Peter Kohn
Financial Professional
- Role
- Financial Consultant at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Consultant
Aug 2022 — Present · Charlotte, NC, US
Conduct in-person and virtual financial consultations delivering tailored retirement investment strategiesincorporating client goals, risk tolerance, and preferences.* Lead financial wellness presentations and benefits fairs at educational and research institutions.* Drive asset consolidation through expert product knowledge and relationship building.* Manage daily activities in a fast-paced environment, ensuring timely delivery of commitments.
Education
Saint Frances College
Bachelor of Science
State University of New York College of Agriculture and Technology at Morrisville
Associate Degree
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