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Pete Frantzis's
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Current Position:

Director Of Business Development at Cyndeo Wealth Partners

Experience:

39 years

Location:

St. Petersburg, Florida

How to contact Pete Frantzis

Last updated:2025-04-21
emailp***********s@cyndeowp.com
phone+1-***-***-7344
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Analytics

According to LinkedIn Pete Frantzis started working on 1986, then the employee has changed 4 companies and 4 jobs. On average, Pete Frantzis works for one company for 7 years 9 months. Pete Frantzis has been working as a Director Of Business Development for Cyndeo Wealth Partners for 1918 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director Of Business Development at Cyndeo Wealth Partners

Jun 2020 - Current

Senior Vice President Wealth Management at UBS

Feb 2012 - Jun 2020

Vice President Financial Advisor at Merrill Lynch

Dec 2002 - Feb 2012

SVP Regional Executive Retail Banking at Wells Fargo

May 1998 - Dec 2002

VP Retail Market Executive at Bank of America

Dec 1986 - May 1998

Education

Bachelor of Applied Science (B.A.Sc.) at University of Tampa

Mississippi State University

Associate of Arts (A.A.) at Seminole Community College

Current Company Information Cyndeo Wealth Partners

Name: Cyndeo Wealth Partners

Speciality: Investments, Investment Advisory Services, Financial Planning, Wealth Management

Location: Saint Petersburg, Florida, United States

Employees: 10-50

HQ Phone: 727-472-3700

Description: Cyndeo Wealth Partners is an investment advisory firm that offers financial planning and investment management services....

Skills

Leadership, Financial Analysis, Strategic Financial, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Series 7, Asset Management, Customer Service, Mutual Funds, Management, Financial Advisory, Investment Strategies, FINRA, Marketing Strategy, Equities, Series 63, Marketing, Alternative Investments, Wealth Management, Finance, Strategic Financial Planning, Team Building, Sales, Financial Planning, Public Speaking, Strategic Planning, Fixed Income

Frequently Asked Questions

How long has Pete Frantzis been working as a Director Of Business Development?

Pete Frantzis's total experience in various companies as a Director Of Business Development 5 years 3 months.

What is Pete Frantzis's minimum period of employment in the companies?

Pete Frantzis's minimum period of employment in various companies is 4 years 7 months.

What is Pete Frantzis's average duration of employment for different companies?

On average, Pete Frantzis works for one company for 8 years 5 months

What industries has Pete Frantzis worked in?

Pete Frantzis works in the Financial Services. Previously, Pete Frantzis worked in the Banking.

What positions has Pete Frantzis held before?

Previously, Pete Frantzis worked as a Senior Vice President Wealth Management, and Vice President Financial Advisor, and SVP Regional Executive Retail Banking, and VP Retail Market Executive.

How do I contact Pete Frantzis?

Pete Frantzis's email address is p***********s@cyndeowp.com, phone number is +1-***-***-7344. Sign up to get contact details.

Who is the President/CEO/Director of the Cyndeo Wealth Partners?

The President/CEO/Director of the Cyndeo Wealth Partners is Adam Hess

Who are Pete Frantzis's peers at other companies?

Pete Frantzis's peers at other companies are Agatha Estrada and Kyle Alford and Rodney Lowery
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