Peter L. Berg
Director of Institutional Development at Fieldstone Financial
Based in Cohasset, United States
7-day free trial · no credit card
Seniority
Director
Department
General Business & Management
Location
Cohasset
Industry
Financial Services
Company size
2
Contact information
Reveal Peter's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
p•••••••@fourstarwealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Peter L. Berg
Business development professional with nearly two-decades of expertise helping registered investment advisors, family offices and trust banks improve top-line fee revenue and operational efficiency. • Senior level experience with industry-leading broker-dealer and bank custodial platforms. Expertise in fiduciary accounts and directed trustee solutions. • Hands on experience sourcing business partners for newly-emerging RIAs, hybrid and dual-registered advisors. Deep network of industry contacts and valued vendor relationships. • Practical knowledge of investment management distribution for separate accounts, mutual funds and alternative investment products. Specialties: Helping advisors and financial intermediaries to grow and compete in the marketplace by helping them make well-informed decisions to improve operational efficiency and client service.
Build a list of verified contacts at Fieldstone Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Peter
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime