Financial Advisor@ Mutual of Omaha
Loveland, Colorado, United States
Peter J. Gomez
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UC San Diego
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Tell me more about Peter J. Gomez?
FlashIntel GPTPeter J. Gomez is a highly experienced professional with 16.9 years of work experience. He possesses a wide range of skills including business objects enterprise, banking, help desk support, SharePoint, and IBM PowerVM virtualization. Based in the United States, Peter is known for his ability to gather information, educate clients, and make recommendations based on their needs and desires. He is committed to providing guidance and consistent service to develop and implement comprehensive business and individual strategies.
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About
I work with motivated people who realize that planning for the future is very serious business. I begin by gathering information, addressing areas of concern, educating the client, and making recommendations based on their needs and desires. This is accomplished with the ultimate goal of helping the client accumulate, protect, and preserve their net worth. I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
...See MoreWork Experience
Financial Advisor
Financial Services
Peter J. Gomez's Professional Milestones
- Business Systems Analyst (2013-11-01~2015-11-01): Implementing effective business systems solutions, enhancing efficiency, and optimizing business processes.
- Financial Advisor (2017-01-01~2017-08-01): Provided expert financial guidance to clients, facilitating decision-making and improving their portfolio performance.
Education
Skill
Business Objects Enterprise
Banking
Help Desk Support
Sharepoint
Ibm Powervm Virtualization
Fiserv Xp2
Business Analysis
Agile Methodologies
Fics Mortgage Servicer
Helpstar Help Desk Software
Strategic Planning
General Securities Registered Representative
Inventory
Microsoft Office
Hyland Software Onbase Ecm
Imm Totaleatlas And Totalereceipts
Customer Service
Symitar
Enterprise Software
Sharepoint 2007 And Wss 3.0
Infoview
Sybase Sql Anywhere
Web And Self Service
Numara Software Trackit! Help Desk
Opcon X5 Enterprise Manager
Sql
Liquid Office Form Designer
Management
Project Management
Fiserv Imagesoft Nautilus Ecm
Crystal Reports Xi And 2008
Db2/sql
Databases
Certification
Colleagues
John Frick
Senior Product Owner | Strategic Project Leadership | Finance & Accounting | Problem Solver | MBA
Phil Brehart
Senior Product Owner
Jeannie Goble
Product Owner
Bailey Parks MBA, M.S.
product owner - claims payment system
Zack Moore, PMP, CSM, SPC
Senior Product Owner
Other Named Peter J. Gomez
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We found 5 Peter J. Gomez's email addresses
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Peter J. Gomez's social media include: Linkedin,
Peter J. Gomez works for Mutual of Omaha
Peter J. Gomez's role in Mutual of Omaha is Financial Advisor
Peter J. Gomez works in the industry of Financial Services
Peter J. Gomez's colleagues are John Frick,Phil Brehart,Jeannie Goble
Peter J. Gomez's latest job experience is Financial Advisor at Mutual of Omaha
Peter J. Gomez's latest education in UC San Diego
