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Peter Clegg Wallace
Analyst-Equity chez
New England Professional Planning Group, Inc.
Profil
Mr. Peter C.
Wallace is a Financial Advisor at New England Professional Planning Group, Inc. He works directly with clients to develop and implement retirement strategies and has extensive knowledge in the areas of annuities, long term care insurance, and corporate retirement plans.
He is the Director of New Business Development and a member of the Executive and Investment Committees.
Prior to joining Professional Planning Group, Mr. Wallace spent six years working at MFS Investment Management in Boston.
His responsibilities included marketing and servicing their mutual funds and annuity products.
He devoted two years to the MFS Retirement Plans Department, where he assisted businesses of all sizes in designing and implementing retirement plans.
He earned a Bachelor of Arts from Hartwick College in 1992, where he majored in Human Resources Management.
Postes actifs de Peter Clegg Wallace
| Sociétés | Poste | Début |
|---|---|---|
New England Professional Planning Group, Inc.
 New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Analyst-Equity | 01/01/1998 |
Anciens postes connus de Peter Clegg Wallace
| Sociétés | Poste | Fin |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | 31/12/1997 |
Formation de Peter Clegg Wallace
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Hartwick College
 Hartwick College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Finance |
