Peter Dougherty, Efp (Spain), Crpc® (U.S.) Email and Phone Number
Peter Dougherty, Efp (Spain), Crpc® (U.S.) work email
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Peter Dougherty, Efp (Spain), Crpc® (U.S.) personal email
I enjoy helping people with financial planning. I’d do this job for free (but please don't tell anyone).•Schedule a consultation: https://financial-planning-in-Spain.com•Twitter: https://twitter.com/SpainEFPeter•YouTube: https://www.youtube.com/@PeterDougherty-Spain-secrets
Bissan Wealth Management, Eaf
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Financial PlannerBissan Wealth Management, Eaf Jan 2023 - PresentBarcelona, Barcelona, EsBISSAN Wealth Management is a pioneering financial planning firm in Spain. It is authorized and supervised by the National Securities Market Commission of Spain, the CNMV (registration No. 96), and has offices in Barcelona and Bilbao.We at BISSAN are committed to delivering on the promise of independent and honest financial planning, intelligently applied to your objectives and circumstances. As an American in Spain, I am personally committed to helping fellow English-speakers to understand and react thoughtfully to the unique financial situations we face.My posts here are meant to inform and/or entertain, and may not reflect the viewpoint of others at BISSAN Wealth Management. -
DirectorBank Of America Merrill Lynch 2001 - 2013Charlotte, Nc, UsBank of America Merrill Lynch is an American multinational investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.Provided comprehensive numeric and qualitative advice to corporate financial officers about bond markets.■ Worked with these clients to construct, monitor and periodically adjust their fixed income portfolio to the opportunities and challenges offered by prevailing market conditions.■ Utilized sophisticated analytical techniques to assist clients in lowering both their borrowing costs and the risk of their portfolios.■ Clients included Alcoa, Cargill, Dow Chemical, Duke Energy, Exelon, Exxon Mobil, International Paper and others. -
Vice PresidentLehman Brothers 1995 - 2000UsLehman Brothers was an American global financial services firm founded in 1847, operational for more than 158 years.■ Structured, coordinated and oversaw complex bond financings from initial proposal to completion.■ Helped clients understand and gain access to the debt capital markets.■ In addition, managed recruitment of all new Associates and Analysts in the department for two years. -
AssociateFirst Boston 1993 - 1995The First Boston Corporation, founded in 1932, was a New York-based bulge bracket investment bank. It was later acquired by and incorporated into Credit Suisse, and is now part of UBS.Supported the work of senior investment bankers on all phases of bond structurings, presentations, analyses, coordination and business development.
Peter Dougherty, Efp (Spain), Crpc® (U.S.) Skills
Peter Dougherty, Efp (Spain), Crpc® (U.S.) Education Details
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Columbia Business SchoolFinance -
Ineaf Business SchoolSpanish Taxation -
Arizona State UniversityApplied Economics
Frequently Asked Questions about Peter Dougherty, Efp (Spain), Crpc® (U.S.)
What company does Peter Dougherty, Efp (Spain), Crpc® (U.S.) work for?
Peter Dougherty, Efp (Spain), Crpc® (U.S.) works for Bissan Wealth Management, Eaf
What is Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s role at the current company?
Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s current role is The Financial Planner for Americans in Spain. European Financial Planner (Spain). Chartered Retirement Planning Counselor® (U.S.).
What is Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s email address?
Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s email address is pd****@****usa.org
What schools did Peter Dougherty, Efp (Spain), Crpc® (U.S.) attend?
Peter Dougherty, Efp (Spain), Crpc® (U.S.) attended Columbia Business School, Ineaf Business School, Arizona State University.
What are some of Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s interests?
Peter Dougherty, Efp (Spain), Crpc® (U.S.) has interest in Yoga, Travel, Reading.
What skills is Peter Dougherty, Efp (Spain), Crpc® (U.S.) known for?
Peter Dougherty, Efp (Spain), Crpc® (U.S.) has skills like Fundraising, Nonprofits, Annual Giving, Volunteer Management, Problem Solving, Spanish, Philanthropy, Finance, Nonprofit Management, Marketing Strategy, Community Outreach, Event Planning.
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