Peter Sims

Peter Sims Email and Phone Number

Chief Executive Officer @ Philadelphia, PA, US
Philadelphia, PA, US
Peter Sims's Location
Greater Philadelphia, United States, United States
Peter Sims's Contact Details

Peter Sims personal email

About Peter Sims

As a committed and deeply experienced revenue generator, business builder, and organizational leader, I have a demonstrated record of achievement in driving the distribution of complex financial projects while fostering and maintaining strategic relationships integral to commercial success and scalability. My greatest success has been collaborating to create engaged, inspired teams that drive forward the mission and vision of large organizations, leading them to the next level of success.

Peter Sims's Current Company Details
Ford & Friar Partners

Ford & Friar Partners

Chief Executive Officer
Philadelphia, PA, US
Peter Sims Work Experience Details
  • Ford & Friar Partners
    Chief Executive Officer
    Ford & Friar Partners
    Philadelphia, Pa, Us
  • Ford & Friar Partners
    Managing Partner
    Ford & Friar Partners Nov 2023 - Present
    Ford & Friar Partners is a business consulting firm which provides strategic insight and resources to transform a company's bold ideas into thriving businesses. At the heart of our mission is the small and medium sized employer looking for support in addressing their cyber, legal and business development challenges.
  • Payfored - Student Loan Assistance Program L Navigating Student Loan And Repayment Decisions
    Advisory Board
    Payfored - Student Loan Assistance Program L Navigating Student Loan And Repayment Decisions Apr 2022 - Dec 2023
    Newtown Square, Pennsylvania, Us
    Work with Advisory Board in strategic direction of distribution and operations.
  • Payfored - Student Loan Assistance Program L Navigating Student Loan And Repayment Decisions
    President
    Payfored - Student Loan Assistance Program L Navigating Student Loan And Repayment Decisions Feb 2018 - Mar 2022
    Newtown Square, Pennsylvania, Us
    Formulated organizational mission, corporate strategy, and distribution model to solve and prevent student debt crisis with cloud-based, simple-to-use software applications to educate consumers and create transparent and competitive student loan markets. Managed overall direction and operation of company
  • Onedigital
    Vice President Corporate Development
    Onedigital Apr 2022 - Sep 2023
    Atlanta, Ga, Us
    Responsible for growing financial services vertical through mergers and acquisitions. Help build strategy and platform development for future growth and cross solving opportunities. Established diversity, equity, inclusion and belonging initiative with co founder in retirement and wealth department of M&A.
  • Enspire Investments
    President & Co- Founder
    Enspire Investments Dec 2014 - Jan 2018
    Established and ran private investment platform that partnered with and enabled life insurance providers to provide qualified high-net-worth individuals access to private placement, private equity, and hedge fund deal opportunities. Recruited, led, and directed senior and operational leadership teams; defined and set organizational purpose.
  • Lincoln Financial Distributors
    Head Of Sales, Intermediary Retirement Plans
    Lincoln Financial Distributors May 2010 - Nov 2014
    Radnor, Pa, Us
  • Lincoln Financial Distributors
    Head Of Sales, Wire / Bank Annuities
    Lincoln Financial Distributors Apr 2009 - Jun 2010
    Radnor, Pa, Us
  • Lincoln Financial Distributors
    Head Of Sales, Investments
    Lincoln Financial Distributors Apr 2006 - Apr 2009
    Radnor, Pa, Us
  • Lincoln Financial Distributors
    Eastern Divisional Manager
    Lincoln Financial Distributors Nov 2003 - Mar 2006
    Radnor, Pa, Us
  • Fidelity Investments
    Senior Vice President
    Fidelity Investments Jan 1998 - Oct 2003
    Boston, Ma, Us
  • Fidelity Investments
    Vice President
    Fidelity Investments Jul 1995 - Dec 1997
    Boston, Ma, Us
  • Fidelity Investments
    Internal Wholesaler
    Fidelity Investments Oct 1994 - Jun 1995
    Boston, Ma, Us
  • Fin -Plan Group
    Registered Investment Advisor
    Fin -Plan Group Jun 1991 - Sep 1994

Peter Sims Skills

Mutual Funds Investments Series 63 Series 7 Wealth Management Retirement Planning Financial Services 401k Business Development Asset Allocation Marketing Strategy Asset Management Insurance Retirement Series 6 Sales Fixed Annuities Financial Planning 401 Retirement Savings Plans Separately Managed Accounts Trading Securities Regulation 529 Plans

Peter Sims Education Details

  • Boston College
    Boston College
    Business Administration
  • Center For Fiduciary Studies
    Center For Fiduciary Studies
    Accredited Investment Fiduciary
  • The Wharton School
    The Wharton School
    Securities Industry Institute

Frequently Asked Questions about Peter Sims

What company does Peter Sims work for?

Peter Sims works for Ford & Friar Partners

What is Peter Sims's role at the current company?

Peter Sims's current role is Chief Executive Officer.

What is Peter Sims's email address?

Peter Sims's email address is ps****@****lfd.com

What is Peter Sims's direct phone number?

Peter Sims's direct phone number is +148458*****

What schools did Peter Sims attend?

Peter Sims attended Boston College, Center For Fiduciary Studies, The Wharton School.

What skills is Peter Sims known for?

Peter Sims has skills like Mutual Funds, Investments, Series 63, Series 7, Wealth Management, Retirement Planning, Financial Services, 401k, Business Development, Asset Allocation, Marketing Strategy, Asset Management.

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