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Peter Clegg Wallace
Analyst-Equity presso
New England Professional Planning Group, Inc.
Profilo
Mr. Peter C.
Wallace is a Financial Advisor at New England Professional Planning Group, Inc. He works directly with clients to develop and implement retirement strategies and has extensive knowledge in the areas of annuities, long term care insurance, and corporate retirement plans.
He is the Director of New Business Development and a member of the Executive and Investment Committees.
Prior to joining Professional Planning Group, Mr. Wallace spent six years working at MFS Investment Management in Boston.
His responsibilities included marketing and servicing their mutual funds and annuity products.
He devoted two years to the MFS Retirement Plans Department, where he assisted businesses of all sizes in designing and implementing retirement plans.
He earned a Bachelor of Arts from Hartwick College in 1992, where he majored in Human Resources Management.
Posizioni attive di Peter Clegg Wallace
| Società | Posizione | Inizio |
|---|---|---|
New England Professional Planning Group, Inc.
 New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Analyst-Equity | 01/01/1998 |
Precedenti posizioni note di Peter Clegg Wallace
| Società | Posizione | Fine |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | 31/12/1997 |
Formazione di Peter Clegg Wallace
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Hartwick College
 Hartwick College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Finance |
