Peter Englund

Highly driven and disciplined wealth management professional and former United States Army Officer with nine years of experience in business development, key relationship management, and entrepreneurship.

Greenwing Wealth Management, San Antonio, Texas

Vice President of Wealth Management, December 2021 – June 2023

• Partnered in the growth of a startup wealth management firm that began with zero assets under management and grew to $30 million in less than two years.
• Developed comprehensive financial strategies tailored to the unique needs and goals of high-net-worth individuals, resulting in wealth preservation and growth.
• Collaborated with portfolio managers, analysts, and legal/compliance professionals, to ensure compliance with regulatory standards and deliver integrated wealth management solutions.
• Managed daily business operations and a multi-channel sales pipeline, ensuring timely completion of tasks to optimize efficiency and productivity.

United States Army

Field Artillery Officer, April 2018- December 2021

• Demonstrated exceptional leadership skill, effectively managing and leading teams of soldiers in high-stress and dynamic environments.
• Fostered a culture of teamwork, discipline, and professionalism, ensuring a cohesive and motivated unit that consistently achieved mission objectives.
• During a deployment to Iraq, effectively communicated and coordinated with various stakeholders, including superiors, subordinates, and allied forces, to achieve operational objectives and maintain positive relationshipswith host-nation military leaders.

Capital Group/American Funds, San Antonio, Texas

Internal Wholesaler, September 2015 – November 2017

• Developed and executed strategies to expand market share, resulting in a 20% increase in sales volume in the Miami Financial Conglomerates territory.
• Provided comprehensive product training to financial advisors, enabling them to effectively position investment offerings and drive sales growth.
• Won 1st place for best sales presentation at the 2017 National Sales Conference.

Ameriprise Financial, Vancouver, Washington

Financial Advisor, December 2014 – September 2015

• Developed comprehensive financial plans for clients, considering their short-term and long-term goals, risk tolerance, and financial constraints.
• Actively sought new business opportunities and generated leads through networking, referrals, and participation in industry events, consistently expanding the client base

Western Washington University, Bellingham, Washington

B.A. in Communication