Profiel

Mr. Lillard has extensive years of experience in retirement services, personal trust and estate administration.
He was most recently employed as Managing Director by Hudson United Wealth Management Services Group and Senior Vice President by TD Banknorth Wealth Management Group.
He previously worked for Fleet Bank's Private Clients Group in Summit, New Jersey.
He also worked for Summit Bank and First Fidelity, now Wachovia Bank.
Mr. Lillard received a Bachelor of Science degree in Business Administration from Wake Forest University in Winston-Salem, North Carolina.
He is a graduate of the National Graduate Trust School at Northwestern University.
He has also completed the Certified Financial Planning Program and holds a Series 7 securities license, as well as a New Jersey life and health insurance license.

Eerdere bekende functies van Peter T. Lillard

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Portefeuillebeheerder-Aandelen 01-09-2006
Portefeuillebeheerder-Aandelen 14-01-2006
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