Peter Maes Email & Phone Number

Prague, CZ

Bratislava, Slovakia

Portfolio Intelligence software for Venture Capital & Private EquityLeading the future for Data-Driven VCs

Prague, Czechia

-Market research for Corporate Venture Capital, venture investing, digital transformation, and innovation strategy consulting-Responsible for top & middle funnel KPIs, organizing and cleaning Hubspot pipeline - data cleaning ~2000 old prospects while adding 300+ fresh leads monthly.-Crafted prospecting campaigns for decision makers-Collaboration between.

Greater Denver Area

-Provided holistic, fiduciary, financial advice for 100+ clients, increasing relationship size by $1M/month and minimizing churn. -Worked cross-functionally with our service advisory, operations, technical support, and sales teams.-Focused on client retention and increasing relationship size while firm assets under management grew from $5 billion to over.

Denver, Colorado

Investment advisory sales and financial planning for FinTech startup, bringing in over $85 million in assets under management during my tenure. As a team we grew from $1 billion to over $5 bn in assets under management during this time frame.

Torrance, CA

Responsible for providing service to and growing our client base of over $50 million in retirement plan assets, while coordinating a cross-functional team in our Property & Casualty insurance division.Researched & benchmarked corporate retirement plans against the competitive market, negotiated with vendors, and maintained fiduciary compliance for the.

Expanded my financial services practice to include fee-based investment management. This allowed me to provide my clients with sound, objective investment advice while working on the same side of the table.Full portfolio analysis, construction, and regular monitoring of performance.

Built my own financial services practice with a focus on helping businesses and families grow and protect their wealth.Provided clients with a full needs analysis and policy review for life, health, disability, and long term care insurance, along with creating strategies for successful retirement and college savings plans.

Master'S Degree, International Development & Agricultural Economics

Activities and Societies: Student Ambassador, Erasmus Student MentorMaster of Science with a focus on sustainable agriculture and.

Bachelor'S Degree, Economics; Spanish

Activities and Societies: USC Club Baseball Team, Tau Kappa Epsilon, Summer Study Abroad - Buenos Aires, ArgentinaDouble Major in.

High School

Activities and Societies: Varsity Baseball, Basketball, Football, AVIDTop 10% of graduating class