Verified recordFinancial Services

Peter Pickard

Investment Associate, Venture Capital Growth Equity Research at Cambridge Associates

Based in Boston, United States

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Seniority

Other

Department

Other

Location

Boston

Industry

Financial Services

Company size

1.9K

Contact information

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Email

1 credit

p•••••••@cambridgeassociates.com

Phone

5 credits

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Background

About Peter Pickard

Worked within Fidelity Investment's Private Wealth Management group to help deliver a gold standard of client service and experience; worked collaboratively to come up with more efficient outreach strategies for engagement and relationship building within PWM - Analyzed data in order to create reports to improve Client-Associate relationships within Private Wealth Management - Helped associates create a succinct integrated planning and investment story that was delivered across Fidelity's largest organization (Personal Investing)-Executed on a variety of business related tasks to continue Fidelity's vast presence within the financial services realm - Created multiple non-profit fundraisers in order to raise money for Breast Cancer Awareness raising over dollars toward research for the Dana-Farber Cancer Institute.

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