Peter Dutcher Email & Phone Number

Lincoln, Ri

I work with self-directed clients over the phone. I deepen relationships, uncover assets, execute trades, service 529 plans, retirement plans, and managed accounts

In this position I provided financial services to HarborOne Credit Union Members. I trained the staff, increased revenue, and passed all audits from regulators. I met regularly with clients to evaluate goals and managed a book of business of $33,000,000.

Brockton, Ma

I opened and managed a branch office of Edward Jones. The success there was due to face to face prospecting followed up with relationship management, and referrals. Community involvement was a major part of the plan. The business was built up to $19,000,000 in assets under management.