Peter Passi
Senior Paraplanner @atomos wealth
Preston, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2025 — Present
Senior Paraplanner @atomos wealth
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EDUCATION
1991 — 1996
Corpus Christi Preston
Bachelor's degree, Business/Managerial Economics
SKILLS
PensionsFinancial PlanningInvestmentsRetirementIncome ProtectionInvestment AdvisoryFinancial AdvisoryRetail BankingRetirement PlanningWealthFinancial RiskManagementVariable AnnuitiesSales ManagementFinanceInsuranceBankingRisk ManagementFixed AnnuitiesPortfolio ManagementFinancial ServicesInvestment StrategiesWealth ManagementRelationship Management
ABOUT PETER PASSI
An honest, reliable, proactive and hardworking individual with an eye for detail and a…
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