Name variants:
Mollie Peecher,
Moll Peecher,
Polly Peecher
Last updated Jun 09, 2024
Contact Information
Last Update
Jun 22, 2022
Email
mp**@carolinasinvest.com
Location
Fort Mill, SC
Company
Workplace
Colleagues
Work History
Relationship Manager
5605 Carnegie Blvd, Charlotte, NC 28209
Provide wealth management services to clients, overseeing all aspects of client relationship.
Coordinates with Financial Planning team to prepare and review performance reports.
Assist cl...
from Feb 2014
Registered Client Associate
516 north Tryon St, Charlotte, NC 28202
Provide high level of service for high net worth client.
Correspond with clients in writing and on the phone to resolve issues and provide investment reports.
Assist the Financial Advisor...
Sep 2013 — Jan 2014
Brokerage Investment Professional
100 Vanguard Blvd, Valley Forge, PA
Provide high level of service and generate client loyalty through unmatchable client experience.
Developing and enhancing knowledge of Vanguard funds and ETF’s, individual securities, prod...
Sep 2011 — Sep 2013
Account Officer
270 Park Ave, New York, NY 10010
Primary point of contact for all service related needs of a Private Banking client.
Responsible for establishing, maintaining, and building client relationships.
Team with internal groups...
Nov 2008 — Jul 2011
Plan Consultant
Deliver on-site retirement education programs, focusing on plan features and investment strategies.
Develop marketing policies tailored to individual audiences.
Meet with clients in one o...
Apr 2007 — Sep 2008
Senior Portfolio Manager
270 Park Ave, New York, NY 10010
Assisted in developing and implementing portfolio growth strategies that met clients’ investment objectives, managing high-complexity investment and trust portfolios for affluent clients wh...
Sep 1997 — Apr 2007
Portfolio Manager
41 south High St, Columbus, OH 43215
Oversaw 150 clients and $100 million of their assets.
Performed traditional trust management, focusing on assigned sector of restaurant/hospitality industry to analyze equity research and ...
Aug 1989 — Sep 1997
Education
1984 — 1987
upto
Occupations
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Broker
Financial Consultant
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Team Member
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Asset Management
Asset Allocation
Banking
Portfolio Management
Investment Strategies
Securities
Wealth Management
Financial Markets
Relationship Management
Mutual Funds
Fixed Income
Alternative Investments
Investment Management
Bloomberg
Retirement
Private Banking
Brokerage
Stock Management
Series 7
Equities
Series 63
Financial Services
Crm
Retirement Planning
Trading
FAQs about Molly Mahaffey Peecher
What's the main profession of Molly Mahaffey Peecher?
Molly Mahaffey Peecher is a Relationship Manager.
What jobs is Molly Mahaffey Peecher proficient at at?
Molly Mahaffey Peecher is proficient at such jobs as Sales Specialist and Relationship Manager.
Where does Molly Mahaffey Peecher live?
Fort Mill, South Carolina is the place where Molly Mahaffey Peecher lives
What is Molly Mahaffey Peecher's email?
The expert's email is mp**@carolinasinvest.com.
Where did Molly Mahaffey Peecher work?
The professional worked at Carolinas Investment Consulting, Linden Thomas & Company.
Where has Molly Mahaffey Peecher studied?
Molly studied at the University of Pittsburgh from 1984 to 1987.
Are there any professional industries Molly Mahaffey Peecher works in?
Molly works in Financial Services industry.
What are professional skills of Molly Mahaffey Peecher?
This person has the following skills: Investments, Asset Management, Asset Allocation, Banking, Portfolio Management, Investment Strategies, Securities, Wealth Management, and Financial Markets.