peter davey

* Neuberger Berman is a private investment management firm with over $200 billion in assets under management. As an Investment Analyst, I worked directly with global institutional clients, advisors and wholesalers, contributing to lucrative investment strategies. Highlights: * Educated hundreds of financial advisors during tenure regarding optimal mutual fund management strategies, outlining options across fixed income, equity and alternative investment categories. * Established partnerships with 75 financial advisors and wholesalers across territories spanning 20+ states. * Performed fund comparisons using Morningstar platform, enabling advisors to recommend high-quality investments. * Interfaced with external sales consultants and advisors to implement programs to expand network of accounts. * Trained and supervised all new employees regarding division policies, regulatory requirements and industry best practices, reporting directly to Senior Vice President.

* Morgan Stanley Smith Barney is an industry-leading, multinational financial management firm specializing in wealth advisement. In my role as a Senior Associate of Corporate & Retirement Services, I developed and maintained relationships with account managers and wholesalers from 20+ industry-leading entities including investment-only providers, mutual fund companies and insurance agencies. * Highlights: * Coordinated trainings for 150+ attendees, outlining recent market developments and upcoming legislative changes. * Prepared comprehensive reports, analyzing available plans and providing comparative summaries to stakeholders. * Contributed to launch and implementation of firm-wide programs, improving services for hundreds of clients. * Cultivated relationships with financial advisors specializing in specific products and services, expanding opportunities.

In my earlier role as Sales Liaison with Citi Smith Barney, I provided specialized advisement for over 1,000 advisors regarding financial planning, outlining key features and competitive benefits of 401k, 403b, IRAs and employer-provided accounts. Highlights: Performed complex financial analysis for clients, evaluating asset allocation, equity compensation and net worth. Leveraged private client models and depletion analysis tools, enabling financial advisors to deliver strong results. Promoted senior-level role in recognition of specialized industry knowledge and relationship management abilities.