Peter Lockinger Email & Phone Number

San Mateo, California, Us

San Mateo, California, Us

Sydney, Nsw, Au

TMT Group

Sydney, Nsw, Au

TMT Group

New York, New York, Us

Global Industrials Group (GIG)

Fiesta Kids is a non-profit organization dedicated to providing birthday bags to children in need. Developed local partnerships to provide bags to children through homeless shelters, Title I schools and youth programs in the DC metro area.

Mclean, Va, Us

•Project lead on a transfer of over 30k accounts and almost $1B in assets to our company; deal brought Folio more than $1MM in revenues to date• Helped develop our Model Manager Exchange (MMX) program where advisors license portfolio models to other advisors; nearly two years after start, the assets in the program have grown to almost $300M• Managed and delivered a customized online tool for a billion-dollar financial services client that wanted to streamline its business in order to offload manual work being done by its financial advisors• Business lead on several large scale conversion integrations with activities including: Creating a SWOT business analysis, implementing a conversion guideline template and developing a standard technical integration plan• Organized and led a monthly presentation with our largest clients to provide them with product updates, demonstrations and best practices

Mclean, Va, Us

• Identified areas of lost revenue in our billing system: ultimately uncovered more than a quarter of a million dollars of extra revenue annually by retroactively capturing uncollected transaction billing and mutual fund administrative fees; put systems in place to capture the revenue moving forward• Led the creation and maintenance of several passively managed portfolios; in different sectors, investment styles, and international geographic regions using fundamental criteria• Project Lead on a performance project to enhance performance reporting including implementing different return measures, risk and attribution analysis• Helped develop several quantitative strategies using financial models to engage in proprietary trading for testing and investment• Facilitated with testing and implementation of an internal rating metric measuring diversification • Extensive experience with analysis of data using MySQL, Microsoft Excel and Microsoft Access

Minneapolis, Mn, Us

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. We offer complimentary consultation's where we examine your situation and see where you stand presently in relation to your goals. Our unique and collaborative DREAM-PLAN-TRACK approach to financial planning is an ongoing process because we know as your life changes your dreams and goals change too.

Master Of Business Administration (Mba), Finance Concentration

Bachelor Of Science (B.S.)