🔓 Unlock the full profile of Peter Raimondi (Dakota Wealth Management), including verified contact details, financial insights, and professional associations.
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Email: pet*****@dak******.com
Mobile: 78051*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Peter Raimondi is the Founder and CEO of Dakota Wealth Management, established in May 2018 in Palm Beach Gardens, Florida.
- Prior to founding Dakota Wealth Management, Peter served as Chief Executive Officer at Boston Private Wealth from October 2014 to April 2016, where significant strategic initiatives were implemented.
- Peter had previously founded and led Banyan Partners from July 2006 to October 2014, contributing to the growth and development of personalized wealth management services.
- Before Banyan Partners, Peter was the Founder and CEO of The Colony Group from April 1986 to June 2006, where a comprehensive approach to financial advising was established.
- Peter's early career included a role as Associate Attorney at The AYCO Corporation from January 1983 to January 1985, providing legal expertise that would benefit later business ventures.
- At Dakota Wealth Management, Peter has overseen growth in headcount, achieving an increase of approximately 46% over a two-year span, indicating successful business expansion.
- The organization has strong online presence and resources, with an official website and LinkedIn page facilitating client engagement and brand recognition.
- Peter Raimondi's extensive experience in the wealth management sector has been marked by a commitment to client-centered strategies and innovative financial solutions.