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My past experience includes 25 years experience in two primary marketplaces: Financial Software and Investment Services.17 years of Executive level experience with startup software companies in the financial services arena (FormAtion Technologies, Corillian, Accelr8, FetterLogic).8 years of financial advisory experience managing large investment portfolios for high-net-worth individuals and their families. (Merrill Lynch, UBS, JPMorgan, Winter Capital International).5 of those years were focused on International business development in Latin America and Europe. Specialties: Sales, sales management, compensation plan development, merger/IPO experience, bilingual, multi-cultural, hold Series 7, 66 registrations with FINRA.
Greencoat Llc
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Managing PartnerGreencoat Llc Jul 2014 - Present
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Private Client Group RepresentativeFidelity Investments Oct 2013 - Jul 2014DenverAssist High Net-worth clients with planning and trading needs. -
Financial AdvisorWells Fargo Advisors, Llc Jan 2012 - Jul 20131200 17Th Street, Suite 2500As a Financial Advisor with Wells Fargo Advisors, I offer a wide range of services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I help families make informed investment decisions based on their specific needs. -
Sr. Vice President - Sales & ConsultingWealthbook May 2009 - Feb 2011Wealthbook is an online collaboration software tool that allows families and individuals to organize and manage their financial lives. Similar to LinkedIn or Facebook in that one can invite people to join their "page" but rather than inviting the whole world, one would only invite the professional advisors (financial advisors, tax advisors, legal, banking, insurance, etc) to join. As a startup, I have many roles including leading our sales force and managing consulting engagements with our clients. -
Managing DirectorGreencoat, Llc Dec 2007 - May 2009Provide consulting services to independent brokerage firms and investment management companies. Clients include small boutique firms as well as Fortune 100 firms.
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Regional Vice President SalesFetter Logic, Inc. Jan 2007 - Jul 2007Helped stock brokerage firms solve their compliance and operational challenges by using technology developed by our company. Managed my own sales territory as well as our single largest partner, National Financial Services in Boston. -
Financial AdvisorUbs, Merrill Lynch And Jpmorgan/Chase Dec 2002 - Jan 2007Built and managed investment portfolio's for high-net-worth individuals and their families. Became proficient in modern portfolio theory and the use of hedge funds, ETF's, currencies and managed futures.
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International Director Of SalesCorillian 2000 - 2002Launched the International Division for this internet-banking software company by establishing a team of resellers (Unisys, Compaq, Microsoft) in Europe and Latin America. Also led a team of programmers to "localize" the US-based applications so that they could be used internationally. -
Vice President - SalesWinter Capital International 1998 - 2001Winter Capital Intl assembled hedge fund managers and built tailored portfolio's for qualified investors. Most of our clients were from latin america and my job was to manage our sales force of individuals in all the major capitals of the region.
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Vp - SalesAccelr8 Technologies, Inc Sep 1996 - Nov 1997Provider of Y2K software tools to identify and fix date fields in business-critical computer code. My primary role was to oversee the Sales effort which consisted of direct sales to end-users, inbound sales calls and strategic alliances. During my time, sales quadrupled and our stock went from 75 cents to over $30.
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Senior Vp - SalesFormation Technologies 1984 - 1995Started as employee #4 in this banking software company that eventually became a 180-employee company. What a fun time we had while building a great company with great people and a fabulous culture.
Peter Baird Skills
Peter Baird Education Details
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Finra Series 7, 66 RegistrationsFinra Series 7 And 66 -
American School Foundation, MexicoK - 12
Frequently Asked Questions about Peter Baird
What company does Peter Baird work for?
Peter Baird works for Greencoat Llc
What is Peter Baird's role at the current company?
Peter Baird's current role is Managing Partner at GreenCoat LLC.
What is Peter Baird's email address?
Peter Baird's email address is pe****@****ail.com
What is Peter Baird's direct phone number?
Peter Baird's direct phone number is +130325*****
What schools did Peter Baird attend?
Peter Baird attended Finra Series 7, 66 Registrations, University Of Colorado Boulder, American School Foundation, Mexico.
What are some of Peter Baird's interests?
Peter Baird has interest in Latin American Travel, Children, Skiing, Cycling, Tennis, Golf.
What skills is Peter Baird known for?
Peter Baird has skills like Sales Management, Multicultural, Compensation Plan Development, Series 7, Series 66, Securities, New Business Development, Direct Sales, Sales Process, Sales, Finance, Retirement Planning.
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Peter Baird
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