Peter is President of Trendline Financial Solutions, a family Financial Planning Practice located in West Hempstead and Southold, New York. Visit his website at http://www.trendlinefinancialsolutions.com
Peter has been in the Financial Services industry for over 30 years. For the past 21 years Peter represented Bankers Trust Company (1985-1993) and then JPMorgan Chase Bank (1993-2009) as Trustee of Fortune 500 corporate pension and 401k plans. Such position includes major exposure to or responsibility for Plan Design, Trust Investments, Performance Measurement, Securities Lending, Security Custody and Administration for these Plans.
In 2009, Peter retired from JPMorgan Chase and established a personal financial planning firm named Trendline Financial Solutions. Trendline is a Registered Investment Advisory firm registered in the state of New York.
His Professional Designations, noted by the Initials after his name, include:
Chartered Financial Consultant - (Financial Planning)- American College
Chartered Life Underwriter (Insurance) – American College
Fellow Life Management Institute (Insurance) – Life Office Management Association
Certified Retirement Services Professional (Retirement) – American Bankers Association
Certified IRA Services Professional (IRAs) – American Bankers Association
Peter received his BA in Economics from Fairfield University in Connecticut.