Peter Epstein
About Peter Epstein
Peter Epstein is the Managing Director of Relationship Management, holding degrees in Business Economics and International Finance and Economics, and licensed with series 3, 7, and 63.
Peter Epstein: Managing Director, Relationship Management
Peter Epstein currently holds the position of Managing Director, Relationship Management. His role likely involves overseeing client relationships, ensuring customer satisfaction, and facilitating communication between clients and the company. Epstein's expertise in this position speaks to his skills in managing and nurturing essential business relationships.
Peter Epstein's Education and Expertise
Peter Epstein earned his B.A. in Business Economics from the University of California, Santa Barbara. Following this, he pursued an M.A. in International Finance and Economics at Johns Hopkins University. His educational background provides him with a solid foundation in both domestic and international economic principles, as well as finance. Additionally, Epstein holds series 3, 7, and 63 licenses, indicating his proficiency in various financial operations and regulatory requirements.
Peter Epstein's Licenses and Certifications
Peter Epstein is accredited with series 3, 7, and 63 licenses. These licenses signify his qualifications in different areas of the financial sector. A series 3 license is associated with futures and commodities trading, while series 7 represents a general securities license. The series 63 license is related to state securities law. These certifications highlight Epstein's comprehensive knowledge and adherence to regulatory standards in finance.
Background and Personal Life of Peter Epstein
Peter Epstein resides in New York City with his wife and three children, Zeke, Dahlia, and Theo. He is an avid runner and enjoys spending time outdoors. Epstein values family time highly, often participating in activities with his children. His personal interests indicate a balanced lifestyle, blending professional responsibilities with active family engagement and a commitment to physical wellness.