Pete Moretti Email & Phone Number

Westlake, Texas

Addison, Texas

*Assist current clients with their taxable and non-taxable accounts *Mutual fund trade orders.*IRA distributions-(both taxable and non-taxable)*Set up Systematic withdrawal plans for RMD's.*Set up and modify personal investment plans for IRA contributions and other money transfers.

Dallas/Fort Worth Area

• Led numerous marketing events in order to generate new potential clients. • Utilized multiple lead generation tools to help build and add to a book of business. • Analyzed options available for different clients based on their personal financial goals and objectives including, but not limited to time horizon and risk tolerance. • Developed personalized strategies for new prospective clients / fund-raising / promoting brand awareness.

Greater New York City Area

· Developed solutions for clients while working together on the Bloomberg professional services terminal.· Conducted initial terminal training sessions for sell-side equity clients, however assisted in all other asset classes including derivatives and alternatives.· Worked together with sales team to recognize, and generate leads based on client inquiries. · Communicated with current clients to maintain customer loyalty, and perhaps close gaps on potential competing products by showing terminal “functions” that may help with their day to day, helping brand awareness.

Greater New York City Area

· Helped locate, educate and advise potential investors on small to mid-cap publicly traded companies, as well as private entities.· Assisted Investor relations professionals with daily tasks such as preparing historical analysis reports on potential clients and informing investors of potential opportunities that may match their style of investing.

Fairfield, Nj

· Established a client base, as well as assisted in the management of client accounts.· Informed clients about different investment opportunities, as well as insurance plans.· Helped account managers, as well as Certified Financial Planners with daily tasks such as connecting with clients and performing quarterly reviews.

Stewart Angb, Newburgh Ny

· Partnered with a 7-man crew that flew missions, such as, aerial refueling jets, helicopters, and cargo transporting troops, as well as supplies for deployed serviceman overseas and stateside.· Conducted daily inspections on assigned aircraft depending on the current mission which consisted of but was not limited to pre-flight and post-flight maintenance checks, in-flight fuel and hydraulic balance control and overall situational awareness with a high degree of attention to detail while conducting high altitude risky missions.