Peter Bobick
Olmsted Falls,OH
Summary
Self-motivated Investment Strategist offering many yeas of experience in Financial Services. Passionate about combining strategy and creativity, driving new opportunities and building professional relationships.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Portfolio Strategist
Charles Schwab
01.2004 - 01.2024
- Relationship manager to hundreds of institutional clients.
- Functioned as subject matter expert on four unique suites of target date funds.
- Supported sales and client management personnel.
- Delivered investment updates to investment committees comprised of C-level executives.
- Monitored progress against goals and adjusted plans as needed.
- Recommended new approaches based on best practices in the industry.
- Prepared and presented reports to update stakeholders about success of each strategy.
- Gathered feedback from clients and investment clients and used it to inform strategic decisions.
- Collaborated with other departments to ensure effective execution of strategies.
Education
Bachelor of Science - Finance
Miami University
Oxford, OH05-1988
Skills
- Ability to speak to a diverse audience
- Skilled at communicating complex financial concepts in understandable terms
- Able to partner across teams to achieve results
- Able to gather field intelligence and communicate up the organization to shape strategy and goals
Certification
- Certified Financial Planner - CFP.
- Series 7 & 63 & 65 licensed.
Timeline
Portfolio Strategist
Charles Schwab
01.2004 - 01.2024
Bachelor of Science - Finance
Miami University
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