Peter Day

Peter Day Email and Phone Number

Senior Wealth Manager at Sequoia Wealth Management Group @ Sequoia Wealth Managment Group
petaluma, california, united states
Peter Day's Location
Greater Melbourne Area, Australia
Peter Day's Contact Details
About Peter Day

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Trading, Risk Management, and Derivatives. Strong finance professional with a HSC focused in Economics / Finance from Melbourne High School.

Peter Day's Current Company Details
Sequoia Wealth Managment Group

Sequoia Wealth Managment Group

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Senior Wealth Manager at Sequoia Wealth Management Group
petaluma, california, united states
Website:
sequoiawmg.com
Employees:
6
Peter Day Work Experience Details
  • Sequoia Wealth Managment Group
    Senior Wealth Manager
    Sequoia Wealth Managment Group Apr 2019 - Present
    Melbourne, Australia
  • Baillieu Holst Ltd
    Financial Advisor
    Baillieu Holst Ltd Aug 2015 - Apr 2019
    Melbourne, Australia
  • Macquarie Group
    Senior Financial Adviser
    Macquarie Group Aug 2012 - Jun 2015
    Level 26, 101 Collins Street, Melbourne 3000
    Peter has more than 26 years experience in stockbroking, having worked with organisations including Bain and Company and Johnson Taylor . Peter started on the Trading floor back in 1985 and experienced the frantic lifestyle of those days at the forefront, including Black Tuesday, The Crash of 1987 . In 1996, Peter joined the Wilson Htm Investment group.Peter specialises in portfolio management and trading, as well as participating in capital raisings for companies listed on the… Show more Peter has more than 26 years experience in stockbroking, having worked with organisations including Bain and Company and Johnson Taylor . Peter started on the Trading floor back in 1985 and experienced the frantic lifestyle of those days at the forefront, including Black Tuesday, The Crash of 1987 . In 1996, Peter joined the Wilson Htm Investment group.Peter specialises in portfolio management and trading, as well as participating in capital raisings for companies listed on the ASX.Peter is an accredited securities dealer of Australian and International shares and managed funds, margin lending, fixed interest, government bonds, financial planning, options trading and debentures. He holds a Professional Diploma in Stockbroking. Peter has been involved in many corporate finance dealings over the years and has been a keen player in advising, introducing and supporting many businesses to IPO possibilities and on existing listed companies on share issues. Show less
  • Reach Foundation
    Reach Charity Breakfast Committee
    Reach Foundation 2004 - 2015
    Dream Factory , Collingwood
    Voluntary position
  • Wilson Htm
    Seats Operator / Financial Adviser
    Wilson Htm Dec 1995 - Jul 2012
    Melbourne, Australia
  • National Australia Bank
    Money Market Dealer
    National Australia Bank Feb 1990 - Jun 1994
    Forward Exchange Contracts, Swaps ; Currency quotes. Dealing with Import/Export clients.
  • Bain & Co
    Messenger / Scrip Clerk / Trading Floor Phone Clerk / Trading Floor Licensed Operator
    Bain & Co Jan 1984 - Dec 1987
    Melbourne, Australia

Peter Day Skills

Portfolio Management Securities Trading Wealth Management Finance Retirement Planning Equities Asset Management Investments Options Financial Planning Asset Allocation Risk Management Estate Planning Bonds Financial Advisory Strategic Planning Financial Markets Investment Advisory Financial Services Derivatives Fixed Income People Person Wealth Investment Strategies

Peter Day Education Details

  • Melbourne High School
    Melbourne High School
    Economics / Finance
  • East Burwood Primary School
    East Burwood Primary School

Frequently Asked Questions about Peter Day

What company does Peter Day work for?

Peter Day works for Sequoia Wealth Managment Group

What is Peter Day's role at the current company?

Peter Day's current role is Senior Wealth Manager at Sequoia Wealth Management Group.

What is Peter Day's email address?

Peter Day's email address is pe****@****.com.au

What is Peter Day's direct phone number?

Peter Day's direct phone number is +614281*****

What schools did Peter Day attend?

Peter Day attended Melbourne High School, East Burwood Primary School.

What skills is Peter Day known for?

Peter Day has skills like Portfolio Management, Securities, Trading, Wealth Management, Finance, Retirement Planning, Equities, Asset Management, Investments, Options, Financial Planning, Asset Allocation.

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