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Peter Lydon

Peter lydon

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location of Peter LydonNew York City Metropolitan Area
Phone number of Peter Lydon+91 xxxx xxxxx
Followers of Peter Lydon1000 followers

  • Timeline

    Jun 2008 - Aug 2008

    Finance Intern

    Nufern
    Jun 2009 - Jan 2010

    Financial Planning and Analysis/Corporate Accounting Intern

    Pioneer Investments
    Jul 2010 - Dec 2010

    Securities Lending Intern

    Goldman Sachs
    Feb 2012 - Jul 2013

    Analyst

    Citi
    Jul 2013 - Aug 2017

    Asst. Vice President - eFICC Sales

    Barclays Investment Bank
    Jun 2018 - Aug 2018

    Summer Associate

    Morgan Stanley
    Aug 2019 - May 2021

    Associate, Equity Capital Markets

    Morgan Stanley
    Current Company
    May 2021 - now

    Head of Strategic Planning

    Focus Financial Partners
    New York, New York, United States

  • About me

    Head of Strategic Planning at Focus Financial Partners

  • Education

    • Kingswood-oxford school

      -

    • Columbia business school

      -
      Mba

    • Northeastern university

      -
      Bachelor of business administration (bba) finance, economics

      Activities and Societies: Deans list, Finance and Investment club, Student value fund, Entrepreneurs club

  • Experience

    • Nufern

      Jun 2008 - Aug 2008
      Finance intern

    • Pioneer investments

      Jun 2009 - Jan 2010
      Financial planning and analysis/corporate accounting intern

    • Goldman sachs

      Jul 2010 - Dec 2010
      Securities lending intern

    • Citi

      Feb 2012 - Jul 2013
      Analyst

    • Barclays investment bank

      Jul 2013 - Aug 2017

      • Asst. Vice President - eFICC Sales

        Mar 2015 - Aug 2017

      • eFICC Sales Analyst

        Jul 2013 - Feb 2015

    • Morgan stanley

      Jun 2018 - Aug 2018
      Summer associate

    • Morgan stanley

      Aug 2019 - May 2021
      Associate, equity capital markets

    • Focus financial partners

      May 2021 - now

      • Head of Strategic Planning

        Apr 2024 - now

      • Vice President, M&A

        Aug 2023 - Apr 2024

      • Vice President, M&A and Relationship Management

        May 2021 - Aug 2023

  • Licenses & Certifications

    • Series 3

      Financial industry regulatory authority (finra)
      Feb 2014

    • Series 63

      Financial industry regulatory authority (finra)
      Aug 2013

    • Series 79

      Finra
      Aug 2019

    • Series 7

      Financial industry regulatory authority (finra)
      Aug 2013