Verified recordFinancial Services

Peter Moughan

Director, Market Growth and Strategic Planning at Wells Fargo Advisors

Based in Charlotte, United States

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Seniority

Director

Department

General Business & Management

Location

Charlotte

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

p•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Peter Moughan

Results-driven professional with expertise managing people, partnerships and key initiatives. Collaborative leader with success in directing internal cross-functional teams and external consultative / analytic resources. Innovative business partner, effective communicator, and problem-solving analyst who cultivates and maintains positive, productive partnerships that build client loyalty, team member engagement and shareholder value.(peter.moughan@icloud.com) AREAS OF EXPERTISE Leadership • Effective interpersonal style that drives collaboration, decision making and partnership development • Deep experience managing people, teams, executive leadership and external resources to achieve business results Strategy • Skilled in conducting due diligence, competitive analysis, management interviews and product research • Wrote multiple business plans,"pitch books," research reports and white papers to raise capital, develop management vision and drive growth Analytics • Ability to translate complex information into effective business cases, presentations and reports • Diverse finance experience including business / M&A valuation, financial modeling, financial reporting, forecasting and budgeting Partnerships • Extensive experience leading cross-functional teams across the enterprise to achieve strategic objectives • Strong consultative sales skills that demonstrate value for all stakeholders that create, build and drive internal and external partnerships Specialties: • Strategic Planning • Business Planning • Business Development • Business Case Development • Partnership Development • Relationship Management • Cross Functional Team Leadership • Financial Modeling • Financial Reporting • Financial Analysis • Financial Modeling • Data Analysis • Business Valuation • Merger & Acquisition Valuation • Due Diligence / SWOT Analysis • Project Management • Communications ADDITIONAL RELEVANT EXPERIENCE GRANTCHESTER SECURITIES, New York, NY Financial Analyst - Researched, wrote, and presented reports for high yield bond desk with a $300 million inventory. JEFFERSON CAPITAL PARTNERS, Richmond, VA Financial Analyst - Performed pre-investment research and post-investment strategic support for a $75 million private equity fund. STARWIRE, San Francisco, CA Director of Business Development - Hired, trained, and managed a seven-person sales team for a Sequoia Capital application service provider. Deployed a consultative sales approach to generate $3 million in first-year revenue.

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