Peter Dougherty, Efp (Spain), Crpc® (U.S.)

Peter Dougherty, Efp (Spain), Crpc® (U.S.) Email and Phone Number

The Financial Planner for Americans in Spain. European Financial Planner (Spain). Chartered Retirement Planning Counselor® (U.S.) @ BISSAN Wealth Management, EAF
Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s Location
Madrid, Community of Madrid, Spain, Spain
Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s Contact Details

Peter Dougherty, Efp (Spain), Crpc® (U.S.) work email

Peter Dougherty, Efp (Spain), Crpc® (U.S.) personal email

n/a
About Peter Dougherty, Efp (Spain), Crpc® (U.S.)

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

Peter Dougherty, Efp (Spain), Crpc® (U.S.)'s Current Company Details
BISSAN Wealth Management, EAF

Bissan Wealth Management, Eaf

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The Financial Planner for Americans in Spain. European Financial Planner (Spain). Chartered Retirement Planning Counselor® (U.S.)
Peter Dougherty, Efp (Spain), Crpc® (U.S.) Work Experience Details
  • Bissan Wealth Management, Eaf
    Financial Planner
    Bissan Wealth Management, Eaf Jan 2023 - Present
    Barcelona, Barcelona, Es
    BISSAN 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.
  • Bank Of America Merrill Lynch
    Director
    Bank Of America Merrill Lynch 2001 - 2013
    Charlotte, Nc, Us
    Bank 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.
  • Lehman Brothers
    Vice President
    Lehman Brothers 1995 - 2000
    Us
    Lehman 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.
  • First Boston
    Associate
    First Boston 1993 - 1995
    The 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

Fundraising Nonprofits Annual Giving Volunteer Management Problem Solving Spanish Philanthropy Finance Nonprofit Management Marketing Strategy Community Outreach Event Planning Public Relations Event Management Project Management

Peter Dougherty, Efp (Spain), Crpc® (U.S.) Education Details

  • Columbia Business School
    Columbia Business School
    Finance
  • Ineaf Business School
    Ineaf Business School
    Spanish Taxation
  • Arizona State University
    Arizona State University
    Applied 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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