Peter Brown
Tell me more about Peter Brown?
Peter Brown is an experienced Wealth Management Consultant with 8.1 years of work experience. He possesses a wide range of skills including investments, customer service, finance, risk management, banking, portfolio management, and financial services. Currently, he works at St. James's Place Wealth Management in Aberdeen City, Scotland. Prior to this, he held positions at Phil Anderson Financial Services Ltd. and Navigation Wealth Management Ltd. Peter is highly proficient in Microsoft Office and Excel, and has a strong background in financial analysis.
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About
Wealth Management Consultant at St. James’s Place Wealth Management
Work Experience
Senior Financial Advisor
Financial Services
Peter Brown's Professional Milestones
- Wealth Management Consultant (2015-09-01~2017-12-01): Implementing strategic financial plans to optimize portfolio performance and drive sustainable growth.
- Senior Financial Advisor (2017-12-01~): Provided strategic financial guidance to clients, fostering mutual wealth and equity in their long-term financial lives.
Skill
Investments
Customer Service
Finance
Risk Management
Banking
Portfolio Management
Financial Services
Microsoft Office
Microsoft Excel
Financial Analysis
Certification
Colleagues
Other Named Peter Brown
Frequently asked questions
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We found 1 Peter Brown's phone numbers
Peter Brown's social media include: Linkedin,
Peter Brown works for Phil Anderson Financial Services Ltd.
Peter Brown's role in Phil Anderson Financial Services Ltd. is Senior Financial Advisor
Peter Brown works in the industry of Financial Services
Peter Brown's colleagues are Rebecca Shiel,kellye ruder,Emma Reid
Peter Brown's latest job experience is Senior Financial Advisor at Phil Anderson Financial Services Ltd.