Peter J. Dorsey

Peter Dorsey
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Peter J. Dorsey's Biography

Type Of Business:
Brokerage and custody service company
Marketing Area:
National
Expertise:
Sales; Client management
Major Product/SVS:
Brokerage and custody services
Hobbies/Sports:
Skiing; Scuba diving; Golfing; Hanging out with his two sons
Education Degrees:
Master's Degree in Business, Pepperdine University (2005)
Charity:
Volunteer, Special Olympics of America
Number Of Years In Profession:
16
What Does He/She Attribute Success To:
He attributes his success to planning out his career, and ability to manage multiple tasks and get along with people.
Why did you become involved in your profession or industry?:
He became involved in his profession through his prior experience working with people behind the scenes, and being intrigued by the finance and brokerage industry.
Position Responsibilities and Duties:
Managing all regional relationships from Denver West, and the sales team goals and objectives; Doing analysis on budget expenditures; Overseeing sales; Resolving client service issues
Education Certifications:
Accredited Investment Fiduciary Training, University of Pittsburgh
Awards/Honors:
Multiple President Club Awards
Where Will You Be In 5 Years:
In five years, Mr. Dorsey hopes to broaden his skills and experience, as well as publish a book.
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