Terrence Peterson is a skilled expert, that works in Star2Star Communications main office of which is in 954. on the position of Customer Success Manager from 2018. Terrence Peterson gained professional experience in more than eight positions at different companies. Terrence Peterson went to the Baruch College and was studying from 2012 to 2015. Terrence has these qualifications: Series 7 and Series 63. New York, New York is the city, where this professional was lastly known to be situated. The professional's contacts can be accessed through this website by request.
Name variants:
Terence Peterson
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 5, 2022
Email
pe**@gmail.com, tp**@withum.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Customer Success Manager
600 Tallevast Rd SUITE 202, Sarasota, FL 34243
● Oversaw and managed the integration of product & operations processes for a $500 million dollar UCAAS company merger ● Designed, developed, and implemented processes for current, new, and ...
from Jan 2018
Accountant Ii
506 Carnegie Ctr SUITE 400, Princeton, NJ 08540
● Perform and assist in numerous types of services, including auditing & assurance, tax return preparation & research, business valuation & due diligence, and forensic accounting services ● ...
Nov 2015 — Aug 2017
Accounting Intern
● Solicited individual and business-to-business clientele through warm and cold marketing techniques. ● Developed and implemented an accounting information system to collect and analyze invo...
Feb 2014 — Jan 2015
Account Executive
45 Broadway SUITE 300, New York, NY 10006
● Solicited individual and business-to-business clientele through warm and cold marketing techniques. ● Conducted needs analysis and recommended appropriate products to meet client needs. ● ...
Jul 2011 — Sep 2012
Tutor
205 east 42Nd St, New York, NY 10036
● Created and implemented individualized education plans for student’s learning style ● Tutored many areas of academics, including English, Mathematics, Accounting, Finance, Economics, Biolo...
Sep 2007 — Jun 2012
Registered Representative
7 Wembley Ct, Albany, NY 12205
● Provided comprehensive wealth management services for high net worth individuals and small businesses. ● Conducted in-depth reviews of client’s financial circumstances and future goals. ● ...
Oct 2004 — Jul 2006
Financial Advisory Intern
595 south Federal Hwy, Boca Raton, FL 33432
Feb 2004 — Oct 2005
Education
2012 — 2015
2008 — 2011
2002 — 2006
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Financial Analysis
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Quickbooks
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Sales
Employee Benefits
Crm
Financial Accounting
Leadership
Forensic Accounting
Us Gaap
Business Valuation
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Academic Tutoring
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Prosystem Fx Engagement
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Sage 50
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