Peter Trulli

Peter Trulli

Crude Oil Trading

Followers of Peter Trulli404 followers
location of Peter TrulliNew Rochelle, New York, United States

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  • Timeline

  • About me

    Financial Advisor

  • Education

    • Iona College

      1990 - 1993
      BBA Accounting

      Activities and Societies: NCAA Division 1 Tennis Peter Trulli has interests:Claudia, Michela and Chaplin. Dallas Cowboys. Tennis. Squash. Golf.

  • Experience

    • Marc Rich Group

      Jan 1997 - Oct 1998
      Crude Oil Trading
    • Bear Wagner Specialists

      Oct 1998 - Jan 2008
      Managing Director
    • SAC Capital

      Feb 2008 - May 2009
      Senior Derivatives Trader
    • Private Investment Management

      Jan 2010 - Nov 2015
      Senior Investment Advisor

      Peter Trulli managed multiple portfolios of individual stocks, etf's and equity options.

    • Morgan Stanley

      Jan 2015 - Jul 2019
      Financial Advisor

      Providing a holistic approach to detailed financial planning, asset allocation / consolidation and customized financial products for Individuals, families, professional groups.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Asset allocation does not guarantee a profit or protect against a loss in a declining financial market. Show less

    • Flynn Financial Partners, Ltd.

      Jul 2019 - now
      Partner
  • Licenses & Certifications

    • NMLS #1487160

      National Mortgage Licensing System
      May 2016
    • Series 7, 66

      FINRA
      Jan 2016