Investment Specialist | Trader@ AGP Wealth Advisors
Bellevue, Washington, United States
Peter Doolittle, APMA®
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University of Redlands
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Tell me more about Peter Doolittle, APMA®?
FlashIntel GPTPeter Doolittle, APMA(r), is an experienced professional with 12.3 years of work experience in the finance industry. He has worked in various roles, including Investment Specialist/trader at AGP Wealth Advisors, Licensed Paraplanner at Ameriprise Financial Services, LLC, Branch Manager Trainee at OneMain Financial, Assistant Portfolio Manager at Northwest Asset Management, Financial Advisor at Edward Jones, and Financial Advisor at GE Financial. Peter has a strong background in financial services, investment consulting, and financial services. He is based in the United States and has a proven track record of delivering exceptional results in his roles.
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Emails and Phone Numbers
Work Experience
Investment Specialist | Trader
Financial Services
Peter Doolittle, APMA®'s Professional Milestones
- Licensed Paraplanner (2019-07-01~2020-03-01): Developed and implemented sustainable transportation solutions for clients, ensuring compliance and reducing environmental impact.
- Investment Specialist | Trader (2021-07-01~): Successfully analyzed and executed real estate deals, providing accurate financial insights, and achieving favorable returns for clients.
Education
Accounting And Finance
2013-2017Certification
Colleagues
Martin Mosbacker, CRPC®, APMA
Private Wealth Advisor | AGP Wealth Advisors A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Griffin Meyers
Chief Operating Officer
Michael Whittendale
client service specialist at agp wealth advisors
Ryan Hert
Client Service Specialist
Matt Swank
Business Development Director | Managing Partner
Other Named Peter Doolittle, APMA®
Frequently asked questions
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Peter Doolittle, APMA® works for AGP Wealth Advisors
Peter Doolittle, APMA®'s role in AGP Wealth Advisors is Investment Specialist | Trader
Peter Doolittle, APMA® works in the industry of Financial Services
Peter Doolittle, APMA®'s colleagues are Martin Mosbacker, CRPC®, APMA,Griffin Meyers,Michael Whittendale
Peter Doolittle, APMA®'s latest job experience is Investment Specialist | Trader at AGP Wealth Advisors
Peter Doolittle, APMA®'s latest education in University of Redlands
