Peter Yanez Email & Phone Number

Peter Yanez is a Vice President - Institutional Fixed Income at Multi-Bank Securities, Inc.. He possess expertise in banking, portfolio management, sales management, investment banking, entrepreneurship and 13 more skills. He is proficient in Spanish. Colleagues describe him as "Peter and I worked together to build what became the most profitable division of a $50+ million dollar private company. With more than 160,000 clients nationwide, our staff was able to sell and service with effectiveness, efficiency, quality and integrity. Peter's focus and self-driven determination proved invaluable as his management skills motivated and lead our team to succeed." and "Peter is a visionary. I was very impressed with his ability to see a market develop and put his stamp on it before anyone else even realized that a market existed. Peter is motivated and a clear decision maker. He is one of my favorite clients because I know that when he calls me it is about something big in the works."

Listed skills include Banking, Portfolio Management, Sales Management, Investment Banking, and 14 others.

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  Vice President - Institutional Fixed Income

  Multi-Bank Securities, Inc.

  Jan 2012 - Present - Miami/Fort Lauderdale Area

  Specialize in helping finance officers at Counties, Cities, Special Districts, Banks, Credit Unions, Asset Management Firms and Insurance companies effectively manage their fixed income bond portfolios by making the process simple, fully transparent and without charging fees.* Awarded New Account Leader of the year in 2014, 2015,2016, 2017 and 2018...Awarded to the Account Executive that opened the most new accounts out of the 80+ Financial Account Executives firm wide for the year. * Awarded eConnectDirect Account Executive of the Year in 2014, 2015, 2016, 2017 and 2018...Awarded to Account Executive that generated the most new accounts and most revenues on the eConnectDirect Software Platform out of the 80+ Financial Account Executives firm wide for the year.Active Securities Licenses include -Series 7 General Securities Representative Series 63 Uniform Securities Agent Series 50 Municipal Adviser Representative