School of Management and Te...
  • 1977 - 1981
    Siena College

Suggested Services

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

Industry Focus. “Investment Banking”

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