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@capitalforensics.com
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1 phone found area 212
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LinkedIn matched
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Peter Kennedy is listed as Principal at PAK Consulting, LLC at Capital Forensics, Inc., a company with 56 employees, based in Maplewood, New Jersey, United States. AeroLeads shows a work email signal at capitalforensics.com, phone signal with area code 212, and a matched LinkedIn profile for Peter Kennedy.
Peter Kennedy previously worked as Principal at Pak Consulting, Llc and Senior Advisor at Capital Forensics, Inc.. Peter Kennedy holds Master Of Laws (Llm) Federal Taxation, Federal Taxation from Boston University School Of Law.
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AeroLeads found 1 current-domain work email signal for Peter Kennedy. Compare company email patterns before reaching out.
►Consulting capabilities include experience assisting broker/dealers, investment advisers and insurance companies with legal & compliance issues, building retail products and services, and creating 1st line of defense supervisory structures to ensure appropriate business oversight of sales, administrative and operational activities. ► Specific Skills:
Listed skills include Financial Services, Wealth Management, Investments, Series 7, and 14 others.
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Greater New York City Area
Current projects include1) Expert witness and other consulting services for Capital Forensics Inc, 2) Special ERISA Advisor for Vestwell LLC, and 3) Regulatory consultant for Wilde Capital Management
Greater New York City Area
Greater New York City Area
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell’s digital platform allows for.
Greater New York City Area
Wilde Capital Management (WCM) provides market insight, access and investment for individuals, families and institutions seeking long-term, globally-diversified portfolios based on applying the principles of patient investing and a disciplined, transparent process to public markets. We work with Financial Advisors, Registered Investment Advisors, and.
Greater New York City Area
►Managing Director and Chief Operating Officer for TIAA Individual & Institutional Services, LLC for over eight years. ►Revamped and managed several regulatory oversight functions including the Centralized Principal Review function, Branch Oversight and Administration, and Centralized Review of Insurance Replacement Transactions. Securities Registrations.
Weehawken, NJ
► Chief Administrative Officer for the Managed Account Business, including trading desk responsibilities, assisting with product development, and operations. Later became manager of UBS Wealth Management third-party mutual fund platform. ► Senior Attorney/Manager for the Retail Product Group of attorneys. Handled all retail broker/dealer, investment.
Greater New York City Area
Deputy General Counsel for the Shearson Lehman Retail Division including responsibilities for retail brokerage, mutual funds, litigation, and investment advisory programs.
Associate attorney specializing in ERISA, Federal Taxation, and Employment
Other employees you can reach at capitalforensics.com. View company contacts for 56 employees →
Kelly Raupp
Colleague at Capital Forensics, Inc.
Rolling Meadows, Illinois, United States, United States
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PB
Paul Bodor
Colleague at Capital Forensics, Inc.
Denver Metropolitan Area, United States
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IM
Ilda Murzaku
Colleague at Capital Forensics, Inc.
Mount Prospect, Illinois, United States, United States
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MK
Maksim Kavaliou
Colleague at Capital Forensics, Inc.
Buffalo Grove, Illinois, United States, United States
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JE
Jen Evans
Colleague at Capital Forensics, Inc.
Arlington Heights, Illinois, United States, United States
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PK
Peter Kennedy
Colleague at Capital Forensics, Inc.
Jersey City, New Jersey, United States, United States
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JK
Jason Koziol
Colleague at Capital Forensics, Inc.
Greater Chicago Area, United States
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DM
Dennis Mooradian
Colleague at Capital Forensics, Inc.
San Francisco, California, United States, United States
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PZ
Pamela Ziermann
Colleague at Capital Forensics, Inc.
Delano, Minnesota, United States, United States
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RR
Rich Randa
Colleague at Capital Forensics, Inc.
Greater Orlando, United States
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In addition to English, also studied Philosophy, History and Economics
Quick answers generated from the profile data available on this page.
Peter Kennedy works for Capital Forensics, Inc..
Peter Kennedy is listed as Principal at PAK Consulting, LLC at Capital Forensics, Inc..
AeroLeads has found 1 work email signal at @capitalforensics.com for Peter Kennedy at Capital Forensics, Inc..
AeroLeads has found 1 phone signal(s) with area code 212 for Peter Kennedy at Capital Forensics, Inc..
Peter Kennedy is based in Maplewood, New Jersey, United States while working with Capital Forensics, Inc..
Peter Kennedy has worked for Pak Consulting, Llc, Capital Forensics, Inc., Vestwell, Wilde Capital Management, and Tiaa-Cref.
Peter Kennedy's colleagues at Capital Forensics, Inc. include Kelly Raupp, Paul Bodor, Ilda Murzaku, Maksim Kavaliou, and Jen Evans.
You can use AeroLeads to view verified contact signals for Peter Kennedy at Capital Forensics, Inc., including work email, phone, and LinkedIn data when available.
Peter Kennedy holds Master Of Laws (Llm) Federal Taxation, Federal Taxation from Boston University School Of Law.
Peter Kennedy is listed with skills including Financial Services, Wealth Management, Investments, Series 7, Mutual Funds, Retirement Planning, Portfolio Management, and Securities.
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