Peter Baird Email & Phone Number

Denver

Assist High Net-worth clients with planning and trading needs.

1200 17Th Street, Suite 2500

As 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.

Wealthbook 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.

Provide consulting services to independent brokerage firms and investment management companies. Clients include small boutique firms as well as Fortune 100 firms.

Helped 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.

Built 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.

Launched 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.

Winter 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.

Provider 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.

Started 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.

Finra Series 7 And 66

Bs

High School, K - 12

Activities and Societies: Best Dancer Class of 78