Peter Sikorski, CFP®

Financial Planning Associate at Klingman and Associates, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
JE
Languages
  • Polish -

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Oct, 2024

Experience

  • Klingman and Associates, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Associate
      • May 2022 - Present

      Supports Klingman's Wealth Advisors on all aspects of client relationships, including their financial planning goals. Supports Klingman's Wealth Advisors on all aspects of client relationships, including their financial planning goals.

  • RegentAtlantic
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Advisor
      • Jun 2017 - Jun 2021

      Peter connected with both clients and Wealth Advisors in analyzing the client’s financial picture, building financial plans, and guiding clients in reaching their goals. Peter connected with both clients and Wealth Advisors in analyzing the client’s financial picture, building financial plans, and guiding clients in reaching their goals.

  • EZOPS Inc.
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Jun 2014 - Aug 2015

      Tested functionality and accuracy of middle office service platform’s trade capturing, valuation, reconciliation, and collateral management. Testing included the valuation of Credit default swaps post credit events, credit support annex agreement detail interpretation. Improved intraday reconciliation process by simplifying views to industry standards. Standardized data from two unique trade capturing systems by creating more sophisticated mappings in Microsoft Excel and comparing data for EOD reconciliation. Created fee reconciliation process for $1 billion AUM Hedge fund by leveraging existing technology frameworks to increase daily accuracy of charged futures and options clearing and commission fees. Saved firm time and money by converting inefficient End of Month process into a quick Daily process. Decreased overdraft fees charged to Hedge fund by creating a scheduled report to increase visibility of scheduled cash movements which saved the firms thousands of dollars each month.

  • Oxford Funding LLC
    • Project Manager
      • Dec 2013 - Apr 2014

      Delegate home restoration projects for over thirty homes to different contractors. Introduced two new software programs to streamline communication and better address established goals. Implemented new marketing strategy by partnering with several banks to finance contracting for prospective customers. Delegate home restoration projects for over thirty homes to different contractors. Introduced two new software programs to streamline communication and better address established goals. Implemented new marketing strategy by partnering with several banks to finance contracting for prospective customers.

  • Learning Community Charter School
    • Education
    • 1 - 100 Employee
    • Tutor
      • Sep 2010 - Sep 2012

      Provide small group tutoring to help increase academic achievement by clarifying and reinforcing the school’s curriculum. Coordinated and organized a fitness group for students. Provide small group tutoring to help increase academic achievement by clarifying and reinforcing the school’s curriculum. Coordinated and organized a fitness group for students.

  • Carlo's Bakery
    • United States
    • Food and Beverage Services
    • 200 - 300 Employee
    • Salesperson
      • Jun 2010 - Feb 2011

      Prepared store for operation at early hours of the morning, interpreted customer’s cake ideas into possible designs, assisted bakers with maintaining stock of pastries by communicating sales trends of the particular day. Prepared store for operation at early hours of the morning, interpreted customer’s cake ideas into possible designs, assisted bakers with maintaining stock of pastries by communicating sales trends of the particular day.

  • Spike League New Jersey
    • Equipment Manager
      • Jun 2009 - Nov 2009

      Prepared, and monitored athletic equipment under strict time constraints. Officiated outdoor volleyball matches for recreational divisions. Prepared, and monitored athletic equipment under strict time constraints. Officiated outdoor volleyball matches for recreational divisions.

Education

  • Texas Tech University
    Master's degree, Personal Financial Planning
    2015 - 2017
  • Rutgers, The State University of New Jersey-Newark
    Bachelor of Science (B.S.), Finance, General
    2010 - 2014

Community

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