Peter Coley
Officer; seniorFinancial Advisor at Citizens Investment Services | Cambridge, Massachusetts, United States
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Officer; seniorFinancial Advisor at Citizens Investment Services in May 2022 to Present
Vice President at Morgan Stanley Smith Barney in January 2007 to January 2009
Former diector & treasurer of the New england salmon Association at Coley Pharmaceutical Group in October 2001 to October 2007
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Colby College, A.B. English, January 1981 to January 1986
Brown University, Teaching Certification , Harare, Zimbabwe, January 1984 to January 1985
The Loomis Chaffee School
Brown University, International Relations and Affairs, January 1985
Brown University katz fellowship
Colby College
Colby College, English Language and Literature/Letters
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Quantitative theory analysis
Adobe Creative Suite
French fluency
Insurance
Retirement
Brokerage
Securities
Asset Managment
Retirement Planning
Portfolio Management
Investment Advisory
401k
Capital Markets
Asset Allocation
Fixed Income
Investment Strategies
Investments
Account Management
Analytical Skills
Financial Analysis
Business Development
Banking
Customer Relationship Management (CRM)
Customer Satisfaction
Financial Services
Research
Sales
Microsoft Office
Microsoft Excel
Salesforce.com
Fundraising
Education Funding
Managing Accounts
IRAs
Series 65
Series 24
Series 3 Commodities & Futures
Series 24 Principal
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Discover more about Citizens Investment ServicesWhat is Peter B Coley email address?
Email Peter B Coley at [email protected] and [email protected]. This email is the most updated Peter B Coley's email found in 2026.
What is Peter B Coley phone number?
Peter B Coley phone number is (617) 354-3943 and 6176612639.
How to contact Peter B Coley?
To contact Peter B Coley send an email to [email protected] or [email protected]. If you want to call Peter B Coley try calling on (617) 354-3943 and 6176612639.
What company does Peter Coley work for?
Peter Coley works for Citizens Investment Services
What is Peter Coley's role at Citizens Investment Services?
Peter Coley is Officer; seniorFinancial Advisor
What industry does Peter Coley work in?
Peter Coley works in the Investment Management industry.
Peter Coley Email Addresses
Peter Coley Phone Numbers
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