Peter Allis work email
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Peter Allis is a Success Coach at Firepoint Solutions LLC at Firepoint Solutions LLC. He possess expertise in microsoft word, customer service, english, windows, outlook and 4 more skills. Colleagues describe him as "Peter was an absolute joy to manage. He was a tremendous asset to the company. When I hired him he had very little software experience but in just a short period of time he was able to pick up on important concepts and ideas. His attention to detail was extraordinary which meant that he rarely, if ever, dropped the ball. Anyone that may gt a hold of this guy in the future will benefit greatly form his forward thinking and loyalty. Thanks Peter for all your hard work."
Firepoint Solutions Llc
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Success CoachFirepoint Solutions Llc Feb 2014 - Present
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Vp/Investment AdvisorMorgan Stanley Smith Barney Feb 2009 - Nov 2011Englewood, CoDirected activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary. -
Vp/ Investment AdvisorUbs Wealth Management Dec 2000 - Feb 2009Directed activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary. -Hired and trained new recruits from 2006 - 2008 -
Vp/Investment AdvisorRbc Wealth Management Sep 1982 - Dec 2000DenverDirected activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary.
Peter Allis Skills
Peter Allis Education Details
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Commercial Recreation -
University Of OregonN/A
Frequently Asked Questions about Peter Allis
What company does Peter Allis work for?
Peter Allis works for Firepoint Solutions Llc
What is Peter Allis's role at the current company?
Peter Allis's current role is Success Coach at Firepoint Solutions LLC.
What is Peter Allis's email address?
Peter Allis's email address is pe****@****ney.com
What is Peter Allis's direct phone number?
Peter Allis's direct phone number is +130392*****
What schools did Peter Allis attend?
Peter Allis attended University Of Colorado At Boulder, University Of Oregon.
What skills is Peter Allis known for?
Peter Allis has skills like Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership.
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