Peter Brennan
Retired financial services executive
- Role
- Board of Advisors at Visible National Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Peter Brennan
Retired financial services executive. Still providing consulting services to investment…
Experience
Board of Advisors
Jan 2023 — Present · Charlotte, NC, US
I\'m honored to be serving on the Board of Advisors for Visible National Trust, a special needs trust platform for families with disabled family members
Education
Rice Business
MBA, Accounting
1978 — 1980
Texas A&M University
BS, Industrial Distribution
1974 — 1978
Skills
- Strategy
- Institutional Sales
- Asset Managment
- Sales Management
- Sales
- Alternative Investments
- Product Development
- Institutional Relations
- Series 7
- Series 63
- Marketing
- Mutual Funds
- Client Services
- Series 24
- Business Development
- Wealth Management
- Consulting
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