Shellie L Peters

age ~54

from Oakton, VA

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Also known as:

Shellie Kurek Peters
Shellie K Peters
Shellie L Kurek
Shellie K Kubek
Shelle L Peters
Shelie Peters
Shelly Kurek
Shelle Kurek
Sheltie Peters
Shelie Kurek

Connected to:

Shellie Peters Phones & Addresses

Oakton, VA
Orlando, FL
Fairfax, VA
71 Susan Dr, Pelham, NH 03076 • (603)6352473
Burlington, MA
Liverpool, NY
Milford, CT
East Rochester, NY
Rochester, NY
Cicero, NY
2921 Elmridge Ct, Oakton, VA 22124 • (703)2422784

Work

Position:

Administration/Managerial

Education

Degree:

Associate degree or higher

Resumes

Avp, Financial Planning At M&T Bank

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Location:

Washington D.C. Metro Area

Industry:

Financial Services

Principal And Senior Wealth Advisor

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Location:

Washington, DC

Industry:

Financial Services

Work:

M&T Bank since Jul 2010
Vice President, Financial Planning
on Sabbatical Apr 2009 - Jul 2010
Independent
Deloitte Investment Advisory Sep 2005 - Apr 2009
Senior Consultant, Manager, Family Wealth Management
ETFidea, LLC Jan 2002 - Dec 2004
Vice-President
RBC Dain Rauscher 2001 - 2002
Financial Consultant

Education:

Saint John Fisher College 1989 - 1993
BA, International relations and History

Skills:

Plannning
Philanthropy
Strategic Financial Planning
Asset Allocation
Retirement Planning
Estate Planning
Portfolio Management
Financial Planners
Wealth Management Services
Investment Management
Banking
Life Insurance
Wealth Management
Risk Management
High Net Worth Individuals
Estate Tax Planning
Trusts
Family Office
Succession Planning
Asset Protection
Leadership
Investments
Retirement
Mutual Funds
Management
Insurance
Wealth
Financial Services
Securities
Asset Management
Finance
Alternative Investments
Investment Advisory
Investment Strategies
Bonds
Pensions
Series 7
Managerial Finance
Equities
Financial Advisory
Strategic Planning
Consulting
Strategy

Interests:

Founding Board of Directors
Pittsford Chamber of Commerce 1994

Certifications:

Certified Financial Planner
Cfp Board