Peter Filippakis
Client Relationship Manager | Portfolio Manager at Richter | Greater Montreal Metropolitan Area
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Client Relationship Manager | Portfolio Manager at Richter in August 2022 to Present
Investment Counsellor at HSBC in August 2021 to July 2022
Investment Counsellor at CI Private Wealth Canada in June 2013 to August 2021
Senior Account Manager at BDC in April 2012 to May 2013
Senior Financial Advisor at Canadian Imperial Bank of Commerce in June 2002 to April 2012
Customer Service Representative at National Bank of Greece in May 2001 to May 2002
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McGill University - Desautels Faculty of Management, October 2026
Concordia University, Cert, October 2026
Concordia University, Cert, October 2026
Concordia University, Cert, October 2026
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Portfolio Management
Investments
Financial Analysis
Banking
Financial Planning
Financial Services
Finance
Wealth Management
Asset Allocation
Investment Advisory
Financial Modeling
Financial Advisory
Investment Management
Sales
Alternative Investments
Commercial Credit
Analytical Skills
Business Development
Anti Money Laundering
Risk Management
Investment Strategies
Commercial Banking
Loans
Bloomberg
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
VBA Excel
S&P Capital IQ
Time Management
Interpersonal Skills
Presentations
Teamwork
Leadership
Customer Service
Relationship management
English
French
Sustainable Investment
Certified Financial Planner
Chartered Financial Analyst
Certified Fraud Examiner
Investment Research
Canadian Securities Course
SME Banking
ETFs
Tax Planning
U.S. Foreign Account Tax Compliance Act (FATCA)
Estate Planning
Trust Services
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Discover more about RichterWhat is Peter Filippakis email address?
Email Peter Filippakis at [email protected] and [email protected]. This email is the most updated Peter Filippakis's email found in 2026.
How to contact Peter Filippakis?
To contact Peter Filippakis send an email to [email protected] or [email protected]. (updated on February 03, 2025)
What company does Peter Filippakis work for?
Peter Filippakis works for Richter
What is Peter Filippakis's role at Richter?
Peter Filippakis is Client Relationship Manager | Portfolio Manager
What is Peter Filippakis's Phone Number?
Peter Filippakis's phone (**) *** *** 903
What industry does Peter Filippakis work in?
Peter Filippakis works in the Financial Services industry.
Peter Filippakis Email Addresses
Peter Filippakis Phone Numbers
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