Peter Doherty Mba, Cfp®, Cexp

Peter Doherty Mba, Cfp®, Cexp Email and Phone Number

Financial Strategy | Wealth Management | Helping Business Owners From Seed to Exit @ Asset Strategy
Peter Doherty Mba, Cfp®, Cexp's Location
Greater Boston, United States, United States
Peter Doherty Mba, Cfp®, Cexp's Contact Details

Peter Doherty Mba, Cfp®, Cexp work email

Peter Doherty Mba, Cfp®, Cexp personal email

n/a
About Peter Doherty Mba, Cfp®, Cexp

Financial Stability is more than a scorecard. It's a foundation that allows family relationships, friendships and business partnerships to remain free of harmful financial tensions. It also provides the stable footing for families to pursue meaning in their lives. Even if your income is high, financial disorganization can lead to bad decisions, hurt feelings, failed promises, and unachieved goals. On the flip side, proper planning allows you to set fair expectations with family members and employees, account for the unexpected, and chart a path that fosters abundance of opportunity. If you need help structuring your family or business finances and are looking for a partner who brings advanced strategies that focus on the people and causes you care about, book an appointment at the link above.

Peter Doherty Mba, Cfp®, Cexp's Current Company Details
Asset Strategy

Asset Strategy

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Financial Strategy | Wealth Management | Helping Business Owners From Seed to Exit
Peter Doherty Mba, Cfp®, Cexp Work Experience Details
  • Asset Strategy
    Financial Consultant
    Asset Strategy Mar 2023 - Present
    Natick, Massachusetts, Us
    Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), an SEC Registered Investment Advisor. Securities offered through registered representatives of Concorde Investment Services, LLC. (CIS), member FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS and ASFG are independent of each other, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
  • Centropy Capital And Consulting
    Managing Director
    Centropy Capital And Consulting Jan 2019 - Present
    "Centropy comes from the term 'centration,' which has been introduced by Joseph Bois to indicate what happens when there is a pooling of human energies. It is a concentration of a sort; a uniting as exemplified by a group engaged in a cooperative venture. It is at those times when humans share in a common endeavor, that the outgrowth of their interaction may result in a new innovation"Centropy Capital advances its members and partners by taking both active and passive equity positions in for-profit and/or innovative ventures. Investments include Venture Capital, Limited Partnerships, Small Business Stakes, Direct Real Estate Holdings and Strategic Public Equity Opportunities. Centropy Capital also provides business development, project management and financial services consultation to small businesses.
  • The Bulfinch Group
    Financial Consultant
    The Bulfinch Group Jul 2020 - Mar 2023
    Needham, Ma, Us
  • Launchpad Venture Group
    Member
    Launchpad Venture Group Feb 2022 - Feb 2023
    Newton, Massachusetts, Us
  • Parexel
    Principal Finance Business Partner
    Parexel Aug 2016 - Jan 2019
    Durham, North Carolina, Us
  • Raytheon
    Financial Analysis
    Raytheon Oct 2012 - Aug 2016
    Arlington, Va, Us

Peter Doherty Mba, Cfp®, Cexp Skills

Microsoft Office Account Reconciliation Accounts Receivable Accounting Financial Statements Analysis Microsoft Excel General Ledger Accounts Payable Payroll Powerpoint Financial Analysis Management Process Improvement Peoplesoft Data Entry Budgets Access Financial Reporting Fixed Assets Forecasting General Ledger Maintenance Finance Sap Revenue Recognition Leadership Public Speaking Data Analysis Customer Service Financial Modeling Earned Value Management Percentage Of Completion Sap Bw Sap Erp Cash Flow Financial Planning Financial Forecasting

Peter Doherty Mba, Cfp®, Cexp Education Details

  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    Mba
  • Merrimack College
    Merrimack College
    Business Administration; Finance
  • St. Sebastian'S School
    St. Sebastian'S School
    High School

Frequently Asked Questions about Peter Doherty Mba, Cfp®, Cexp

What company does Peter Doherty Mba, Cfp®, Cexp work for?

Peter Doherty Mba, Cfp®, Cexp works for Asset Strategy

What is Peter Doherty Mba, Cfp®, Cexp's role at the current company?

Peter Doherty Mba, Cfp®, Cexp's current role is Financial Strategy | Wealth Management | Helping Business Owners From Seed to Exit.

What is Peter Doherty Mba, Cfp®, Cexp's email address?

Peter Doherty Mba, Cfp®, Cexp's email address is pe****@****xel.com

What schools did Peter Doherty Mba, Cfp®, Cexp attend?

Peter Doherty Mba, Cfp®, Cexp attended Isenberg School Of Management, Umass Amherst, Merrimack College, St. Sebastian's School.

What are some of Peter Doherty Mba, Cfp®, Cexp's interests?

Peter Doherty Mba, Cfp®, Cexp has interest in Social Services.

What skills is Peter Doherty Mba, Cfp®, Cexp known for?

Peter Doherty Mba, Cfp®, Cexp has skills like Microsoft Office, Account Reconciliation, Accounts Receivable, Accounting, Financial Statements, Analysis, Microsoft Excel, General Ledger, Accounts Payable, Payroll, Powerpoint, Financial Analysis.

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