Peter Reitmeyer

Experience

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  First Investors Corporation

  Jan 1997 - Jan 1998

  Compliance Analyst

  I led compliance inspections throughout the United States to ensure branch office operations and sales procedures were consistent with FINRA rules and regulations.

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  SEI Investments

  Oct 1998 - Feb 2010

  Client Service Professional

  Throughout my tenure I served as Project Manager, Supervisor, Marketing Representative and Account Manager within SEI's Private Banking and Trust division. Responsibilities included mutual fund administration and distribution, project management, supervision, marketing, account and relationship management, client and employee training, conversion support, compliance, operational outsourcing, asset management and sales support.

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  Iron Mountain

  Jan 2010 - Jan 2011

  Account Manager

  I managed institutional client relationships supporting Iron Mountain's full suite of records management and data protection solutions. I was responsible for retaining and growing these relationships through proactive communication, strategic business planning and sales initiatives.

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  PENN Capital Management

  Feb 2011 - Aug 2014

  Director, Insurance, Intermediary and Sub-Advisory Relationships

  I was responsible for leading PENN's insurance asset management, intermediary and sub-advisory marketing, sales and relationship management initiatives. I also served a diverse group of private client relationships.

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  Manning & Napier

  Sept 2014 - May 2019

  Vice President, Client Consultant

  As a Client Consultant for Manning & Napier Advisors, I was responsible for developing and servicing new private client and institutional investor relationships in the Mid-Atlantic region, including endowments and foundations and retirement plans. I provided investment solutions and consulting services designed to assist my clients in achieving their goals and objectives. I maintained an extensive COI network including estate attorneys, CPAs, investment consultants, non-profit leaders and business owners. Show less

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  The American College of Financial Services

  Jun 2019 - Sept 2021

  AVP, Advancement & Alumni Relations

  I was responsible for connecting the interests of alumni and strategic business partners with the mission and vision of The College, while securing major and planned gifts designed to support the perpetuity of the institution.

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  Fulton Financial Advisors

  Sept 2021 - now

  VP, Relationship Manager

  As a Senior Sales & Relationship Manager representing Fulton Financial Advisors Non Profit Services Team, I am responsible for retaining and expanding the most complex and profitable institutional client relationships while developing new client acquisition throughout the Mid-Atlantic region.