Peter Medgyesy

Director of Training & Transitions @Moors & Cabot

Orlando, FL, US
EMAILS
p••••••••@moorscabot.com
MOBILE NUMBERS
+14•••••••26

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WORK HISTORY

Feb 2020 — Present

Director of Training & Transitions @Moors & Cabot

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Orlando, FL, US

EDUCATION

2002 — 2006

Rollins College

Economics, Economics

SKILLS

Asset ManagementFixed IncomeAsset AllocationMutual FundsFinancial ModelingPortfolio ManagementWealth ManagementSeries 63Investment StrategiesAlternative InvestmentsSecuritiesFixed AnnuitiesBloombergEquitiesValuationBloomberg TerminalRetirement PlanningFinraStrategic Financial PlanningCapital MarketsSeries 7FinanceFinancial AnalysisHedge FundsTradingFinancial PlanningOptionsInvestments

ABOUT PETER MEDGYESY

I specialize in the \"fog\" of financial transitions by helping advisors navigate the…

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Peter Medgyesy — Email, Phone Number & Contact Info | Unifers