Peter Sikorski, Cfp® Email & Phone Number

New York, United States

Supports Klingman's Wealth Advisors on all aspects of client relationships, including their financial planning goals.

Greater New York City Area

Peter connected with both clients and Wealth Advisors in analyzing the client’s financial picture, building financial plans, and guiding clients in reaching their goals.

New Brunswick, New Jersey

Tested functionality and accuracy of middle office service platform’s trade capturing, valuation, reconciliation, and collateral management. Testing included the valuation of Credit default swaps post credit events, credit support annex agreement detail interpretation.Improved intraday reconciliation process by simplifying views to industry standards. Standardized data from two unique trade capturing systems by creating more sophisticated mappings in Microsoft Excel and comparing data for EOD reconciliation.Created fee reconciliation process for $1 billion AUM Hedge fund by leveraging existing technology frameworks to increase daily accuracy of charged futures and options clearing and commission fees. Saved firm time and money by converting inefficient End of Month process into a quick Daily process.Decreased overdraft fees charged to Hedge fund by creating a scheduled report to increase visibility of scheduled cash movements which saved the firms thousands of dollars each month.

Delegate home restoration projects for over thirty homes to different contractors.Introduced two new software programs to streamline communication and better address established goals.Implemented new marketing strategy by partnering with several banks to finance contracting for prospective customers.

Provide small group tutoring to help increase academic achievement by clarifying and reinforcing the school’s curriculum. Coordinated and organized a fitness group for students.

Prepared store for operation at early hours of the morning, interpreted customer’s cake ideas into possible designs, assisted bakers with maintaining stock of pastries by communicating sales trends of the particular day.

Prepared, and monitored athletic equipment under strict time constraints. Officiated outdoor volleyball matches for recreational divisions.

Master'S Degree, Personal Financial Planning

Activities and Societies: Barnhill PFP Toastmasters, PFPA

Bachelor Of Science (B.S.), Finance, General